NetSuite Admin Tip | Workflow: Disallow Edits to Approved Purchase Orders

As a NetSuite Administrator, this guide demonstrates how to build a Workflow that restricts unauthorized users from making changes to Purchase Orders once they have been approved. By doing so, this helps protect the accuracy of important information, improves overall control and reduces mistakes. It also helps the business workflow to be organized and efficient by ensuring that approved actions remain consistent.

You can follow the steps below to do this:

1. Navigate to Customization > Workflow > Workflows > New

2. Basic Information:

Name: <Enter Preferred Workflow Name>

Record Type: Select Transaction

Sub Types: Select Purchase Order

Execute as Admin: Enter Checkmark

Released Status: