Purchase Order Beta Roadmap
Lightyear Purchase Orders Functionality is currently in Open Beta and free of charge until 01/03/2021. You can track Release progress here :
BETA Release Date
|Company Settings (Activate PO's , Delivery Address book, Customise PO Form Logo)|
User Permissions - STANDALONE COMPANIES AND PARENT/CHILD (Create, Approve, Order, Receive, Complete)
Create PO (Create & Safe as Draft)
Approval Tabs (Create, Draft, Pending Approval, Approved, Completed)
|Departments (Add Department at supplier level and edit department per PO when creating)|
|Email supplier PO|
Supplier order acceptance Link
Goods Received Function (Receive goods line by line, attach Proof of delivery images)
Send PO's from external email address
Product list type ahead (Populate product defaults from your supplier product list)
PO's searchable and sortable in Archive
Void & Edit permissions for ordered PO's
Billing (PO's become chargeable)Invoice to PO Line by line automated matching
Send Approval Task Request (Ad hoc)
Target Release Date
Invoice to PO Line by line automated matching
Approvals by Value & Supplier
Archive & Reporting
Check out release notes for Q2 2021
Purchase Order Workflow
You've filled out your purchase order details and now you need to choose your next action. See your options below to decide the best action for your workflow. We will run through the tabs individually to give you an idea of why they are there. ...
PO - Archive
With PO you can search in your archive for specific PO's. Much like when search invoices, the settings, filters and exports are also available with you purchase order records. PO Archive From any screen on Lightyear, select the archive icon from the ...
Introducing Lightyear Purchase Orders
Welcome to Purchase Orders With Lightyears Purchase Orders Feature, you can create, send, receive and complete POs in a few quick and easy clicks. The following tutorial will take you through the different main sections of the PO feature with links ...
Purchase Order Ingestion and Mapping
How Maps Are Created Maps for Purchase Orders are slightly different than maps for Invoices. For an Invoice, we create a map per supplier, extracting the relevant information you need based on the map type. For Purchase Orders, there will be one map ...
Set permissions for Purchase Order users
Now that you've activated and set your Purchase Orders workflow, it's time to set up your team's permissions. You can set user roles to start creating/approving/ordering products/services right away. You have control over what functions a user should ...