As WorkflowMax does not provide stock control, all WFM purchase orders are equivalent to project purchase orders in Workguru. Build the following report in WFM's report builder. It is assumed you would use the Criteria (step 3) section of the report builder to refine the WFM export to your current work in progress purchase orders based on fields relevant to your workflow.
- Report Type - Purchase Order Cost
- Report Layout - Table
The WorkflowMax export is mapped to the WorkGuru import template fields as follows. Note: Not all WorkGuru fields are available in WorkflowMax and will need to be populated manually if required.
WorkGuru | WorkflowMax |
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Upload the purchase order template here: https://app.workguru.io/App/PurchaseOrders/import