Overview: 

  • This guide provides step-by-step instructions on processing purchase order (PO) invoices to MYOB Advanced when the PO is created in Ocerra.


Key Points to Note:


1. Create and Approve PO in Ocerra


Create a Purchase Order in Ocerra. Ensure that you only include non-stock items in your PO. 


  • Non-Stock Items Only: Ocerra POs support a 2-way match only, meaning only non-stock items can be used. Ensure that any item selected on the PO is a non-stock item.




2. Receive the Invoice


Once the invoice has been received to Ocerra, Ocerra will automatically match the invoice to the corresponding PO using the PO number.



3. Export PO Invoices to MYOB Advanced


The export function will transfer the invoice details, including the Ocerra PO number, to MYOB Advanced.


  • Exporting PO Number: The Ocerra PO number will be exported to the description field in MYOB Advanced.



Read next: How to create Ocerra Purchase Order