Importing Supplier Invoices Through an Import is Not Behaving as Expected

Any Supplier Invoices Imported will be subject to the defaults set in Infusion.

If you have the following settings under:

1. Admin /  Settings / Import/Export  / Manage Imports  /  Defaults
• Process Purchase Orders to Invoice when Receiving (Unchecked will process to Packing Slip)
• Use Order Number as Job Number (on Job Management …..
2. Admin / Defaults / Manage Supplier Defaults /  Orders
• Require Job ID on all Orders

Then any imported invoice that has an order number that does not match a Job ID, will NOT be able to be processed through to a Supplier Invoice – as it does not have a VALID Job ID that Infusion can link it to. 

The Purchase Order will be available in the Purchase Order screen and will need to have the Job ID added to the lines before receipting in the Invoice.