Once you have finished organizing your attachments onto the correct invoices and reviewing the data in the Mekorma Create PM Transaction window , click “Process” on that window. This will open PM Transaction Entry in Dynamics GP. You can then verify your GL Distributions, Payment terms, remit-to address and so on, before saving to your batch.
Note that Due Dates and Terms Discount dates will be calculated the Vendor’s default payment terms when you process the invoice line to Dynamics GP. Even if the invoice has as specific due date, the Vendors default payment terms will take precedence when the Voucher is created in Dynamics GP.
That is it! It is the simple way to get your invoices in the system, with the attached documentation.
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