Overview
The Apply PO Missing Tag to Invoice workflow automatically tags invoices that are missing a required purchase order (PO) number. This helps your team quickly identify and resolve missing PO issues, ensuring smoother processing and faster collections.
How It Works
Set Workspace filters to define when a PO number is required (e.g., based on customer fields or tags).
Select the tag you want to apply to the invoice (e.g., "PO Missing" or "PO Required").
Optionally, choose to create a task for the assigned person on the invoice when the tag is applied.
Setup Steps
Go to the Workflows Gallery.
Find Apply PO Missing Tag to Invoice and click Use Workflow
Define your Workspace filters to specify when a PO is required.
Select the tag you want to apply.
(Optional) Enable "Also create task" if you want a task automatically created.
Click Publish Workflow.
Notes
Ensure your Workspace filters accurately reflect when a PO number should be present.
You can name the tag anything you prefer (e.g., "PO Missing," "PO Required").
Creating a task can help drive quicker follow-up on missing POs.
⭐️ Community Contribution
This workflow was created by Melissa Zmuda at Pendo
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Help your team catch and resolve missing PO issues automatically!