This article will explain how ServiceBox moves Vendor Orders into Sage, and how to create Purchase Orders and Item Receipts for the same in Sage.
Before moving forward, we recommend you take a look at the Vendor order accounting settings article https://support.jobboxsoft.com/en/support/solutions/articles/19000141821-vendor-order-accounting-settings-for-quickbooks-desktop-or-sage- and Vendor Order Status article https://support.jobboxsoft.com/en/support/solutions/articles/19000141826-vendor-order-settings first. All done? Ok, here's how the sync works:
How ServiceBox creates a purchase order in Sage:
This is defined by the Vendor Order Status and Settings setup in the accounting tab. For example, if you have a Vendor Order in the "Ordered Items/requested" status (Terminology for status may vary from company to company) and you run the sync, our system will create a Purchase Order for that Supplier in Sage. (Refer to Screenshot)
How ServiceBox creates an Item Receipt in Sage:
This is also defined by the Vendor Order status and Settings setup in the accounting tab.
For example if you have a Vendor Order status set as "Received" and you run the sync, our system will move that purchase order into Sage and update it by checking the "Invoice Received" box.
Note: If you open the Vendor Order in ServiceBox and click the "Show Links" button appearing in the top right corner,
you'll notice the system creates two separate link types; one for Ordered Items (Purchase Order) and a second for the Received (Bill/Receipt).
