Approvals - Create and Assign Approval Positions

Overview 

This guide provides a step-by-step walkthrough for creating Approval Positions within the Netgain Approvals module of NetSuite. 

Prerequisites: Have purchased and installed the Netgain Approvals bundle and have NetSuite admin access.

Step by Step Process 

1. In the top right corner, navigate to ... > Approvals > Configs > Approval Processes and select Approval Processes. View full size
2. Select View for the corresponding approval process. View full size
   Note - If creating a new approval process, follow the steps here
3. Select New Approval Process Line to create a new approval step or select Edit next to the approval process line. View full size
4. To create a new Approval Position, navigate to the Approver Selection section, hover over Approver Position and select the + icon next to the Approver Position dropdown. View full size
5. Select Name and enter a name for the approval position View full size
6. Select Save View full size
7. Select the Open icon View full size
8. Select Employees View full size
9. Select New Employee to create a new employee record with this approval position assigned View full size
   Or select the Employee dropdown and select an existing employee View full size
10. Select Attach View full size

Things to be Aware Of 

Netgain Approvals does not come with any approver positions created. These will need to be created in order to use them. Approver positions allow for one position per employee. The same employee cannot be tagged on multiple positions. You can have multiple employees tagged on one position.

Troubleshooting 

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.