Purchase Order Approval Workflow SuiteApp
The Purchase Order (PO) Approval Workflow SuiteApp combines the features of the standard NetSuite approval routing and the flexibility of the NetSuite workflow manager. You can install the SuiteApp and use the standard NetSuite approval routing. You can also modify the PO approval routing process using the NetSuite workflow management solution, SuiteFlow.
SuiteApp Bundle ID of the Purchase Order Approval Workflow SuiteApp is 239645. For more information about how to set up the SuiteApp, see Purchase Order Approval Workflow Setup.
The PO approval routing process built-in to the SuiteApp is the same as the standard NetSuite PO approval feature. Because the SuiteApp's PO approval routing process is workflow-based, you can modify it for the specific needs of your business. For example, you can modify the approval chain such as designating a substitute approver when the regular approver is not available. The steps to approve a purchase order depend on the way the workflow is set up.
You should understand the following concepts before you install the Purchase Order Approval Workflow SuiteApp:
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Purchase Orders – Purchase orders authorize vendors to provide items, materials, or services to your company. A purchase order expresses a commitment to receive and pay for goods and services. It has no accounting impact until you receive the order.
For more information, see Purchasing.
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Approval Routing – When you use approval routing, transactions that are entered are not processed until they are approved. This provides oversight to persons of authority who can choose to reject some transactions if they do not want them to continue being processed.
For more information, see Approval Routing.
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SuiteFlow – SuiteFlow is a graphical workflow manager that lets you build workflows in NetSuite. You can use SuiteFlow to create, view, and edit the states, actions, and transitions of the workflow. For more information, see Workflow Manager Interface.
The Purchase Order Approval Workflow determines the proper approval routing for purchase order requests. Routing is based on the purchase approval limit that is assigned to a supervisor or purchase approver. A request could go through several approvers until it reaches the highest approver who can cover the total requested amount.