Create and progress purchase orders through their lifecycle via the Fleetio API

domain: developer.fleetio.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Create a purchase order with POST /purchase_orders, optionally associating it with a Vendor for detailed history and cost reporting.
  2. Add procurement detail via the separate Purchase Order Line Items sub-resource rather than embedding line items in the initial create call.
  3. Submit the purchase order for approval using its dedicated submit-for-approval action, then approve or reject it using the corresponding dedicated actions.
  4. Mark the purchase order as purchased using its dedicated purchase action once approved, and close it when procurement is complete.
  5. If a purchase needs to be undone, use the dedicated undo-purchase action rather than editing the order's status field directly.

Known gotchas

Related routes

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