When reviewing a Bill that has been matched to a Purchase Order, you can open the Purchase Order directly from the Bill and view both documents side-by-side. This makes it easier to compare details without switching tabs.
You can view the PO from the Bill before the Bill is matched (when a matching suggestion is shown) or after the Bill has already been matched.
To view a matched Purchase Order
Open the Bill request that requires your approval.
Scroll to the Bill to PO Matching section.
Click on the Purchase Order link:
Where the Purchase Order link appears
The Purchase Order link may appear in different places depending on the matching status:
Before matching: In the Matching suggestion section, when ApprovalMax detects a PO that could match the Bill:
After matching: In the Bill to PO Matching section, once the Bill has been matched to the Purchase Order:
In both cases, clicking the PO link opens the side-by-side comparison view:
