How does the approval of NetSuite Bills work?

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.
  • ApprovalMax starts the multi-step approval workflow as predefined for Bills in ApprovalMax.
  • The respective managers get notified that their approval is required and make their decision.
  • When all approvals are in place, the Bill status is changed to Approved in NetSuite.
  • If one of the Approvers rejects a request, the respective Bill is pushed to NetSuite with the Rejected status. 

This is how it works for Bills created in ApprovalMax:
  • Bills are created directly in ApprovalMax.
  • ApprovalMax starts the multi-step approval workflow as predefined for Bills in ApprovalMax.
  • The respective managers get notified that their approval is required and make their decision.
  • When all approvals are in place, the Bill is created in NetSuite in "Approved" status.
  • If one of the Approvers rejects a request, the respective Bill remains in ApprovalMax.

Learn how to set up an approval workflow for the approval of NetSuite Bills.

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