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Purchase Orders

Agave Sync allows you to export ServiceTitan Purchase Orders to Vista Purchase Orders.

note

Agave Sync exports Purchase Orders to Vista in a Posted status. We sync it in this status so you can immediately apply AP Invoices against the synced Purchase Order.

Visual Mapping​

ServiceTitan and Vista Purchase Orders Visual Mapping

ServiceTitan and Vista Purchase Orders Visual Mapping

ServiceTitan and Vista Purchase Orders Visual Mapping

ServiceTitan and Vista Purchase Orders Visual Mapping

Job Purchase Orders​

If a ServiceTitan Purchase Order is associated with a Job, in Vista:

  1. The Line Item Type will be set to "Job", and
  2. You will need to share a default Phase Code and Cost Type to use with your Agave Account Manager.

ServiceTitan and Vista Purchase Orders Visual Mapping

Non-Job Purchase Orders​

If a ServiceTitan Purchase Order is NOT associated with a Job, in Vista:

  1. The Line Item Type will be set to "Expense", and
  2. You will need to share a default General Ledger Account to use with your Agave Account Manager.

ServiceTitan and Vista Purchase Orders Visual Mapping

Common Errors and FAQs​

Error: Could not find a default Ledger Account​

For Job Purchase Orders in Vista, Ledger Accounts are assigned to Cost Types in the context of a JC Department.

To confirm a Ledger Account is assigned to the Cost Type for a JC Department:

  1. In Vista, go to JC Departments:

ServiceTitan and Vista Purchase Orders Visual Mapping
  1. Select the Cost Types tab and assign both an Open WIP Acct and Closed WIP Acct to the Cost Type:

ServiceTitan and Vista Purchase Orders Visual Mapping