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NetSuite Dependencies

This page explains the dependencies that ZoneApprovals needs to operate properly.

Introduction

ZoneApprovals is built on top of NetSuite and requires certain features and specific options to be enabled for its operations. This page explains all the dependencies that ZoneApprovals requires. If the mentioned features or configurations aren’t set properly, it could lead to unexpected behavior in the SuiteApp.

Enable Transactions

ZoneApprovals can run on multiple different transaction types, and currently, it is required that all these transaction types are enabled in your NetSuite environment. If not all supported transactions are enabled, the SuiteApp will not be able to install. The transaction types can be found by navigating to Setup > Company > Enable Features. In the Transactions subtab, enable the following options:

  • Sales Orders
  • Purchase Orders
  • Requisitions (available upon Advanced Procurement module enablement)

_enable_transactions.png

Enable Features

This section highlights the features that must be enabled. These features can be found in NetSuite by navigating to Setup > Company > Enable Features.

Custom Records

ZoneApprovals uses custom records in the background. Custom records are records inside NetSuite that allow a SuiteApp to, for example, store additional data. To enable custom record types, follow these steps: 

  1. Navigate to Setup > Company > Enable Features
  2. Click the SuiteCloud subtab
  3. Custom Records: Enter checkmark
  4. Confirm the SuiteCloud Terms of Service
  5. Click Save

approvals_NetSuite_dependencies_1.png

Client and Server SuiteScript

ZoneApprovals uses custom logic written in scripts. Both Client and Server SuiteScript features must be enabled for this logic to execute properly. Server scripts run on the server side to handle backend processing, while client scripts run directly in the user's browser to handle button clicks and dynamic UI elements. Without these features enabled, NetSuite will not allow the environment to run the necessary custom logic. To enable these features, follow these steps:

  1. Navigate to Setup > Company > Enable Features
  2. Click the SuiteCloud subtab
  3. Client SuiteScript: Enter checkmark 
  4. Server SuiteScript: Enter checkmark 
  5. Confirm the SuiteCloud Terms of Service
  6. Click Save

Server Suitescript.png

SuiteFlow

ZoneApprovals uses workflows to execute parts of the approval logic (specifically for standard transactions). To enable workflows, follow these steps: 

  1. Navigate to Setup > Company > Enable Features
  2. Click the SuiteCloud subtab
  3. SuiteFlow: Enter checkmark
  4. Confirm the SuiteCloud Terms of Service
  5. Click Save

approvals_NetSuite_dependencies_3.png

Custom Transactions

ZoneApprovals allows the user to create automatic accrual postings if configured. These postings represent a temporary booking of a transaction that is pending approval. For these temporary postings, ZoneApprovals uses a custom journal-style transaction type. To enable custom transaction types, follow these steps:

  1. Navigate to Setup > Company > Enable Features
  2. Click the SuiteCloud subtab
  3. Custom Transactions: Enter checkmark 
  4. Confirm the SuiteCloud Terms of Service
  5. Click Save

approvals_NetSuite_dependencies.png

Employee Approval Routing

To allow the application to install, Approval Routing on the employee level must also be enabled. To do this, follow these steps: 

  1. Navigate to Setup > Company > Enable Features
  2. Click the Employees subtab
  3. Approval Routing: Enter checkmark
  4. Click Save

Screenshot

Micro Training Video: Enabling NetSuite Dependencies

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