What Are We Trying to Accomplish?
You can see that a PO or receipt data has been updated in your ERP, but you are not seeing it in SourceDay and you need the information updated in order to complete 3 way matching. The Sync PO & Recheck action allows you, the accountant, to manually trigger a re-sync of the PO and receipt data from your ERP without waiting for the next 24-hour sync to occur.
- Available for: The Awaiting Receipt and Mismatched views
How Do I Do It?
1) Click the blue lightning bolt dropdown for the invoice on the PO line or release
2) Select Sync PO & Recheck