A Better Way to Handle NetSuite Rejection Reasons on Approval Workflows

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Often, when developing an approval processes in NetSuite via Workflows, we are posed with the issue of how to handle rejections.

  1. Should the record be locked when rejected?
  2. How does the approver notify users for the reason of rejection?
  3. How is the record routed back into the approval workflow?
  4. What happens if it is rejected more than once?

Sikich has created a new way to handle rejections through the workflow by creating a Rejection Reason Suitelet. This new feature allows the record to remain locked throughout the approval process. Additionally, it saves the approvers from having to either Edit the record to populate the Rejection Reason field or manually create an email.

How the NetSuite Rejection Reason Suitelet Works

  1. A team member enters a record into the approval process.

NetSuite rejection reason

  1. Once submitted, the Approve / Reject buttons are enabled for the next person in the workflow approval.

NetSuite rejection reason

  1. Upon clicking “Reject,” the user must enter a Rejection Reason.

NetSuite rejection reason

  1. After filling out the Rejection Reason field, the Suitelet includes that text in a field on the record to communicate the rejection reason to the requester.

NetSuite rejection reason

Adding a Rejection Reason to approvals is just one of the great things Sikich has created to help improve your NetSuite experience. If you would like more information about Sikich or NetSuite, please contact us at any time! You can also learn about more great tips for NetSuite on our YouTube playlist or our other blog posts.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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