Tag: approval

Approval process in importing

This article summarizes restricting the editing access of customer records except for specific roles such as Administrator, Ajanta Pharma – Contracts – AT and Ajanta Pharma – Customer Service.  Solution: STAGED CUSTOM IMPORT FOR CUSTOMER PRICING & ADDRESS APPLYING RESTRICTIONS  Here’s a concise summary of the functionality overview and deployment details: This deployment focuses on… Continue reading Approval process in importing

Updating the Approval Information of a Record

When a transaction contains a high volume of line items, it takes several minutes for the SuiteApp to update all information. If the update has not been completed when the record is approved or rejected, the values in these fields may not be updated: Approval Status Next Approver When you view an affected transaction, the… Continue reading Updating the Approval Information of a Record

The Need for Alternative Methods in Approval Workflows

In the realm of business operations, approval workflows play a crucial role in ensuring that transactions adhere to established protocols and validations. These workflows are typically designed with strict guidelines tailored to the client’s specific requirements. However, despite the robustness of these workflows, there are instances where alternative methods of approval become necessary.   One… Continue reading The Need for Alternative Methods in Approval Workflows

Approving the journal entries in bulk

The Approved checkbox is not displayed if you have enabled the Journal Entries Approval Routing Accounting Preference. This preference enables you to use SuiteFlow to create a custom journal entry approval routing workflow. If the preference is enabled, an Approval Status Field will be displayed instead of an Approved checkbox. In this case, the Approved checkbox cannot be mapped during CSV import as it is not showing on… Continue reading Approving the journal entries in bulk

Rejecting a Record Entry Only if the Reject Reason is Entered

When an estimate is rejected, it is crucial to provide a mechanism for adding a reject reason. Initially, in the workflow action, “Go to record” was chosen, and the “open in edit mode” checkbox was selected to allow users to modify the current record. Additionally, the reject reason field was designated as mandatory. However, a… Continue reading Rejecting a Record Entry Only if the Reject Reason is Entered

Standard PO Supervisor Approval

The supervisor approval can be done either by purchase request created by the employee with employee center role and also from the purchase order itself. When an employee create a purchase order from the purchase order form itself, the standard approval process works as follows: In the purchase order form, select the employee’s name who… Continue reading Standard PO Supervisor Approval

Approving Customer Payments

Approving Customer Payments with Payment Holds Customer payments that are subject to a payment hold are initially saved with an “Unapproved Payment” status and will not be posted until they are reviewed and approved. To manage payments with payment holds, you can review the payment event details and decide on the appropriate action, which could… Continue reading Approving Customer Payments

Email Capture Plugin to Approve Vendor Bill

Email Capture plugin is a NetSuite-provided plugin to capture the emails sent to a specific email ID provided by the plugin. We can use this plugin to capture the emails sent to the specific email address and based on that we can do the actions we would like to achieve, similar to approval through email,… Continue reading Email Capture Plugin to Approve Vendor Bill

Setting Up Pending Approval Email Template

The Email Template tab in NetSuite enables users to customize messages to allow for notifications sent directly to their emails. It has the ability to do so via actions in NetSuite, and can display all sorts of information like: Description, Status, Amount, Etc. The Pending Approval Email Template provides the user an email once a… Continue reading Setting Up Pending Approval Email Template