--- title: Epicor integration with Axya for the PO module description: Using Axya with Epicor --- [Skip to content](https://www.outsourcing.axya.co/en/dépannage/utilisation-daxya-avec-epicor#main-content) - [English](https://www.outsourcing.axya.co/en/d%C3%A9pannage/utilisation-daxya-avec-epicor) - [Français](https://www.outsourcing.axya.co/knowledge/utilisation-daxya-avec-epicor) English Show submenu for translations [![Logo Axya for light background](https://www.outsourcing.axya.co/hubfs/Logo%20Axya%20for%20light%20background.svg)](https://axya.co) - axya.co Open main navigation Close main navigation - axya.co - - [English](https://www.outsourcing.axya.co/en/d%C3%A9pannage/utilisation-daxya-avec-epicor) - [Français](https://www.outsourcing.axya.co/knowledge/utilisation-daxya-avec-epicor) English Show submenu for translations - [Contact us](mailto:customerservice@axya.co) [Contact us](mailto:customerservice@axya.co) How can we help you? - There are no suggestions because the search field is empty. 1. [Dépannage : Problèmes Courants (en)](https://www.outsourcing.axya.co/en/d%C3%A9pannage?hsLang=en) 2. [Integration](https://www.outsourcing.axya.co/en/d%C3%A9pannage/integration?hsLang=en) # Epicor integration with Axya for the PO module #### **Sending a Purchase Order** Prepare your purchase order as usual with the supplier of your choice (items, quantities, prices, and desired delivery date). When your purchase order is ready for approval, update the **Axya Status** field located at the top right and select **Send to Axya**. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-28-38-2352-AM.png?width=670&height=304&name=undefined-Dec-05-2025-11-28-38-2352-AM.png) Once the order is approved (your PO is in **APPROVED** status in Epicor), it will automatically be sent to Axya. The Axya Status will then change to **Successfully Sent**, confirming that the order was transmitted to the supplier. Your PO must be **APPROVED** for it to be sent to Axya. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-28-50-2086-AM.png?width=670&height=177&name=undefined-Dec-05-2025-11-28-50-2086-AM.png) ⚠️ **In case of failure**, the status will change to **Creation Failed**. If this happens, please contact the Axya team. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-28-57-6821-AM.png?width=670&height=175&name=undefined-Dec-05-2025-11-28-57-6821-AM.png) When the supplier confirms the order in Axya, the status will automatically update to **PO Confirmed**. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-29-04-3091-AM.png?width=670&height=175&name=undefined-Dec-05-2025-11-29-04-3091-AM.png) --- #### **Sending With Attachments (Draft Mode)** If you need to attach files to the order (quotes, technical sheets, etc.): Follow the same steps as a standard send, but select **Send as Draft** in the **Axya Status** field. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-29-12-8747-AM.png?width=670&height=157&name=undefined-Dec-05-2025-11-29-12-8747-AM.png) The order will be sent to Axya as a **draft**. You can then upload your documents in Axya and manually confirm the send to the supplier. --- #### **Revising a Confirmed Purchase Order** If a purchase order has already been confirmed (**PO Confirmed**) but requires modification (e.g., adding or removing a line): Apply the changes directly in Epicor. Change the **Axya Status** to **Send New Revision**. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-29-20-8919-AM.png?width=670&height=157&name=undefined-Dec-05-2025-11-29-20-8919-AM.png) The supplier will receive a notification and will need to confirm the order again. Once confirmed, the status will return to **PO Confirmed**. --- #### **Epicor – Axya Synchronization** If some orders seem to be missing in Axya: Verify that the synchronization is up to date. Click on the **ERP icon** (top right of the Axya platform) to check the synchronization status. - ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-29-32-4262-AM.png?width=670&height=302&name=undefined-Dec-05-2025-11-29-32-4262-AM.png) --- #### **Review and Updates in Epicor** When actions are confirmed in Axya (dates, quantities, prices), they are automatically reflected in Epicor during the next synchronization (every 5 minutes). Your PDF version will also be updated automatically in Axya. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-29-40-5968-AM.png?width=670&height=297&name=undefined-Dec-05-2025-11-29-40-5968-AM.png) ### **Automatic Updates in Epicor** | Action Confirmed in Axya | Result in Epicor | | --- | --- | | Date change | Updates the date used for your production (depending on whether you use due date or promise date) ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-30-36-9384-AM.png?width=1600&height=510&name=undefined-Dec-05-2025-11-30-36-9384-AM.png) | | Price change | Updates prices line by line | | Quantity change | Updates quantities | | Line item receipt | Axya Status = **Received** **![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-30-46-2944-AM.png?width=1600&height=1116&name=undefined-Dec-05-2025-11-30-46-2944-AM.png)** | | Full receipt | The purchase order is closed and archived in Axya ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-30-51-5139-AM.png?width=1600&height=473&name=undefined-Dec-05-2025-11-30-51-5139-AM.png) |   --- #### **Procedure for Cancelling an Order in Axya** ### **1. Cancelling an Order No Longer Required** If you need to cancel an order because it is no longer needed: 1. Log in to the Axya platform. 2. Go to the **Orders** tab. 3. Search for the order using the search bar. 4. Once on the order page, click the three dots in the top right corner. 5. Select **Cancel Order**. 6. You may then delete this order in Epicor. ![](https://www.outsourcing.axya.co/hs-fs/hubfs/undefined-Dec-05-2025-11-31-01-3208-AM.png?width=1600&height=1298&name=undefined-Dec-05-2025-11-31-01-3208-AM.png) --- ### **2. Cancelling an Order Sent to the Wrong Supplier** If you accidentally sent the order to the wrong supplier: 1. Cancel the order by following the previous steps. 2. Email **customerservice@axya.co** to request deletion of the transaction in Axya. Once the transaction is deleted, you can: - Modify the PO in Epicor - Resend it through Axya to the correct supplier ⚠️ **Important:** If the transaction is not deleted in Axya, you will not be able to resend the order to the correct supplier, as it still exists in the database. Step 2 is therefore essential. --- #### **Need Help?** If you have any questions or issues, contact our team at: 📧 **customerservice@axya.co** - [General](https://www.outsourcing.axya.co/en/d%C3%A9pannage/general?hsLang=en) - [Buyer users](https://www.outsourcing.axya.co/en/d%C3%A9pannage/buyer-users?hsLang=en#main-content) - [General](https://www.outsourcing.axya.co/en/d%C3%A9pannage/buyer-users?hsLang=en#general) - [RFQ Module](https://www.outsourcing.axya.co/en/d%C3%A9pannage/buyer-users?hsLang=en#rfq-module) - [PO module](https://www.outsourcing.axya.co/en/d%C3%A9pannage/buyer-users?hsLang=en#po-module) - [Supplier users](https://www.outsourcing.axya.co/en/d%C3%A9pannage/supplier-users?hsLang=en#main-content) - [General](https://www.outsourcing.axya.co/en/d%C3%A9pannage/supplier-users?hsLang=en#general) - [RFQ Module](https://www.outsourcing.axya.co/en/d%C3%A9pannage/supplier-users?hsLang=en#rfq-module) - [PO Module](https://www.outsourcing.axya.co/en/d%C3%A9pannage/supplier-users?hsLang=en#po-module) - [Integration](https://www.outsourcing.axya.co/en/d%C3%A9pannage/integration?hsLang=en) - axya.co [![Logo Axya for light background-1](https://www.outsourcing.axya.co/hubfs/Logo%20Axya%20for%20light%20background-1.svg "Logo Axya for light background-1")](http://www.axya.co) customerservice@axya.co Copyright © 2025, Axya