Approvals - Set Approval Status

Overview 

This guide provides a step-by-step walkthrough to setting the approval status using Netgain Approvals. This will set the standard Approval Status field on transactions when they are rejected, fully approved or re-starting the approval process. Transactions which support native NetSuite approvals will use the standard Approval Status field. Other transaction types will use the custom field included with the bundle. For non-transaction record types, an approval status field will need to be defined in the Approval Status Custom Field configuration.

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 Actions. View full size
4. Check the Set Approval Status 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.