Custom Workflow-Based Approvals for Vendor Payments

You can choose to use SuiteFlow to create your own custom workflow to process vendor payments. SuiteFlow workflows can be used for vendor payments to provide additional flexibility to review and evaluate vendor payments before approving or rejecting them.

When you enable approval routing for use with vendor payments, you can create an approval rule to define approval preferences to prompt approval routing. You can identify a specific vendor payment approver on the vendor record and set approval limits on employee records.

To use SuiteFlow to process vendor payment approvals:

To enable features, go to Setup > Accounting > Preferences > Accounting Preferences.
1. On the SuiteCloud subtab, check the SuiteFlow box.
2. Click Save.
To enable the Vendor Payments approval routing preference, go to Setup > Accounting > Preferences > Accounting Preferences.
On the Approval Routing subtab, check the Vendor Payments box.
Set up an approval workflow.

You must use SuiteFlow to create a workflow to apply to your vendor payments. For information about setting up approval workflows, see Creating Your First Workflow.

The following are some options you may consider incorporating into your vendor payments approvals workflow:
- Hierarchical or custom routing rules
- Email notifications that include links to drill down to records for approval
- Approve and Reject buttons
- Respecting approval limits
- Updating the Approval Status and Next Approver field on records
- Preventing records that are pending approval from being edited
- Designating an alternate approver

Note:

If the record is processed through multiple levels of approval by different users in a routing loop, note the following. You should use a custom workflow field that refer to the current approver's approval status. This lets you track the current approver's approval status separately from the overall approval status of the record.

If you use SuiteFlow for vendor payment approval, vendor bills are created with a Pending Approval status by default. You can manually set a vendor bill to an approved status for simple approvals.

To use SuiteFlow to process vendor payment approvals:

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