The “Next Approver” field in the Journal Entry page is not available when they import a Journal Entry via CSV import

The Next Approver field is not available on CSV import as it is a standard behavior in NetSuite. Though we can still alter its value upon CSV import. The idea is to run a workflow that would set its value, this would run along with the CSV import.
Here’s how we can achieve it:

A. Create a workflow:

  1. Navigate to Customization > Workflow  Workflows New
  2. Click From Template
  3. Look for Journal Entry Basic Approval
    Note: If you already have an existing workflow for Journal Entry Basic Approval, you can apply the following steps on it as well (starting with Step 5).
  4. Click Select
  5. Click Initiation state
  6. Click New Action
  7. Click Set Field Value
  8. FieldNext Approver
  9. Value: Choose between Static ValueFrom Field, and Formula (whichever is applicable)
  10. Click Save
  11. Click Workflow tab on right panel
  12. Click Edit (Pencil Icon)
  13. Release Status: Select Released
  14. Click Save

B. Proceed with CSV Import:

  1. On Step B of the Import Assistant, click Advanced Options
  2. Run Server SuiteScripts and Trigger Workflows: Enter a Checkmark
  3. Click Next, and proceed as usual

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