Sales Order Approval workflow
Hello Gurus,
New to NEtSuite and need your help
Can anyone help me write a workflow to send sales order for approval based on Sales order amount comparing it with customer credit limit?
Scenario 1: User 1 Creates Sales order and order value < customer credit limit. User 1 can approve SO
Scenario 2: User 1 Creates Sales order and order value greater than customer credit limit till 20000. User 1 approve SO, SO goes to Level 1, level approve and SO is approved
Scenario 3: User 1 Creates Sales order and order value greater than customer credit limit by 20000-50000. User 1 approve SO, SO goes to Level 1, Level 1 approves, SO goes to level 2 and level 2 approves and SO is approved.
Any help is really appreciable
ChatGpT:
To create a workflow in NetSuite that would support the scenarios described above, you would need to follow these steps:
Step 1: Create a new workflow in NetSuite. Go to Customization > Workflow > New Workflow.
Step 2: Define the trigger for the workflow. In this case, the trigger would be “When a Sales Order is created.”
Step 3: Define the first condition for the workflow. For Scenario 1, the condition would be “Order value is less than or equal to customer credit limit.” For Scenario 2 and 3, the condition would be “Order value is greater than customer credit limit.”
Step 4: Define the action for the first condition. For Scenario 1, the action would be “Sales Order is approved.” For Scenario 2 and 3, the action would be “Send for Approval.”
Step 5: Define the second condition for the workflow. For Scenario 2, the condition would be “Order value is greater than customer credit limit but less than or equal to 20000.” For Scenario 3, the condition would be “Order value is greater than 20000 but less than or equal to 50000.”
Step 6: Define the action for the second condition. For both Scenario 2 and 3, the action would be “Send for Approval.”
Step 7: Define the approval process. For both Scenario 2 and 3, the approval process would involve two levels of approval. The first level would be assigned to Level 1, and the second level would be assigned to Level 2.
Step 8: Define the approvers for each level. You would need to specify who the approvers are for each level. For example, for Level 1, you could specify that the approver is the Sales Manager, and for Level 2, you could specify that the approver is the CFO.
Step 9: Define the email notifications for each level. You would need to specify who receives email notifications when a Sales Order is sent for approval, and when it is approved or rejected.
Step 10: Save the workflow and activate it.
By following these steps, you would have created a workflow in NetSuite that supports the three scenarios described above.
