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When the Connector runs, it picks up from InforLN the Purchase "303-PI1-600001", which has the field "RelatedSalesInvoice" set to "303-SI1-200001". The Connector creates then the Purchase Invoice "303-PI1-600001" in Xero, updating the invoice line Description field of the previously created Xero Sales Invoice "303-SI1-200001", from the existing "RTF" string to the string: "related to: 303-PI1-600001".
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Other Purchase Invoices (Xero to InforLN)
Xero Purchase Invoice Collection: InvoiceNumber format check
In Xero there is a Bill (Purchase Invoice) named "INV-001". This Invoice was manually generated in Xero through Receipt Bank, it does not exists in InforLN.
The connector picks it up, analyses it and realises that its Invoice Name is not in the InforLN format (e.g. "303-PI1-123456789"), so it will process it as an Other or Sales invoice.
Xero Purchase Invoice with related Business Partner Xero Purchase Invoice without related Business Partner
This Invoice "2020-07 Expenses" was manually generated in Xero, it does not exists in InforLN. Its Contact is set to a fictional Xero Contact called "Mario Rossi expenses".
The connector picks it up and analyses if the Contact "Mario Rossi expenses" has the InforLN Business Partner Code attached to it. It does not, this means "Mario Rossi expenses" is considered as a non-recurring supplier. Once this invoice is sent back to InforLN, it is then created as an Expense Item, reporting "Mario Rossi expenses" as a reference.
Service Purchase Invoices (Xero to InforLN)
The use case Xero Purchase Invoice Collection: InvoiceNumber format check can be reused for Serive Purchase Invoices from InforLN to Xero. In addition:
Xero Purchase Invoice with related Business Partner
This Invoice "2020 JAN electricity" was manually generated in Xero through Receipt Bank, it does not exists in InforLN. Its Contact is set to a Xero Contact called "EDF Energy group".
The connector picks the Xero Purchase Invoice without related Business PartnerBill "2020 JAN electricity" up and analyses if the Contact "EDF Energy group" has the InforLN Business Partner Code attached to it. There is, its "30000024", this means "EDF Energy group" is considered as a recurring supplier. Once this invoice is sent back to InforLN, it is then created as Purchase Invoice assigned to the Business Partner "30000024".
Payments
Xero Payment received from Client
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