Jira Code: SMT-11
Description:
Create a workflow for the AP/AR records with the following criteria:
- There should be 4 roles for this approval workflow
- Data Entry User: Can enter Invoice/Bill/credit memo in NetSuite, but can’t approve them. Also can’t create customers or vendors.
- Approve User: Can edit or approve Invoice/Bill/credit memo created by data entry user but can’t create any Invoice/Bill/credit memo in NetSuite.They have permission to create customers/vendors.
- Manager User: Can create, edit customers/vendors. And can create, edit, approve Invoice/Bill/credit memo of all except the ones created by him.
- Super User: Can create, edit or approve Invoice/Bill/credit memo created by all including themselves.
Steps:
- The “Data Entry User” can create an Invoice/Bill/Credit Memo. Once he saves the record, “Submit for approval” button appears for the “data entry user”.
- When the “Submit for approval” button is clicked the record is locked for the “Data Entry User” and it is sent for approval to the approvers: Super user, Manager user, Approve user.
- “Approve” and “Reject” button appears for the approvers. The approver can either approve or reject the transaction.
- If Approved, the record is locked for all users and status of the record changes. (If the transaction is invoice/bill, there is a field “Approval status” which will be set as “Approved”, if it is credit memo, there is a checkbox ”approved”, it will be checked).
- If Rejected, “Resubmit for approval” button appears for the “Data entry user” and the record becomes editable for him.
- When “Resubmit for approval” is clicked it is again gone for the approval process to the approver.
Create a workflow for the Journal Entry records with the following criteria:
- There should be 4 roles for this approval workflow
- Data Entry User: Can create Journal Entries but can’t approve.
- Approve user: Can approve/edit JEs created by data entry user and other Approve users. But can’t approve JEs created by Manager user/Superuser. JEs created by Approve user can be edited by other higher users(manager user, superuser).
- Manager user: Can create/edit JEs.Their JEs are approved by Superuser or other Manager users.
- Superuser: Can create/edit/approve JEs created by all including them.
Steps:
- Data entry User: Can create Journal Entries, but approve button is disabled for them.
- Approve User: Can approve/edit JEs created by data entry user and other Approve users. If the role is to approve user and the user is the current user approve button is disabled for them. But can’t approve JEs created by Manager user/Superuser. These records are locked for approving user. JEs created by Approve user can be edited by other higher users(manager user, superuser).
- Manager user: Can create/edit JEs. Their JEs are approved by Superuser or other Manager users. If the role is manager user and the user is the current user approve button is disabled for them.
- Superuser: Can create/edit/approve JEs created by all including them.