Purchase Orders

Visual Mapping

Default General Ledger Accounts

Spectrum requires a General Ledger (GL) Account when creating Purchase Order Line Items. Since ServiceTitan does not have this input, we use the following logic to determine the GL Account for a Purchase Order Line Item:

1. Use the Vendor's Default GL Account in Spectrum. To find or add this value, go to the Defaults tab in the Vendor view in Spectrum.
2. If 1 does not exist, we use the Default GL Account you provide us. This value can be set by your Agave Account Manager.

Purchase Order Status

When exporting a Purchase Order from ServiceTitan to Spectrum, the Purchase Order is created with a status of "Open".

Info-Link Tables

The following Info-Link tables are required when syncing Purchase Orders from or to Spectrum:

1. PO_PURCHASE_ORDER_HEADER_MC
2. PO_PURCHASE_ORDER_DETAIL_MC

For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.

Locked Tables

You may encounter an error like the following when attempting to sync a record (e.g. a Purchase Order):

This error is from another Viewpoint Spectrum User having a window with this record open, which causes the table for the record to be locked.

To unlock the table:

1. From the Sitemap, go to System Administration-->Utilities-->View Locked Database Tables:

2. Here you can see a list of locked tables. You can either email the Spectrum User that has locked the table, or alternatively press Remove Session:

3. If you selected Remove Session, input the Session ID and press OK:

4. A window will appear confirming you have removed the session. Returning to the View Locked Database Tables page will show no sessions.