Resource Allocations Custom Approval Workflow
After you have enabled Resource Allocations, you can install the Resource Allocations Custom Approval Workflow SuiteApp. This SuiteApp can be installed directly from Setup > Company > Enable Features by clicking the SuiteApp name in the Related SuiteApps section under Resource Management.
Approval Routing and SuiteFlow are also required to use the Resource Allocations Custom Approval Workflow SuiteApp. For more information on Approval Routing, see Approval Routing. For more information on SuiteFlow, see SuiteFlow Overview.
The Resource Allocations Custom Approval Workflow is a shared bundle. Please contact your account manager for provisioning of the this bundle.
This SuiteApp enables you to implement resource allocation approvals through NetSuite’s SuiteFlow feature without building a workflow from scratch. The SuiteApp installs a default approval routing workflow that you can use as is, or copy and customize to suit your company’s specific needs.
Before you can begin using this SuiteApp, you must turn on approval routing for resource allocations. Go to Setup > Accounting > Accounting Preferences > Approval Routing and check the Resource Allocations box. Approval routing for Resource Allocations is now available in your account.
When Approval Routing for resource allocations is enabled, only administrators can edit unapproved resource allocations.
After the SuiteApp is installed and enabled, the workflow adds Approval Status and Next Approver fields to the resource allocation record. When an employee enters a resource allocation, the status is automatically set to Pending Approval, and the Next Approver field defaults to supervisor defined on the employee record. If a supervisor is not defined, the Next Approver field is required before submitting the resource allocation record.
When a resource allocation is submitted, the next approver receives an email notification that there are pending resource allocations for approval. The message contains a link directly to the record where it can be approved or rejected. Resource allocations can also be approved from the individual records or bulk approved.
To bulk approve or reject resource allocations:
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Go to Activities > Scheduling > Resource Allocations > Approve.
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In the Action field, select Approve or Reject. The list of pending resource allocations will refresh.
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Check the box in the Select column to select each resource allocation you want to approve or reject. You can also click Mark All to select all listed resource allocations.
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Click Submit.
After a resource allocation has been approved or rejected an email is sent to the original requester with an updated status.