Creating an Approval Rule Using the Approval Rule Assistant

Use the following procedure to create an approval rule using the Approval Rule Assistant.

To create an approval rule using the Approval Rule Assistant:

1. Go to Setup > Workflow Manager > Approval Rule List.

2. On the Approval Rule List page, click New Approval Rule.

3. In the New Approval Rule window, click Use the Approval Rule Assistant.

4. Under Step 1 Enter Basic Information:

   • In the Name field, enter a unique name for the rule.

   • In the Record Name field, select Engineering Change Order.

   • Select a subsidiary.

     This is mandatory for NetSuite OneWorld.

   • Enter additional information about the rule in the Description field.

   • Select start and end dates for this approval rule.

     An approval rule becomes active on the date it starts. The start date can be before the current date, today’s date, or a future date. After an approval rule starts, its status is set to Running.

     The end date can be the same as the start date or a future date, but not earlier than the start date.

   • To use a saved search in the approval rule, select it in the Saved Search Condition field.

   • Enter the approval rule’s priority in the Priority field. Use an integer. The highest priority is always 1.

   When you finish, click Next.

5. Under Step 2 Define Approval Routing:

   Note:

   Engineering Change order does not use amount validation. The amount validation fields are disabled on the approval rule record.

   By default, approval routing is set to custom approval. Build your approval hierarchy using the matrix.

   You can add approvers of the following types:

   • Employee Supervisor - The direct supervisor of the employee who submits the ECO record. See Assign a Supervisor to an Employee.

   • Specific Approver - Any employee that belongs to the same subsidiary as the approval rule.

   • Department Approver - You can only select an employee as department approver if a record is already set up for that employee. For more information, see Setting Up Department Approvers for Engineering Change Order.

   • Group (Any) - Select a group to require that at least one of its members takes action on the ECO record. See Set Up Group Approvers for Engineering Change Order.

   • Group (All) - Select a group to require that all its members take action on the ECO record.

   • Role (Any) - Select a role to require that at least one employee with the role takes action on the ECO record. See Set Up Role Approvers for Engineering Change Order.

   • Role (All) - Select a role to require that all employees with the role take action on the ECO record.

   Important:

   When adding approvers, consider the sequence by which you add each one. Ensure the hierarchy you build meets your approval process and requirements.

   • The employee’s supervisor is the first approver, by default. Click the Delete icon to remove the supervisor from the approval chain, or to add back in another place in the sequence.

   • Click Add Approver, and select the Approver Type and Approver. Repeat these instructions to add more approvers.

   • Ensure that you add all the required approvers, and that the sequence is correct.

   Note:

   The maximum number of approvers you can add is twenty.

   When you finish, click Next.

6. Under Step 3 Review Approval Rule, review the details of your approval rule. Go back to the previous pages to make changes, as needed.

   Click Finish to create the approval rule.

You can copy, edit, or set an approval rule to Inactive.

Related Topics:

Creating an Approval Rule Using the Approval Rule Page

Copying an Approval Rule

Editing an Approval Rule

Approval Rules for Engineering Change Order

General Notices