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Customer Approval (Block Transactions Until AR Approval)
Hi all,
I’m looking for guidance on the best way to enforce an approval requirement for a subset of customers (we use class to identify these customers) before allowing any transactions to be created for them.
Requirement:
- Certain customers must be reviewed and approved by AR before they can be used on transactions (Sales Orders, Invoices, etc.)
- Until approved, users should not be able to create or save transactions for those customers
What I’m trying to figure out:
- What’s the recommended approach in NetSuite for enforcing this type of control?
- Would this typically be handled via (prefer easiest method):
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