Pulling SCM Documents into Accounting
The SCM Accounting Connector pulls documents manually or automatically depending on the configuration your system administrator has chosen. If your administrator has not chosen to automatically import documents into FinancialForce Accounting, you can manually pull:
- Invoices as sales invoices
- AP vouchers as payable invoices
- Inventory transaction financial records as journals
Pulling Invoices
To pull invoices:
- Click the Sales Invoices tab in FinancialForce Accounting.
- Click Pull SCM Invoices on the list view.
- Check the Export Status fields on your SCM documents.
Pulling AP Vouchers
To pull AP vouchers:
- Click the Payable Invoices tab in FinancialForce Accounting.
- Click Pull AP Vouchers on the list view.
- Check the Export Status fields on your SCM documents.
Pulling Inventory Transaction Financial Records
To pull inventory transaction financial records:
- Click the Journals tab in FinancialForce Accounting.
- Click Pull SCM Journals on the list view.
- Check the Export Status fields on your SCM documents.