Entity Bank Details Approvals

please ensure you have all entity bank details permissions before proceeding with using the approvals functionality you can confirm the required permissions here entity bank details installation & set up docid\ d48s86rgvc14cvl n5ron to configure entity bank details approvals access, please update your ebd plugin to version 2024 3+ and your bank plugin to 2024 6+ for approvals, there are two additional pages and permissions sets please add these permissions to users who require access to the settings and approvals pages new permissions required include suitelets entity bank details, settings (customdeploy fispan vbd settings) access to the settings page allows users to enable or disable approvals or manage the settings of approvals for imported records entity bank details, approvals ( customdeploy fispan vbd approvals) access to the approvals page allows users to approve record changes restlets entity bank details, settings restlet this restlet should come with access pre enabled for all roles granting users access to this script will allow them to access the overview page this permission alongside the entity bank details, overview suitelet is required to access the overview page permissions lists > employees (level view) to view the list of employee records that have pending approvals, the history of changes made to employee records or to make changes to employee records user events no new user events please note, that for the settings page to work properly, you must also have access to all subsidiaries overview by enabling approvals, all changes made in the entity bank details will now require a secondary approver this approver can be anyone who has access to the approvals page, but it cannot be the person who made the initial change a change is defined as adding a new record, updating an existing record or deleting an existing record while a change is pending, payments cannot be made to that entity and the respective payment page will block payments for the entity until the change has been approved for example, jenna changed company x's bank account information in entity bank details jenna can access the approvals page but she will be blocked from approving the change bibek however, has access to the approvals page and can either approve or reject this change please note, that the entity bank details approvals product works best if your netsuite environment has no customizations surrounding vendor or employee creation, deletion or modification enabling approvals to enable approvals, navigate to setup > entity bank details > settings the settings page is where you can enable or disable approvals you can also enable and disable approvals for changes made via the import page to enable these settings, select the approval on all changes checkbox and click save all changes must be approved before you can disable approvals again by enabling approvals, every change made via import on the import/export page will now require a change you can enable skipping approvals on import on the settings page this setting also cannot be modified if there are pending approvals making changes overview page to make a change to a vendor or employee record, navigate to setup > entity bank details > overview select the entity you want to change three types of changes trigger approvals update add delete make the desired changes to the entity's record change the record and click save turn off the primary toggle if you do not want this newly created account to be a primary record note if a vendor or employee does not have a primary record enabled, payments will fail when asked to confirm the change, be aware that no payments can be made to this vendor or employee until the changes have been approved a blue banner appears on vendor records with changes pending and a red alert icon is displayed on the affected bank details record the blue banner reminds you that payments cannot be completed until the change is approved the alert icon indicates which record has been modified if a record has a pending change, it cannot be edited again until the change is approved or rejected if a vendor has a pending change on a record, you can edit, create or delete additional records, but not the record that has a pending change since payments are blocked for this vendor or employee, the payment page will display bills with a red alert icon indicating the payment cannot be processed and their select checkbox is disabled import/export you can also make changes via csv import to records and have those changes require approvals navigate to setup > entity bank details > import/export on the import/export page, you can either download a blank template or generate an existing export file you can then make changes or add data to the export file add your import file to the box and select import the plugin will process the imported data and notify you if there are pending changes for a record payments are blocked for any entity with outstanding changes until the changes are approved or rejected approving changes to approve changes, you must have access to the approvals page and you cannot be the user who changed the entity's record navigate to setup > entity bank details > approvals the page will now display any records that have outstanding changes click view details to see the change and to begin approving or rejecting changes when you click view details , a popup appears and outlines the changes if the record you are approving has been designated as a primary account, you will be able to either agree with this or disable the account as a primary account please note this option will only appear if a record's primary setting is being updated or if a new bank account is being added after reviewing the changes, select approve or reject if unsure about a change, select the arrow beside the pop up to move to the next record and return to this change later when you approve a record, a pop up window will ask you for final confirmation once the change is approved, a checkmark window indicates the change was successfully approved and saved the updated entity record can be viewed on the overview page payments are no longer blocked for this vendor or employee and any outstanding payments can be processed after 10 seconds, the pop up moves to the next record so you can continue reviewing changes you can also click forward using the arrow icons if there are no further changes, click close to exit the popup window to reject a change, select reject when prompted to provide a reason for rejection, provide an explanation up to a maximum of 250 characters after entering the reason, select yes, reject changes an x icon window indicates the change was rejected and the vendor's record was not updated you can now successfully make payments for this vendor or employee navigate to the next record using the arrow icon or by waiting 10 seconds approvals history to view a history log of all changes, navigate to the history page navigate to setup > entity bank details > history the history page displays a record of all changes made and approved if the approvals are not enabled for some historical changes, some details like reviewed by or status will be missing select view details to see more information about a change for approved changes, a pop up confirms it has been approved it outlines key information such as who indicated the change, who approved it and what attributes were modified once finished looking at the pop up, click close rejected changes will display similar information, except it will indicate that it has been rejected and include the reason for rejection as well on changes that have been approved and are additions or updates, you can also navigate to the ebd record click on the ebd record link beside the record this link will take you to the record on the ebd overview page export to export these changes for your records, go to the history page and select export add a date range filter to restrict the amount of data to include the history export will display the following data log id ebd id modified on (date and time) vendor id vendor type of change updated, added, or deleted user the user who initiated the change user id the user id of the user who initiated the change reviewed by the user who approved or rejected the change reviewed on the time when the change was approved or rejected status approved or rejected previous entry what the record looked like before the change this will be empty if the history log item is for a net new record being added proposed entry if the entry was rejected, this is the change that was proposed if the entry was approved, this is the change that was accepted reason for rejection this will be empty if the record is approved note the same columns will appear in the report regardless of whether approvals are enabled or disabled faq is there any way to disable approvals? yes, you can disable approvals by navigating to setup > entity bank details > settings you will only be able to disable approvals if there are no pending approvals how can i have more than one approver set up for a change? currently, entity bank details is only able to support a single approver for a change i am unable to pay my vendors/employees despite all pending changes being approved please have your netsuite administrator using the administrator role complete the following steps navigate to customization > scripting > script deployments locate the ebd, log event update script, script id customdeploy fispan vbd log update ue and click edit on the execute as role field, change the value from current user to administrator then click save