Setting Up Email Approval Preferences

You need to set the following email approval preferences before you can use email approval.

To set up email approval preferences:

  1. Go to Setup > Approval Process Manager > Preferences.

  2. On the Email Approval subtab, complete the following fields:

    1. Approval by Email – Check this box to enable email approval.

      When this is enabled, employees can approve or reject records through email.

      Note:

      Make sure the Advanced PDF/HTML Templates feature is enabled to avoid errors.

    2. Approval Request Email Recipient – If it’s not already set, copy and paste the email address generated by the SuiteApprovals email capture plugin.

      For more information, see Enabling the Email Capture Plugin for Email Approvals.

    3. Approval Request Email Expiration (Days) – Enter how many days you want to give approvers to respond. You can use whole numbers from 1 to 60.

      Note:

      The record timestamp is based on the submitter’s time zone.

    4. Invalid Response Default Sender – Select the employee you want to show as the sender of validation error messages.

      Make sure the default sender’s employee record isn’t inactivated or deleted while email approval is enabled, and that the employee’s email address is active.

    5. Depending on which record types SuiteApprovals supports in your account, select your preferred PDF template.

      If you want to use the standard templates, use the following PDF templates for each supported record type:

      1. Purchase Order – Select the Standard Purchase Order PDF/HTML Template.

      2. Expense Report – Select the Standard Expense Report PDF/HTML Template.

      3. Vendor Bill – Select the SuiteApprovals Vendor Bill PDF/HTML Template.

      4. Journal Entry – Select the Standard Journal Entry PDF/HTML Template.

      5. Sales Order – Standard the Sales Order PDF/HTML Template.

      6. Purchase Order Requisition – Select the Standard Purchase PDF/HTML Template.

      Note:

      Make sure the Advanced PDF/HTML Templates feature is enabled in your account. For more information, see Enabling the Advanced PDF/HTML Templates Feature.

      If you’ve enabled the feature but can’t select templates, see Setting Up Prerequisites for Supported Record Types to make sure you’ve set the required settings for record types.

  3. Click the Cleanup subtab.

  4. In the Email Approval Response Retention (Days) field, enter how many days you want to keep email response records in the system. The value must be a whole number from 1 to 365.

    When the retention period is reached, all email approval logs are deleted except for those under review.

  5. Click Save.

Related Topics

General Notices