How do I set up the "Pull from Cin7 Core" step for Purchase Orders?
It is possible to configure ApprovalMax in a way that it pulls from Cin7 Core all Purchase Orders in the Ordering status and then starts the respective approval workflow for them.
In order to do so, go to the Purchase Order Creation and Approval Workflow, and click on the user stated under Pull From The Cin7 Core Inventory to change, or leave, them as the default one:
When finished, don't forget to update/activate the workflow.
All Purchase Orders pulled from Cin7 Core will be created in the name of this user.
Unfortunately, ApprovalMax does not know the details of who has created which Purchase Order in Cin7 Core, thus all Purchase Orders are created in the name of the particular user selected in the Pull from Cin7 Core step.
Therefore, we recommend selecting a generic email address at that point, such as firstname.lastname@example.org, because this user will be notified about key Purchase Order events like approvals, rejections, comments.
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 ...
How does the approval of Cin7 Core Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in Cin7 Core works: Purchase Orders are created in Cin7 Core. ApprovalMax pulls over these Purchase Orders ...
How do I set up the "Pulling from Xero" step for Purchase Orders?
You can configure ApprovalMax to retrieve all Purchase Orders in the "Submitted for approval" status from Xero and initiate the corresponding approval workflow. Here's how you can enable the pulling of Purchase Orders with this status from Xero: In ...
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 set up approval steps? (Cin7 Core)
This is how you set up approval steps: In the main menu select your Organisation and open the "Approval workflows" page in the "Workflows and settings" section: Select a Purchase Order workflow, or design a new one: Create as many approval steps as ...