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Frequently Asked Questions


A. How do I change my User Name?
  1. Go to the Administration menu
  2. Click on Edit User Profile
  3. Double-Click your User Name
  4. Change your User Name
  5. Click on the Check Availability button
  6. You will receive a message indicating that your new User Name is available
  7. Click the Update button to save your changes
B. How do I change my Password?
  1. Go to the Administration menu
  2. Click on Edit User Profile
  3. Type your new Password in the Password field
  4. Re-type your new Password in the Confirm Password field
  5. Click the Update button to save your changes
C. What User Rights should I set for a User?
The User Rights depend on what tasks you would like this User to have.

If this User is submitting Service Receipts; then "Can send Tickets" and "Can Receive POs" must be checked off.

If this User is submitting Invoices; then "Can Send Invoices", "Can Receive Invoices" and "Can Receive POs" must be checked off.

All the other User Rights pertain to Administrators and Field Users.
D. What User Rights should I set for an Administrator?
When setting up an Administrator, just click on "Client Admin" and the Administrator has full rights to manage other Users.
E. How do I delete (archive) documents from my Inbox?
  1. Go to the Tools menu
  2. Click on Archiving/Unarchiving
  3. Select Archive Trans
  4. Select either the PO or Individual documents radio button.
  5. Check the appropriate PO number under the heading "Include".
  6. Click the Archive button.
F. How do I retrieve my archived documents from my Inbox?
  1. Go to the Tools menu
  2. Click on Archiving/Unarchiving
  3. Select Unarchive Trans
  4. Select either the PO or Individual documents radio button.
  5. Check the appropriate PO number under the heading "Include".
  6. Click the Unarchive button.
G. How do I delete (archive) documents from my Sent box?
Archiving from your Sent box is a feature that is not available in Cortex Desktop(™) at this time.
H. How are long are my documents archived for?
Documents are archived for 30 days but saved on Cortex servers for 6 months. If you require documents after the 30 day mark, contact Cortex Customer Support to request retrieval of these documents.
I. How do I work offline?
  1. Click the File Menu.
  2. Select Work Offline.
    Note: Purchase Orders will automatically download.
  3. Click OK on the Message box confirming that files have been downloaded for offline work.
  4. Create Service Receipts and Invoices like normal
  5. Click the File Menu.
  6. Select Work Online.
  7. Documents in your Outbox will process and send automatically
J. How do I delete a Line Item from my Service Receipt?
  1. Highlight the row to delete
  2. Click the Delete key on your keyboard
K. Why do I have to keep clicking the Refresh button?
The refresh button ensures that you have the most recent documents in your Cortex Desktop™ Inbox. A refresh of your Inbox does not occur automatically.
L. How do I get an Outline Agreement in my Cortex Desktop™ Inbox?
For Outline Agreement creation, please contact your Husky MS&M Representative.
M. How do I update the Outline Agreement in my Cortex Desktop™ Inbox?
To update your Outline Agreement, please notify your Husky MS&M Representative.
N. Why is my Service Receipt or Invoice Rejected?
From your Inbox, click on the Service Receipt or Invoice. The preview pane will display the contents of your document. Under the header, you will see some red text. This is the rejection message from Husky Energy Inc.
O. How do I resubmit a Rejected Service Receipt?
To resubmit a rejected Service Receipt:
  1. Double click the document to open it
  2. Make the appropriate changes
  3. Click on the Submit button to send it.
    Note: The status of the document will change from "Rejected" to "Resent to Trading Partner".
P. How do I resubmit a Rejected Invoice?
To resubmit a rejected Invoice:
  1. Double click the document to open it
  2. Click the Release Tickets button
  3. Create a new Invoice
  4. Select your Service Receipts to invoice
  5. Add a letter at the end of your Invoice Number
  6. Recreate your PDF image so that the new number is visible
  7. Reattach the new PDF
  8. Click the Submit button
Q. Why do I have to attach a PDF of my Invoice to my Invoice?
This process is part of the Husky Energy Inc. business rules.
R. Why do I have to attach a PDF of my Ticket to my Service Receipt?
This process is not part of the Husky Energy Inc. business rules but your Business Unit may require it. Speak to your Business Unit Representative on these requirements.
S. How do I determine which is my Cost Center and/or AFE and/or Work Order code?
Contact Cortex Customer Support and we will contact your Husky BU Rep and find out what your codes are.
T. Where do I put my Cost Center and/or AFE and/or Work Order code?
Refer to the Numbered SES document that you received during your Cortex Desktop(™) Training session. The numbers on your ticket indicate where codes are entered on the Cortex Service Receipt form.

If you do not have your Numbered SES document, contact the Cortex Customer Support and we provide you with another copy.
U. Who can give me my Cost Center and/or AFE and/or Work Order code?
Your codes are provided to you by your Husky BU Rep. If you did not receive them, Cortex Customer Support will get these codes for you on your behalf.
V. How do I get a refresher Cortex Desktop™ Training session?
Contact Cortex Customer Support and request a Refresher Training session.
W. Who do I call if I have questions?
Call us at 1-866-716-6272
  • Option 1 for Customer Support and General Business Calls
  • Option 2 for Sales Inquiries
Cortex Customer Support is operational from 6:00 AM MT/8:00 AM ET to 5:00 PM MT/7:00 PM ET, Monday through Friday.
 

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