Tailor the workflow for approving purchase contracts according to your unique requirements, guaranteeing streamlined approvals in line with purchase limits. This feature is accessible through Advanced Procurement NetSuite, serving as a robust tool for overseeing your purchase contracts. It’s important to be aware that, at present, it does not accommodate multiple currencies. Stay informed about the latest developments in bulk approvals and gain a deeper understanding of meeting purchase contract workflow needs through Suitepedia.
Purchase Contract Approval Workflow
The Purchase Contract Approval Workflow assesses and processes a purchase agreement for approval routing. By comparing the contract amount with the procurement limit of the employee making the request, it decides if approval is required. The system then designates an approver for the contract based on the specific purchase approval threshold assigned to each supervisor or approving authority. This workflow can be tailored to meet individual needs.
The Purchase Contract Approval Workflow evaluates the contract’s highest allowable amount against the limits established for both the employee and the approving authority.
|
Role |
Purchase/Purchase Approval Limit |
|
Employee |
1,000.00 |
|
Purchase Approver |
1,500.00 |
|
Supervisor of Purchase Approver |
3,000.00 |
The purchase contract requires approval by the purchase approver and a higher approver for the following reasons:
- The maximum amount exceeds the employee’s purchase limit.
- The maximum amount exceeds the purchase approver’s approval limit
- The purchase approver’s supervisor has a purchase approval limit that can cover the maximum amount.
If an employee has both a designated purchase approver and supervisor, the purchase approver is selected as the approver of the contract. The workflow uses the purchase approval limit of the purchase approver for the validation.
Availability
The Purchase Contract Approval Workflow is included in the Advanced Procurement SuiteApp, which is available to accounts with the Advanced Procurement Module.
Limitation
The Purchase Contract Approval Workflow does not yet support the Multiple Currencies feature. This includes differences that may occur between the transaction amount and purchase or purchase approval limits.
Note
The SuiteFlow conditions used for Bulk Approvals for records using custom approvals have been updated for the purchase contract record.
Prior to 2016.2, the workflow button’s condition and the Next Approver condition were used to filter records for bulk approvals for the purchase contract record. The Next Approver condition checks that the Next Approver field on the record contains the current logged in user. Beginning in 2016.2, the Next Approver condition is no longer used to filter records for bulk approvals for this record. Records are now filtered for bulk approvals using only the workflow button’s condition. To continue to filter records based on the Next Approver field, you must add the condition to the workflow button condition. If you require assistance, contact Customer Support.
