NetSuite Approval Limitations (Informational)

NetSuite has a workflow system for creating approvals that may cause issues with the plugin. Approvals can occur at different stages in the lifecycle of a bill and payment.

Generally, the Bill Approval workflow is supported by FISPAN, while the Payment Approval workflow is NOT supported. Having a Payment Approval workflow will result in a failed bill payment. Additionally, support for Vendor/Employee Change Approval workflow depends on your specific configuration. Typically, this workflow might block the Entity Bank Details Approval functionality.

NOTE: This page is for informational purposes only and should not be used as a guide to make changes to the configuration of your NetSuite environment. For support with your NetSuite native approval flows, please reach out to your NetSuite consultant directly.

Unsupported Approvals

Payment Approval Workflow

This approval workflow is NOT supported by FISPAN and will result in failed bill payments. This payment approval flow requires someone to approve each payment, based on rules or configuration set up in NetSuite.

Why? Without a payment approval workflow, two things happen behind the scenes when a payment is submitted:

The payment request is sent from NetSuite to the bank for processing.

A Bill Payment is created, marking the bill as Closed. Custom fields on the bill are updated with the latest payment status information.

However, if the payment approval is set up, the plugin is blocked from creating a bill payment record in NetSuite, resulting in a failed bill payment.

Vendor/Employee Change Approval Workflow

Some clients may have customizations or workflows related to vendor/employee creation, deletion, or modification. These customizations/workflows may conflict with our Entity Bank Details Approval functionality, preventing approvers from approving or rejecting changes made to Entity Bank Details records.

TIP: To identify if your workflow is impacting the plugin, we recommend testing our plugin functionality in your up-to-date Sandbox environment. This will help determine if your current vendor/employee change approval workflow affects the plugin.