megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Don't miss out on our Question of the Week! You only have until tomorrow, April 16, 2026, 2:00PM ET to comment your answers.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

How to set up a Hierarchical SO Approval Workflow based on SO Value and Customer Credit Limit?

edited Mar 14, 2023 2:35AM in Ask A Guru 2 comments

Hello Gurus,

New to NetSuite and need your help

Can anyone help me write a workflow to send sales order for approval based on Sales order amount comparing it with customer credit limit?

Scenario 1: User 1 Creates Sales order and order value < customer credit limit. User 1 can approve SO

Scenario 2: User 1 Creates Sales order and order value greater than customer credit limit till 20000. User 1 approve SO, SO goes to Level 1, level approve and SO is approved

Scenario 3: User 1 Creates Sales order and order value greater than customer credit limit by 20000-50000. User 1 approve SO, SO goes to Level 1, Level 1 approves, SO goes to level 2 and level 2 approves and SO is approved. 

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders