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Purchase Order Mapping ( Part 1)

Accounting & Bookkeeping BuildX



Manual Mapping

NOTE: If the purchase order mapping setup is disabled, the purchase order is not automatically mapped. Manual mapping is required.
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  • Step 1.Enable the Tax default at Mapping setup/Purchase so that the total tax amount of the purchase order will be mapped to this configuration. if this configuration is not enabled, the tax of the purchase order is not mapped to any accounts.
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  • Step 2. Create the purchase order and approve it. 
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  • Step 3. Click 5.png to map -> Select the account and click on the Save button. 
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    Total tax amount mapped according to  Tax default at Mapping setup/Purchase.
    And this purchase order is displayed in the report. 
    7.png

Automatic Mapping for Purchase Order 

  • Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the Purchase tab  ->  Enable the purchase order mapping setup  and select the payment account and deposit to -> Click on the Save button
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  • Step 2. Enable the Tax default at Mapping Setup/Purchase so that the total tax amount of the purchase order will be mapped to this configuration. if this configuration is not enabled, the tax of the purchase order is not mapped to any accounts.
    3.png

  • Step 3. Create the purchase order and approve it. 
    4.png

  • Step 4. Go to the Transactions menu under the Accounting module -> Purchase -> Purchase order, this purchase order is mapped automatically.9.png

    • Sub total of purchase order is mapped according to the Purchase order mapping setup.

    • If the item in the purchase order meets the conditions of the item mapping setup, the deposit account will be replaced with the Expense account.
      10.png

Mass Mapping 

  • Step 1. Enable the purchase order mapping setup  and select the payment account and deposit to -> Click on the Save button

  • Step 2. Go to the Transactions menu -> Purchase->Purchase order-> Select some purchase orders which mapping status is Has not been mapped -> click on the Bulk actions -> select the Mass mapping -> click on the Confirm button.
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  • Step 3. Confirm your selection in the following pop-up. The purchase order will be mapped.
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