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 specify an Auto-approval step. Then go to Approval Workflows under Workflows and Settings:



  2. Open the workflow for which you want to specify an Auto-approval step and click on the “+” button to add one:

     
    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 settings, click on Auto-approval Settings:

  1. Add a rule description for Auto-approvals and set up the rules:



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






  1. To delete a rule, click on the icon and then on Remove Rule:


  2. When ready, click on DONE to save your workflow settings.
Please 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.

    • Related Articles

    • Why are requests getting auto-rejected or auto-approved?

      Approval requests are getting auto-rejected (or auto-approved) if there are no Approvers for them according to the approval workflow settings. The setting that defines whether a request will be auto-rejected (set by default) or auto-approved, is ...
    • 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 ...
    • How do I set up the "Pull from Oracle NetSuite" step for Bills?

      All Bills in NetSuite with the status Pending Approval will be picked up by ApprovalMax and put through the designated approval process. Unfortunately, ApprovalMax does not know the details of who has created which Bill in NetSuite because all Bills ...
    • 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. ...