Vendor Creation Workflow
I want to create a vendor approval workflow (vendor creation – not an invoice approval process). In Suiteflows, do I choose a “Record Type” of “Vendor” or “Transaction”.
I want the workflow to initiate upon Vendor creation. Go for approval. Then, lock the bank details. If anyone has done this already and would like to share, that would be great too.
You would use a Vendor workflow.
I think you might need a new field on the Vendor record to log approval status. I recommend a List/Record field rather than a checkbox for this as you can add more than 2 values and make the field mandatory.
Then in your workflow you could set approval status to pending on create and lock the record from editing for any user besides the approver. Once approved you could probably lock the bank details.
I agree with Patrick Olson, you need a Vendor workflow for the vendor approval workflow. We took a slightly different approach. We allow changes to the vendor record, even when it is pending e.g. if the user accidentally makes a transposition error in a bank account number, they do not want to wait for the change to be rejected before updating with the correct bank account number. Our solution ensures that the user(s) who will approve vendor changes receive an email notification any time a vendor change is made.
You may want to consider a Transaction workflow also to “Lock Record” when a particular vendor record is pending approval e.g. do you want to allow a user to create a vendor payment when the corresponding vendor record is pending approval for a bank account change? I would argue “No”.
I hope this helps! Happy NetSuiting!