Designing and Deploying a Workflow Using SuiteFlow
Create a SuiteFlow workflow that incorporates rules for approval processes, criteria, and tolerances for variances. For details about setting up an approval routing workflow, see Creating Your First Workflow.
Your approval routing workflow can be created for general journal entry approval, intercompany journal entry approval, statistical journal entry approval, or a custom workflow for the three transaction record types. You should not create more than one approval workflow for either of these transaction record types.
For specifics about creating an approval routing workflow for journal entries, see the following:
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Record Type – Select the Transaction Record Type, and then select Advanced Intercompany Journal Entry, Intercompany Journal Entry, Journal Entry, Statistical Journal, or a combination thereof.
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Trigger Type – NetSuite automatically generates a variety of journal entries when you use various features. To ensure that only journal entries subject to approval are included in your approval workflow, you must set the Trigger Type to All or After Record Submit.
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Other Configuration – Set the Condition field to Custom Approval = T. This condition filters journal entries that should not be subject to approval from initializing a workflow when created. Journal entries not subject to approval include system-generated journal entries, journal entries created because of another journal entry, and so on.
Important:The Condition equals Custom Approval = T is not intended to represent whether or not a journal entry was system-generated. It is used to filter journal entries that have been historically auto-approved from initializing an approval workflow when created. Any scripts written to execute on journal entry creation user events should also be configure to only execute if Condition equals Custom Approval = T.
Example Workflow
Name = Journal Workflow
Record Type = Transaction
Sub Types = Journal Entry, Intercompany Journal Entry, Advanced Intercompany Journal Entry
Release Status = Released
Enable Logging = T
On Create = T
Trigger Type = After Record Submit
Set Condition to Custom Approval = T
Save