Version: eXtendWebApproval 1.0.9
Audience: Administrator

Overview

During a standard deployment, unless specified otherwise, eXtendWebApproval is configured on the following transaction types:
  1. Opportunity
  2. Estimate/Quote
  3. Sales Order 
  4. Purchase Order
Note: If WebApprovals URLs are not generating on any of the transaction types above, check the eXtendWebApprovals User Event script's script deployments to make sure that they are not un-deployed.

Configuration

To enable the eXtendWebApprovals on additional transaction types, follow the steps below.

eXtendWebApprovals Setup

Field Configuration

  1. Open the eXtendWebApprovals Setup page at eXtendTech → eXtendWebApprovals → Setup and ensure that the configured fields are applied to the transaction type where you want to enable eXtendWebApprovals.
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Saved Search Configuration

eXtendWebApprovals uses a saved search to determine which transaction types are enabled and which transactions are available for processing.
  1. Open the saved search configured in the Approval Search ID field on the WebApprovals Setup page and ensure it is showing your desired transaction types.
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  2. If the transaction type you want to use isn't displayed, create a new version of the base saved search. This new version should include the desired transaction types in the results. Then replace the saved search ID in the Approval Search ID field on the WebApprovals Setup page with your new saved search's ID.

Script Deployments

For eXtendWebApprovals to be enabled and running on your new transaction type, you will need to deploy the necessary scripts.
  1. Go to Customization → Scripting → Scripts.
     
  2. Locate the user event script named eXtendWebApprovals User Event and open in view mode.
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  3. Confirm if this script is already deployed on required transaction type by viewing the script deployments on the Deployments subtab.
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  4. If the deployment is not present for the desired transaction type, click the Deploy Script button present at the top of the script page. If the script deployment is present, validate it against the settings in the next step to make sure it is configured correctly.
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    1. A script deployment page will be opened where the transaction type will be configured.

      In the example below, we will configure it for the Journal Entry transaction type. Replace "Journal Entry" with your desired transaction type.

      1. Set the Applies To field to Journal Entry.
      2. Set the Status to Released.
      3. Set Execute as Role to Current Role.
      4. Specify the Audience from Audience subtab as per your requirements.
      5. All the other fields can be left at their defaults.
      6. Click Save.Image Placeholder

Access Token Role Update

Confirm that the role which eXtendWebApprovals is using for authentication with NetSuite has Edit permissions against the target transaction type. In the example above, the role associated with the eXtendWebApprovals access token would need edit permissions to the "Make Journal Entry" permission in order to record approval events against that transaction type.
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