How to create a Workflow in NetSuite?

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite?  +61 480 016 233  info@suiteactive.com.au  Home About Us Services Apps Knowledge Base Contact Us Home  NetSuite  How to create a Workflow in NetSuite? Search …  SEARCH RECENT POSTS NetSuite Approval Workflow User Guide How NetSuite Consolidated Invoicing Simplifies your Invoicing Process? How a NetSuite Custom Transaction Form is beneficial for your business NETSUITE How to create a Workflow in NetSuite? How to migrate from NetSuite Box V1 to Box V2? suiteactive February 27, 2020 How to create Custom Records for enhancing NetSuite functionality R R streamlines your processes, improves their efficiency, and even reduces their obust NetSuite integra?on is gaining recogni?on across the tech- world. It assists in simplifying and automa?ng your business processes for effec?ve management. Not only that it also ARCHIVES opera?ng costs. The NetSuite SuiteFlow, otherwise known as NetSuite May 2020 Workflow is used to build this integra?on. It’s user-friendly and point-to-click April 2020 features and tools are highly helpful. March 2020 February 2020 https://suiteactive.com.au/blog/netsuite-workflow/ 1/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? January 2020 So, build a strong and powerful NetSuite integra?on with these NetSuite December 2019 Workflows. These are very valuable in managing your internal business processes in the most effec?ve way. A NetSuite Workflows Beginners Guide to CATEGORIES NetSuite NetSuite SuiteFlow SuiteApp The crea?on of a NetSuite Workflow is not that complicated task. You just SuiteBuilder need to follow a few steps for this. A?er enabling the feature in your SuiteScript environment, you will be able to locate NetSuite workflows in “Customiza?on”. You will get one drop-down list, in that, click the op?on “Scrip?ng”. Again, you will get a pull-down menu, where you need to select “Workflows”. Go to the “Customiza?on” op?on: Goto to the “Workflow” option: Choose a “New” template: https://suiteactive.com.au/blog/netsuite-workflow/ 2/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? The NetSuite offers three types of templates for crea?ng a NetSuite workflow. They are: 1. Journal Entry Basic Approval 2. Purchase Order Basic Approval 3. Sales Order Basic Approval Journal Entry Basic Approval: This template facilitates the crea?on of a workflow to approve the different Journal Entry records. The best part is you can customize any workflow created using this template as per the needs of your business. Rules linked with this template: 1. When you click on the “Save” op?on to store a Journal Entry record, before it gets saved in the database, the workflow gets ini?ated 2. The administrator and your supervisor (in case of hierarchy) must approve the specific Journal Entry 3. In the case, you don’t have any supervisor (if you are the supervisor or at the top of the hierarchy), you can approve your own Journal Entry https://suiteactive.com.au/blog/netsuite-workflow/ 3/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? 4. The journal entries that have been rejected can be resubmi?ed for approving 5. Even a?er approval, a Journal Entry will remain as part of the workflow. But, it will be only unlocked by the administrators. The basic workflow defini?on proper?es that help in managing Journal Entry Basic Approvals: Record type – Transac?on Subtypes – Journal Entry Execute as Admin – Checked Release status – Not ini?a?ng Keep instance and history – Only when tes?ng Enable logging – Checked Inac?ve – Clear On create – Checked On update – Clear Condi?on – None Trigger type – Before record submit Purchase Order Basic Approval: This template facilitates the se?ng of a workflow that helps in crea?ng and modifying a Purchase Order record. Further, it also automa?cally sends it to the appropriate person for approval. Moreover, any workflow created using this template can be easily customized as per your business’s needs. Rules linked with this template: 1. Any crea?on event or purchase order can ini?ate the workflow https://suiteactive.com.au/blog/netsuite-workflow/ 4/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? 2. Only the supervisors will be allowed to approve the purchase order. But, you will not be allowed to do so in case you are an individual user who does not work under any supervision. 3. Once the purchase order is submi?ed for approval, it can be unlocked only by the supervisors. 4. The purchase orders that have been rejected can be submi?ed again for approval. 5. The purchase order will be part of the workflow even a?er its approval The basic workflow defini?on proper?es that help in handling Purchase Order Basic Approval: Record type – Transac?on Subtypes – Purchase order Execute as Admin – Checked Release status – Not ini?a?ng Keep instance and history – Only when tes?ng Enable logging – Checked Inac?ve – Clear On create – Checked On update – Clear Condi?on – None Trigger type – All Sales Order Basic Approval: This template assists in forming a workflow that facilitates the crea?on and automa?c approval of a sales order. But, the total amount of a sales order must be less than a par?cular amount for this to happen. If the amount is https://suiteactive.com.au/blog/netsuite-workflow/ 5/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? more than the specified amount, then the en?re approval process will launch once again. Likewise the above-two types of templates, this template also can be easily customizable as per your needs. Rules linked with this template: 1. Any event related to the crea?on of a sales order can ini?ate the workflow 2. The sales order gets approved automa?cally if the total amount of the sales order is equal to a specific amount or even less. It also gets approved if the customer’s balance (overdue) is 0 3. The sales order will be approved even if you created it individually without any presence of a supervisor 4. The approval process ini?ates itself, even though the sales order has not been approved automa?cally. The approver can easily modify, cancel, approve, or reject the sales order 5. In case the sales order gets rejected, then you can either cancel or edit the sales order before re-submi?ng it for the approval 6. The sales order will be part of the workflow even a?er the approval and is only unlockable by the administrators The basic workflow defini?on proper?es that help in managing Sales Order Basic Approval: Record type – Transac?on Subtypes – Sales order Execute as Admin – Checked Release status – Not ini?a?ng Keep instance and history – Only when