I have probably asked this before, but someone was...
# administrationc
Chris
02/10/2023, 10:56 PMI have probably asked this before, but someone was reaching out about it again. Since NetSuite still hasn't implemented a solution for Bill Credit Approval, I was wondering how others handle it.
Right now the simple solution we are planning to do is just add a field that is role locked. The user would just review a save search during month end for all bill credits that aren't "approved". I don't think we are looking for a scripted solution at the moment, but that's the only way I think it would work
k
Karina
02/10/2023, 11:44 PMWhy won’t you use Vendor Return Authorization step? Set the status to Pending Approval, and vous a la, your Bill Credit Approval is in place
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Chris
02/10/2023, 11:48 PMhmm that looks interesting. I am really surprised NS doesn't mention this. It looks like it would add some of the functionality we need. I am going to have to play around with it
Chris
02/10/2023, 11:59 PMThanks
Chris
02/11/2023, 1:52 PMI did a quick test this morning and it seems like it should be the answer. Thanks again
Chris
02/11/2023, 1:59 PMI am confused as to why NetSuite doesn't offer this as a solution. There is an enhancement request to create approvals on bill credits and it basically says it can't be done and the SuiteIdeas alternate solution is wildly different.
Chris
02/11/2023, 2:07 PMThis is this alternate solution they have in Suite Ideas for "Provide an option to Approve/Reject Vendor Credits"
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Alternate Solution: (a) Use a Workflow/Script to prevent the Bill/Vendor Credit from being Saved if it does not meet certain conditions (b) Set up a Role with Bill/Vendor Credit Permissions and only assign this Role to certain Users (c) Possibly use Vendor Credits Limits to set a maximum amount that can be spent using credit without making a Payment (on Accounts Payable transactions) - More information may be found in the article titled "Vendor Credit Limits" (ID 11197) on the SuiteAnswers website or in HelpChris
02/11/2023, 2:35 PMAfter working with this I expect the main complaint is that there is a posting to the GL that doesn't require approval.
In the base setup they would get an approval on the vendor return authorization, but there still is no approval on the credit itself so there is a chance the AP clerks could make mistakes. I'll have to see if there is a way to lock it down enough for the accounting director to be comfortable with it.
k
Karina
02/13/2023, 2:59 PM@Chris - well, I know this is is odd, but there are many things like that in NS; SuiteAnswers had some of those things in them until the rewamp 😞
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