Approval Routing in Netsuite

Approval Routing Feature in Netsuite

If purchase and expense transactions are to be approved before they are sent for processing, Approval Routing is used.

Setting up Approval Routing

A user with the Administrator role must enable the Approval Routing in Features , then  assign roles, to employees -> designate an approver / Supervisor and set approval limits.

1. Enable the Approval Routing feature.
   1. Go to Setup > Company > Setup Tasks > Enable Features.
   2. In the Employees subtab, check the Approval Routing checkbox.
   3. Click Save.

This feature is used to assign approvers for employees and specify approval thresholds for expense reports, purchase requests, and purchase orders, which requires an approval hierarchy to be predefined.

Use Cases and Scenarios

You can process the following transaction types by integrating the Approval Routing tool into your workflow:

• Blanket Purchase Order Approval Workflow
• Approving an Expense Report
• Invoice Approval Workflow
• Journal entries
• Purchase Contract Approval Workflow
• Purchase Order Approval Workflow Suiteapp
• Requisition Approval Workflow
• Revenue Arrangement Approval Routing
• Vendor Bill Approval Workflow

The approval routing workflow may need additional processing after an employee enters an expense report, a purchase request, or a time transaction, based on the following:

• Employee’s purchase limit or expense limit
• Employee’s designated approver or supervisor
• Approval limit of the approver or supervisor

Eg: For instance, a $510.00 new Smartphone purchase request is made by an employee. Our approval route guidelines state that all purchase orders >$200 must be approved by the employee’s supervisor. In this case only after supervisor approval, request is forwarded to purchasing for processing.