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:
- In the main menu, find your Organisation and go to Approval workflows under Workflows and settings. Then open the respective approval workflow:
- In the step, open its approval matrix by clicking on the Matrix icon
. 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 X symbol
next to the line you want to remove:
- Save your changes by clicking on
in the upper right-hand corner of the matrix and activate/update the workflow:
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