Submitting Records for Approval

Note:

This topic only applies if you’ve selected record types you want to save as a draft using the Enable Draft Status preference. For more information, see Setting Up Prerequisites for Supported Record Types.

The Enable Draft Status preference only supports transaction records created in the NetSuite user interface.

If you enable the draft status preference for a record type, the approval process won’t start automatically when you save a record. Instead, the records are saved in draft state. For information about enabling draft status, see Enabling Draft Status for Record Types.

You can edit records in draft state. You can also check the approvers on the approval rules before submitting the record for approval.

To start the approval process for a draft record, click the Submit for Approval button.

Related Topics

General Notices