How can I cancel a Purchase Order?
Not yet fully approved Purchase Order can be cancelled in ApprovalMax. To do so, the Purchase Order Requester needs to click on the "Cancel" button in the Purchase Order.
Draft or fully approved Purchase Orders can not be cancelled.
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 ...
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 ...
Video: How to raise a Purchase Order
ApprovalMax product walk-through: how to raise a purchase order https://www.youtube.com/watch?v=UpOtDJbD2xE
How does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...
Who is allowed to match Bills to POs?
The Bill to PO Matching feature is available to these persons: Current Bill Approver Purchase Order Requester The Organisation's Administrator