Can you provide detailed steps for setting up a vendor bill approval workflow in NetSuite with the following requirements: 1. The approver must be different from the creator of the vendor bill. 2. We need to store the approver in a custom field. 3. At what stage should the record be locked while pending approval? 4. How do I add Approved or Rejected buttons, and at which step of the workflow? 5. Please detail all necessary configurations in details within the workflow for this process.

AI generated answer (using internal Slack threads):

Here are the detailed steps to set up a vendor bill approval workflow in NetSuite: 1. Create a Custom Field for Approver: Navigate to

Customization > Lists, Records, & Fields > Transaction Body Fields > New

. Set the label as "Approver", select

Free-Form Text

as the type, and apply it to

Vendor Bill

under the

Transactions

subtab. 2. Create a New Workflow: Navigate to

Customization > Workflow > Workflows > New

. Set the record type to

Vendor Bill

, and set the

Initiation

to

Before Record Submit

. 3. Create a State: In the workflow, create a new state. This will be the initial state when a vendor bill is created. 4. Create a Condition: In the initial state, create a new condition. The condition should check if the creator of the vendor bill is different from the approver (the custom field you created). If the condition is met, the workflow will proceed to the next state. 5. Lock the Record: In the next state, create an action to lock the record. This will prevent any changes to the vendor bill while it is pending approval. The record should be locked at this stage. 6. Create Approval and Rejection Buttons: In the same state, create two actions to add the "Approve" and "Reject" buttons. These buttons should only be visible to the approver. 7. Create Transitions: Create two transitions from this state. One transition should be for approval and the other for rejection. The approval transition should be triggered when the "Approve" button is clicked, and the rejection transition when the "Reject" button is clicked. 8. Update the Approver Field: In the approval transition, create an action to update the approver field with the current user. This will store the approver in the custom field. 9. Unlock the Record: In the final state (after approval or rejection), create an action to unlock the record. This will allow changes to the vendor bill after the approval process is complete. Remember to test the workflow thoroughly before deploying it. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******