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 Account Owner who is specified as a Requester.
But you can select or add any user as a Requester:
When finished, don't forget to update/activate the workflow.
All Purchase Orders pulled from NetSuite will be created in the name of this user.
Unfortunately, ApprovalMax does not know the details of who has created which Purchase Order in NetSuite, thus all Purchase Orders are created in the name of the user who was selected in the Pull from Oracle NetSuite step.
Therefore, we recommend setting a generic email address at that point, such as firstname.lastname@example.org
, because this user will be notified about key Purchase Order events like approvals, rejections, comments.
In the same way, you can select a person for pulling Bills
How does the approval of NetSuite Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in NetSuite works: Purchase Orders are created and submitted for approval in NetSuite or directly in ApprovalMax. ...
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 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 ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...
How can I match Bills with their initial Purchase Orders?
The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...