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 including all relevant details and starts the multi-step approval workflow as predefined for them in ApprovalMax.
- The respective managers get notified that their approval is required, and make their decision.
- When all approvals are in place, the Purchase Order status is changed to Ordered in Cin7 Core and the Purchase Order is moved to the Approved list.
Is it possible to change a Purchase Order after its final approval? (Cin7 Core)
It is not possible to change in ApprovalMax Purchase Orders pulled from Cin7 Core. If changes are inevitable, however, authorised users are able to make them to the Purchase Order in your accounting software (such as Cin7 Core). Before the final ...
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 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 ...
How does the approval of NetSuite 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 NetSuite works: Purchase Orders are created and submitted for approval in NetSuite or directly in ApprovalMax. ...
Why are Purchase Orders not showing in Xero after approval?
Purchase Orders will only be synced to Xero once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the approval of one of the Approvers, it keeps the "On approval" status in ...