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.
ApprovalMax URL to NetSuite settings
The setting determines when ApprovalMax inserts a link to the request in NetSuite system: either after the final approval or during the first sync of the request. This is how it can be set by a company Administrator: In the main menu, select your ...
Who can create requests in ApprovalMax?
All users that were added as a Requester in the Creation step can create requests in ApprovalMax: Requests created in ApprovalMax are pushed to the accounting system (Xero, QuickBooks Online, NetSuite) upon their final approval.
How to create a Beneficiary in ApprovalMax
A Beneficiary is a recipient of payments in Airwallex, and contains general information like bank details and address as well as additional data. The required data set depends on the: Beneficiary type, bank's country, account currency and payment ...
Where can I find the reporting function? (NetSuite)
In the main menu select your Organisation and open "Reports" section: Here, you also have the option to create your own report with filters that reflect your particular needs. This is how you set up your own NetSuite report: Click on the "NEW REPORT" ...
How to create QuickBooks Online Journal Entry
Before creating a Journal Entry, you first need to set up and activate a Journal Entry workflow in ApprovalMax: In the Journal Entry Creation step, you can specify all users who will be allowed to create Journal Entry requests. By adding Requesters ...