Purchase Order Configuration

Purchase Order Configuration is available only when the Account Payable module is enabled for your Salesforce Org.

To configure and create Purchase Order, you must enable Purchase Orders sync.

By default "Create Purchase Order in QuickBooks" will be displayed on the Purchase Order creation page when you do not select any of these checkboxes.

Create Purchase Order in QuickBooks button will be used for creating Purchase Order in Quickbooks.

Create and Email Purchase Order via QuickBooks button will create Purchase Order and send that Purchase Order as email to the mail address which you have mentioned on the Purchase Order creation page.

Default Revenue Accounting Code will be set while creating a new Item from a new Purchase Order Page.

You can check the "Display Liabilities and Revenue Accounts" and "Display Assets", to show them on the "Default QuickBooks Accounting code (Revenue Code)" picklist.

This section is used to map Purchase Order default fields (other than Line Item fields) with the fields from Opportunity while creating Purchase Order.

If you wish to map data on an object other than the Opportunity, please create a formula field on the Opportunity to pull in the data.

Purchase Order Custom Transaction Number will be useful when you want to assign your own custom transaction number or blank Purchase Order number while creating Purchase Order.

QuickBooks allows two entirely different types of line items on Purchase Orders. These line item types are called "Account Details" and "Item Details". While "Item Details" are more appropriate for specific products or quantified services, "Account Details" are more appropriate for general services or non-inventory items you might receive.

While Breadwinner can push Opportunity Products to either "Account Details" or Item Details", we can only push to one, not both simultaneously. You need to select which you want to have your Opportunity Products populate. You can still manually add other lines in either category during an individual Purchase Order creation.

Purchase Order Line Item Fields are populated from the Opportunity line item object. This only affects Purchase Orders created from Opportunities.

All mapped fields must be on the Opportunity Product. If you wish to map data on an object other than the Opportunity Product, please create a formula field on the Opportunity Product to pull in the data.