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Invoice Approval Workflow

edited Feb 3, 2020 2:19PM in Ask A Guru 3 comments

Hi There

I am trying to create an invoice approval workflow (using the netsuite template for this) so that an invoice status is showing as 'pending approval' until the 'approve' button is selected.

The approve button appears when the invoice record is saved.

Once the 'approve' button is selected, the invoice status changes to 'approved'.

If the 'edit' button is selected and the invoice is placed into 'edit mode (and changes are made), the invoice status returns to pending approval.

A custom checkbox called 'sent' exists on the invoice record.

If this is checked, it becomes unchecked when the invoice is pending approval

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