How to map item receipts in Sage 50 US


Purchase Orders are not created in Sage 50. Instead, when you see a "PO" in the list of exports, you are actually seeing an Item Receipt, i.e. a Packing Slip.


There are currently two recommended ways to use the "Item Receipt" export functionality.

Whether you create the packing slip as an Item Receipt, or create the packing slip as an AP Invoice, the ConnectWise "PO Number" will become the Sage 50 US "Customer Invoice No."

Create the Packing Slip as an AP Invoice:

This method should be used when expecting to receive a single invoice for an entire Purchase Order. When the packing slip is pushed to Sage 50 US, it is created as an invoice, complete with the Vendor Invoice Number.


To accomplish this, you would perform the following steps:

  1. Create the PO, complete with the items/lines.
  2. Receive the items as normal. If you do not yet have your invoice, you should leave the Purchase Order (and the individual lines) as "open" to prevent the Packing Slip from showing up in your list of transactions.

        3. When you receive your invoice, you will update the "Vendor Invoice Number" and "Vendor Invoice Date" in the Purchase Order. Then, you can close the Purchase                     Order (which also  closes all the lines).

        4. With the lines closed, the Packing Slip will now show up in your system as the invoice with an invoice number:

Create the Packing Slip as an Item Receipt

This method should be used when you expect that the PO is going to arrive split across multiple receipts. You might also use it if you get your invoice from the vendor after you receive the items, and want to make sure that the bill is accounted for in Peachtree before you actually get the invoice. In this case, you are typically receiving multiple invoices from the Vendor, and so there isn't one "Invoice Number" that you can put in the PO.


Using this method, the receipts will be created as item receipts in Sage 50. An item receipt is essentially the same as an AP Invoice, except that the invoice number is left off for you to fill in alter.


To accomplish this, you would perform the following steps:

  1. Create the PO in Manage, complete with the items/lines.
  2. Receive the items as normal. If you receive only a partial receipt for any PO line, receive the partial amount and close the line. Manage will give you the option to automatically create anew line with the remaining expected quantity.
  3. Do step 2 for all the items you received on the same packing slip. Note that you do NOT need to close the PO itself (only the received lines).
  4. Once all the lines are closed and received, the packing slip will show up to be exported. Note that you have NOT entered an invoice number.
  5. Export the packing slip, and an Item Receipt will be created. It will have no Invoice Number, and "Waiting on Bill" box will be checked.

            6. When you eventually receive the invoice from the Vendor, find the item receipt in Sage 50 that the invoice relates to. Fill in the Invoice Number, update the Date                       with the Invoice Date, and uncheck "Waiting on bill."


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