ApprovalMax enables multi-step approval workflows for NetSuite Sales Order requests. Sales Orders can be either created directly in ApprovalMax or pulled automatically from NetSuite.
For Sales Orders created directly in ApprovalMax
Requesters can create and submit Sales Orders for approval directly in ApprovalMax
The form mirrors the layout and fields of the native NetSuite Sales Order form
Once submitted, the Sales Order follows the predefined approval workflow in ApprovalMax
When all approvals are completed, the Sales Order is automatically synced to NetSuite and marked as Approved
If the request is rejected, it remains in ApprovalMax and is not pushed to NetSuite
For Sales Orders pulled automatically from NetSuite
Sales Orders are created in NetSuite in the Pending Approval status
ApprovalMax pulls these Sales Orders, including all relevant details
ApprovalMax starts the multi-step approval workflow as predefined for Sales Orders in ApprovalMax
The respective managers get notified that their approval is required, and make their decision
When all approvals are in place, the Sales Order status changes to Approved in NetSuite
If one of the Approvers rejects a request, the respective Sales Order is pushed to NetSuite with the status Closed