This guide explains that purchase invoices are received and matched to purchase orders in Netvisor, after which the matched invoice appears in Rackbeat's purchase invoice section. Any pricing discrepancies are corrected in Rackbeat's inventory value. In special cases where a single invoice line contains multiple purchase orders, additional actions are required before transfer.

Purchase invoices are received in Netvisor. When a purchase order in Netvisor is matched to a purchase invoice, the integration transfers the matched purchase invoice to Rackbeat. The invoice ledger process is fully handled in Netvisor. A purchase invoice cannot be transferred from Rackbeat to Netvisor. 

When purchase invoice lines are matched to a purchase order in Netvisor, the invoice is reflected in Rackbeat's Purchase Invoices section. If the line prices on the invoice differ from those on the purchase order, the prices are corrected in Rackbeat's inventory value. The purchase order still shows the prices entered for the order, but inventory reports display the inventory value according to the purchase invoice lines. If a purchase invoice has only one line linked to multiple purchase order lines, Rackbeat cannot read this correctly and transfers a zero invoice to Rackbeat. In such cases, for example, archiving the purchase order is not possible because the purchase invoice does not have a recognized price. If such a situation arises on a purchase invoice, the purchase order lines should first be transferred to this purchase invoice, and the transferred lines should be matched to the purchase order. After this processing, the invoice is correctly transferred to Rackbeat, and the purchase order can be archived normally. 

Rackbeat has its own numbering series for purchase invoices. The number of the purchase invoice transferred from Netvisor appears on Rackbeat's side in the notes and invoice number in Netvisor field.

Keywords: Rackbeat purchase invoices


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