Enabling Prerequisite Features for SuiteApprovals

Before installing SuiteApprovals, you need to enable prerequisite features in your NetSuite account.

To enable prerequisite features:

1. Go to Setup > Company > Enable Features.

2. On the Accounting subtab, check the Accounting box.

3. On the Employees subtab, check the Approval Routing box.

4. On the SuiteCloud subtab, check the box for the following features:

   • Custom Records

   • Client SuiteScript

   • Server SuiteScript

   • SuiteFlow

   (Optional) If you want to use the Email Approval feature provided by SuiteApprovals, check the Advanced PDF/HTML box.

5. Enable the following features on the Company subtab:

   • If you want to create Department Approver records, check the Departments box. For more information, see Departments and Classes Overview.

   • If your business uses more than one currency, check the Multiple Currencies box. For more information, see Multiple Currencies.

   • If you want to use project-based approvals, check the box for the following features:

     • Projects

     • Project Management

6. Click Save.

For more information, see Enabling Features.

After enabling prerequisite features, you must enable and set preferences for the supported record types. For more information, see Setting Up Prerequisites for Supported Record Types.

General Notices