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Credit Memo Approval Process via Return Authorization
Hi Gurus,
I’m working on building an approval process for Credit Memos using NetSuite’s standard Return Authorization → Credit Memo approval process and statuses. My goal is to use a workflow triggered by Return Authorization status change to Pending Approval to:
- Restrict access to Approve/Cancel buttons based on roles
- Lock the approved record once it’s approved
- Use a Transform Record action within the workflow to create the Credit Memo automatically after approval
The challenge I’m running into - adding a check or condition to prevent duplicate Credit Memos from being created. I’m having trouble identifying Return Authorizations that already have linked Credit Memos through a saved search (not all credit memos are applied). I also tried using a custom checkbox, but that didn’t work since the Transform action runs after record submit.
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