Vendor workflow
How to specify instructions for NetSuite Vendor Requesters
An Organisation Administrator/Workflow Manager can provide a message that will be shown to Requesters during Vendor creation. This is how you set up instructions for Vendor Requesters: Select your Organisation in the main menu and open Approval ...
How are Vendors reflected in reporting?
Users with the Administrator and Auditor role have access to the reporting tool. Here, Organisation Administrators can set up new reports to suit their needs. This is how you create a report for Vendors: On the Reports page, start creating a new ...
NetSuite Vendor approval process: who is notified, and when?
• Requesters are notified about approvals and rejections • Approvers are notified when their decision is required • Watchers are notified about approvals and rejections
Can Requesters edit a Vendor request before it's approved?
Yes, Pending Vendor requests can be amended by their Requesters. To edit a Vendor record, click on EDIT: Change the respective fields and resubmit the request for approval. Please note: The approval process will start from scratch.
Who can edit Vendors after they were submitted for approval?
The person who has requested a Vendor's approval can edit and then resubmit that Vendor for approval up to the point where this Vendor is fully approved:
Are new Vendors created in ApprovalMax reflected in NetSuite?
New Vendors created in ApprovalMax are synced to NetSuite immediately once the Vendor request has been approved. New Vendors created in a Purchase Order/Bill request form are synced to NetSuite straight after creation.
How does the approval of Vendors work? (NetSuite)
In ApprovalMax, you can configure a multi-step approval workflow for the creation of Vendors. This is a separate workflow that you need to set up and activate in order to use the Vendor approval process in ApprovalMax. This is how it works: A new ...
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