Overview
- Configure what would you like to go to MYOB Acumatica Notes from Ocerra.
Note Expression is an additional system parameter in Ocerra. You can configure this by going to the Settings menu, navigating to MYOB Acumatica, and clicking on Settings to open up the configuration screen.
This parameter is designed to push any note you have created in Ocerra to MYOB.
Note: Description Expr. and Note Expr. follow the same process. The only difference is where the description and note are reflected in MYOB.
You can type anything in the note expr field, or you can choose from the options provided (Options button on the right side). Please take note that the options are multi-select, meaning you can select as many as you want. If you wish to remove an option, you can manually delete it.
Example:
- I selected Comment {ApprovalComment} and Test Only for the Note Expr field.
Note: Workflow Comment is set up in Workflow. By default, when moving an invoice from one status to another, e.g. from Received to Submitted or Submitted to Approved, Ocerra shows a confirmation pop up.
Whatever comment provided in the comment field will reflect once the invoice has been exported to MYOB.
Read here: Workflow Comments
Like Description Expr, Note Expr is totally optional too. The invoice export will still go through without it. If you prefer it blank, no notes will be reflecting in MYOB. Should you decide to manually put a note in MYOB, you can do so by clicking NOTES on the upper right corner underneath your MYOB profile.
Read Next: Description Expr.