Purchase Order Mapping ( Part 1)

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Purchase Order Mapping defines how values from purchase orders are recorded into accounting accounts in SmartBooks.

This mapping ensures purchase order data is prepared correctly for later accounting records and reports.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Purchase Order Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Purchase Order Mapping Does

Purchase Order Mapping connects:

• Purchase order components

• Accounting accounts used to record those values

When a purchase order is created or processed, SmartBooks uses this mapping to determine how amounts are handled in accounting.

Mapping Options Covered in This Section

Part 1 of Purchase Order Mapping typically includes:

• Purchase order totals

• Item cost components

• Basic purchase values

Each component can be mapped to a separate account.

Configuring Purchase Order Mapping

To configure or update mapping:

1. Open Purchase Order Mapping

2. Select the purchase order component

3. Select the account to record the value

4. Save the mapping

The mapping applies to future purchase orders.

Updating Mapping

Update this mapping when:

• Purchase order structure changes

• Accounts are updated

• New purchase components are introduced

Changes affect future records only.

Important Notes

• Purchase order mapping applies across SmartBooks

• Incorrect mapping can affect inventory and expense records

• Existing purchase orders are not recalculated automatically

When to Configure This

• During initial SmartBooks setup

• Before processing purchase orders

• When purchase order reports show incorrect values

Related Articles

• Purchase Order Mapping (Part 2)

• Purchase Invoice Mapping (Part 1)

• Chart of Accounts

• Mapping Setup

End of Article