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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. 

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