Sales Order workflow
How to pull Sales Orders from NetSuite
You can configure ApprovalMax in a way that it pulls all Sales Orders in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Sales Order workflow, click on the Add Requester ...
How can I stop pulling Sales Orders from NetSuite?
ApprovalMax only pulls Sales Orders from NetSuite that have the Pending Approval status if the respective Sales Order workflow has been set up and activated. If you don't want to use Sales Order approvals at all, then just deactivate the Sales Order ...
Is it possible to unreject a Sales Order? (NetSuite)
If a Sales Order that was created in NetSuite gets rejected by an Approver in ApprovalMax, it goes back to NetSuite with the Closed status. It cannot be resubmitted for approval. Its Requester needs to amend such Sales Order in NetSuite: the checkbox ...
Why are Sales Orders not getting pulled from NetSuite to ApprovalMax?
If you have created a Sales Order in NetSuite and it doesn't show in ApprovalMax after synchronisation, please follow these steps: Make sure that the respective workflow has been activated: Double-check that all Sales Orders in NetSuite have actually ...
How does the approval of NetSuite Sales Orders work?
ApprovalMax enables multi-step approval workflows for NetSuite Sales Order requests. This is how it works: Sales Orders are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Sales Orders, including all relevant details. ...