Integrate the Accounting template with existing PSI Templates

The Accounting Template integrates with your existing PSI Templates primarily through Convert Records buttons, which convert the "Delivery Note" from the Sales Order Management Template into an invoice and the "PO Receipt" from the Purchasing Template into a bill.

If your PSI Templates have not been customized, you can simply install the Accounting Template and then update the Sales Template and Purchasing Template from the Install Templates page. The Action Buttons will be added automatically.

If your PSI Templates have already been customized, you will need to manually add the following Action Buttons:

Converting "Delivery Note" to "Product Invoice"

Go to the Design Mode of the "Delivery Note". Under Form Tools, select Convert Records from the Custom Buttons section.

Choose to convert to "Product Invoice" in the Accounting Template and set the field mapping as shown below.

Once the mapping is complete, name the button and save.

Afterward, clicking this button on a new "Delivery Note" will generate the corresponding "Product Invoice".

Converting "PO Receipt" to "Material Bill"

Go to the Design Mode of the "PO Receipt". Under Form Tools, select Convert Records from the Custom Buttons section.

Choose to convert to "Material Bill" in the Accounting Template and set the field mapping as shown below.

Once the mapping is complete, name the button and save.

Afterward, clicking this button on a new "PO Receipt" will generate the corresponding "Material Bill".