How to Setup & Manage Recurring Orders in Ops (Spend Management)
It is a best practice to setup recurring orders for the contracted invoices that come on the same schedule either weekly, bi-weekly, monthly, once a quarter etc. Recurring orders will be automatically generated based on the schedule you establish. Some examples of recurring orders would be your monthly Landscapin…
How to Create a Group of Reports to Run Automatically or on Demand
Go to Administration > Reports, SDE and Tasks > Scroll down to Groups New Group > Name the Group > You can choose on Demand or Recurring This example, we want the reports to run automatically, each day, at 6:00 AM Now that the group is created you will want to add the reports to the group Locate the rep…
How to Setup Recurring Service Requests
How to Setup Recurring Service Requests Go to Administration Leasing and Rents > Facilities > View Settings Service Requests > Recurring Service Requests Click New > Fill in All Items that Apply You can assign these, but only if you have setup your Maintenance Tech in OneSite (Maintenance, Vendors, Office Te…
