Purchase Order workflow
Does ApprovalMax support a review and editing functionality for Dear Purchase Orders?
No, the Review and Editing functionality is not supported for Dear Purchase Orders. Purchase Orders can be modified exclusively in Dear by the person responsible. If any changes are applied during the approval process, the respective Purchase Order ...
Is it possible to change a Purchase Order after its final approval? (Dear)
It is not possible to change in ApprovalMax Purchase Orders pulled from Dear. If changes are inevitable, however, authorised users are able to make them to the Purchase Order in your accounting software (such as Dear). Before the final approval, any ...
How does the approval of Dear Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in Dear works: Purchase Orders are created in Dear. ApprovalMax pulls over these Purchase Orders including all ...
Do attachments in the comment section get published to Dear?
No, attachments in the comment section are for internal use only and don't get pushed to Dear after approval; the same goes for all the comments.
Is it possible to put Dear Purchase Orders on hold?
Currently, ApprovalMax does not support a "put on hold" functionality. All requests waiting for your approval are in the Requires My Decision section:
Why are Purchase Orders not showing in Dear after approval?
Purchase Orders will only be synced to Dear once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the authorisation of one of the Approvers, it keeps the On Approval status in ...
How do I set up the "Pull from Dear" step for Purchase Orders?
It is possible to configure ApprovalMax in a way that it pulls from Dear all Purchase Orders in the Ordering status and then starts the respective approval workflow for them. In order to do so, go to the Purchase Order Creation and Approval Workflow, ...
Can I create requests in a currency that differs from the default Dear currency?
Yes. Depending on the currency of the Supplier, Purchase Orders in Dear can be created in a different currency and get pulled to ApprovalMax for approval.