Setting Up Vendor Payment Approval Routing

Starting with Payment Automation version 2.0, batch approval routing is required, and setting up your own approval routing is optional. For more information, see Setting Up Batch Approval Routing.

In a typical Payment Automation workflow with approval routing enabled, a Payment Clerk creates payments, and an AP Payment Manager approves them.

If NetSuite approval routing is enabled, payments created after batch approval will be routed for additional approval routing. You can disable the NetSuite approval routing, as it is optional, so batches approved will create payments and be sent for processing immediately.

For information about Payment Automation roles, see Setting Up Roles and Permissions.

Enabling approval routing affects the whole payment processing. You should set up a custom workflow or a script to identify the user who will approve the payments. For instructions, see SuiteFlow Overview.

For information about the approval routing feature and its setup, see Approval Routing.

To disable NetSuite approval routing:

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

2. In the Employees subtab, clear the Approval Routing box.

3. Click Save.

Note:

You can only disable approval routing if there are no pending vendor payments for approval.

Related Topics

• Setting Up Payment Automation
• Installing the Payment Automation SuiteApp
• Applying for an HSBC Online Account
• Generating Payment Tokens
• Auto-Funding
• Vendors
• Setting Up Two-Factor Authentication (2FA)
• Setting Up Roles and Permissions
• Setting up a Custom Role to Make Money Transfers
• Setting Default Department, Class, and Location Values
• Frequently Asked Questions about Payment Automation

General Notices