Purchase Order Mapping (Part 2)

Audience: Admin
Type: Reference

Reference

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

Purpose

Purchase Order Mapping (Part 2) covers additional purchase order components that must be linked to accounting accounts in SmartBooks.

This ensures all purchase order values are handled correctly before they move into inventory, bills, or 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 This Mapping Covers

Part 2 of purchase order mapping typically includes:

• Additional charges

• Discounts

• Adjustment values

• Other non-item purchase components

Each component can be mapped to a specific accounting account.

Configuring Purchase Order Mapping

To configure or update mapping:

1. Open Purchase Order Mapping

2. Select the required purchase order component

3. Select the account to record the value

4. Save the mapping

The mapping is applied automatically to future purchase orders.

Updating Mapping

Update this mapping when:

• Purchase order components change

• Accounting structure is revised

• Additional charges or adjustments are introduced

Changes affect future purchase orders only.

Important Notes

• This mapping applies only to purchase orders

• Incorrect mapping can affect inventory and expense tracking

• Existing purchase orders are not recalculated automatically

When to Configure This

• During initial SmartBooks setup

• Before processing purchase orders

• When purchase order data does not reflect correctly in reports

Related Articles

• Purchase Order Mapping (Part 1)

• Purchase Invoice Mapping (Part 1)

• Inventory Receiving Voucher Mapping

• Mapping Setup

End of Article