How can I cancel a Purchase Order?
Not yet fully approved Purchase Order created within ApprovalMax can be cancelled in ApprovalMax. To do so, the Purchase Order Requester needs to click on the "Cancel" button in the Purchase Order.
Draft, fully approved or pulled from Xero Purchase Orders can not be cancelled in ApprovalMax.
Purchase Orders created directly in Xero or fully approved Puchase Orders can be deleted
How can I create a Purchase Order in ApprovalMax?
To create a Purchase Order (or any other request) in ApprovalMax, click on the "+NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE A ...
Video: How to raise a Purchase Order
ApprovalMax product walk-through: how to raise a Purchase Order https://www.youtube.com/watch?v=UpOtDJbD2xE
Is it possible to change a Purchase Order after its final approval?
While a Purchase Order has not been fully approved, its Requester has the option to edit the request (this means the Purchase Order will be resubmitted for approval), or to cancel it. As soon as a Purchase Order has been fully approved, it can no ...
Bill-to-PO Matching: advanced settings for Bill-to-Purchase Order Matching
Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...