how to create a multi level approval workflow for ...
# ask-stanley-ai
s
how to create a multi level approval workflow for Purchase order
c
AI generated answer (using internal Slack threads):
To create a multi-level approval workflow for Purchase Orders in NetSuite, you can use the SuiteFlow tool. Here's a general approach: 1. Create a new workflow: Navigate to
Customization > Workflow > Workflows > New
. Set the record type to Purchase Order and define the triggering event based on your requirements (for example, when the record is created). 2. Define states: The first state could be a 'Pending Approval' state. You can add more states based on the number of approval levels you need. For example, if you have three levels of approval, you might have states like 'Pending Level 1 Approval', 'Pending Level 2 Approval', and 'Pending Level 3 Approval'. 3. Define transitions: Transitions are used to move the record from one state to another. You can define the criteria for each transition. For example, the transition from 'Pending Level 1 Approval' to 'Pending Level 2 Approval' might be triggered when the Level 1 approver approves the PO. 4. Define actions: Actions are tasks that are performed when a record is in a certain state or when a transition occurs. For example, you might have an action to send an email to the Level 2 approver when the PO moves to the 'Pending Level 2 Approval' state. 5. Assign approvers: The assignment of approvers can be done dynamically based on certain criteria. For example, you can use a custom field to store the approver for each level and use this field in your workflow. 6. Loop through the supervisor hierarchy: If the approval needs to go up the supervisor hierarchy, you can add a loop in the workflow to get the next approver until the proper level is reached. Remember, the complexity of your workflow will depend on your specific requirements. If your approval process is very complex, you might want to consider using a SuiteApp like AWA approvals or a custom scripted solution. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack 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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