Why are Sales Orders not getting pulled from NetSuite to ApprovalMax?
If you have created a Sales Order in NetSuite and it doesn't show in ApprovalMax after synchronisation, please follow these steps:
- Make sure that the respective workflow has been activated:
- Double-check that all Sales Orders in NetSuite have actually been submitted for approval (i.e., they have the Pending Approval status in NetSuite).
- Click on the synchronisation button
in the top right-hand corner (to sync documents between NetSuite and ApprovalMax):
- Check the Sales Orders folder.
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