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:

1. Go to Transactions > Purchases > Enter Purchase Orders.

2. On the Primary Information section, in the Vendor field, select a vendor that belongs to the subsidiary you selected in the approval rule.

3. On the Items subtab, complete the following columns:

   1. Item – Select an item.

   2. Rate – Enter 500.

4. Click Save.

On the Approval History subtab, the following screenshot shows that the purchase order is automatically approved.

Related Topics

Creating Approval Rules

Entering Basic Information

Defining Approval Routing Settings

Defining Record Locking and Re-approval Settings

General Notices