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.