Approvals - Setup Bypass Record Locking Roles

Overview 

This guide provides a step-by-step walkthrough to bypass record locking by granting roles bypass permissions using Netgain Approvals. Select roles for which record locking should not be applied. This can also be set on an individual approval process line level. Note that the record locking workflow must be setup to respect this setting.

Prerequisites: Have purchased and installed the Netgain Approvals bundle and have NetSuite admin access.

Step by Step Process 

1. In the top right corner, navigate to ... > Approvals > Configs and select Approval Processes. View full size
2. Select Edit. View full size
3. Select Record Locking.
   View full size
4. Select one or multiple roles from the Override Approve/Reject Roles box. View full size
5. Select Save. View full size

Troubleshooting 

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.