Not every business process in NetSuite needs custom code. With SuiteFlow, NetSuiteās point-and-click workflow engine, you can automate approvals, notifications, and record updatesāwithout writing a single line of SuiteScript.
In this blog, weāll explore what SuiteFlow is, its benefits, and practical examples of how businesses use it to save time and reduce manual work.
š ļø What is SuiteFlow?
SuiteFlow is a workflow automation tool built into NetSuite that allows administrators and power users to:
- Automate approvals (e.g., purchase orders, expense reports).
- Trigger email notifications.
- Update fields automatically.
- Route records based on conditions.
š Think of it as drag-and-drop automation for NetSuite.
ā” Benefits of SuiteFlow
- No coding required ā Business users can build workflows.
- Saves time ā Eliminates manual steps.
- Consistency ā Ensures rules are followed every time.
- Scalability ā Supports complex, multi-step processes.
ā” Common Use Cases
1. Purchase Order Approvals
- Route POs to managers based on amount.
- Auto-approve low-value POs.
2. Expense Report Approvals
- Employees submit ā routed to manager ā then finance.
- Add conditions for department or project.
3. Sales Order Processing
- Automatically set status to āPending Fulfillmentā after approval.
- Trigger notifications to the warehouse team.
4. Customer Credit Hold
- Place new orders on hold if AR aging > 60 days.
- Automatically notify finance.
5. Field Updates
- Auto-fill subsidiary based on customer.
- Set default values on custom records.
š Real-World Example
A manufacturing company used SuiteFlow to automate purchase order approvals:
- <$500 ā auto-approved.
- $500ā$5,000 ā routed to department manager.
- $5,000 ā routed to CFO.
š Result: Faster approvals and better compliance without writing code.
ā Best Practices for SuiteFlow
āļø Start with simple workflows before building complex ones.
āļø Test workflows in sandbox first.
āļø Document each workflow so teams understand automation logic.
āļø Combine SuiteFlow with SuiteScript for hybrid solutions.
ā Final Thoughts
SuiteFlow empowers NetSuite users to automate workflows without coding. Whether itās approvals, notifications, or record updates, SuiteFlow ensures consistency, saves time, and reduces manual errors.
š If your team still relies on manual approvals and emails, SuiteFlow can bring structure and automationāno developer required.
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