How to create an ApprovalMax URL field in NetSuite
When viewing a Vendor Bill in NetSuite, it's quite often necessary to understand what's happening with its approval.
Instead of having to find a particular Bill in ApprovalMax manually, a direct link to ApprovalMax in the NetSuite bill form comes in very handy.
ApprovalMax can put such URLs into NetSuite but first a custom field for this needs to be created in NetSuite.
For this, go to NetSuite Customization > Lists, Records & Fields > Transaction Body Fields and create a new custom field with the following parameters:
- Label = ApprovalMax URL
- ID = approvalmaxurl (it will be saved as custbodyapprovalmaxurl, so don't worry we will use it)
- Type = Hyperlink
- Applies to: Purchase
Next, go to NetSuite Customization > Forms > Transaction Forms and select your preferred Vendor Bill Form:
In the selected form:
- Navigate to the Screen Fields subtab
- Click on the Move Elements Between Subtabs button
- Navigate to the Custom tab
- Select the Main subtab for the ApprovalMax URL field
- Save the form
Now open any Vendor Bill with your preferred Vendor Bill form and check that the ApprovalMax URL field is visible:
With URL setting in ApprovalMax you can decide when ApprovalMax inserts a link to the request in NetSuite system: either after the final approval or during the first sync of the request.
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