SuiteApprovals provides standard capabilities for managing approval of the following record types:
- Journal Entry
- Engineering Change Order
- Expense Report
- Purchase Order
- Requisition
- Sales Order
- Vendor Bill
- Email Approval Log
With the customizable properties of SuiteApprovals, you can ensure that only authorized individuals can edit, approve, reject, and resubmit records for approval. You can create approval rules, each consisting of a set of criteria and approval hierarchy, to implement the validation and approval routing of these records.
SuiteApprovals enables you to set up employee and general amount limits to determine if a transaction record requires approval. You can choose to route records through hierarchical approval or custom approval, with the option to delegate approval authority.
Beginning version 6.00.0 of the SuiteApp, you have the option of enabling the Email Approval capability. You can set up your preferences to define email approvals for your organization. Through log gatekeeping, you can securely oversee and manage email approvals. To enable Email Approval, refer to Prerequisites for Email Approvals.
Installing the SuiteApprovals SuiteApp
Prerequisites:
Before installing SuiteApprovals, be sure to enable the required features and preferences in your account.
1. Go to Setup > Company > Setup Tasks > Enable Features (Administrator).
2. On the Accounting tab, check the box for Accounting.
3. On the Employees tab, check the box for Approval Routing.
4. On the SuiteCloud tab, check the box for each of the following features:
- Custom Records
- Client SuiteScript
- Server SuiteScript
- SuiteFlow
5. If you want to enable Email Approval, check the box for Advanced PDF/HTML Templates on the SuiteCloud tab, under SuiteBuilder.
Prerequisites for Supported Record Types
To use the SuiteApprovals workflow for records, set the corresponding preferences for each record type.
Installation
Important:
Review any active or running approval workflows for your records. Before using the SuiteApp, you must inactivate workflows for record types that you want SuiteApprovals to support.
1. To install SuiteApprovals, go to Customization > SuiteBundler > Search & Install Bundles.
2. Search for the SuiteApp:
- Bundle Name: SuiteApprovals
The SuiteApprovals SuiteApp is a managed bundle and is automatically updated. Issue fixes and enhancements are available after the SuiteApp is updated in your account.