Vincent
10/15/2025, 7:26 PMCeligo AI
10/15/2025, 7:26 PMAI generated answer (using internal Slack threads):To create a journal entry approval workflow for Journal entries created from the FA module, you can use NetSuite's SuiteFlow. Here are the steps: 1. Navigate to
Customization > Workflow > Workflows > New.
2. In the Primary Information subtab, enter a name for the workflow, select Record as the Record Type, and Journal Entry as the Record.
3. In the States subtab, click New State. This will be the initial state of the workflow. You can name it Pending Approval.
4. In the Transitions subtab of the Pending Approval state, click New Transition. This will create a new state, which you can name Approved.
5. In the Actions subtab of the Pending Approval state, click New Action. Select Send Email as the action type. This will notify the approver that a new journal entry is pending approval.
6. In the Transitions subtab of the Approved state, click New Transition. This will create a new state, which you can name Rejected.
7. In the Actions subtab of the Rejected state, click New Action. Select Send Email as the action type. This will notify the creator that the journal entry has been rejected.
8. In the Triggering Events subtab, select On View or On Create as the event that will trigger the workflow.
You can also add conditions to the workflow to ensure that it only applies to journal entries created from the FA module. For example, you can add a condition that checks if the Source field of the journal entry is Fixed Asset.
Remember to test the workflow thoroughly before deploying it to ensure that it works as expected.
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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
10/15/2025, 7:26 PMSlack 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
10/15/2025, 7:26 PM