Does ApprovalMax support Goods Received Note for Xero PO?
Yes, ApprovalMax supports the GRN functionality for Xero Purchase Orders.
This feature is a part of Advanced and Premium plan
for Xero connected Organisations.
You can use the setting Goods Received Note (GRN)* in the Purchase Order workflow to track the GR status in the Purchase Order.
This is how it works:
- The Organisation's Administrator enables the GRN setting the Purchase Order workflow under the gear icon:
- The Purchase Order Requester, the Approvers and the Organisation's Administrator can track the statuses Not Received, Partially Received and Fully Received, and also set/change the delivery status for approved Purchase Orders.
To do so, click on the UPDATE STATUS button and select one of the options in the drop-down list (optionally, attachments and comments can be added):
Please note: the Goods Received status will only be available when the Purchase Order has been fully approved. The people stated above can change the status without any restrictions.
- All changes are reflected in the Purchase Order's audit trail, which details who changed what and when as well as any comments and attachments.
Important note: GRN is used in ApprovalMax only for Purchase Orders with the Approved status. GR status is pushed to Xero history section if the respective setting is turned on.