Proposal summary
The proposal for bulk approval of bills and bill payments in NetSuite involves streamlining the approval process by allowing users to approve multiple records simultaneously.
Requirement
The client would like to complete the following requirements:
- The current approval process for bills and bill payments in NetSuite requires users to individually verify each record, leading to significant delays in the approval process.
- Now they would like to add bulk approval for bill and bill payment records which allows the users to approve multiple records simultaneously. This enhancement aims to reduce delays in the approval process significantly.
We have already deployed workflow in the bill and bill payment record. This customization will not alter any of the existing functionality of those workflows.
Deliverables
We will be implementing a customization that will allow the client to approve the bill or bill payment record in a button click in a more efficient and streamlined way, saving time and effort in the bill or bill payment approval process. This customization can also help the client to streamline the approval process and enhances efficiency when dealing with multiple records simultaneously.
We will create a custom page in NetSuite that will shows the records waiting for approval which can be filtered based on vendor, department, Account, date etc.
The customization will identify the requirements that bills, and bill payments need to fulfil to qualify for bulk approval. These requirements may encompass characteristics such as the date of the transaction, vendor information, payment amount, department, payment account or any other customized fields that hold significance within your organization’s approval procedure.
We will utilize the NetSuite feature to fetch bills and bill payments record that satisfy the designated criteria. This can be achieved by employing either preconfigured saved searches or by creating custom searches tailored to your specific requirements. The search results will furnish a comprehensive list of records that align with the defined criteria.
We will utilize the Mark All or Un Mark All buttons to approve or reject the bills or bill payment in bulk. The user can validate the data from the bulk approval page and on submitting the data selected bills and bill payments are marked as approved within NetSuite.
For rejection and approval, we will add separate buttons.
For the following roles, the page will be displaying results:
- Administrator
- Account bill posting
- Account Payable
- General Manager
- Managing Director
Assumption
- We will assume the data entered in the bill and bill payment are valid for the subsidiary Mohideen Retail.
- The customization will only be working for the bill and bill payment where we applied custom workflows and custom fields for tracking each level approval.
- Approval routing for bill and bill payment should be enabled in account.
- Applicable for Mohideen retail subsidiary and their four locations
- Based on the login role, the approval page will be displaying the results
- Standalone bill and bill payment records that have gone through the steps of custom approval workflow will be considered.
- Margin/markup amount calculations in the bill will not be validated at the suitelet page
Risks
- Validations on amount or any other details will not be performed.
- There will be limitations on the suitelet page layout.
- Standard bulk approval page is not considered in custom flow.