Approvals - Setup Originator Entity Formula

Overview 

This guide provides a step-by-step walkthrough to setup an originator entity formula using Netgain Approvals. This will allow somebody aside from the current user to be the originator. This is often used if the finance team is submitting the records but need alerts to go elsewhere.

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. Select Originator Entity Formula and enter a formula. 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.