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      Performing a Let's Align with the Prendio Online Connectors

      Vouchers with unmapped accounting segments or suppliers in the AP Push will display an error message.  These areas must be mapped to an ERP equivalent before a push can be completed.  Users can perform a Let's Align between Prendio and the Online Connectors  (QuickBooks Online, NetSuite, Sage Intacct, Oracle Fusion, and MS Business Central) in the AP Push to map these areas. 

      Note: If a Segment does not exist in the ERP System, these must first be added to the ERP System and synchronized in Accounts Payable to or a Let's Align to Map these to Prendio.

       

      AP Management > AP Push

       

      In these examples Supplier not found in ERP and GL Account not found in ERP displays for these vouchers. This means that a Let’s Align is needed:

       

      Users can perform a Let’s Align to map these areas.  Select Let's Align:

       

      A Let's Align window opens.  Users can select Refresh to connect Prendio with the ERP system.  Note that QuickBooks Online is used as the ERP system in this example.

      If Refresh was grayed out, Renew Connection would need to be pressed to renew the connection with Quickbooks Online first. Refresh is then pressed to connect Prendio with the ERP system.  Renew Connection is not available for other ERP systems and users can proceed to select Refresh:

      When Prendio connects with the ERP system, Awaiting Refresh is displayed in the Let’s Align window.  The System Activity field captures feedback during the Let’s Align Process.

       

      Prendio will detect the unmapped suppliers and segments during the Let's Align and list them for the user:

       

      The Suppliers and Accounting Segments that need alignment were found. Typing the name of the supplier via the ERP field to see if a match in the ERP system is listed:

       

      If a match is found, users can select that supplier to map the ERP Equivalent to the Prendio supplier.  If a supplier is not found, the supplier does not exist in the ERP system.  Users can select Create New Supplier to allow Prendio to automatically create the supplier in the ERP system (along with remit address and payment terms) and map the supplier:

       

      Users can attempt to map Segments if the segments exist in the ERP system.  Type the name of the segment via the ERP field:
      If a match is found, users can select that segment to map the ERP Equivalent to the Prendio supplier:
      If a segment is not found, the segment does not exist in the ERP system.  Users must manually create the segment in the ERP system before it can be mapped via a Let's Align.
      If users are unable to create an equivalent in the ERP system, Fix it Later can be selected to complete at a later time:
       
      Each unmapped supplier or segment must have a selection completed via the ERP column:
       

      Select Send to ERP to complete the mapping process for any suppliers or segments.  The Let’s Align window will automatically close when the alignment is complete:

       

      Suppliers and segments that have been mapped after completing a Let's Align will no longer contain an error message:

       

      If an error message still appears, refresh the page:

       

      The vouchers will be ready to push to the ERP system.