tes?ng Enable logging – Checked Inac?ve – Clear On create – Checked On update – Clear Condi?on – None Trigger type – All The above men?oned three templets offer effec?ve guidance on how to create a NetSuite Workflow in NetSuite? The well-designed and well-built https://suiteactive.com.au/blog/netsuite-workflow/ 6/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? workflows that have been designed to suit the needs of your business are highly beneficial for your business. The NetSuite workflows bring many processes of your business into the NetSuite system. By doing so, they eliminate the need for manual processes to manage your business opera?ons. Not only that, with them, you can also build custom business processes to suit your unique business requirements. The workflows can be easily created by using a feature-rich point-and-click GI (graphical interface). Then, there is no requirement for any kind of coding knowledge for that. What is the importance of a NetSuite Workflow? The NetSuite Workflow is an ideal ERP tool for any business since it automates the approval process of a record or transac?on. As a result, the approval of different transac?ons becomes extremely easy and quick. It also facilitates a seamless flow of these transac?ons from one stage to another. Apart from that, it also validates the key informa?on linked with your business at every stage. A NetSuite workflow may relate to simple tasks such as the default se?ng of a field on a specific form or else hiding a par?cular field. Conversely, complex workflows incorporate mul?ple ac?ons, transi?ons, and stages. The NetSuite tracks and monitors every stage of a workflow that has been executed on a workflow log of any record once the workflow is ini?ated. What are the requirements of NetSuite Workflows? Before integra?ng NetSuite Workflows into your business processes, just study and understand your en?re opera?ng process for once. Meet the responsible persons from different departments who handle these processes on a day-to-day basis. Try to iden?fy the needs and analyze the obstacles of these departments on an individual basis. Later collaborate all these things https://suiteactive.com.au/blog/netsuite-workflow/ 7/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? and design an integrated workflow that perfectly fulfills each demand of your business processes. Keep your firm’s resources and limita?ons in the mind while designing an ideal workflow to ensure maximum output. You may also consult any NetSuite vendor to help you out in this process. A well-experienced vendor will have mul?ple ideas, strategies, and methodologies for crea?ng a highly efficient workflow. So, alliance with such a vendor might help you greatly in saving your valuable ?me and efforts. Once you understand what you need precisely, start building NetSuite Workflows that meets all your demands and requirements. Create uniquely designed ac?ons and transi?ons for this purpose. Further, test these workflows against your business requirements in real-?me. Also, involve the different users of these workflows and incorporate their sugges?ons to improve overall efficiency. Don’t ever hesitate to make appropriate changes to these workflows un?l you get workflows that perfectly suits your prerequisites. Interes?ng facts regarding NetSuite Workflows Usually, most of the workflows revolve around a record which can be both an advantage as well as a disadvantage for you. Each of these records has its own workflow that can be tracked and revised periodically. You can also use the ac?on “go to record” to view another record. By looking at the significance of NetSuite Workflow, we can easily understand that a standard workflow normally determines the flow of your business opera?ons. Therefore, make use of expedient cloud-based NetSuite ERP to devise produc?ve workflows. Don’t hesitate to make changes un?l you get an ideal workflow that best suits your business needs. Familiar terms associated with how to create a NetSuite Workflow in NetSuite? Workflow context: https://suiteactive.com.au/blog/netsuite-workflow/ 8/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? It is a type of workflow in NetSuite that gives a clear overview of the overall workflow process. With it, you can easily check and monitor the ac?vity that has been running through the workflow currently. Records types: These are the categories used in NetSuite to organize records in different groups based on some criteria. Below are some examples of describing record types that the NetSuite records support. En??es – Customers, Employees, Vendors, Projects Ac?vi?es – Events, Tasks, Phone Calls Marke?ng – Campaign, Campaign Channel, Promo?on Code Transac?ons – Purchase Orders, Sales Orders, Invoices, Vendor Bills Support – Support Case, Issue, Topic File Cabinet – File, Folder Items – Inventory Item, Payment Item, Markup Item Communica?ons – Note, Message Lists – Account, Department, Currency, Loca?on, Customiza?on – Custom Record, Custom List, Item Custom Field Sub-records: These are the collec?on of fields of a specific record available in a NetSuite Workflow. Scheduled workflows: These facilitate the seamless flow of important informa?on among different processes of your business. Events: These are used to trigger different ac?vi?es on workflows and will be generated through applica?on func?ons. Triggers: These are par?cular events that are used to launch a specific workflow. https://suiteactive.com.au/blog/netsuite-workflow/ 9/12

5/20/2020 NetSuite Workflow - How to create a Workflow in NetSuite? Workflow States: Also regarded as the building blocks of the workflows, these represent specific ac?ons and are connected with other states with the help of transi?ons. Each workflow state indicates a stage in the business process. Workflow Transi?ons: These allow seamless movement of specific ac?ons between different states of your business process. Workflow Ac?ons: These are specific ac?ons that enable a stage to execute a par?cular command. For instance, adding or removing a bu?on, se?ng a field value, sending an email, etc. Workflow field: These are quite similar to the other fields that are used in a record. However, these can be added to a specific stage of a workflow or the en?re workflow. If you have any issue related to NetSuite Workflow and other topics then reach our NetSuite Consultant to get a fast response and call us:  +61 480 016 233 CATEGORY: NETSUITE suiteactive https://suiteactive.com.au/blog/netsuite-workflow/ 10/12

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How to create a Workflow in NetSuite?