how can i create a journal entry approval workflow...
# ask-stanley-ai
v
how can i create a journal entry approval workflow for Journal entries created from the FA module
c
AI 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. ****** 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)
Similarity score: 0.833068907
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830200195
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82598877
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