Overview:

  • Ocerra automatically syncs suppliers from MYOB Acumatica.
  • A new supplier needs to be created in MYOB Acumatica.
  • Match supplier name with the invoice layout


Find synced suppliers in Ocerra


  • In Ocerra you can find all your synced suppliers under the Vendors tab.
  • Please do not use + New Vendor option on this page. This is designed for a file-based integration.
  • All supplier must be created in MYOB to match it up with the invoice layout in Ocerra.

  • You can click on the supplier name to view the details synced from your system




Importing supplier status from MYOB:


You can import supplier status information e.g InActive. Deactivate suppliers in MYOB Acumatica and sync them to Ocerra, the system will now sync the inactive flag as well. Additionally, on the Vendors list in Ocerra, there is now an "Inactive" flag - yes/no.



Match invoice with supplier name


  • Open invoice in Ocerra and start typing supplier name.
  • Select supplier name and click save.
  • Next time Ocerra will remember to match this invoice layout with this supplier name.