Customizing NetSuite processes with workflows

Workflows in NetSuite are automations you can create via a point-and-click UI. They can work with almost any record in the system, and run either as records that are saved or edited or on a schedule in batch mode. So, you can, for instance, create a workflow that validates user inputs live while the user is editing a Sales Order, or you can have a process that runs at midnight, finds all of your orders that require review, and flags them as such.

The most common use we have for workflows is to automate approval processes for records such as Journal Entries, Purchase Orders (POs), or Vendor Bills. They are especially suited for this task because they support multi-step processes and can include branches in their process depending on variable inputs. For instance, we can create a PO approval workflow that allows us to send the transaction to different people depending on the value in a custom field or on the total of the PO. Workflows...