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:
- Navigate to Customization > Workflow > Workflows > New
- Click From Template
- 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). - Click Select
- Click Initiation state
- Click New Action
- Click Set Field Value
- Field: Next Approver
- Value: Choose between Static Value, From Field, and Formula (whichever is applicable)
- Click Save
- Click Workflow tab on right panel
- Click Edit (Pencil Icon)
- Release Status: Select Released
- Click Save
B. Proceed with CSV Import:
- On Step B of the Import Assistant, click Advanced Options
- Run Server SuiteScripts and Trigger Workflows: Enter a Checkmark
- Click Next, and proceed as usual