Enabling Approval Routing on Record Types

Abstract

To ensure vendor bills follow a structured approval process, administrators must configure Approval Routing at the record level in NetSuite. This setup allows unapproved vendor bills to remain non-posting until fully reviewed, giving finance teams control over how and when expenses are committed. For instance, if a company is transitioning from native NetSuite approvals to the SquareWorks Approval Automation SuiteBundle, this configuration step ensures all vendor bills follow the updated approval workflow.

This article guides administrators through enabling Approval Routing on specific record types, particularly vendor bills.

Accessing Approval Routing Settings in Accounting Preferences

To configure approval routing on a record type, administrators must first access the Accounting Preferences page in NetSuite. This area contains global controls that affect how transaction approvals behave system-wide.

Follow these steps to access and enable Approval Routing in Accounting Preferences:

1. To begin configuration, go to the top navigation menu in NetSuite and hover over Setup, then over Accounting, and select Accounting Preferences from the submenu:

   

2. Once the Accounting Preferences page loads, navigate to the Approval Routing section by clicking its corresponding tab or header:

   

   It will open a new screen for the Approval Routing section:

   

3. To activate approval workflows for specific transaction types, locate and check the box for Purchase Orders, Vendor Bills, Journal Entries — or for any other applicable record type:

   

4. When you’re done selecting applicable records, click the Save button to apply your changes and enable the routing functionality:

   

   Note: Enabling Approval Routing on a record type disables NetSuite’s native approval workflows and ensures transactions remain non-posting until fully approved through the SquareWorks logic.

This concludes the process of enabling Approval Routing on vendor bill records.