Approval Routing Feature

To require that purchase and expense transactions are approved before they are processed, you must access the Approval Routing feature in NetSuite.

To use Approval Routing, you must first set up an approval hierarchy or designate approving managers for employees. Once this is complete, you can set approval limits for expense reports, purchase requests, and purchase orders. When these transactions are entered, they will no longer be immediately processed. Now, supervisors or approvers will mark new transactions as approved or rejected before they are acted upon.

Using Approval Routing, after an employee enters an expense report, purchase request, or time transaction, additional processing of the transaction depends on the following:.

For example, an employee enters an expense report with a total amount of $2500. The employee’s record indicates an expense limit of $500. Therefore, the expense report must follow approval routing before it can be approved for payment.

To enable the Approval Routing, go to Setup>Company>Enable>Features>Approval Routing Tab

Then, you can select which Approval Routing you need to use:

Calculating quantity discounts in NetSuite often involves one of two paths. The first path sets quantity prices on the item record with actual amounts.

NetSuite Approval Routing

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Approval Routing Expenses
Once an expense report is approved by an authorized supervisor or approver, it is forwarded to accounting for approval. You can use the standard Approval Routing feature for expenses and approval processes, regardless of whether you enable SuiteFlow for other related purposes.

Approval Routing and Purchases
Once a purchase request is approved by an authorized supervisor or approver, it becomes a purchase order.

Note: If the Approval Routing feature is not corresponding with your company’s approval process, you can always create a custom Workflow to be used for the approval process. In that case the Approval Routing will be disabled and the custom workflow will be used.