ZCPL has requested that we make updates to the JE (Journal Entry) approval workflow in their NS (NetSuite) account. The following updates are required:
- Only Harjeet, Sunil, Rajat, and Hitesh should have the authority to approve JEs.
- All JEs must first be sent to Harjeet for approval, and only if Harjeet is not available, JEs should be forwarded to the other three individuals.
- Rajat and Hitesh should serve as alternate approvers in case Harjeet is unavailable to approve JEs.
- Harjeet will be the only one among the four approvers creating JEs. Once Harjeet creates a JE, it should be sent to Hitesh or Sunil for approval.
- Hitesh should be granted permission to edit posted JEs.
- If any of the four approvers approve a JE with the role “Senior Manager Finance,” the name of the approver should be displayed in the “Approved by Senior Manager Finance” field in the JE record.
- If any of the approvers approve a JE with a role other than “Senior Manager Finance,” the name of the approver should be shown in the newly created “Approved By” field.