SuiteApprovals Portlets Enhancements in NetSuite 2026.1
SuiteApprovals Portlets now include Records for Approval and Reminders Portlet in NetSuite 2026.1 to streamline approval processes.
TL;DR Opening
Starting in NetSuite 2026.1, two new help topics have been added under the SuiteApprovals Portlets: the Records for Approval Portlet and the SuiteApprovals Reminders Portlet. These portlets enhance the user's ability to view and track records that require approval.
SuiteApprovals Portlets
SuiteApprovals Portlets are essential tools designed to facilitate the review and management of records that need attention from users, particularly in accounting and procurement contexts. The added portlets provide significant functionality improvements by allowing users to easily identify records needing their approval.
Records for Approval Portlet
The Records for Approval portlet is a dedicated space where users can see the specific records that await their review. This includes:
- Purchase orders
- Vendor bills
- Expense reports
Each record type is listed alongside the number of pending approvals, and users can click on these links to navigate directly to the relevant documents for further review.
SuiteApprovals Reminders Portlet
The SuiteApprovals Reminders Portlet supplements the functionality by reminding users of records that they have either approved or rejected. While customization is not available for these portlets, their streamlined design is optimal for quick decision-making at a glance.
Implementing SuiteApprovals
To take full advantage of these enhancements, users and administrators should consider the following:
- Installation and Setup: Ensure that the SuiteApprovals SuiteApp is correctly installed and configured.
- Defining Approval Rules: Properly define approval workflows and any specific rules to streamline the process further.
- Training and Notifications: Regular training sessions can help users familiarize themselves with these portlets, ensuring a smoother approval process.
Who This Affects
- Administrators: Responsible for setting up and configuring the SuiteApprovals SuiteApp.
- Developers: May need to integrate these portlets with custom workflows.
- Accountants/Finance Teams: Directly engage with records awaiting their approval in the accounting processes.
Key Takeaways
- Two new portlets added under SuiteApprovals enhance approval tracking.
- The Records for Approval portlet allows quick access to pending records.
- SuiteApprovals Reminders keep users informed about their approval actions.
- Streamlined features enable quicker decision-making for finance-related records.
- Administrators should ensure proper setup and training for effective utilization.
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