Marc
10/16/2024, 10:49 AMCeligo AI
10/16/2024, 10:50 AMAI generated answer (using internal Slack threads):To create a vendor bill approval workflow in NetSuite where the only condition is that the approver must be different from the creator, and you want to store the approver in a custom field, follow these steps: 1. Create a Custom Field: Navigate to
Customization > Lists, Records, & Fields > Entity Fields > New
. Set the label as "Approver" and select "Employee" as the type. Make sure this field is available on the Vendor Bill record.
2. Create a Workflow: Navigate to Customization > Workflow > Workflows > New
. Set the record type to "Vendor Bill" and define the other necessary parameters as per your requirement.
3. Add a State: In the workflow, add a new state. This will be the initial state when a vendor bill is created.
4. Add a Condition: In this state, add a condition to check if the creator of the vendor bill is not the same as the approver. You can do this by comparing the "Created By" field with your custom "Approver" field.
5. Add an Action: If the condition is met, add an action to send the bill for approval. You can use the "Send Email" action to notify the approver.
6. Add a Transition: Create a transition from the initial state to the approval state. Set the trigger for this transition as "On/After Record Submit".
7. Add an Approval State: In the approval state, add an action to update the status of the bill to "Approved" once the approver approves the bill.
8. Add a Final State: Create a final state to end the workflow once the bill is approved.
Remember to activate the workflow once you have set it up. Now, whenever a vendor bill is created, it will go through this workflow and can only be approved by a different user than the one who created it.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/16/2024, 10:50 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/16/2024, 10:50 AM