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JE APPROVAL RANGE

in Ask A Guru 4 comments

Hi All


I am trying follow the steps in Suite Answer 81470 but stucked at the workflow creation. Please advise is this Answer explaining the steps I can follow to create a new workflow for JE Approval? Or must I first have our workflow for JE Approval done by programmer or consultant?



Kedalene


Bulk Approval of Transactions Using Saved Search

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Last Updated

05/10/2022

Reading Time

2 mins

Answer ID

81470

Applies To

Product: NetSuite 2022.1

 

Scenario

It is possible to create a similar functionality as the Approve Journal Entries for Saved Searches where a user can multiple-approve lines of records.

What is needed is to create a Custom Field Checkbox on the Transaction record that would then be used in a Saved Search Inline Editing to mark all records to be Approved. A Workflow would then run once the Checkbox is edited that would set the Current User as the Approver and the custom Approval Status as Approved.

Thanks for your guidance.

Kedalene Chong

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