Knowledge

Manual Mapping

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

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

• Step 2. Create tax mapping setup 
  
  
• Step 3. Create the purchase order and approve it. 
  
• Step 4. 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 
  And this purchase order is displayed in the report. 
  
  
  

Automatic mapping for purchase order 

• 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 order 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 order will be mapped to this configuration. if this configuration is not enabled, the tax of the purchase order is not mapped to any accounts.
  
• Step 4. Create tax mapping setup 
  
  

• Step 5. Create the purchase order and approve it. 
  
• Step 6. Go to the Transactions menu under the Accounting module -> Purchase -> Purchase order, this purchase order is mapped automatically.
  • Sub total of purchase order is mapped according to the Purchase order mapping setup.
  • If the item in the purchase order 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 order mapping setup  and select the payment account and deposit to -> Click on the Save button
• Step 2. Go to the Transactions menu -> Purchase->Purchase order-> Select some purchase orders 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 order will be mapped.