ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills.
Please note: The Purchase Order Requester needs to be added also as a Bill Requester in the Bill workflow.
This is how it works
Open a fully approved Purchase Order, click on COPY TO and select the option Copy to Bill:
The Purchase Order will now be copied to a new Bill, with a note for the Approvers included:
This is how the Bill reference is populated
When copying a Bill from a Purchase Order, ApprovalMax will now automatically populate the Bill's Reference field based on the original Purchase Order:
If the original Purchase Order has a reference, that Purchase Order reference will be copied to the Bill reference:
If the Purchase Order Reference field is empty, the Purchase Order's order number will be copied instead:
This ensures that the Bill's Reference field is always populated, helping Approvers and accountants easily track the source document.