Zuora Workflow: Automated Purchase Order Requests

Streamline PO number requests for subscription renewals with automatic notifications, reducing manual efforts and errors.

For subscribers (customer accounts) who require a Purchase Order (PO) number for their upcoming subscription renewal, you can now automatically send the PO number request ‘x’ days in advance.

Automatically send Purchase Order (PO) number requests days before subscription renewals. Set lead days, generate PO request PDFs, and email them to customers. Upon receiving the PO, it populates the invoice, reducing manual work and ensuring accurate invoice-to-PO mapping. Simplify finance operations and improve efficiency.

The process

Set the number of lead days for PO requests on the customer account
Click on Save
The workflow automatically calculates the days before the subscription renewal (as selected on the customer account)
Generates a PO request PDF
Mails the PO Request to the contact
Receive the incoming PO number and populate it on the Invoice document after successful bill runs.

Key features

Significant reduction in waiting times for generating the PO request numbers manually by finance operations
Eliminate the manual intervention of the accounts receivables team to map the correct invoice with the correct PO number.

Elevate Your Business with Seamless Workflow Integration

Partnering with Subscription Factory means gaining access to expertly crafted workflows that reduce friction in your operations and give you a competitive edge in the subscription economy. Whether you’re a growing business or an established enterprise, our flexible, efficient workflows will help you achieve faster results and drive long-term success. Let us be your trusted partner in making the most out of Zuora.