purchase order pdf and versions.md

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 either "APPROVED" or "ORDERED" (configurable) the purchase order "Version" attribute will be incremented. When you move a purchase order to the "APPROVED" or "ORDERED" status a PDF/XLS of the purchase order is generated and uploaded to the file attachments for that purchase order. The generated document will be titled with the version attribute at the time of order.

{% hint style="info" %} DISCLAIMER: This automation utilizes Carbone for PDF generation. Please see Report Generator Disclaimer for more information. {% endhint %}

PDF Generator

This automation can use any one of the following 3 implementations of Carbone:

1. First Resonance's PDF Generator (default)
2. Your PDF Generator account (i.e. Carbone) account
3. On-premise implementation of your PDF Generator

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 PDF"
3. Select the integration and click the Add Instance button
4. Optionally modify the Name of the automation. This is helpful if you are deploying multiple instances of the same automation (i.e., one is pointing to staging and one is pointing to production)