Sage 200 Professional - Imported Purchase Orders

Quadient AP's Purchase Order module allows you to import purchase orders from Sage 200 Professional. To learn more about this process, please reach out to your Customer Success Manager.  

Quadient AP supports both two-way and three-way matching for purchase orders imported from Sage 200 Professional. Purchase orders using the following item types can be imported:

• Standard
• Free Text
• Additional Charges

Only Standard and Free Text item types can use three-way matching. Free Text can only use three-way matching if the purchase order is marked as receivable in Sage 200 Professional. All item types can use two-way matching.

Adopting Purchase Orders to Invoices

In the Adopt Purchase Orders dialog, select the lines to be adopted. For three-way match, select the purchase order lines and the associated receiving lines. Click Adopt Lines to finish. 

Quadient AP supports the following matching processes:

• Two-way match:
  • One purchase order to one invoice
  • One purchase order to multiple invoices
• Three-way match:
  • One purchase order to one receiving to one invoice
  • One purchase order to one receiving to multiple invoices.
  • One purchase order to multiple receivings to multiple invoices. There is a limit of one receiving per invoice.

Under or over invoicing and adding additional lines are allowed for both matching types. Additional lines must be coded to a GL account.

You will get an error message when trying to match:

• Multiple purchase orders or receivings to one invoice.
• Both a purchase order line and a receivings line to one invoice.

The error message is visible in the Adopt Purchase Orders dialog and prevents you from clicking Adopt Lines.