Is it possible to change a Purchase Order after its final approval?
While a Purchase Order has not been fully approved, its Requester has the option to edit the request (this means the Purchase Order will be resubmitted for approval), or to cancel it.
As soon as a Purchase Order has been fully approved, it can no longer be changed in ApprovalMax.
If changes are inevitable, however, authorised users are able to make them to the Purchase Order in your accounting software (such as Xero). Any alteration will be synced back to ApprovalMax, who tracks all changes made to a finance document in Xero after is has been approved in ApprovalMax and will notify the Organisation's Administrators - if the "Fraud detection – changes after approval" setting has been activated. You'll find more details here.Alternatively, you can create a new Purchase Order and ask to have the previous one rejected/cancelled/deleted either in ApprovalMax or in Xero.If there have only been changes to the Purchase Order amount to increase it, it's recommended to create a new (additional) Purchase Order for the difference between the two amounts. This will avoid changes in Xero.
Are files attached to a Purchase Order sent to the supplier?
A PDF file containing only the Purchase Order itself will be emailed to the supplier after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...
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 print an approved Purchase Order?
Once a Purchase Order has been approved, ApprovalMax generates a PDF for this Purchase Order and attaches it to the Purchase Order in ApprovalMax. It is also possible to download this PDF in Xero itself. To do so, click on the "Print" button:
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 ...
Why does the item code not show in the Purchase Order PDF?
If you use ApprovalMax for Purchase Order creation, approval, and dispatch to the supplier, you'll probably want to see the item code in the corresponding PDF file. However, there is no Item Code field in the default PDF template. To add it, open ...