Tag: approval workflow

‘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

Proposal for Sales Order Approval Process

Requirement  The client’s requirement is to implement an approval process for Sales orders to catch certain issues and send them for secondary or tertiary approval.  The approval flow should be as:  -The Sales Order is entered by the Order Entry Team.  -The Sales Order is reviewed by another team member.  -If correct, the order is… Continue reading Proposal for Sales Order Approval Process