Unconnected facilities (manual PO entry)
If your facility doesn’t have an ERP integration, a team member generates the PO in your system and enters the number in Helia manually:
Open the approved order in Helia.
The PO Approver will need to assign themselves to the ‘Enter Purchase Order Number’ step on the status track.
Generate the PO in your ERP and copy the number.
Paste it into the Purchase Order Number field in Helia, then click Save and Confirm.
Assign yourself to the ‘Submit Purchase Order’ step and click Approve and Confirm to send the PO to the supplier.
Tip: Complete both the Save/Confirm and the Submit steps. Leaving a PO half-entered delays the supplier’s invoice.
Connected facilities (ERP integration)
If your facility has an ERP integration (Lawson, Oracle, etc.), PO generation is automated. Once a case is approved in Helia, your ERP creates the PO automatically and the number is pulled into Helia. This typically happens within a few hours, depending on your system’s polling schedule. Orders approved late in the day may not show a PO until the following business day.
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