SuiteApprovals SuiteApp
SuiteApprovals provides users standard capabilities to manage the approval of both specific record types as well as email approvals.
Supported Record Types
The following record types are supported:
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Transactions |
Custom Records |
|---|---|
|
Journal Entry Expense Report Purchase Order Requisition Sales Order Vendor Bill |
Engineering Change Order Email Approval Log |
Key Features
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Define record actions and approval rules – Make sure only authorized individuals can edit, approve, reject, or resubmit records for approval. You can create approval rules with specific criteria and an approval hierarchy to manage how these records get validated and routed.
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Define approval limits and routing – Set up employee and general amount limits to determine if a transaction record needs approval. You can route records through hierarchical or custom approval, and you can also delegate approval authority.
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Draft records before approval – Set a preference to let certain record types be saved as a draft before it goes through approval routing. For more information, see Enabling Draft Status for Record Types.
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Project-based Approvals – SuiteApprovals supports project-based approvals for the following transactions:
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Expense Reports
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Purchase Orders
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Vendor Bills
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Approve autogenerated journal entries – Use custom approval to process autogenerated journal entries.
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Set Up and Track Email Approvals – Set up your preferences to manage email approvals for your organization. Log gatekeeping helps you securely manage and track email approvals. For more information, see Email Approvals.
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Configure Multiple Languages – SuiteApprovals works with the Multi-Language feature. If you’ve enabled this feature, you can choose from the list of supported languages for your NetSuite user interface. For more information, Configuring Multiple Languages and Choosing a Language for Your NetSuite User Interface.
Before you install the SuiteApprovals SuiteApp, read the following topics:
To learn more about terminologies, see SuiteApprovals Terminology.
After you install the SuiteApprovals SuiteApp, read the following topics to complete additional setup tasks:
To learn more about approval rules and how they work, read the following topics in Defining Approval Rules:
To learn how to create approval rules, see Creating Approval Rules.
To learn how to manage approvals, read the following topics in Managing Approvals with SuiteApprovals:
To learn how to use email approvals, see Email Approvals.
To find answers to common questions about this SuiteApp, see FAQ: SuiteApprovals.