Pushing a Single Document to Accounting

The SCM Accounting Connector pushes documents manually or automatically depending on the configuration your system administrator has chosen. If your administrator has not chosen to automatically export documents to FinancialForce Accounting, you can manually push:

  • Invoices as sales invoices.
  • AP vouchers as payable invoices. AP voucher lines with an associated item master are exported as product lines and those with no associated item master are exported as expense lines.
  • Credit invoices as sales credit notes.

To push invoices, AP vouchers or credit invoices to Accounting:

  1. Ensure that only the company to which the document is to be posted is selected in FinancialForce Accounting.
  2. Click Push to FFA on the invoice, AP voucher or credit invoice that you want to send to FinancialForce Accounting.
Note:

You can only push documents to Accounting when they meet the following criteria:

  • Invoices must be closed, associated with a completed shipment, have an export status of "New", and contain no errors on the Export Error field.
  • AP vouchers must be matched, have an export status of "New", and contain no errors on the Export Error field.
  • Credit invoices must have an export status of "New", and contain no errors on the Export Error field.