Disable ERP sync for purchase orders and receipts

Overview

Alpha. This feature is in early development and may change based on feedback.

This setting requires the Procurement add-on. See Purchase orders in Ramp for eligibility and trial guidance.

Turning off purchase order and receipt ERP sync keeps purchase orders (POs) and their Ramp-created item receipts in Ramp instead of syncing them to your connected ERP. Your ERP remains connected for accounting, while Ramp becomes the system of record for the PO and receiving lifecycle.

Turn off purchase order and receipt ERP sync

You need permission to edit purchase order settings. If you cannot open the settings or change the toggle, ask a Ramp Admin with that permission to turn off purchase order and receipt ERP sync.

1. Open Purchase Order settings.
2. Select General.
3. In the section named for your accounting provider, turn off Sync purchase orders and receipts to [accounting provider].

The setting description confirms that purchase orders and receipts will stay in Ramp and will not sync to your accounting provider.

How turning off purchase order and receipt ERP sync works

When purchase order and receipt ERP sync is off, Ramp does not start new syncs or resyncs for POs and their Ramp-created item receipts. This applies to automatic sync attempts and manual sync attempts.

Ramp also hides the manual PO and item receipt Sync and Resync actions. This protects the business from automatic syncs and accidental manual syncs without deleting its existing Procurement table configuration or accounting data.

Accounting functionality available when PO sync is off

Your accounting connection remains active when purchase order and receipt ERP sync is off. From Purchase Orders, you can continue to:

• Add and edit accounting coding on POs.
• Use existing PO filters, columns, sorting, grouping, and saved views. Their configuration is retained rather than removed.
• View accounting sync statuses and previously synced PO and item receipt details, including links to the ERP record, while the ERP connection associated with those details remains active.

Turning off PO and item receipt sync does not disconnect your ERP or remove accounting coding from Ramp.

Partial receiving on expense lines: Turning off purchase order and receipt ERP sync is a prerequisite for quantity-based partial receiving on PO expense lines, but it does not enable that capability. Partial receiving on expense lines is a separately controlled Alpha feature and is not generally available.