Knowledge

Manual Mapping

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

• Step 1. Create the purchase payment and approve it.
  
• Step 2. Click  to map -> Select the account and click on the Save button. 
  
  
  
  And this purchase payment is displayed in the report. 
  
  

Automatic mapping for purchase payment

• 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 payment mapping setup  and select the payment account and deposit to -> Click on the Save button
  
  
• Step 2.Create the purchase payment and approve it.
  
  
• Step 3. Go to the Transactions menu under the Accounting module -> Purchase -> Purchase payment, this purchase payment is mapped automatically.
  
  
  Note: if the purchase payment is paid by a special payment method and needs to be mapped to another account, create a payment mode mapping for that method.
  
  

Mass mapping 

• Step 1. Enable the purchase payment mapping setup  and select the payment account and deposit to -> Click on the Save button
• Step 2. Go to the Transactions menu -> Purchase->Purchase payment -> Select some purchase payments 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 payment will be mapped.
  

Edit mapping

• Step1. Go to the Transactions menu -> Purchase -> Purchase payment -> Click on the Edit  
  
  
• Step 2. Change the account and click on the Save ==> the amount of the account will be changed. 

Delete mapping 

Deleting the mapping will change the account's amount

• Step1. Go to the Transactions menu -> Purchase -> Purchase payment -> Click on the Delete
  
  
• Step 2. Confirm your selection in the following pop-up. The mapping of purchase payment will be deleted.
  

Mass delete mapping

Deleting the mapping will change the account's amount

• Step 1. Go to the Transactions menu -> Purchase -> Purchase payment -> Select the purchase payment which mapping status is Has been mapped -> click on the Bulk actions -> select the Mass delete mapping -> click on the Confirm button
  
  
• Step 2. Confirm your selection in the following pop-up. The purchase payment will be mapped.