Actions102
- Activity Actions
- Agreement Actions
- Company Actions
- Configuration Actions
- Contact Actions
- Document Actions
- Expense Actions
- Invoice Actions
- Member Actions
- Opportunity Actions
- Product Catalog Actions
- Project Actions
- Purchase Order Actions
- Schedule Actions
- Service Ticket Actions
- Time Actions
Overview
This node integrates with the ConnectWise Manage API to create purchase orders. It allows users to specify a vendor and various optional details about the purchase order, such as dates, notes, shipping costs, status, and tax rate. This is useful in automating procurement workflows, ensuring purchase orders are created consistently and efficiently within ConnectWise Manage.
Typical scenarios include:
- Automatically generating purchase orders when inventory levels fall below a threshold.
- Creating purchase orders from approved purchase requests or sales orders.
- Integrating purchase order creation into broader business process automation involving vendors and procurement.
Properties
| Name | Meaning |
|---|---|
| Vendor ID | The unique identifier of the vendor for whom the purchase order is being created. (Required) |
| Additional Fields | Optional extra fields to provide more details about the purchase order: |
| - Date | Purchase order date in YYYY-MM-DD format. |
| - Notes | Additional textual notes related to the purchase order. |
| - Shipping Cost | Numeric value representing the cost of shipping. |
| - Shipping Date | Expected shipping date in YYYY-MM-DD format. |
| - Status | Current status of the purchase order. Options: Draft, Open, Closed, Cancelled. |
| - Tax Rate | Tax rate percentage applied to the purchase order, between 0 and 100. |
Output
The node outputs JSON data representing the created purchase order as returned by the ConnectWise Manage API. This typically includes all fields of the purchase order resource, such as its unique ID, vendor information, dates, status, and any other fields set during creation.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the ConnectWise Manage API.
- Needs an API authentication token or API key credential configured in n8n for ConnectWise Manage.
- The node uses the base URL of the ConnectWise Manage instance provided in the credentials.
- Proper permissions on the ConnectWise Manage account to create purchase orders.
Troubleshooting
- Missing Required Fields: If the "Vendor ID" is not provided, the node will throw an error because it is mandatory for creating a purchase order.
- API Authentication Errors: Ensure that the API credentials are correctly configured and have sufficient permissions.
- Invalid Date Formats: Dates must be in
YYYY-MM-DDformat; otherwise, the API may reject the request. - Status Value Issues: Only the predefined statuses ("Draft", "Open", "Closed", "Cancelled") are accepted. Using other values will cause errors.
- Network or API Endpoint Errors: Check connectivity to the ConnectWise Manage API endpoint and verify the site URL in credentials.
- Error Messages: The node surfaces API error messages directly. Review these messages for clues, such as validation errors or permission issues.
Links and References
- ConnectWise Manage API Documentation
- Purchase Orders API Reference
- n8n Documentation on HTTP Request Node (for understanding API calls)
This summary is based solely on static analysis of the provided source code and property definitions.