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 approval, any changes will be synced to ApprovalMax and reflected in the Purchase Order.
Please keep in mind that the approval process will restart from scratch in this case.
When the approval process has been completed, any alteration will be synced back to ApprovalMax for it to track all changes made to a finance document in Cin7 Core after its authorisation in ApprovalMax. The Organisation's Administrators will be notified in due course - if the setting Fraud Detection – Changes After Approval has been activated. You'll find more details here.
Alternatively, you can create a new Purchase Order and ask to have the previous one voided in Cin7 Core.
If the changes made were to increase the Purchase Order amount, it's recommended to create a new (additional) Purchase Order for the difference between the two amounts. This will avoid changes in Cin7 Core.
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 ...
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 "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 ...
Xero Purchase Order life cycle
Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...
Are there any files attached to the Purchase Order that gets 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 ...