Before a non-service product is invoiced, it must be linked to a purchase order. When the invoice is synced to Intacct, any related purchase orders will be synced too. These will become Purchase Order entities in Intacct, with their own Intacct PO code.

Raising a Purchase Order and Allocating Stock

The easiest way to raise a purchase order for an invoice is to reserve your items, then select "New Purchase Order" from the "Actions" Menu on a sales order.

Follow the usual process and populate the rest of the required fields.

Selecting "Sales Order Products" as shown will make it easier to find the items you need. This is required to add any items that have had their default name overridden.

After finalising and creating a Stock Movement, make sure you select the correct Sales Order:

And again when allocating to an order:

Returning to your Sales Order, you will be able to invoice any items with stock allocated.

Purchase Order References in Invoice Manager

Once an invoice has been finalised and synced, you can see any linked purchase order references on the Intacct tab of the invoice. Please note, these are Intacct purchase order reference numbers.

Settings - Purchase Orders

Settings - Sage/Intacct - Purchase Orders

This will show you a summary of The Layer invoice references alongside any corresponding Intacct purchase order references. Invoices with multiple item lines may be linked to multiple purchase orders.

To see any POs that have failed sync, filter on the "Reconciled" column. You can attempt resync with "Sync Now", or check the error log for more details.

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