NetSuite doesn’t support workflows directly tied to reopening or approving closed periods because managing accounting periods involves strict permissions and security protocols. However, here’s how you might approach creating a similar approval process:
Steps to Set Up an Approval Process for Reopened Periods
Custom Record for Approval TrackingCreate a custom record to log requests for reopening accounting periods.
- Include fields such as period name, request reason, status, and approver.
Custom Workflow for ApprovalCreate a workflow on the custom record to manage the approval process.
- Define states like Pending Approval, Approved, and Rejected.
- Set conditions to ensure only authorized roles can approve or reject requests.
Automation to Notify StakeholdersAdd actions in the workflow to send email notifications to approvers when a request is submitted.
- Notify the requester once the decision is made.
Manual Reopening Process
- After approval, an authorized user with the required permissions (e.g., Controller or Admin role) can manually reopen the accounting period under Setup > Accounting > Manage Accounting Periods.
Notes ⚠️
Since accounting period management is sensitive, you’ll need to handle approvals outside the system or with a custom solution if stricter controls are required.
If this approach seems complex or doesn’t meet your needs, consider reaching out to NetSuite Support or your Account Admin for further assistance.