How can I restrict the Requesters of Bills? (NetSuite)

How can I restrict the Requesters of Bills? (NetSuite)

ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Bills. For example, access rights for Bills creation can be configured so that a particular Requester is allowed to select only particular Vendor or a particular Account.

This is how you can restrict a Requester:
  1. Click on the “matrix” icon  in the first step of the workflow to open the "Requester matrix".

  2. Add the Requesters who will be allowed to create Bills.
  3. Specify the restriction criteria, such as: Vendor, Account, Expense Category, Department, Class, Location, Item.
  4. Click on "Done" and save your changes.



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