create a formula to route transactions for approva...
# ask-stanley-ai
s
create a formula to route transactions for approval with a 10k threshold
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a formula to route transactions for approval with a 10k threshold, you can use NetSuite's SuiteFlow. Here's a step-by-step guide: 1. Create a new workflow in SuiteFlow, and select the 'Sales Order' record type. 2. Add a state to the workflow, and then add a transition from the initial state to the new state. 3. In the transition, set the trigger type to 'Before Record Submit'. 4. In the condition for the transition, use a formula. The formula should be
{totalamount} >= 10000
. This formula checks if the total amount of the sales order is greater than or equal to 10,000. 5. If the condition is met, the transition will be triggered, and the sales order will move to the new state. 6. In the new state, you can add actions such as 'Remove Button' to remove the 'Approve' button. Please note that the field used in the formula (
totalamount
) should be the internal ID of the field that holds the total amount of the sales order. If you're not sure what the internal ID is, you can check it in the NetSuite field help. Also, remember to clear the 'Record' field in the condition. It should be blank, not 'Sales Order'. This workflow will route any sales order with a total amount of 10,000 or more for approval, and remove the 'Approve' button.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.80597508
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.803491235
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.796837926
Please provide your feedback on this answer.