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 voided in Xero. The status will be synced to ApprovalMax.
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: ...
How do I set up the Pull from Oracle NetSuite step for Purchase Orders?
You can configure ApprovalMax so that it pulls from NetSuite all Purchase Orders in the Pending Approval status and starts the respective approval workflow for them. In order to do so, open the Purchase Order Approval workflow. By default, it is the ...