Setting Up Prerequisites for Supported Record Types

If you want to use SuiteApprovals to manage approvals for any of the supported record types, you must enable features and set preferences for each record type before installing the SuiteApp. For more information about the supported record types, see SuiteApprovals Terminology.

To enable features and set preferences for supported record types:

Enable the required features for record types that you intend to use with SuiteApprovals.

Go to Setup > Company > Setup Tasks > Enable Features.

If you will be using any of the following record types, enable the required features:

Record Type	Features
Expense Report	On the Employee subtab, check the Expense Reports box.
Requisition	On the Transactions subtab, check the Requisitions box.
Vendor Bill	On the Accounting subtab, check the A/P (Accounts Payable) box.
On the Transactions subtab, check the Purchase Order and Advanced Receiving box. These features are required for stand-alone vendor bills.

Record Type

Features

Expense Report

On the Employee subtab, check the Expense Reports box.

Requisition

On the Transactions subtab, check the Requisitions box.

Vendor Bill

On the Accounting subtab, check the A/P (Accounts Payable) box.

On the Transactions subtab, check the Purchase Order and Advanced Receiving box.

These features are required for stand-alone vendor bills.

Click Save.

Set the accounting preferences for record types that you intend to use with SuiteApprovals.
1. Go to Setup > Accounting > Accounting Preferences.
2. On the General subtab, check the Require Approvals on Journal Entries box.
3. If you intend to use the re-approval setting for vendor bills, check the Allow Inventory Transactions Dated Outside the Posting Period box.
  
  To check the Allow Inventory Transactions Dated Outside the Posting Period box, in the Allow Transaction Date Outside of Posting Period field, select either Allow or Warn. For more information about the Allow Inventory Transactions Dated Outside the Posting Period preference, see General Accounting Preferences.
4. On the Order Management subtab, from the Default Sales Order Status field, select Pending Approval.
5. On the Approval Routing subtab, check the boxes for the following record types if you intend to use them with SuiteApprovals:
  - Expense Reports
  - Purchase Orders
  - Vendor Bill
  - Requisitions
  - Journal Entries
    
    Note:
    If you created recurring journal entries using memorized transactions before you enabled the Approval Routing feature, these transactions will not be processed by SuiteApprovals. If you want the SuiteApprovals workflow to process these journal entries, you must recreate each transaction record.
6. Click Save.
If you intend to use SuiteApprovals for requisitions, set your preferred form for requisitions:
1. Go to Customization > Forms > Transaction Forms.
2. In the Preferred column, check the box that corresponds to your preferred form for requisitions.
3. Click Submit.
If you are using SuiteApprovals for engineering change order, first refer to and complete the feature-specific procedures under Setup Requirements for Engineering Change Order.

For more information about installing the SuiteApprovals SuiteApp, see Installing the SuiteApprovals SuiteApp.

General Notices