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.

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