Check-PO Workflow for Cin7 Integration

EzzyBills and Cin7 integration includes a Checking PO workflow task. During this task, we will look in Cin7 for the PO number found on the invoice.

1.  If a match is found, we will export the invoice to Cin7.
2. if no match is found, please follow the steps below to rectify the situation.

If no matching PO is found in Cin7,

you will see an error message telling you the PO does not exist in Cin7.

(Screenshot 1 below: on the main EzzyBills page)

• To see the processing status, alternatively, click the Dashboard  > Show All

(Screenshot 2 below: on the Dashboard page.)

Actions to rectify “no matching PO”

Check-PO workflow will wait for one of the two actions from you to rectify

1. modify the PO number from the invoice by clicking “modify” link (which appears both on Screenshot 1, or on the Screenshot 2 above at the far right )
2. create a PO in Cin7 with this PO number.

Either of which above will lead to a match, and we will go through next task of exporting the invoice to Cin7.