Scenario: The client wants the journal to go through approval routine, if the admin edits the journal after approval. i.e. Administrator edits trigger re-approval and JE is unposted until re-approved. The journal contains a review state. Reviewed journals will be submitted for approval by admin. If they are approved by admin it should go to… Continue reading Post approval edits on Journal workflow
Tag: approval workflow
Suitelet for Approval Workflows in NetSuite
What Is It? A Suitelet-based approval workflow is a custom-built interface that allows users to view, approve, reject, or comment on records pending approval. Unlike standard NetSuite workflows, Suitelets offer full control over layout, logic, and user experience. Key Features Custom Dashboard: Display records awaiting approval with filters (e.g., by department, date, amount). Approval Actions:… Continue reading Suitelet for Approval Workflows in NetSuite
‘Current Record’ Option Missing in Workflow’s Set Field Value Action
Issue: We have encountered an issue during the workflow development where the ‘Current Record’ field is not appearing as expected. This appears to be due to the large volume of transactions in the account, which is causing the field values to buffer and load slowly. Even when manually typing the field name, ‘Current Record’ does… Continue reading ‘Current Record’ Option Missing in Workflow’s Set Field Value Action
Consider the User’s Subsidiary in Generating the List of Transactions on the Bulk Approval Page when Using a Custom Approval Workflow
Scenario Add a Formula on the Add Button action of a Workflow to consider the user’s subsidiary in showing the list of transactions on the bulk approval page (for example: Approve Bills page) and displaying the Approve button on transaction records. The standard subsidiary restrictions will not be followed because the bulk approval page generates the list based on the Custom… Continue reading Consider the User’s Subsidiary in Generating the List of Transactions on the Bulk Approval Page when Using a Custom Approval Workflow
workflow action script to send emails for approval in role-based stages
/** * @NApiVersion 2.1 * @NScriptType WorkflowActionScript */ define([‘N/record’, ‘N/search’, ‘N/runtime’, ‘N/email’], /** * @param{record} record * @param{search} search * @param{runtime} runtime */ (record, search, runtime, email) => { “use strict”; /* * This function fetches the internal IDs of employees… Continue reading workflow action script to send emails for approval in role-based stages
Delayed Purchase Order Approvals-Purchase orders are taking too long to be approved, causing delays in procurement.
Solution: Review Approval Workflow: Check the existing approval workflow in NetSuite to identify bottlenecks. Ensure that the correct approvers and conditions are set up. Streamline Approvals: Use Delegation of Authority to assign temporary approvers when primary approvers are unavailable. Set up Escalation Rules to automatically escalate overdue approvals. Automate Approvals: Use SuiteFlow to create automated approval workflows based on predefined criteria.… Continue reading Delayed Purchase Order Approvals-Purchase orders are taking too long to be approved, causing delays in procurement.
How to create workflow approval for approval re-opened close period
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… Continue reading How to create workflow approval for approval re-opened close period
Suiteflow Transaction type workflow – add System notes fields Set By, Context as approval conditions
REQUIREMENT: Hoping to get some guidance on how to add system notes field on Journal entries as a condition in Transaction approval workflow as I am not able to find available fields. Currently we have an approval workflow that stops the Next Approver from approving their own journal entry, ie if Created by = Next… Continue reading Suiteflow Transaction type workflow – add System notes fields Set By, Context as approval conditions
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