Does anyone have a method of handling Vendor Bill ...
# generalc
Chris
02/25/2020, 3:19 PMDoes anyone have a method of handling Vendor Bill Credit approvals? Right now they post whenever someone creates them, but they would like them to be approved first. Netsuite seems to act like vendor credits don't exist
s
Sirus Badiee
02/25/2020, 3:43 PMHey there - how are you currently running approvals of other transactions? You can definitely set up a workflow to capture the approval process, if that's a functionality you're familiar with.
c
Chris
02/25/2020, 3:58 PMWe currently use workflows to handle approvals for JEs, SOs, and invoices
Chris
02/25/2020, 3:58 PMIs it possible to create a approval status on vendor credits to stop it from posting?
Chris
02/25/2020, 4:04 PMlike invoices have the field approval status which stops it from posting
s
Sirus Badiee
02/25/2020, 5:48 PMHmm that's a great question!
Sirus Badiee
02/25/2020, 5:49 PMThe fact that Bill Credits are not listed here under the Approval Routing subtab makes me think that it's not currently possible for the Vendor/Bill Credits to have a "Pending"/Non GL Impacting status
Sirus Badiee
02/25/2020, 5:51 PMYou can certainly create your own List and call it Bill Credit Status, include all the various statuses, create a custom List/Record field on the Bill Credit and create actions that set this field value on the different states... That being said, none of this will make the transaction non-GL impacting 😞
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