Can I enter my own values in the fields of a stand-alone request?
Unfortunately, you can only use the predefined values that have been specified in the approval matrix by an Administrator of the Organisation.
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Does ApprovalMax support NetSuite Custom fields?
Yes, currently, ApprovalMax supports custom fields from NetSuite: How to enable NetSuite custom fields in ApprovalMax In the main menu select your Organisation and open "Fields" page in the "Workflow and settings" section. Add custom segments/fields ...
How can I create new fields in a request form? (Stand-alone)
In stand-alone requests, you can create any drop-down field you need. To do that, open the approval matrix of the respective stand-alone workflow: Click on “Add field” and type in a name for the new field: In the approval matrix, you can create ...
How to customise the NetSuite request form in ApprovalMax
Aligning the ApprovalMax edit form with NetSuite requirements for Purchase Order and Vendor Bill workflows ensures that all essential fields are filled in during request creation in ApprovalMax. Certain fields that are not present in NetSuite can be ...
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
Does ApprovalMax support routing for various NetSuite custom fields?
ApprovalMax supports routing for various NetSuite Custom fields. The Organisation Admin can set rules in Approval matrix based on the NetSuite Custom fields set in ApprovalMax. Checkbox, Number and Reference field types are supported. Here is how ...