How do I set up the "Pull from Oracle NetSuite" step for Bills?
All Bills in NetSuite with the status Pending Approval will be picked up by ApprovalMax and put through the designated approval process.
Unfortunately, ApprovalMax does not know the details of who has created which Bill in NetSuite because all Bills are created in the same name, which was selected in the "Pull from Oracle NetSuite
Therefore, we recommend to specify a generic email address at that point, such as firstname.lastname@example.org
, because this user will be notified about key Bill events like approvals, rejections, comments.
How do I set up the Pull from Oracle NetSuite step for Purchase Orders?
You can configure ApprovalMax so that it pulls from NetSuite all Purchase Orders in the Pending Approval status and starts the respective approval workflow for them. In order to do so, open the Purchase Order Approval workflow. By default, it is the ...
How to pull Bills from NetSuite
It is possible to configure ApprovalMax in a way that it pulls all Bills in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Bill Approval workflow, click on the Add ...
How does the approval of NetSuite Bills work?
ApprovalMax enables multi-step approval workflows for NetSuite Bills. This is how it works for Bills created in NetSuite: Bills are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Bills, including all relevant details. ...
Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?
In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up: How do I set up the "Pulling from Xero" step for Purchase Orders? How ...
Roles in ApprovalMax (NetSuite)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...