Setting Up Prerequisites for Supported Record Types

To enable features and set preferences for supported record types:

1. Enable the required features for the record types that you want to use with SuiteApprovals.

   1. Go to Setup > Company > Setup Tasks > Enable Features.

   2. If you'll be using any of the following record types, enable the required features:

      Record Type	Features
      Expense Report	On the Employee subtab, check the Expense Reports box.
      Requisition	On the Transactions subtab, check the Requisitions box. If you can't see this feature, contact your account manager to get access.
      Vendor Bill	On the Accounting subtab, check the A/P (Accounts Payable) box.
      	On the Transactions subtab, check the Purchase Order and Advanced Receiving box.

   3. Click Save.

2. Set the accounting preferences for the record types that you want to use with SuiteApprovals.

   1. Go to Setup > Accounting > Accounting Preferences.

   2. On the General subtab, check the Require Approvals on Journal Entries box.

   3. If you want to use the reapproval setting for vendor bills, check the Allow Inventory Transactions Dated Outside the Posting Period box.

      To check the Allow Inventory Transactions Dated Outside the Posting Period box, in the Allow Transaction Date Outside of Posting Period field, select either Allow or Warn. For more information about the Allow Inventory Transactions Dated Outside the Posting Period preference, see General Accounting Preferences.

   4. On the Order Management subtab, from the Default Sales Order Status field, select Pending Approval.

   5. On the Approval Routing subtab, check the boxes for the following record types that you want to use with SuiteApprovals:

      • Expense Reports

      • Purchase Orders

      • Vendor Bill

      • Requisitions

      • Journal Entries

   6. Click Save.

3. If you want to use SuiteApprovals for requisitions, set your preferred form for requisitions:

   1. Go to Customization > Forms > Transaction Forms.

   2. In the Preferred column, check the box that corresponds to your preferred form for requisitions.

   3. Click Submit.

4. If you're using SuiteApprovals for engineering change orders, make sure you follow the steps under Setup Requirements for Engineering Change Order.