How can I restrict the Requesters of Purchase Orders?
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 select only particular Suppliers or a particular Cost Center (set as the Tracking Category in Xero).
This is how you can restrict a Requester:
- Click on the “matrix”
icon in the first step of the workflow to open the "Requester matrix".
- Add the Requesters who will
be allowed to create Purchase Orders.
- Specify the restriction
criteria, such as: Supplier, Account (GL Code), Tracking Codes, Item, Tax,
- Click on "Done" and save your changes.
Note: In some cases, you can choose whether the field should be mandatory or optional for Requester to fill in during PO creation:
Fields Supplier and Branding are always mandatory.
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 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 ...
Sending approved Purchase Orders to suppliers
If you want to send an approved Purchase Order automatically to the supplier, you must first enable this feature by ticking the respective checkbox while creating the Purchase Order: If you want to send approved Purchase Orders to multiple contacts, ...
Which Purchase Orders are available for matching?
Purchase Orders (PO) can only be matched to Bills if: PO and Bill have the same Supplier and Currency PO is not marked as "Billed". Billed status can be revised. PO date does not exceed the Bill date (if the "No, do not allow matching Bills with ...
How can I match Bills with their initial Purchase Orders?
The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...