OIM – Accounting - Administration |
Access the OIM – Accounting Connector Admin page to configure the connector, view mappings, and schedule jobs. |
Administration Changes |
OIM – Accounting - Pull AP Vouchers and AP Voucher Credits |
Create payable invoices from AP vouchers using the Create from AP Vouchers button on the Payable Invoices list view. Create payable credit notes from AP voucher credits using the Create from AP Voucher Credits button on the Payable Credit Notes list view. |
Pull_AP_Vouchers_and_AP_Voucher_Credits Changes |
OIM – Accounting - Pull OIM Invoices and Credit Invoices |
Create sales invoices from OIM invoices using the Create from OIM Invoices button on the Sales Invoices list view. Create sales credit notes from credit invoices using the Create from Credit Invoices button on the Sales Credit Notes list view. |
Pull_OIM_Invoices_and_Credit_Invoices Changes |
OIM – Accounting - Push AP Vouchers and AP Voucher Credits |
Create payable invoices from AP vouchers using the Create Payable Invoice action on the AP Voucher record page. Create payable credit notes from AP voucher credits using the Create Payable Credit Note action on the AP Voucher Credit record page. |
Push_AP_Vouchers_and_AP_Voucher_Credits Changes |
OIM – Accounting - Push OIM Invoices and Credit Invoices |
Create sales invoices from OIM invoices using the Create Sales Invoice Lightning action on the Invoicing record page. Create sales credit notes from credit invoices using the Create Sales Credit Note Lightning action on the Credit Invoice record page. |
Push_OIM_Invoices_and_Credit_Invoices Changes |