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Introducing Lightyear Purchase Orders

Navigating Purchase Orders Set permissions for Purchase Order users Creating Purchase Orders… Receiving goods against Purchase Orders Purchase Orders Workflow As we're developing… Activating Purchase Orders

Creating Purchase Orders

Or add an attachment later, when you're in the 'Purchase Orders' page click the small paperclip icon… Order Form… So you're ready to create your first Purchase Order

Navigating Purchase Orders

Here, we will run down the layout of the purchase orders screen and in brief, what each section allows

Auto-Order Purchase Orders

Enabling Auto-Order… familiar with our Auto-Approve feature, you can use the same functionality to automatically Order your Purchase… Orders within Lightyear.

Close purchase orders automatically or manually

Set up automatic purchase order closure, and close matched purchase orders that still need manual review… Close existing purchase orders manually… Click Settings, then click Purchase orders. Click Auto-closing

Purchase Orders on the Mobile App

Viewing Purchase Orders… Create Purchase Orders on the go via the Lightyear mobile app, available on both iOS and Android… Please Note: Mobile Purchase Orders are currently in BETA, if you experience any issues, please reach

Receiving goods against your Purchase Orders

Tip: If there is no delivery note, you can manually create GRNs by processing purchase orders… Once you've sent your Purchase Order, the next step is to receive the goods!… Go to the Ordered tab and select your Purchase Order

Create a Custom Prefix for Purchase Orders

Lightyear automatically sets "PO" as the default prefix for Purchase Orders… To create new prefix options, go to Company Settings > Purchase Orders, and under the PO Prefixes section… To do this, go to Company Settings > Purchase Orders and under the PO Transaction Numbers section, enter

Step 5: Customise your settings

Purchase Orders allows for the creation, approval, ordering and completion of Purchase Orders… Purchase Orders… Purchase Orders

What does this error mean?

Purchase Orders… "cloud.lightyear.poinvoicematch.exceptions.PoHasMatchedLinesException: Purchase Order:[id] has matched lines"… This will appear when you're trying to do an action against a Purchase Order that has matched lines,