To Link a Bill Line to a Purchase Order Line

In MYOB Acumatica, you can link the lines of an existing bill (for example, one that has been imported from a third-party software product) to the lines of corresponding purchase order. To link the lines of a bill to the lines of a purchase order, you use the Bills and Adjustments (AP301000) form.

To Link a Line of an Accounts Payable Bill to a Line of a Purchase Order

  1. Open the Bills and Adjustments (AP301000) form.
  2. In the Summary area, select Bill in the Type box, and select the reference number of the bill in the Reference Nbr. box.
  3. On the Document Details tab, click the line to which a purchase order line is to be linked.
  4. On the table toolbar, click Link Line.

    The system opens the Link Line dialog box.

  5. In the dialog box, select the Purchase Order option button. The dialog box displays the purchase order lines with the same inventory ID that can be linked to the current line.
  6. Select the unlabeled check box for the purchase order line to be linked to the bill.
  7. Click Save to link the lines and close the dialog box.
  8. On the form toolbar, click Save.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Note the following about linking AP bill lines to purchase order lines:

  • To be able to link the lines of a bill to the lines of a corresponding purchase order, make sure that for the bill, the Tax Settings option is selected in the Tax Calculation Mode box on the Financial Details tab of the Bills and Adjustments (AP301000) form.
  • You can link bill lines to the lines of only purchase orders for which billing before receipt is allowed (that is, purchase orders for which the Allows AP Bill Before Receipt check box is selected for the purchase order on the Other tab of the Purchase Orders (PO301000) form).
  • Information about the related documents appears for each linked line of the bill on the Document Details tab of the Bills and Adjustments form (in the PO Type, PO Number, PO Receipt Nbr., and PO Receipt Line columns). While the bill is unreleased, you can cancel the established links and link the bill lines to other documents if needed.