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 Draft Purchase Order in Xero" will be displayed on the Purchase Order creation page when you do not select any of these checkboxes.
Create Draft Purchase Order in Xero: This button will be used for creating a Purchase Order template that's saved for you to either make future modifications or to convert into an Approved Purchase Order.
Create Purchase Order in Xero and Submit for Approval: This button will be used for creating a Purchase Order template that's saved for you to either make future modifications or to convert into an Approved Purchase Order and Purchase Order status is updated as "Submitted for Approval".
Create Approved Purchase Order in Xero: You can approve a Purchase Order when you have finished creating it, or save your Purchase Order as a Draft and approve it later.
Default Xero Purchase Order Tax Type: Choose whether your whole transaction on the new Purchase Order page will be
- No Tax: No sales tax is calculated on the transaction. You can't select a tax rate for any line item, when you select this No Tax
- Tax Exclusive: Amounts are calculated on the new Purchase Order page by excluding the sales tax.
- Tax Inclusive: Amounts are calculated on the new Purchase Order page by including the sales tax
Default Xero Purchase Order Accounting Code: This Default Revenue Accounting Code will be set for all line items on the new Purchase Order page. If you specify the Accounting code at a line item level in this Purchase Order configuration page then that value will override this.
Default Tax Rate is set in Xero for each Accounting code in the Chart of Accounts.
Revenue Accounting Codes will be displayed on the Account picklist while creating Line items on the new Purchase Order page, based on the following Liabilities and Revenue Accounts, and Assets checkboxes you have selected.
When creating Purchase Order from Opportunities and Opportunity products, we populate data in the Purchase Order from standard Salesforce fields. However, you might have your own field you had like to use to prepopulate the Purchase Order. you can select your own custom fields below. If you had like to use two or more fields, we suggest you combine them using a formula.
Purchase Order fields are populated from the Opportunity object. Please select a field or formula field below. This only affects Purchase Order created from Opportunities.
Please note: All mapped fields must be on the Opportunity. If you wish to map data on an object other than the Opportunity, please create a formula field on the Opportunity to pull in this data.
Purchase Order Line items are normally populated from the Opportunity Product fields. We presume you use the standard fields Description, Inventory Code, Amount, Discount, and Quantity. However, you may wish to override these fields with your own custom fields. Additionally, you may want to populate the Account Revenue, Tax, and the optional Xero Tracking Category fields
For the Account Revenue, Tax, and Tracking categories, you must provide values that already exist in Xero. For security and data accuracy reasons, if the match is not exact, we will leave that field blank on the Breadwinner New Purchase Order page, allowing you to manually populate it before committing to Xero
Please note: 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 this data