How do I set up the "Pulling from Xero" step for Purchase Orders?
It is possible to configure ApprovalMax in a way that it pulls all Purchase Orders in "Submitted for approval" status from Xero and starts the respective approval workflow for them.
In order to do so, please go to the "Purchase Order Creation and Approval Workflow", click on the "Enable" button under "Pulling from Xero"
and select a user.
When finished, don't forget to update/activate the workflow.
All Purchase Orders pulled from Xero will be created in the name of this user.
Unfortunately, ApprovalMax does not know the details of who has created which Purchase Order in
Xero, thus all Purchase Orders are created in the name of a particular user selected
in the "Pulling from Xero" 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.
The same way you can select a person to pull Bills
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: ...
Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?
In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up: How do I set up the "Pulling from Xero" step for Purchase Orders? How ...
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 ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows 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 ...