Yokoy uses transactional data such as purchase orders and purchase receipts to perform two-way and three-way matching with invoice line items.
With the Yokoy connector, you can import Purchase Orders and Posted Purchase Receipts from MS Dynamics 365 Business Central. The Purchase Order and Posted Purchase Receipt cards contain the Created in Yokoy flag that indicates whether the information has been imported into Yokoy. When it is imported, the corresponding Yokoy ID is displayed in the card.
If you make any changes to the purchase order or the purchase receipt, you need to synchronize the data with Yokoy.
Importing a Purchase Order
After creating a Purchase Order in Business Central, you need to send it to Yokoy:
Open the Purchase Orders list.
Select a Purchase Order card.
Click Send Purchase Order to Yokoy.
The Yokoy PO ID field is updated with the Yokoy ID for the purchase order. The corresponding PO can be viewed in Yokoy in Invoice processor > Purchase orders.
🚧 Caution
If you change information for the purchase order in Business Central, you must re-synchronize the data with Yokoy by clicking Update Purchase Order in Yokoy.
Importing a Posted Purchase Receipt
Posted Purchase Receipts are sent to Yokoy automatically. However, you can import a GR manually if required:
Open the Posted Purchase Receipts list.
Select a Posted Purchase Receipt card.
Click Receipt > Send Purchase Receipt to Yokoy.
The Yokoy Internal Id field is updated with the Yokoy ID for the GR. The corresponding GR can be viewed in Yokoy Invoice processor > Purchase orders by selecting the corresponding PO and viewing the GR in Matched Invoices.