NetSuite JE approval process using Workflow

Requirement: Create a workflow for JE approval process. The approver for JE will be in different roles depending upon the JE amount range.

Challenge: As NetSuite doesn’t provide amount fields in a workflow for JE record, we need to have a custom field to populate amount field in JE record.

Solution Approach:

Step 1: Saved Search

Go To > Report -> Saved Searches -> All Saved Searches -> New

Select Transaction

Name: JE List with Total Amount(Used in Workflow)-DO NOT UPDATE/DELETE

Mark it as Public.

On Criteria: Type is Journal

On Results:

Internal ID – Summary Type – GROUP

Amount(Debit)- Summary Type – SUM

On Available Filters:

Filter -> Select Internal ID

Show in Filter Region -> Yes

Now click Save & Run.

Step 2: Custom Field

Customization -> Transaction Body Field -> New

Name: Journal Total Amount

ID: custbody_je_totalamt

Type: Decimal Number

Make sure the “Store Value” checkbox is unchecked.

Applies To-> Journal

Validation & Defaulting -> Select the saved search that you have just created(JE List with Total Amount(Used in Workflow)-DO NOT UPDATE/DELETE).

Save the custom field.

Step 3: Workflow

Now in your workflow use the custom field “Journal Total Amount” for amount conditions to be applied for setting respective roles for approval. It should work now.

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