Product: Sage Intacct
Article Link: https://help.truecommerce.com/en/articles/16128380-sage-intacct-setting-sales-order-quote-state
When exporting a Purchase Order (850) from Transaction Manager into Sage Intacct, the status that your Sales Order is created with is controlled by the Sales Order/Quote State setting in TrueCommerce Foundry. By default, if this setting is left blank or set to Draft, your Sales Order will arrive in Sage Intacct as a Draft.
If your Sales Orders are landing in Sage Intacct as Drafts when you expect them to be Pending, the Sales Order/Quote State will need to be updated in your Company Configuration within Foundry.
Updating the Sales Order/Quote State
The Sales Order/Quote State setting controls what status a Sales Order is assigned when it is created in Sage Intacct during a Purchase Order (850) export. It is available at both the Company level and the Trading Partner level within Foundry.
Value | Behavior |
(Blank) | A Draft state Sales Order will be created by default |
Draft | A Draft state Sales Order will be created on the Purchase Order (850) export |
Pending | A Pending state Sales Order will be created on the Purchase Order (850) export |
Setting Global Preference
Navigate: Business System → (Company Name) → Company Configuration → Integration Options
Find: Sales Order/Quote State
Set: Pending or Draft
Save
Setting Trading Partner Preference
Navigate: Trading Partners → (Partner Name) → Preferences→ Integrations
Select: Purchase Order (Export) from dropdown
Enable: Use Partner Level Settings
Find: Sales Order/Quote State
Set: Pending or Draft
Save
Enabling Partner Level Settings will override ALL global settings shown for that Transaction. Be sure to set any additional settings to match global for that particular Trading Partner when enabling.
rev 07/29/26