How to set up an Auto-approval step (NetSuite)
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: 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.
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.
To proceed with settings, click on Auto-approval Settings:
- Add a rule description for Auto-approvals and set up the rules:
You can specify Auto-approval rules based on fields such as:
Total amount To delete a rule, click on the icon and then on Remove Rule:
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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