1. SCM (Supply Chain Management)
  2. Vendors, Purchasing, and Receiving
  3. Vendors
  4. Vendor Bills
  5. Vendor Bill Approvals in the Employee Center
  6. Configuring Vendor Bill Approvals in the Employee Center

Configuring Vendor Bill Approvals in the Employee Center

To approve vendor bills in the Employee Center, you must enable the following permissions in the Employee Center role:

The Employee Center is a standard NetSuite role. You cannot modify a standard role, but you can create a copy of the standard role and customize this copy for your needs. For more information about NetSuite roles, see NetSuite Roles Overview.

Before configuring vendor bill approvals in the Employee Center, verify that the following options are enabled in NetSuite:

Note:

You need to enable SuiteFlow and Approval Routing for Bill Approvals only if you plan to approve bills using SuiteFlow.

To verify prerequisites:

  1. Verify that the Accounts Payable feature is enabled:

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

    2. Click the Accounting subtab.

    3. Under the Basic Features section, verify that the A/P box is checked.

  2. Verify that the SuiteFlow feature is enabled:

    1. Click the SuiteCloud subtab.

    2. Under the SuiteFlow section, verify that the SuiteFlow box is checked.

  3. Verify that the Approval Routing preference for Vendor Bills is enabled:

    1. Go to Setup > Accounting > Preferences > Accounting Preferences.

    2. Click the Approval Routing subtab.

    3. Under the Approval Routing section, click Vendor Bills.

To configure vendor bill approvals in the Employee Center:

  1. Go to Setup > Users/Roles > User Management > Manage Roles.

    Note:

    To configure vendor bill approvals in the Employee Center, you must customize the standard Employee Center role with the required permissions.

  2. In the Manage Roles page, find the Employee Center role, and then click Customize.

  3. In the General section, type the Name for your custom Employee Center role, or use the default name.

    Note:

    Customizing the role creates a copy of the original role. The default Employee Center role is maintained.

  4. Click the Permissions subtab, and then click Transactions.

  5. For the Bill permission, select the View level, and then click OK.

  6. For the Vendor Bills Approval permission, select the Edit level, and then click OK.

    Screenshot of the Transactions subtab in the Permissions subtab on the Employee Center role with Vendor Bill Approval and Bills rows highlited and set to Full and View level respectively

  7. If necessary, configure other options for the custom role. For more information, see Customizing or Creating NetSuite Roles.

    Note:

    By default, in OneWorld accounts, the custom role is available to the user's subsidiary only. This default configuration grants the user the permission to approve bills from the Employee Center in the user's subsidiary, but not in other subsidiaries.

  8. Click Save.

  9. Assign the users you want to approve bills from the Employee Center to the new custom role. For instructions to complete this process, see Assigning Roles to an Employee.

Additional Information

Vendor Bill Approvals
Vendor Bill Approval Workflow
3 Way Match Vendor Bill Approval Workflow

Related Topics

General Notices