How can a user upload delivery notes to approved Purchase Orders and see such Purchase Orders in ApprovalMax?

How can a user upload delivery notes to approved Purchase Orders and see such Purchase Orders in ApprovalMax?

In order to see all Purchase Orders in ApprovalMax, the user must be a Requester for all Purchase Orders or assigned to the Administrator role.
Purchase Order Requester, Approver or Organisation Administrator can use GRN functionality to reflect the status of delivery and attach delivery note to an approved PO.

Or, as a workaround, such users can upload delivery notes to approved Purchase Orders in ApprovalMax - but only in the Purchase Order's comment section.

Both, attachment in GRN or in the comment section will not be synced to Xero.

If you need to reflect delivery notes in Xero, they should be uploaded in Xero to the respective Purchase Order, which must then be updated in Xero and manually synced to ApprovalMax by refreshing the requests list. With this done, the delivery notes will appear as an attachment to the Purchase Order in ApprovalMax.

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