Approval Routing Accounting Preferences

Expense Reports

Enable the Expense Reports preference for approval routing and set up an approval workflow to process expenses. If you enable this preference and use SuiteFlow, you can create your own custom workflow to process expense approvals. For more information, see Using Custom Workflow-Based Approvals for Expense Reports.

Purchase Orders

Enable the Purchase Orders preference on the Approval Routing subtab of Accounting Preferences and set up an approval workflow to process purchases. If you enable this preference and use SuiteFlow, you can create your own custom workflow to process purchase approvals. For more information, see Custom Workflow-based Approvals for Purchases.

Vendor Bills

You can use SuiteFlow to create a custom workflow for handling your vendor bill approval routing. For more information, see Vendor Bill Approval Workflow.

Vendor Payments

You can use SuiteFlow to create a custom workflow for handling your vendor payment approval routing. For more information, read Custom Workflow-Based Approvals for Vendor Payments.

Vendor Prepayments

Check the Vendor Prepayments box to provide deposits to vendors. When you associate a vendor prepayment with a purchase order, NetSuite can automatically apply the prepayment to the bills associated with the purchase order. For more information, see Vendor Prepayment Application.

Requisitions

Check the Requisitions box to require approvals on requisitions. Clear this box if you do not require approvals for requisitions.

The Requisition Approval Workflow bundle must be installed to use this preference. For more information, see Requisition Approval Workflow.

Resource Allocations

You can use SuiteFlow to create a custom workflow for handling your resource allocation approval routing. For more information, see SuiteFlow Overview.

Revenue Arrangements

You can use SuiteFlow to create a custom workflow for approving revenue arrangements. If you use the Advanced Revenue Recognition SuiteApp, you must enable this preference. For more information, see Revenue Recognition Approval Workflow.

Time Bills

You can use SuiteFlow to create a custom workflow for handling your time entry approval routing. For more information, see SuiteFlow Overview.

Invoices

Set up an approval workflow to process invoices.

Enable this preference and use SuiteFlow to create a custom workflow for processing invoices.

Check this box to use SuiteFlow for processing invoices

Clear this box if you do not want to use SuiteFlow for processing invoices.

For more information, see Invoices.

Purchase Contracts

Enable purchasing managers and buyers to use contracted terms, pricing, and delivery schedules when purchasing materials for a company. For more information, see Purchase Contracts.

Blanket Purchase Orders

Use approval routing for blanket purchase orders. This may improve buyer efficiency and accuracy and potentially reduce procurement spending.

Blanket purchase orders define a pre-determined price for a set quantity of items you buy from a vendor over a time period. The blanket purchase order specifies the item, price, quantity, terms, and effective time period

For more information, see Blanket Purchase Order

Journal Entries

Enable the Journal Entries preference and use SuiteFlow to create a custom workflow for approving journal entries. For information, see Using SuiteFlow for Journal Entry Approvals.

Order Reservations

Use order reservations to automatically save supplies for anticipated demand by item, location, a period, and a sales channel. For more information, see Order Reservations.

Supply Change Order

Supply change orders are created automatically in the supply planning workbench when you process a suggested action on the Action tab. For more information, see Change Orders.