Pak Exchange Maintenance
Written by Brandy Burch
Updated at January 17th, 2025
The information on this screen is informational only and SHOULD NOT be changed once set.
| Sync Options | |
|---|---|
| Sync Date and Time | The most current Sync date and time are recorded here for reference. |
| Division Order Status | Options for Division Order Status are Division Orders that have not been returned as default and Division Orders that have been returned. When division orders are ready to be sent, if the option is set to Division Orders that have not been returned, Pak Accounting will only send division orders that have not been marked returned (default). If the option is set to Division Orders that have been returned, Pak Accounting will only send division orders to Pak Exchange that have been marked returned. |
| For invoices imported from PakEnergy Exchange | |
| Item Description | Options are Vendor Name & Description as default, Vendor Name or Description. This box allows you to change what the invoice Description shows once imported into Pak Accounting. This Description will appear on the invoice in AP and in the Revenue Billing process. |
| Description Starts on | Options are Same Line or Second Line. When using the Vendor Name & Description option in Item Description (above), this box allows you to change whether the Description shows on the same line as the Vendor Name or on the second line. This Description will appear on the invoice in AP and in the Revenue Billing process. |
| Credentials & Connection Options | |
| All credentials and connection options are set by a PakEnergy Customer Success Representative and SHOULD NOT be changed unless directed by a Customer Success Representative to do so. Changes to this information could cause miscommunication issues between Pak Accounting and Pak Exchange. | |