Submitting Records for Approval

Note:

This topic applies only when you have selected record types that 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 support transaction records created in the NetSuite user interface.

If you enabled the draft status preference for a record type, the approval process will not automatically start when a record is saved. Instead, the records will be saved in draft state. For information about enabling the draft status, see Enabling Draft Status for Record Types.

Records in draft state can be edited. You can also review the approvers on the applicable approval rules before submitting the record for approval.

To initiate the approval process for a record in a draft state, you must click the Submit for Approval button on the record.

Related Topics

Managing Approvals with SuiteApprovals
Approving or Rejecting Records Using SuiteApprovals
Approving Vendor Bills with SuiteApprovals
Managing Records as a Final Approver
Delegating Approvals with SuiteApproval
Resubmitting Records for Approval
Viewing Approval History

General Notices