Approval Rules for Engineering Change Order
Ensure that you have set up ECO types before creating approval rules for engineering change orders. See Setting Up Engineering Change Order Types.
You can create approval rules using the Approval Rule page or the Approval Rule Assistant.
Guidelines for Creating Approval Rules
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The combination of Subsidiary (NetSuite OneWorld), Priority, Record Name, and Saved Search (if any) must be unique.
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If you want to use a saved search in an approval rule, create saved searches of ECO records before you create approval rules. For more information, see Saved Searches.
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By default, an approval rule locks ECO records that are in Approved or Pending Approval status. An ECO record may be edited and resubmitted for approval only if its status is set to Rejected. For more information, see Resubmitting Engineering Change Orders for Approval.
Approval Rules Workflow on Engineering Change Order Records
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The system checks the record name, and then the subsidiary (if any).
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The system checks for running approval rules. If there are multiple, the rules are evaluated by priority. The one with the highest priority is activated.
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The rule checks if the ECO record passes any saved search criteria.
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If the rule matches, then the workflow proceeds.
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If the rule does not match, the system runs the rule with the next highest priority.
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If no rule is found, the record exits the approval workflow. Approve the ECO record manually.
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Related Topics
- Creating an Approval Rule Using the Approval Rule Page
- Creating an Approval Rule Using the Approval Rule Assistant
- Copying an Approval Rule
- Editing an Approval Rule
- Assign a Supervisor to an Employee
- Setting Up Department Approvers for Engineering Change Order
- Set Up Group Approvers for Engineering Change Order
- Setting Up Approval Delegation for Engineering Change Order
- Setting Up SuiteApprovals Workflow for Engineering Change Order