Knowledge

If a Purchase invoice is generated from a Purchase order then this Purchase invoice cannot be mapped.

Manual Mapping

NOTE: If the purchase invoice mapping setup is disabled, the purchase invoice is not automatically mapped. Manual mapping is required.

• Step 1. Create Item mapping setup 
  
• Step 2.Enable the Tax default -Expense mapping setup so that the total tax amount of the purchase invoice will be mapped to this configuration. if this configuration is not enabled, the tax of the purchase invoice is not mapped to any accounts.
  

• Step 3. Create the Tax mapping setup 
  
  
• Step 4. Go to Purchase module -> Create purchase invoice 
  
  
• Step 5. Go to Accounting module -> Transactions -> Purchase -> Purchase Invoice -> Click  to map -> Select the account and click on the Save button. 
  
  
  
  Tax amount mapped according to Tax default-Expenses mapping setup and Tax Mapping setup 
  Special item mapped according to Item mapping setup 
  
  
  

Automatic mapping for purchase invoice

• 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 invoice mapping setup  and select the payment account and deposit to -> Click on the Save button
  
  
  
• Step 2. Create Item mapping setup 
  
  
• Step 3. Enable the Tax default -Expense mapping setup so that the total tax amount of the purchase invoice will be mapped to this configuration. if this configuration is not enabled, the tax of the purchase invoice is not mapped to any accounts.
  

• Step 4. Create Tax mapping setup 
  
  
• Step 5. Create the purchase invoice 
  
  
• Step 6. Go to the Transactions menu under the Accounting module -> Purchase -> Purchase invoice , this purchase invoice is mapped automatically.
  
  • Item  is mapped according to the Purchase order mapping setup. If the item in the purchase invoice meets the conditions of the item mapping setup, the deposit account will be replaced with the Expense account.
  • Tax amount mapped according to Tax default-Expenses mapping setup and Tax Mapping setup 

Mass mapping 

• Step 1. Enable the purchase invoice mapping setup  and select the payment account and deposit to -> Click on the Save button
• Step 2. Go to the Transactions menu -> Purchase->Purchase invoice -> Select some purchase invoices which mapping status is Has not been mapped -> click on the Bulk actions -> select the Mass mapping -> click on the Confirm button.
  
  
• Step 3. Confirm your selection in the following pop-up. The purchase invoice will be mapped.