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Vendor Order- Accounting Sync with Sage

This article explains how vendor orders in ServiceBox sync to Sage, including how purchase orders and item receipts are created based on vendor order statuses and accounting settings.

Review Before You Begin

Before following the steps in this article, make sure your vendor order accounting settings and status configurations are properly set up in ServiceBox.

Creating Purchase Orders in Sage via Sync

When you sync a vendor order from ServiceBox, a purchase order is created in Sage based on the vendor order status and settings in your accounting configuration.

Example:
If your vendor order is in a status like "Ordered Items/Requested", syncing it will generate a corresponding purchase order in Sage for the linked supplier.

Note: The exact status terminology may vary depending on your company’s setup.

 

 

Creating Item Receipts in Sage

If a vendor order is marked as "Received", ServiceBox will create an item receipt (also referred to as a bill or invoice receipt) in Sage during the sync.

  • The original purchase order in Sage is updated.

  • The "Invoice Received" box is automatically checked to indicate that the items have been received and the order is now billable.

 

 

 

How to View Linked Records in ServiceBox

To see what’s been synced:

  1. Open the vendor order in ServiceBox.

  2. Click the "Show Links" button in the top-right corner.

  3. You will see:

    • A link for the Purchase Order

    • A separate link for the Item Receipt (if the status was set to Received)

These records confirm successful syncing between ServiceBox and Sage.

 

 

Need Help?
Contact support by clicking the Help button in the bottom corner of your screen when logged in or email us at support@jobboxsoft.com.