What is an Auto-approval step (NetSuite)
The Auto-approval step is an additional first step in workflows that's available during trial periods and Advanced feature trial periods and in Advanced/Premium plans.
In this step, you can enter conditions for the automated approval of requests regardless of any rules specified in other approval steps or workflow settings. If a request meets the criteria stated in the Auto-approval step, it will be approved automatically right away.
Here is how to set up an Auto-approval step.
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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 “+” ...
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 ...
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. ...