Why don't I see the delivery details in my PO PDF after approval?
A possible reason for not seeing the delivery details in your Purchase Order PDF after approval could be that the correct Theme was not used during Purchase Order creation or, if you're using a custom .docx template in your Theme, this template doesn't contain the fields for delivery details.
The proposed solution to fix this problem is:
- Check if you're using the correct Theme during Purchase Order creation.
Please note: the default Theme is the first one on the list in Xero. You can drag-and-drop the Theme you want to see by default to the top of the list:
- Check if your Theme .docx template has delivery details fields; if not, add it there.
- Sync the Themes to ApprovalMax.
- Select the correct Theme during Purchase Order creation:
Now, the Purchase Order PDF will include delivery details after approval.
Related Articles
How can I configure the PDF file of a Purchase Order that will be sent to the customer?
During Purchase Order creation, the Requester selects a Theme for the Purchase Order. After its approval, a PDF file will be generated based on this particular Theme. Themes are configured in Xero and picked up by ApprovalMax. In order to change a ...
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 the ...
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 ...
How to add a script in NetSuite to generate a Purchase Order PDF after the final approval
Overview In NetSuite, there are no native APIs that allow ApprovalMax to generate Purchase Order (PO) PDF files automatically. However, you can add a custom PO PDF generation SuiteScript to achieve this functionality. The process involves five key ...
Why do phone numbers and delivery instructions not sync from Xero to ApprovalMax?
Although you can add in Xero phone numbers and delivery instructions as contact delivery details, these fields won't be synced to ApprovalMax due to Xero API limitations. If you need to specify phone numbers and delivery instructions, you have to do ...