ApprovalMax | Purchase Order Workflow

Purchase Order workflow
How can I create a Purchase Order in ApprovalMax? (NetSuite)
To create a Purchase Order in ApprovalMax, click on the NEW REQUEST button in the top right-hand corner near your avatar: In the pop-up window, select the request type from the respective Organisation and click on CREATE REQUEST: The Purchase Order ...
NetSuite Purchase Order life cycle
Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from NetSuite. Purchase Order approval When you submit a Purchase Order for ...
How can I restrict the Requesters of Purchase Orders? (NetSuite)
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...
How does the approval of NetSuite Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in NetSuite works: Purchase Orders are created and submitted for approval in NetSuite or directly in ApprovalMax. ...
How do I set up the Pull from Oracle NetSuite step for Purchase Orders?
You can configure ApprovalMax so that it pulls from NetSuite all Purchase Orders in the Pending Approval status and starts the respective approval workflow for them. In order to do so, open the Purchase Order Approval workflow. By default, it is the ...

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Support Policy
Do feel free to contact us during your trial or subscription period and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a ...
The new navigation menu
On 22 September, ApprovalMax will activate the new in-product navigation for all users. The old navigation will be switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
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There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero because all Bills ...
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ApprovalMax now supports the detection of potential duplicate Bills and displays a respective message to make Approvers aware. They can take this into account when making their decision, which reduces the risk of duplicate payments. Bills statuses ...

ApprovalMax | Purchase Order Workflow | Knowledge Base

Purchase Order workflow

How can I create a Purchase Order in ApprovalMax? (NetSuite)

NetSuite Purchase Order life cycle

How can I restrict the Requesters of Purchase Orders? (NetSuite)

How does the approval of NetSuite Purchase Orders work?

How do I set up the Pull from Oracle NetSuite step for Purchase Orders?

Popular Articles

Support Policy

The new navigation menu

Roles in ApprovalMax (Xero)

How do I set up the "Pulling from Xero" step for Bills?

Xero Bill duplication control