Exporting Purchase Orders

Previous Topic: Exporting Paychecks

If ServiceCEO accounting integration is enabled, logging the Purchase Order's bill or invoice will add a new bill to your accounting application, automatically increasing the payables for the appropriate vendor (Inventory) A vendor is a company that provides you with the inventory you sell to or use to service your customers.. A summary description of the item entered is also included. If accounting integration is not enabled, this step allows the user to simply log the invoice number and date for their internal records.

Note that if you are integrated with QuickBooks, Purchase Orders (POs) A Purchase Order (PO) is a document by which you indicates to a vendor the type, quantities and agreed prices for inventory items that the vendor will provide to you. will be exported to the account as defined in the vendor record. See the Integrating Inventory with Accounting section for details. However, if you are integrated with XML, the PO exports to the Inventory Asset account defined in the Accounting tab of the master product. See the Integrating Products & Services with Accounting section for details.

Click Inventory.
Click the Purchase Orders tab.
Open the PO that you want to export to your accounting application.

Note!

Note:
You can only export purchase orders that have a status of Pend. Bill. For details regarding ServiceCEO's Purchase Order workflow, please read the Purchase Order Workflow section.

Click Log Invoice/Bill. The Enter Bill? dialog box appears, asking you if you want to export these items into your accounting package as a bill.
Click Yes. The Receive Invoice dialog box appears.

Type the vendor's invoice number in the Invoice Number field.
If necessary, edit the date of the invoice by selecting another date from the Invoice Date calendar box.
Click OK. The Purchase Order is exported.

Note that if multiple products, each integrated with a different XML account, are present on one PO, the resulting XML file will indicate that the individual products are linked to separate accounts.

Next Topic: XML Export Results

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