Sage Intacct sync: Template names for Purchase Order sync
Sync Purchase Orders into Key CashFlow and link them to bills. To facilitate this, we need the template names for your Purchase Order & Vendor Invoice Templates. Note: These sync preference fields are case-sensitive.
How to find Template Names
In Sage Intacct, within the entity you'd like to sync purchase orders for:
- Select the Applications drop down > Purchasing > Setup tab > Transaction definitions
- Copy the name under Template name on the Purchase Order row, to paste into PO Template Name on Intacct sync preference field in Key CashFlow
- Copy the name under Template name to paste into PO Vendor Invoice Template Name On Intacct sync preference field in Key CashFlow
Things to Know:
If you have multiple Bill.com accounts connected to the top level of Intacct and would like to use POs, you'll need to create a unique transaction definition and workflow in Intacct for each of the accounts and enter that as the transaction definition in the Bill.com sync preferences.
If these steps aren't completed:
• PO's created at the top level will sync into ALL of the top connected Bill.com accounts, creating the transaction in each and running the risk of multiple bills being created from a single PO. • If there are multiple bills created from the PO (1 from each account) only the first bill will sync to Intacct; the other bills will create a sync conflict. • Even though the PO's create in all accounts, there will be a cosmetic sync error “PO cannot be created - Either the object id is required or the integration id with the entity type are required, but not both"
Please note, with top-level configurations, POs created within the entity won't sync to BDC.