Users with the AP Management role can update accounting segments via AP Push for vouchers before they are pushed to an ERP system or by Export. Updates to accounting segments made in AP Push will also update the PO.
Please note that if a voucher has not been created, users with the Buyer role can update accounting segments on the PO Edit page. For more details, please visit: Updating Accounting Segments on the PO Edit Page
Locate the AP Management role followed by the AP Push tab:
Accounting segments for each voucher will be listed to the right:
Locate any lines where accounting segments require adjustments and update to the correct accounting segment:
After selecting the correct segment, Prendio will ask to confirm. Select Yes to continue. This process will also update the segment for the PO:
The new accounting segment will be saved. Please note that it is possible certain segments at a company have not yet been mapped to an ERP equivalent. If users update segments and a message of not found in ERP appears, users can complete a Let's Align before pushing the vouchers to an ERP system. For more details, please visit Performing a Let's Align with the Prendio Online Connectors