> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/charted-configuration/approval-automation/installing-the-approval-automation-bundle.md).

# Installing the Approval-Automation Bundle

### **Abstract** <a href="#oata5ebjdlhq" id="oata5ebjdlhq"></a>

To streamline vendor bill approvals in *NetSuite*, administrators must install the *Charted* **Approval-Automation Bundle**. This bundle enables automated routing of vendor bills for internal review and sign-off, reducing manual oversight and improving accountability. The feature is especially useful for finance departments that manage a high volume of vendor bills or require role-based approval logic before payment can proceed.

This article outlines the installation process for the *Approval-Automation Bundle*.

### **Installing the Approval-Automation Bundle from the SuiteBundler** <a href="#d9z2itxk5a40" id="d9z2itxk5a40"></a>

To enable vendor bill approval automation, administrators must install the **Charted Approval-Automation Bundle** using *NetSuite's SuiteBundler* tool. The steps below guide you through locating the correct bundle using its ID, initiating installation, handling confirmation prompts, and verifying the bundle’s successful deployment. This process ensures that the automation feature is available and functional before configuration begins.

Follow these steps to install the **Approval-Automation** bundle:<br>

1. To begin the installation, make sure you are logged into *NetSuite* with an **Administrator** role or an equivalent full-access role:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FbVkxf1ScmE6GZkW46ShK%2Fimage.png?alt=media&amp;token=756094f2-137d-4b5e-b89e-5214b00e4e26" alt=""><figcaption></figcaption></figure></div>

   <br>

2. From the *NetSuite* home screen, go to **Customization** at the top navigation bar, hover over **SuiteBundler**, and click **Search & Install Bundles**:\ <br>

   <div align="left"><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FtYZr8M1bX7f8G78BStU7%2F1.png?alt=media&amp;token=f507f9b0-c9cc-4115-87e2-ce1c14ec289f" alt="" width="457"></div>

   <br>

3. When the **Search and Install Bundles** page opens, locate the **Keywords** field and initiate the search. Type **310718** and click the **Search** button:\ <br>

   ![](https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FNYyYCSBa1FKUPZtQ32k0%2F2.png?alt=media\&token=1d736c4c-af8e-41da-a2d5-3c7a31674353)

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   Then, after the search is complete, click the **Charted Approval Automation** bundle from the results:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FePwNAgb2aI7iGoZZItlS%2Fimage.png?alt=media&amp;token=5ec2e173-5087-4d70-9d56-3956e6d36427" alt=""><figcaption></figcaption></figure></div>

4. Once the **Bundle Details** page of the **Charted: Approval Automation** appears, click the **Install** button to begin the installation process:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FJtbhlH01Li8BAe06lWLJ%2Fimage.png?alt=media&amp;token=92e469ee-281b-4b16-941d-6d08526abb02" alt=""><figcaption></figcaption></figure></div>

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   When prompted with a confirmation pop-up, click **OK** to continue:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FLnJwxTqLoc3CIEPKJDBR%2Fimage.png?alt=media&amp;token=7998bf0f-2c6d-4b17-8a58-7f706542fbf2" alt=""><figcaption></figcaption></figure></div>

   <br>

5. After confirming, wait for the **Preview Bundle Install** screen to appear:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FKLY4enOTAnDzse5IEE3d%2Fimage.png?alt=media&amp;token=00a0f871-047d-4772-8b3e-6efb9b6de318" alt=""><figcaption></figcaption></figure></div>

   <br>

6. To finalize the installation, click **Install Bundle,** and click **OK** once more in the follow-up pop-up window:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FDkhKaFBBWNCzi5M8HvVk%2Fimage.png?alt=media&amp;token=93b9926f-9694-431f-8805-d5c054b38b9d" alt=""><figcaption></figcaption></figure></div>

   <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2Fjvsla7mePJrUTG1cM9x7%2Fimage.png?alt=media&amp;token=08a66b4c-5c13-4a3f-868c-7277ff5846bf" alt=""><figcaption></figcaption></figure></div>

   <br>

7. Once the installation starts, you may wait for the automatic page refresh or click the **Refresh** button manually to view the update of the **Installed Bundles** page:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FXie2NZKSNwf86eZeQBtG%2Fimage.png?alt=media&amp;token=4f5ec13b-06ae-48b4-ae11-d6678d85adce" alt=""><figcaption></figcaption></figure></div>

   <br>

8. To verify a successful installation, look for a green check mark (✔️) on the **Status** column of **Charted: Approval Automation** bundle:\ <br>

   <div align="left"><figure><img src="https://4244775538-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDi74GwuQpTYzdGbZQFpz%2Fuploads%2FkPm7njfYaemk61m22rAz%2Fimage.png?alt=media&amp;token=374230d6-825f-4192-9429-71656f8d676e" alt=""><figcaption></figcaption></figure></div>

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This concludes the installation of the **Approval-Automation bundle**.


---

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