Approval decision policy (NetSuite)

Approval decision policy (NetSuite)

If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too.

This is how it can be set up:

  1. Go to the main menu  in the upper left-hand corner and select your Organisation. Then, open the "Approval workflows" page under "Workflows and settings" section:


  2. Select the respective workflow and click on the gear icon:


  3. Scroll down and select your preferred option:

    The setting "All steps at once" applies the first approval decision automatically to all steps – if the Approver has been selected for several steps and is the first to approve.
  4. When done, save your changes and update the approval workflow.
    • Related Articles

    • Approval decision policy (QuickBooks Online)

      If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
    • Approval decision policy (Xero)

      If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
    • How does the approval of NetSuite Purchase Orders work?

      ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders.  This is how the approval of Purchase Orders created in NetSuite works: Purchase Orders are created and submitted for approval in NetSuite or directly in ApprovalMax. ...
    • How does the approval of NetSuite Bills work?

      ApprovalMax enables multi-step approval workflows for NetSuite Bills. This is how it works: Bills are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Bills including all relevant details and starts the multi-step approval ...
    • Why do I still see approved Bills in the Pending Approval list in NetSuite?

      ApprovalMax pushes only fully authorised Invoices (i.e., all assigned Approvers have approved) to NetSuite. Once an Invoice has been fully approved, it has the "Approved" watermark and the approval audit report attached. You'll be able to open it in ...