To create a Purchase Order 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 REQUEST:
The Purchase Order request form looks similar to the form in other accounting systems.
Specify the order details such as Vendor, Item, quantity, etc. (Item details are normally synced from NetSuite):
You can add attachments to a Purchase Order by clicking on Add an Attachment under FILES.
To add a line, click on + Add a Line.
You can copy a line by clicking on the
icon and selecting Clone a Line, or remove a line by selecting Remove a Line.
To move a Line Item, click on the
icon and do so via drag and drop.
When you're done and now want to proceed with the Purchase Order's approval, click on the
To save your changes as a draft, click on the
If you want to delete or cancel your Purchase Order, click on the
When you simply close the Purchase Order request form, it will be automatically saved as a draft.