# Enabling Approval Routing on Record Types

### **Abstract** <a href="#wtrj32ccggk1" id="wtrj32ccggk1"></a>

To ensure vendor bills follow a structured approval process, administrators must configure *Approval Routing* at the record level in *NetSuite*. This setup allows unapproved vendor bills to remain non-posting until fully reviewed, giving finance teams control over how and when expenses are committed. For instance, if a company is transitioning from native *NetSuite* approvals to the *Charted Approval Automation SuiteBundle*, this configuration step ensures all vendor bills follow the updated approval workflow.

This article guides administrators through enabling *Approval Routing* on specific record types, particularly vendor bills.

### **Accessing Approval Routing Settings in Accounting Preferences** <a href="#rznowtbhaxe3" id="rznowtbhaxe3"></a>

To configure approval routing on a record type, administrators must first access the **Accounting Preferences** page in *NetSuite*. This area contains global controls that affect how transaction approvals behave system-wide.

Follow these steps to access and enable **Approval Routing** in **Accounting Preferences**:<br>

1. To begin configuration, go to the top navigation menu in *NetSuite* and hover over **Setup**, then over **Accounting**, and select **Accounting Preferences** from the submenu:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2F1XBvC9lehxnPKg4sDprG%2F0.png?alt=media&#x26;token=1afa3da7-f0b6-4f17-a976-1ec3b1193ebb" alt="" width="425"></div>

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2. Once the **Accounting Preferences** page loads, navigate to the **Approval Routing** section by clicking its corresponding tab or header:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FQ4peTaUSv4MFV1WgSaiU%2F1.png?alt=media&#x26;token=8ae4cc02-5f3b-482b-832f-d8f294691523" alt="" width="563"></div>

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   It will open a new screen for the **Approval Routing** section:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2Fu4qpzsKH34RMvrKrce7b%2F2.png?alt=media&#x26;token=1c6b33a3-efaa-4e7d-9f4c-0b970b71a445" alt=""></div>

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3. To activate approval workflows for specific transaction types, locate and check the box for **Purchase Orders, Vendor Bills, Journal Entries** — or for any other applicable record type:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2F6k5oe878HERr04dAZnCh%2F3.png?alt=media&#x26;token=3b4a4b42-7e4b-4fe0-a849-c47a8c6acd3f" alt=""></div>

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4. When you’re done selecting applicable records, click the **Save** button to apply your changes and enable the routing functionality:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FcAmwVuFfGctFZHon7x6s%2F4.png?alt=media&#x26;token=7dcacdc9-9ef6-4829-886f-72ca39e1df3e" alt=""></div>

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   Note: Enabling **Approval Routing** on a record type disables *NetSuite’s* native approval workflows and ensures transactions remain non-posting until fully approved through the **Charted** logic.

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This concludes the process of enabling **Approval Routing** on vendor bill records.