Rackbeat Purchase Invoice

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

Purchase invoices are received in Netvisor. When a purchase order in Netvisor is allocated to a purchase invoice, the integration transfers the allocated purchase invoice to Rackbeat. Netvisor's product codes must match those found in Rackbeat for this to work. The invoice ledger process is fully handled in Netvisor. A purchase invoice cannot be transferred from Rackbeat to Netvisor. 

When purchase invoice rows are allocated in Netvisor to a purchase order, the invoice is reflected in Rackbeat's Purchase Invoices section. If the row prices on the invoice differ from those on the purchase order, the prices are corrected in Rackbeat's stock value. The purchase order still shows the prices entered for the order, but stock reports display the stock value according to the purchase invoice rows. If a purchase invoice has only one row linked to multiple purchase order rows, 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 rows should first be transferred to this purchase invoice, and the transferred rows should be allocated 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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