NetSuite Purchase Order life cycle

NetSuite Purchase Order life cycle

Purchase Order creation

There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from NetSuite.

Purchase Order approval

When you submit a Purchase Order for approval, it will run through the predefined workflow. Only when all approvals for a Purchase Order have been collected it will be pushed to NetSuite with the "Approved" status.

    • Related Articles

    • Xero Purchase Order life cycle

      Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...
    • 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 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 ...
    • How can I create a Purchase Order in ApprovalMax?

      To create a Purchase Order (or any other request) in ApprovalMax, click on the "+NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE A ...
    • How to automatically email NetSuite Purchase Orders to a Supplier

      For Purchase Orders created directly in ApprovalMax, the planform offers the functionality to configure an email that will be sent to the Supplier once a NetSuite Purchase Order has been fully approved. This email is triggered if the checkbox ...