Creating Your First Approval Rule

This tutorial shows what you can enter to create an approval rule. Use the values as guidance and to become familiar with the approval rule fields and settings.

In this tutorial, you create an approval rule for purchase orders with specific amount limits. Any purchase order with amount less than or equal to 500 is automatically approved and an amount more than 10,000 is automatically rejected.

Use the following table to know the values you should enter to create the approval rule.

Section	Field	Value
Basic Information	Name	First Approval Rule
Description	Approval rule for purchase orders. Amounts less than or equal to 500 is automatically approved and amounts more than 10,000 is automatically rejected.
Record Name	Purchase Order
Start Date	Today’s date
End Date	Tomorrow’s date
Subsidiary	Any subsidiary
Priority	1
Approval Routing	Route Approvals Based on Amount	Check this box
Amount Field Mapping	Total
Currency	Default currency in NetSuite account
Record Amount Limit (Require Approval for Amounts Over)	500
Define Custom Approval Chain	Choose this button
Approver Type	Employee Supervisor
Approval Limit	10000
Record Locking and Re-approval Settings	Lock Record for Editing Based on Status	Select this button
Select Statuses That Lock Records for Editing	Pending Approval Approved
No Approval Rerouting Regardless of Change in Record Amount	Select this button

Section

Field

Value

Basic Information

Name

First Approval Rule

Description

Approval rule for purchase orders. Amounts less than or equal to 500 is automatically approved and amounts more than 10,000 is automatically rejected.

Record Name

Purchase Order

Start Date

Today’s date

End Date

Tomorrow’s date

Subsidiary

Any subsidiary

Priority

Approval Routing

Route Approvals Based on Amount

Check this box

Amount Field Mapping

Total

Currency

Default currency in NetSuite account

Record Amount Limit (Require Approval for Amounts Over)

500

Define Custom Approval Chain

Choose this button

Approver Type

Employee Supervisor

Approval Limit

10000

Record Locking and Re-approval Settings

Lock Record for Editing Based on Status

Select this button

Select Statuses That Lock Records for Editing

Pending Approval

Approved

No Approval Rerouting Regardless of Change in Record Amount

Select this button

Validating the Approval Rule

This section shows how the approval rule validates purchase orders. After you create a purchase order, SuiteApprovals looks for an applicable rule and validates the record for approval.

To validate the approval rule:

Go to Transactions > Purchases > Enter Purchase Orders.
On the Primary Information section, in the Vendor field, select a vendor that belongs to the subsidiary you selected in the approval rule.
On the Items subtab, complete the following columns:
1. Item – Select an item.
2. Rate – Enter 500.
Click Save.

On the Approval History subtab, the remarks indicate that the purchase order is automatically approved.

Validating the Approval Rule

To validate the approval rule:

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