The Approvals SuiteApp comes with a delegate approver functionality that allows setting a delegated approver for a specific employee. This functionality is really handy when a specific employee has a holiday break or is temporarily out of office. With a delegate approver set, no delays will happen in the approval process that could cause unforeseen situations.
Define a Delegated Approver
To set a delegated approver for a specific employee, open the employee record. On the employee record, a new subtab should be visible labeled “Approval Delegate”. If this subtab is not visible then most likely a custom form is used for the employee record. If this is the case, please, alter the form to include this subtab or change the form temporarily back to the default form. Under this subtab, an overview is provided of the potential created delegate records. For each entry, you can see from when till when the delegation is active. To create a new delegate recorded press the gray button labeled “New Approval Delegate”. A new screen will open that allows the creation of the delegate entry.
In this screen first, select the delegate, this will be a different employee present in the Netsuite system. After this selection set the “From” date and the “To” date. If needed it is possible to add a memo so it’s clear why this delegate record has been created. When all information is set, press the blue button labeled “Save”. After saving the SuiteApp will automatically take the delegated approver into consideration and will when needed update transactions that are in the approval flow so that the delegated approver is able to approve the transactions.
When deleting an active delegate record the SuiteApp will not update transaction that are in the approval flow.