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How to set up the Pull from Oracle NetSuite step for Invoices

Updated over a month ago

All Invoices in NetSuite with the status Submitted For Approval will be picked up by ApprovalMax and put through the designated approval process.
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  1. In the main menu, select your Organisation and go to Approval workflows under Workflows and settings:​

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  2. Open the Invoice workflow:​

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  3. Click on the CHOOSE A REQUESTER button in the Pulling from Oracle NetSuite box and select a user.
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    When pulling Invoices from Oracle NetSuite into ApprovalMax, all Invoices will be created in the name of the user specified while setting up the Pulling from NetSuite step. ApprovalMax is not aware of the exact details of who created which Invoice in NetSuite.
    To address this, we suggest adding a generic email address, such as finance@yourcompany.com, when setting up the Pulling from Oracle NetSuite step.
    This way, the user associated with that address will be notified about key events such as approvals, rejections and comments.​

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  4. Set up your approval workflow and click on ACTIVATE THE WORKFLOW in the upper right-hand corner:​


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