Alternate Export

Overview

You can configure an alternate export option to appear in the export dropdown within the purchase order section when a document is in a specific status. This page explains how to set up this option.

Activation Steps

1. Go to Settings -> Global Settings -> Document Types

2. Select the desired document type and click on More Settings.

   
3. In the Purchase Order section, navigate to the Alternate Export option.

   

How to set up

Once the setting is enabled, you can choose a document status and assign a predefined export configuration.

More information on setting up export configurations can be found here.

You can choose between the following statuses:

• Classified

• Pending confirmation

• Pending approval

• Pending second approval

• Validated, pending export

• Approved pending export

• Rejected

• Exported

• On hold

• Workflow

• Error

• In Review

After setup, an additional export option will appear in the purchase order matching export options. This option uses the specified export configuration when the document matches the defined status.