Confirmed PO Matching with RPO

RPOs exported from

Approved

status now stay on your on-order plan until the actual PO is imported and matched — closing the projection gap that used to exist while orders were being processed outside of Toolio.

Note:

Exporting from Approved requires a feature flag — contact your Toolio team to enable it. RPOs advanced to Issued manually still drop off the plan immediately, as before.

What you can do

Export from Approved to hold on-order values
– Your AP projections stay intact while the order is in flight. Once the actual PO is imported, Toolio matches it to the originating RPO, moves it to
Confirmed
, and swaps it out of the plan automatically.
Let Toolio do the matching
– Toolio links incoming POs to their originating RPO by RPO number. No manual reconciliation needed. Just ensure recommended_purchase_order_number is included when importing your PO data.
Trace the full order lifecycle
– RPOs now follow a clear path: Draft → Approved → Exported →
Confirmed
.