1. SCM (Supply Chain Management)
  2. Vendors, Purchasing, and Receiving
  3. Vendors
  4. Vendor Bills
  5. 3 Way Match Vendor Bill Approval Workflow
  6. Setting Up 3 Way Match Vendor Bill Approval

Setting Up 3 Way Match Vendor Bill Approval

When you install the NetSuite Approvals Workflow SuiteApp, the 3 Way Match Vendor Bill Approval Workflow is added to your account, including 23 saved searches. These saved searches perform the exception criteria used to validate the vendor bill. New fields are also enabled for the setting of tolerance and difference levels.

To use the 3 Way Match Vendor Bill Approval Workflow, enable the required features and set preferences before installing the NetSuite Approvals Workflow SuiteApp.

To enable features:

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

  2. On the Accounting subtab, check the A/P (Accounts Payable) box.

  3. On the Transactions subtab, check the box for the following features:

    1. Purchase Orders

    2. Advanced Receiving

  4. On the Employees subtab, check the Approval Routing box.

  5. On the SuiteCloud subtab, check the SuiteFlow box.

  6. Click Save.

For more information about enabling features, see Enabling Features.

To set up approval routing preferences:

  1. Go to Setup > Accounting > Accounting Preferences.

  2. On the Approval Routing subtab, check the Vendor Bills box.

  3. Click Save.

Installing the NetSuite Approvals Workflow SuiteApp

Important:

The NetSuite Approvals Workflow SuiteApp does not support other languages. If you need a SuiteApp that supports the Multi-Language feature, you can install the SuiteApprovals SuiteApp instead. This SuiteApp also lets you manage approvals of various NetSuite record types. For more information, see SuiteApprovals SuiteApp.

If you have the Vendor Bill Approval Workflow, verify if your account is already upgraded to the NetSuite Approvals Workflow SuiteApp. Go to Customization > SuiteBundler > Search & Install Bundles > List. Otherwise, you have to install the SuiteApp, which contains the 3 Way Match Vendor Bill Approval Workflow. Refer to the bundle details below:

For information about installing bundles, see Installing a Bundle.

Setting Up Roles and Permissions

After you install the SuiteApp, the following roles are automatically provided the required access to custom records of the 3 Way Match Vendor Bill Approval:

To enable a supervisor to approve vendor bills, you must provide at least the Edit level of access for both of the following permissions:

Subtab

Permission

Level

Transactions

Vendor Bill Approval

Edit

Transactions

Bills

Edit
Important:

Be sure to designate a supervisor for each vendor bill creator. The supervisor is automatically assigned as the approver of the vendor bill. For information about assigning supervisors, see Assigning a Supervisor to an Employee.

For information about assigning roles and permissions, see Customizing or Creating NetSuite Roles.

Running the 3 Way Match Vendor Bill Approval Workflow

The default status of the workflow is set to Not Running. After installing or after creating your customization, you have to change the status to Released to start running the workflow.

To run the 3 Way Match Vendor Bill Approval Workflow:

  1. Go to Customization > Scripting > Workflows.

  2. On the Workflows list, do either of the following:

    • If you are running the default workflow, click the 3 Way Match Vendor Bill Approval record link.

    • If you are running your custom workflow, click the Edit link for the 3 Way Match Vendor Bill Approval record.

  3. On the Workflow subtab, located at the right side of the page, click the pencil icon.

  4. In the Workflow popup window, do either of the following:

    • If you are running the default workflow, click Change Status.

    • If you are running your custom workflow, in the Release Status field, select Released.

  5. Click Save.

For more information about running a workflow, see Release Status. For more information about using your customized workflow, see Customizing the 3 Way Match Vendor Bill Approval.

Additional Information

Vendor Bill Approvals
Vendor Bill Approval Workflow
Vendor Bill Approvals in the Employee Center

Related Topics

Related Topics

General Notices