Setting Up SuiteApprovals

Before setting up SuiteApprovals, consider how your company manages approval of specific record types. For more information about the supported record types, see SuiteApprovals Terminology.

Review the business requirements that define how you create and enforce approval processes for these records. You can create multiple approval rules to reflect these business requirements, including iterations based on variable criteria.

For more information about how to set up SuiteApprovals, see the following help topics:

• Creating or Customizing Roles for SuiteApprovals

• Guidelines for SuiteApprovals Scripts

• Setting Up Script Deployment for Record Types

• Enabling Draft Status for Record Types

• Setting Employee Approval Information

• Setting Approvers' Access to Subsidiaries for SuiteApprovals

• Setting Up Access to Vendor Bills from the Employee Center

• Setting Up Approvers

Related Topics

• SuiteApprovals SuiteApp
• SuiteApprovals Terminology
• Prerequisites for SuiteApprovals
• Installing the SuiteApprovals SuiteApp
• Defining Approval Rules
• SuiteApprovals Approval Workflow States
• SuiteApprovals Portlets
• Tracking Email Notifications for SuiteApprovals
• Automatic Approvals
• Project-Based Approvals
• Managing Approvals with SuiteApprovals
• Email Approvals

General Notices