There are a number of reasons why purchase orders might not be shown in Mosaic Provider Portal. Here are some steps you can follow to try to identify why a service is not coming through.
There are four reports located in the Mosaic reports repository in the folder Mosaic Reports, Finance, Interfaces, Provider Portal that can be used to diagnose issues with the interface.
Service Orders Status - Shows whether the Service (Purchase) Orders interface is running successfully or not.
Service Users Status - Shows whether the Service Users interface is running successfully or not.
Orders Not Transferred - This is a list of all Orders that could not be transferred, along with the reason why.
Suspension Errors Report - A List of all Suspensions that could not be transferred.
If the interface is running successfully and the missing orders are not showing in the Orders Not Transferred report, the order may have transferred but had an error on Import.
To see if an exception was raised on import
In Provider Portal Admin go to the menu item Commitments, Administration, Service Order Import Exceptions Work Tray.
Filter the S/U Ref or S/O Ref columns to search for the Service User or Purchase Order ID respectively.
Another reason why Service Orders appear to be missing is that they have an open-ended Suspension recorded on them. In Mosaic Provider Portal Admin, open the Service Order and review the Suspensions tab.
If you still have not found a reason for the missing Service Order, it might be a configuration issue. Check that the provider has been mapped for inclusion in the interface.
Open the Mosaic Admin Tool.
Go to menu item Mapping then Filters.
Select AbacusProviders in the list shown and Click Amend.
Check the list shown as Values used in Filter and ensure that your provider is in there.
If the provider is not in there, locate them in the Available Values list on the left, and click the right arrow to add them.
Click OK to close that screen.
If the PO is still missing and all of the above does not identify why, please raise a new case online and reference the title of this article and provide us the following:
The Purchase Order ID.
Client ID.
Provider ID of the order that is missing.