Automatic Approvals
Records are automatically approved when any of the following conditions are met:
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When an approval rule has the Use Employee Limit (Apply if Higher than Record Amount Limit) setting checked, automatic approval is enforced when:
Record Type
Condition
Journal Entry
The submitter’s journal entry limit is higher than the journal amount.
Purchase Order
The purchase limit of the employee, if one is specified in the Employee field, is higher than the transaction amount.
If no value is specified in the Employee field, the submitter’s purchase limit is higher than the transaction amount.
Requisition
The submitter’s purchase limit is higher than the estimated total requisition amount.
The estimated total requisition amount is within the Record Amount Limit.
Sales Order
The submitter’s sales order entry limit is higher than the transaction amount.
Vendor Bill
The vendor entry limit of the user or record submitter is equal to or greater than the transaction amount.
Additionally, a vendor bill record is automatically approved if validated as not requiring approval based on the set of exceptions ran by the workflow.
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When an approval rule has the Record Amount Limit (Require Approval for Amounts Over) setting checked, any record is automatically approved when the transaction amount is less than the Record Amount Limit.
For journal entries, a record with amount that is greater than the Record Amount Limit is routed for approval. However, if the Use Employee Limit (Apply if Higher than Record Amount Limit) setting is also checked and the employee’s journal entry limit is higher than the record amount, then the journal is automatically approved.
Related Topics
- SuiteApprovals SuiteApp
- SuiteApprovals Terminology
- Prerequisites for SuiteApprovals
- Installing the SuiteApprovals SuiteApp
- Setting Up SuiteApprovals
- Defining Approval Rules
- SuiteApprovals Approval Workflow States
- SuiteApprovals Portlets
- Tracking Email Notifications for SuiteApprovals
- Project-Based Approvals
- Managing Approvals with SuiteApprovals
- Email Approvals