This article lists the different transaction types that are compatible with ZoneApprovals and how to enable approval routings on the different transaction types.
The ZoneApprovals SuiteApp can be used to enable approval routings on specific transaction types. By default, the SuiteApp isn't deployed to any transaction type. This document explains how a user can deploy the approval logic to specific transaction types.
ZoneApprovals uses for specific transaction types Netsuite's default approval routing and configuration settings. The deployment tool is designed to guide the end user if specific routing or features aren't enabled. When the "Deploy" button is greyed out the user can hover over it to get more detailed information that identifies what must be changed in Netsuite.
More information regarding Netsuite dependencies can be found on the page Netsuite Dependencies.
Deploying Approval Scripts
The ZoneApprovals SuiteApp comes with an automatic deployment feature. We recommend using the automated deployment so that all the logic and steps are set and deployed correctly. By default, the SuiteApp doesn’t deploy any scripts and the user must deploy the approval logic to each transaction type individually. It is recommended to only deploy the logic to the transaction types on which the logic is actually needed to reduce the potential footprint and be assured that no additional logic or processing power from NetSuite is used.
To deploy the ZoneApprovals logic to a transaction type navigate to SETUP->ZONE APPROVALS->DEPLOYING. The page that opens shows the user a table with all the supported transaction types and the current deployment status
To deploy the approval logic to a transaction type simply press the button "Deploy". If the button is colored in a greyish color instead of a green color it means that deployment isn't possible. In this case, hover over the button to get guidance on why deployment isn't possible.
When the button is pressed the page will directly show that ZoneApprovals is deploying the logic and the status updates in realtime. Depending on your Netsuite environment it could take a while before completed.
To undeploy the approval logic that is active on a specific record type simply press the button "Undeploy". If the button is colored in a greyish color instead of a blue color it means that undeployment isn't possible. In this case, hover over the button to get guidance on why undeployment isn't possible.
When the button is pressed the page will directly show that ZoneApprovals is undeploying the logic and the status updates in realtime. Depending on your Netsuite environment it could take a while before completed.
The deployment page allows the user to quickly and easily see the system notes from the deployment. When the user presses the plus icon at the beginning of the page the table will expand and show the system notes from that particular transaction type. To close the system notes simply press on the minus icon.
Supported Record Types
The following transaction types are currently supported by ZoneApprovals:
- Expense Reports
- Purchase Orders
- Vendor Bills
- Customer Invoices
- Journal Entries
- Sales Orders
- Credit Memos
Micro Training Video: Enable & Deploy Approval Routing on Additional Transaction Types