Purchase Order PDF and Versions

Purchase Order Versions:

Use ION's prebuilt marketplace automation to manage versions.

Every time a purchase order is moved to "ORDERED" the purchase order "Version" attribute will be incremented. When you move a purchase order to the "ORDERED" status a PDF of the purchase order is generated and uploaded to the file attachments for that purchase order. PDF will be titled with the version attribute at the time of order.

DISCLAIMER: This automation utilizes Carbone for PDF generation. Please see Report Generator Disclaimer for more information.

Setup:

1. Navigate to the integrations page via the arrows on the left-hand side

2. Search for and locate the integration called "Purchase Order Versions"

3. Select the integration and press configure

4. Configure the integration with your ion-api credentials. See API Keys for more information on how to get your credentials.

5. Add the name of the custom purchase order attributes that you want to show up on the generated PDF. For example:

   
6. Configure your organization name so that your PDF is named correctly

7. Press Finish