Requisition Approval Workflow
The Requisition Approval Workflow combines the features of the standard NetSuite approval routing and the flexibility of the NetSuite workflow manager. You can install the Advanced Procurement SuiteApp, which contains the workflow, and use the standard NetSuite approval routing out-of-the-box. The requisition approval routing process built into the SuiteApp is the same as the standard NetSuite Purchase Request approval feature.
You should understand the following concepts before installing the Requisition Approval Workflow:
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Requisitions – When an employee needs something that must be purchased using company funds, they can use a requisition to initiate the purchasing process. The person requesting the purchase (requestor) specifies which items, services or expenses they need a buyer to purchase. Buyers can then use requisitions to create the purchase orders necessary to fulfill the requisition requests.
For more information, see Requisitions Overview.
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Approval Routing – When you use approval routing, transactions that are entered are not processed until they are approved. This gives a measure of oversight to persons of authority who can reject transactions that they do not want to be processed.
For more information, see Approval Routing.
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SuiteFlow – SuiteFlow is a graphical workflow manager that lets you build workflows in NetSuite. You can use SuiteFlow to create, view, and edit the states, actions, and transitions of the workflow. For more information, see Workflow Manager Interface.
The Requisition Approval Workflow validates your request to determine the proper routing for approval. For example, you submit a requisition with a total amount of 1,400.75. The purchase and approval limits are indicated as follows:
|
Role |
Purchase/Purchase Approval Limit |
|---|---|
|
Employee |
1,000.00 |
|
Purchase Approver |
1,500.00 |
|
Supervisor |
3,000.00 |
Your request is routed to the purchase approver for review and approval, due to the following:
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The requisition amount exceeds your purchase limit.
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You have a designated purchase approver who has a purchase approval limit that covers the requisition amount.
Availability
The Requisition Approval Workflow is included in the Advanced Procurement SuiteApp that is available in the Advanced Procurement Module.
The SuiteFlow conditions used for Bulk Approvals for records using custom approvals have been updated for the requisition record.
Prior to 2016.2, both the workflow button’s condition and the Next Approver condition were used to filter records for bulk approvals for the requisition record. The Next Approver condition checks that the Next Approver field on the record contains the current logged in user. Beginning in 2016.2, the Next Approver condition is no longer used to filter records for bulk approvals for this record. Records are now filtered for bulk approvals using only the workflow button’s condition. If you would like to continue to filter records based on the Next Approver field, you must add the condition to the workflow button condition. If you require assistance, contact Customer Support.