How to set up an Auto-Approval step (NetSuite)

How to set up an Auto-Approval step (NetSuite)

  1. In the main menu, select the Organisation for which you want to add an Auto-Approval step. Then go to Approval workflows under Workflows and settings.
    Select the respective workflow:




  2. Open the workflow for which you want to set up an Auto-Approval step and click on the + button:


    Then click on Add Auto-Approval step:


    You can create this step either during the workflow setup, or later.

  3. In the pop-up, click on ENABLE to start the Auto-Approval step setup:


    Click on HIDE to collapse the Auto-Approval step. You can return to the setup later.

  4. To proceed with the settings, click on Auto-Approval settings:


  1. Add a rule description for Auto-Approvals and specify the rules:


    You can specify Auto-Approval rules based on fields such as:
    1. Vendor
    2. Account
    3. Expense Category
    4. Item
    5. Department
    6. Class
    7. Location
    8. Total amount








  1. To delete a rule, click on the icon and select "Remove rule":


  2. Click on DONE to save your workflow settings.
NotesPlease note: The rules in an Auto-Approval step will be checked first. If the rules in the Auto-Approval step are not met, the request will pass through the other approval steps.
Notes
​If one of the rules in the Auto-Approval step is met, the request will be auto-approved.


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