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How can I restrict the Requesters of NetSuite Invoices?

Updated over a month ago

ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Invoices directly in ApprovalMax. For example, access rights for the creation of Invoices can be configured so that a particular Requester is allowed to select only particular Customer or a particular Department.


This is how you restrict a Requester

  1. Click on the Matrix iconin the first step of the workflow to open the Requester matrix:​

  2. Add the Requesters who will be allowed to create Invoices.

  3. Specify the restriction criteria, such as: Customer, Class, Location, Item...

  4. Click on DONE and update/activate the approval workflow to save your settings:​




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