How alternative rules in the approval matrix work (NetSuite)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill. Conditions are set based on the master data received from NetSuite: Vendors, Items, Accounts, etc.
This is how you add an alternative rule:
- Navigate to the main menu in the upper left-hand corner (
) and select your Organisation. Open the Approval Workflows page under Workflows and Settings:
- Select the respective approval workflow:
In the workflow, navigate to the step and open its approval matrix by clicking on. Then click on the three-dot icon
next to the Approver for whom you want to add alternative rules:
- Select "Add an alternative rule" and specify the rule.
- To remove a rule, click on the symbol
next to the line you want to remove:
- When finished, save your changes by clicking on
in the upper right-hand corner of the matrix and activate/update the workflow:
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