Enable Sage Intacct for the Attachment of Order Entry - Sales Invoices

In order for Auditoria to attach PDFs of invoices to emails, you first need to enable the attachment of invoices in Sage Intacct. To do this, you need to create a smart event, which will send a copy of the invoice to Auditoria whenever an invoice is created or updated in Sage Intacct. See the procedures below to enable Sage Intacct for invoice attachments.

Create a Smart Event for Order Entry - Sales Invoice

1. Go to Platform Services > Smart Event.

    

   

    

2. In the Smart Event page, click Add.

    

   

    

3. In the Owner Object pulldown menu of the Step 1: Choose Object to Extend region, select Order Entry Transaction.
4. In the Available Items column of the Document Type region, select Sales Order > Sales Invoice.

    

   

1. Click Done.
2. In the Step 2: Select event properties page, click Next.
3. In the Selected Items column of the Events region, select Add and Set.
4. In the Email field of the Step 3: Select email properties page, enter: 

   SourceToken@invoice-inbound.auditoria.ai

5. In the Subject field, enter [!SODOCUMENT.DOCNO!]
6. Optionally, in the Body field enter [!SODOCUMENT.CUSTOMER.>CUSTOMERID!]

    

   

    

7. Click Next.
8. In the Smart Link ID field of the Step 4: Select deployment options page, enter an ID.
9. Click Save.

Get your Auditoria Source Token

To obtain your Auditoria source token, see Get your Auditoria Source Token.