Creating Your First Approval Rule
This tutorial shows what you can enter to create an approval rule. Use the values as guidance and to become familiar with the approval rule fields and settings.
In this tutorial, you create an approval rule for purchase orders with specific amount limits. Any purchase order with amount less than or equal to 500 is automatically approved and an amount more than 10,000 is automatically rejected.
Use the following table to know the values you should enter to create the approval rule.
Section |
Field |
Value |
---|---|---|
Basic Information |
Name |
First Approval Rule |
Description |
Approval rule for purchase orders. Amounts less than or equal to 500 is automatically approved and amounts more than 10,000 is automatically rejected. |
|
Record Name |
Purchase Order |
|
Start Date |
Today’s date |
|
End Date |
Tomorrow’s date |
|
Subsidiary |
Any subsidiary |
|
Priority |
1 |
|
Approval Routing |
Route Approvals Based on Amount |
Check this box |
Amount Field Mapping |
Total |
|
Currency |
Default currency in NetSuite account |
|
Record Amount Limit (Require Approval for Amounts Over) |
500 |
|
Define Custom Approval Chain |
Choose this button |
|
Approver Type |
Employee Supervisor |
|
Approval Limit |
10000 |
|
Record Locking and Re-approval Settings |
Lock Record for Editing Based on Status |
Select this button |
Select Statuses That Lock Records for Editing |
Pending Approval Approved |
|
No Approval Rerouting Regardless of Change in Record Amount |
Select this button |
Validating the Approval Rule
This section shows how the approval rule validates purchase orders. After you create a purchase order, SuiteApprovals looks for an applicable rule and validates the record for approval.
To validate the approval rule:
-
Go to Transactions > Purchases > Enter Purchase Orders.
-
On the Primary Information section, in the Vendor field, select a vendor that belongs to the subsidiary you selected in the approval rule.
-
On the Items subtab, complete the following columns:
-
Item – Select an item.
-
Rate – Enter 500.
-
-
Click Save.
On the Approval History subtab, the following screenshot shows that the purchase order is automatically approved.
![Approval History Tab](img/Accounting/GeneralAccounting/ApprovalHistoryTab.png)