• PSL+ Integration – Overview

  The PSL+ Integration connects Digital Purchase Order (DPO) with PSL+ to streamline Purchase Order and invoice workflows between both systems. Purchase Orders can be created and approved in DPO while relevant P.O. information, accounting codes, suppliers, and status changes are synchronized with PSL+. If AP Automation is enabled, fully approved invoices can also be transferred from DPO to PSL+. Good to Know For AP Automation, synchronization is primarily managed from DPO to PFew readers

• Setting Up the PSL+ Integration

  The PSL+ Integration requires configuration in both PSL+ and DPO. This article provides an overview of the setup and explains the PSL+ administration options available to DPO administrators. Before Connecting DPO and PSL+ The relevant accounting structure should first be configured in PSL+. This may include: Account Codes Company Codes Production Codes Set Codes Series Codes Location Codes Insurance Codes Free Field Codes Currency Codes Vendors can also be prepaFew readers

• Creating Purchase Orders with the PSL+ Integration

  Purchase Orders are created in DPO using the standard P.O. creation process. When the P.O. book is connected to PSL+, the relevant P.O. information is synchronized with PSL+. Create a P.O. Open the relevant DPO P.O. Book. Click Add P.O. Select the Department. Select the relevant Supplier. Complete any required Components. Add your P.O. items. Complete the required accounting information. Create the P.O. For detailed instructionsFew readers

• Original P.O. and Accounting View with PSL+

  When using the PSL+ integration, DPO separates the original approved Purchase Order information from subsequent accounting-related processing. This ensures that the P.O. as originally approved remains available for reference and audit purposes, while accounting information can continue to be updated independently. Note: This functionality is only available in the new DPO design and requires the PSL integration to be enabled What Happens When a P.O. Is Fully Approved? Once a PurFew readers

• Account Coding & Cost Codes with PSL+

  The PSL+ Integration allows accounting codes configured in PSL+ to be used when creating and managing Purchase Orders in DPO. Accounting Codes Available in DPO Depending on the setup, DPO can receive: Chart of Accounts Company Production Set Series Location Insurance Free Field Codes Currency Codes How Accounting Fields Are Configured Administrators determine whether each accounting field is: Entered per P.O. item Defaulted for the **entire P.O. bookFew readers

• Suppliers & Vendors with the PSL+ Integration

  Suppliers and vendors can synchronize between DPO and PSL+. However, there are some important best practices to follow. Recommended Supplier Setup Whenever possible, set up vendors in PSL+ first. PSL+ contains additional vendor information, including tax-related information that is not available in DPO. Suppliers Created in DPO Depending on the P.O. Book settings and user permissions, suppliers can also be created directly in DPO. There are two ways a supplier can beFew readers

• Amending Purchase Orders with PSL+

  Purchase Orders created in DPO can be amended when changes are required. An amendment creates a new revision while keeping the original P.O. ID. How to Amend a P.O. Open the P.O. you want to amend. Click the pencil icon. Confirm the amendment process. Update the required information. Click “Amend P.O.” For more information about the amendment process, see [How to Amend a P.O. in DPO](https://help.digitalpurchaseorder.com/en/article/how-to-amend-a-purchase-ordFew readers

• Closing, Reopening, Declining & Voiding P.O.s with PSL+

  Actions performed on Purchase Orders in DPO can also update the corresponding P.O. in PSL+. Close a P.O. in DPO When a P.O. is closed in DPO: The P.O. is marked Closed in DPO. The PSL+ P.O. changes to C – Closed. All open PSL+ detail lines are closed. Reopen a P.O. Reopening the P.O. in DPO will reopen it in PSL+. If the P.O. does not reopen corrFew readers

• Invoice Export & AP Automation with PSL+

  If PSL+ AP Automation is enabled, invoices can be processed in DPO and automatically transferred to PSL+ after approval. Invoice Workflow The standard invoice process is: Invoice Inbox → Validation → Matching → Approval → PSL+ Invoices sent to the dedicated DPO invoice email address appear in the Invoice Inbox for validation. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/Few readers

• PSL+ Synchronization & Resync

  DPO administrators can monitor and manage synchronization between DPO and PSL+. Check the Sync Status on a P.O. or Invoice DPO displays the Sync Status directly on the P.O. or invoice when synchronization cannot currently be completed. The message can indicate what is preventing the sync and whether any action is required. Examples include: P.O.s have not been fully approved Project is paused. Sync of this P.O. will resume automatically once the project is active again.Few readers

• PSL+ Troubleshooting

  Use this guide for common synchronization and integration issues between DPO and PSL+. First: Check the Sync Status on the Document Before checking any of the issues below, open the affected P.O. or invoice and review the Sync Status displayed directly on the document. If DPO provides a specific reason, follow the displayed instruction first. For more detailed synchronization information, see PSL+ Synchronization & Resync. ![](https://storage.crisp.chat/users/helpdesk/webFew readers

• Using DPO P.O.s in PSL+ Reports

  Purchase Orders that are still awaiting approval in DPO can already be included in selected PSL+ reports. While awaiting final approval, these P.O.s are transferred to PSL+ with the status: W – Awaiting Approval This allows pending P.O.s to be included in selected reports, for example when you want to include P.O.s awaiting approval in committed cost calculations. Once the P.O. receives final approval in DPO, its status is updated accordingly in PSL+. Cost Report In theFew readers