Tag: approval workflow

Approval Process using workflow

Add a Submit for Approval button to submit the record for approval after the user completes the review and they can select the approver in the approver field to approve the record. This button will be available only for the Creator Roles.  When the makers click the Submit for Approval button,   An email with the… Continue reading Approval Process using workflow

Invoice Approval Workflow Proposal

Proposal summary This proposal covers the scope of creating a new approval workflow for invoice records. Requirement  Neutrinos need to create a two-level approval flow for all invoices generated. Our Solution Prerequisites Neutrinos will provide the user(employee name) and his role that needs to be used as the second level approver (anyone with Accounts Role).… Continue reading Invoice Approval Workflow Proposal

Suitelet to Enter Rejection Reason

A Suitelet can be used as a custom screen for entering a rejection reason as a part of the Approval flow and on hitting submit button the entered reason will be sent to the respective record. Workflow allows us to add custom actions (scripts) in GO TO RECORD action, or simply as a new action… Continue reading Suitelet to Enter Rejection Reason

Leaver or Inactive Employee as Netsuite Administrator

#CasesThe Company needs to inactivate an employee.(Most of the Organization does not delete their employee records, they need to keep it as well but she/he not in active employee now) Reason –When an Employee in the organization leaves company –When request to inactive an employee for the Professional reasons –When an employee already was a… Continue reading Leaver or Inactive Employee as Netsuite Administrator