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 finance@yourcompany.com, 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 from NetSuite.

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