The Auto-Approval step lets you automatically approve NetSuite requests that meet conditions you define, so they skip manual approval entirely.
Administrators and Workflow Managers can set rules based on fields such as the Vendor, Account, Expense Category, or Class. If a request meets one of the rules, it's approved straight away; if not, it moves through the workflow's other approval steps as normal.
To set up an Auto-Approval step:
In the main menu, select the Organisation for which you want to add an Auto-Approval step. Then go to Approval workflows under Workflows and settings and open the relevant workflow:
Click on the + button first:
Then click on Add Auto-Approval step:
You can create this step either during the workflow setup, or later.
In the pop-up, click on ENABLE to start the Auto-Approval step setup:
Click on HIDE to collapse the Auto-Approval step. You can return to the setup later.
To proceed with the settings, click on Auto-Approval settings:
Add a rule description for Auto-Approvals and specify the rules:
You can specify Auto-Approval rules based on fields such as:
Bill-to PO matching (Vendor Bill workflow)
Account
Expense Category
Item
Department
Class
Location
Total amount
Vendor
To delete a rule, click on the
icon and select Remove rule:
Click on DONE to save your workflow settings.
Please note: The rules in an Auto-Approval step will be checked first. If the rules in the Auto-Approval step are not met, the request will pass through the other approval steps.
Please note: It is not possible to set up Auto-Approval rules for Bills which are based on the approval of the related Purchase Orders. However, the Bill workflow's Bill-to-PO matching settings are checked before a request is auto-approved. If a Bill request doesn't meet the workflow settings, it's automatically rejected.