Sync and Netsuite connection
How to create an ApprovalMax URL field in NetSuite
When viewing a Vendor Bill in NetSuite, it's quite often necessary to understand what's happening with its approval. Instead of having to find a particular Bill in ApprovalMax manually, a direct link to ApprovalMax in the NetSuite bill form comes in ...
What happens after an approval / rejection?
After their approval in ApprovalMax, Bills are automatically authorised in NetSuite and have the approval status: Approved, Bill status: Open. If one of the Approvers rejects a request which was initially created in NetSuite and then submitted for ...
How are documents in a non-default currency checked against a threshold?
All rules are set up using the base currency (default currency). If you have requests with other currencies, they will be converted into the default currency based on the NetSuite exchange rates.
Do ApprovalMax users need to have a NetSuite license?
No, ApprovalMax users do not need a NetSuite license. ApprovalMax is integrated with NetSuite using API tokens that are created on behalf of a NetSuite user. This means, NetSuite does not know anything about ApprovalMax users. Also, ApprovalMax users ...
Can I try ApprovalMax with my NetSuite sandbox?
Connecting ApprovalMax to NetSuite allows you to set up Bill/ PO Approval workflows. When you connect to a NetSuite sandbox, you can try ApprovalMax for NetSuite without worrying about affecting your production account. What is NetSuite Sandbox? ...
Does ApprovalMax support NetSuite SSO?
Currently, NetSuite SSO is not supported. However, we do have this planned. Though, at the moment, we cannot commit to any timeframe.