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Overview:

• Learn how to manage MYOB AccountRight Purchase Orders (POs) within Ocerra. Understanding key points and functionalities related to PO import, matching, export, and conversion to bills.

Importing MYOB AccountRight Purchase Orders:

Ocerra imports MYOB AccountRight Purchase Orders, including their status to Ocerra.

Locating Imported POs:

Once imported, navigate to Settings > Purchase Orders to access your imported POs.

Matching Purchase Orders:

Ocerra syncs PO from AccountRight, so you can compare it with a received supplier invoice line by line.

For more details on matching Purchase Orders, refer to our support article: 

• Getting started with Purchase Order matching

Exported Purchase Order to AccountRight 

Information coded on the bill in Ocerra, including the account, tax, job will be exported to ARL with the corresponding PO number.

Converted to Bill:

Note: If PO was converted to a Bill in MYOB manually, Ocerra will flag PO lines as “converted to a bill” meaning that you cannot use it anymore.