Purchase Orders

Purchase orders: ordering, receipt, completion, disputes, reopening for a credit note, and the card budget aggregated per order.

📄️List purchase orders

Retrieve a list of all purchase orders with comprehensive filtering, grouping, sorting, and pagination.

📄️Get purchase order by code

Retrieve a specific purchase order by its code.

📄️Cancel a purchase order

Transitions a purchase order to CANCELED status with a required reason. Accountants may cancel any purchase order before it is completed; everyone else only their own, and once an active credit card exists for it and/or it has been ordered the request must confirm the card was not used.

📄️Cancel a disputed purchase order

Transitions a purchase order from DISPUTED to CANCELED status with optional reason.

📄️Create a comment for a purchase order

Creates a new comment activity for the specified purchase order.

📄️Complete a purchase order

Transitions a purchase order to COMPLETED status.

📄️Get aggregated credit card budget for a purchase order

Returns left-to-spend and utilization aggregated across all credit cards linked to the purchase order, calculated from Airplus daily transaction data. For subscriptions ≤12 months this is a single card; for >12 months multiple cards are summed.

📄️Dispute a purchase order

Transitions a purchase order from RECEIVED to DISPUTED status.

📄️Place an order for a purchase order

Transitions a purchase order from READY_TO_ORDER to ORDERED status.

📄️Signal that payment method is ready for a purchase order

Signals that payment method is ready, transitioning from DRAFT to READY_TO_ORDER status.

📄️Mark a purchase order as received

Transitions a purchase order from ORDERED to RECEIVED status with delivery details. A purchase order already COMPLETED and carrying no delivery confirmation accepts one after the fact and keeps its status: it was closed by full invoicing before anyone confirmed the delivery. Only a flawless condition is accepted there, because a completed order has no transition to DISPUTED left. When the optional "lines" array is present, the server derives "condition", "ordered_amount" and "received_amount" from it and ignores any values sent for those three fields. Each line_item_id must belong to the purchase order's purchase request, and each quantity must not exceed that line's ordered quantity.

📄️Reopen a terminal purchase order for credit-note attachment

Reopens a COMPLETED or CANCELED purchase order so a credit note can attach, capturing the prior status for later return (epic dashboard#3250, sub-task 3).

📄️Request help from Accounting

Creates an inquiry_needed accountant task with a mandatory comment and selected issue subtype (invoice_missing, invoice_verification, po_matching, delivery).

📄️Resolve a disputed purchase order

Transitions a purchase order from DISPUTED to RECEIVED status with optional reason.

📄️Return a reopened purchase order to its prior status

Returns a reopened purchase order (RECEIVED) to the status it held before reopen (epic dashboard#3250, sub-task 3).

📄️Get subscription spend velocity for a purchase order

Returns the cumulative spend-rate projection for a subscription PO: expected vs actual per-period spend, velocity ratio, projected card-budget exhaustion date, and an is_alarming flag that mirrors the email alert criteria (>= 3 elapsed periods, ratio above the tenant threshold, exhaustion before contract end).