So..my client is going to use Medius Go for AP Automation including PO's. Integration is via VI jobs. The plan is PO's will be created in Sage, sent to Medius Go. Then ROG will be done in Sage, then sent to Medius Go. MG will do the Invoice Match and send back to Sage.
1. Originally client was thinking to only send PO information to Medius Go as the product was received rather than sending up full PO at time of creation. IE: PO is created with 10 lines, 1 gets received, the export would be only for the 1 line and quantity received. That's how I built my 1st report.
2. After a meeting with Medius Go the other day, the question came up about handling an Invoice received before product received and therefore Medius Go has no record of the PO/Line.
3. The way I understood it was if there is no PO Line to apply invoice to at time it's processed (because it hasn't been received, therefore PO/ROG hasn't been exported yet, it goes into a Hold and client would have to then match the Invoices Lines to the PO lines manually once the PO/ROG was sent to Medius Go. Not a good solution considering it's supposed to be Automated!
4. If I send the full PO upon creation, how do I handle changes to the PO? If I use the Modified/Updated date, all the lines are going to re-export (vs just the fields that changed). MG didn't like that idea either.
Has anyone dealt with an AP Automation using VI Jobs and how are PO's, ROG's & ROI handled?
Thanks in Advance
#JustdotheworkinSage!
------------------------------
Nancy Hanson
Blytheco LLC
Eagan MN
------------------------------