Hello - We use non-inventory items so we do not use the RA process. I need to create a approval workflow in SuiteFlow that when A/R enters a customer refund it goes into an pending approval status and does not post to the GL until it is fully approved. I have tried this in our sandbox but the submit for approval button is always grayed out. Is a customer refund approval workflow possible? Any suggestions would be appreciated!

@Laura - do you use Return Authorization process? this process has the approval step, and the intent here with the multiple steps is to approve it only once I gather

Hi @Karina No we do not use the Return Auth process. We are hoping to do this just on the Customer refund step.

the intent as I understand is to use return authorization record which has native approval flow; once you have your RA approved you can issue refund (or credit memo) directly; it is a consideration at least.

I agree with @Karina I have not seen the customer refund transaction available to approval routing You could still make a WF for it but it would not effect its posting. It would just always be a posting transaction regardless The RA is the better route to make sure posting happens when you want. You may be able to use the transform record action to make the refined automatically when the rA is approved

Not all our refunds would be from invoices where we can use RA. We have customer overpayments that we want to refund using customer refund so we do not need to make JEs to clear it from the customer accounts. The issue is as you said the customer refund posts before the payment can be approved by Finance.