How Purchase Orders Work in PredictAP for Yardi Customers

PredictAP Yardi PO Integration Setup

To deliver invoices with Purchase Orders (PO) to Yardi, the information on the invoice in PredictAP must correspond with the PO details in Yardi.

PredictAP utilizes the Yardi Purchase Orders endpoint to get the PO data needed to deliver invoices with POs. 

Before using the PO feature with PredictAP, ensure your Yardi environment meets these requirements: 

• Install Yardi Invoicing Plugin Interface version 22 or higher
• Contact your Yardi Account Manager to install the "Insert_Purchase_Order_Permission" package
• Navigate to: Interfaces > Configuration > Review Interface Vendors
• Locate the PredictAP interface user
• Enable the setting: "Export all Purchase Orders, ignore interface association"
• Ensure all Purchase Orders include descriptions. POs without descriptions will not appear in API responses. 
  
  

How it works

PredictAP will look for Purchase Order numbers on an invoice image. 

If a PO is recognized and it matches a PO from the Yardi data sync, PredictAP will use that PO details to fill in the rest of the invoice fields. 

PO Invoice Statuses 

PO Exception Statuses

• If a PO is detected on an invoice but is not associated with the predicted vendor, the invoice will be marked as “PO Vendor Mismatch.” 
• If a PO is detected on an invoice and not found in the data, the invoice will be marked as “PO Not Found." 
• If a PO is detected on an invoice, but is closed or all lines of detail on the PO are closed, the invoice will be marked as "PO Closed" 
• If the invoice total does not match one or more of the line item amounts or the sum of the line item amounts on the PO (allowing for a 10% variance), the invoice will be marked as "Verify PO Amount." 
• If a PO is detected on the invoice and the PO is pending approval once delivered, the invoice will be marked as “Delivery Failed - PO Not Approved.” 
• Once updated PO data is synced from Yardi to PredictAP, the system automatically re-checks all invoices in these exception states. If direct delivery is enabled for your user, PredictAP will automatically attempt to resubmit the invoices to Yardi.

Adding PO to an Invoice 

• If a PO wasn’t recognized and you want to attach one, click the Purchase Order field drop-down. 
• Only valid purchase orders from the latest PO export file for the selected or predicted vendor will be available. 
• The invoice details will be updated to match those from the Purchase Order Export file. 

Yardi Delivery Error

• If Yardi doesn’t recognize the PO number or the PO number is not open in Yardi, the invoice will be rejected, 
• PredictAP will display Yardi's delivery failure information if the delivery is unsuccessful.

Add delivery failure screenshot/example here of "Delivery Failed - PO Not Approved"