Tag: approval workflow

Expense Report Approval Process.

Scenario: Staff Expense Claim Process Employee files an  expense report through Netsuite. Supervisor gets notified through mail. Supervisor approves the expense report by ticking the  Supervisor Approval. Finance Team will be notified. The Finance Team will then review the claim and approves it by ticking the Accounting Approval on the expense report. Finance Team Create… Continue reading Expense Report Approval Process.

Automating Sales Order Approval Workflows in NetSuite

In the world of commerce, efficient order processing is crucial for maintaining customer satisfaction and operational excellence. For businesses using NetSuite, streamlining the approval process for sales orders can significantly enhance workflow efficiency and ensure adherence to business rules. In this guide, we’ll delve into how you can automate sales order approval workflows in NetSuite,… Continue reading Automating Sales Order Approval Workflows in NetSuite

Workflow Basics

To customize your NetSuite account with workflows, first enable SuiteFlow in your account. To enable SuiteFlow: Go to Setup > Company > Enable Features > SuiteCloud. In the SuiteCloud tab, check the SuiteFlow box. Click Save. Note: Set the user’s role with permission to use Suiteflow. For access to all SuiteFlow functionality, use the Administrator role. After SuiteFlow is enabled, you can… Continue reading Workflow Basics

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

Email Reminders to Finance Managers Roles: A Custom Workflow Solution

Requirement: The Estimate of the client is approved by Finance Manager of the organization. An email reminder needs to be sent to the Finance Manager regarding any pending estimates awaiting approval immediately upon the creation of the estimate. Challenge faced: Sending timely reminders to finance managers about pending estimates for approval can be complex, particularly… Continue reading Email Reminders to Finance Managers Roles: A Custom Workflow Solution

PROPOSAL FOR VENDOR BILL AND VENDOR PAYMENT APPROVAL WORKFLOW IN NETSUITE

Proposal Summary  Second Source RX would like to implement a solution for vendor bill and vendor payment Approval Workflow.    Requirement  Second Source RX would like to implement a solution for vendor bill and vendor payment approval workflow. The approvers can access the approve or reject buttons through email notification.      Solution  Prerequisite:   Vendor bill… Continue reading PROPOSAL FOR VENDOR BILL AND VENDOR PAYMENT APPROVAL WORKFLOW IN NETSUITE

Proposal for edit and delete approval for vouchers within a specific subsidiary.

Client requested a methodology for managing delete and edit permissions for vouchers within a specific Subsidiary. The vouchers mainly include vendor prepayment, receipts, bill payment, debit advice and credit advice Methodology Overview Permissions: Only the admin has full permissions to create, edit, and delete vouchers. Delete permission is restricted for other roles (roles specified by… Continue reading Proposal for edit and delete approval for vouchers within a specific subsidiary.

Proposal For Vendor Payment Approval Process

Proposal summary  The proposal outlines a vendor payment approval process to efficiently manage and oversee the payment and liabilities owed to vendors, suppliers, and service providers. The process involves various steps and roles to ensure transparency, accuracy, and adherence to company policies and financial controls.  Requirement  eVersum has expressed their desire to  establish a payment… Continue reading Proposal For Vendor Payment Approval Process