Sage 300 - Importing Purchase Orders

QAP supports importing purchase orders from Sage 300®. Purchase orders can be matched to invoices using three-way matching. The integration has the following parameters:

• Purchase orders must be Active in Sage 300® to be imported.
• Purchase orders are imported in Purchase Order (PO) status by default. To enable importing purchase orders in Pending Approval (PA) status, talk to your Customer Success Manager.
• Purchase orders imported in PA status will go through the approval process in QAP. If no approval channels match the purchase orders, they will not import, and the sync will fail.
• Any updates to the purchase orders must be synced to QAP. For the purchase order approval workflow, the purchase order does not need to be approved again for any updates.
• Receiving data can be viewed in QAP from the purchase order and invoice module. There is no approval workflow for receiving data. Receiving data is automatically linked to the purchase order after syncing.

Instructions for matching purchase orders to invoices can be found here. QAP follows Sage 300®'s rules for matching purchase orders and invoices, such as how all invoice lines must be adopted from the matched purchase order, and additional invoice lines can not be added manually.

The instructional video below demonstrates how to import and match purchase orders from Sage 300® to invoices in QAP.