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Blog Article

How Managed Success with E+R Revolutionizes NetSuite Approval Processes

In today's fast-paced business environment, efficiency and productivity are paramount. NetSuite users often need help with transaction approval processes, such as the need for multiple logins, complex approval rules, and time-consuming manual tasks. However, Etter & Ramli (E+R) has developed a groundbreaking solution that streamlines and enhances the approval experience – the No Login Approval.

The No Login Approval is a powerful tool offered by E+R as part of their Managed Success subscriptions. It leverages the native NetSuite Approval Routing functionality and the SuiteCloud customization layer to provide users with a seamless and convenient approval process. One of the key benefits of this tool is that it eliminates the need for approval-only users to have NetSuite licenses, significantly reducing costs for organizations.


With No Login Approval, users can simply click on a link embedded in the approval request email to access a dedicated form where they can review and provide their acceptance or rejection with notes. This streamlined approach saves time and improves productivity by eliminating the need for users to log in to NetSuite and navigate through multiple screens.

Furthermore, the No Login Approval is designed to adapt to the unique requirements of each organization. Approval limits can be incorporated, allowing for different authorization levels based on factors such as a subsidiary, department, class, location, or custom dimensions. The tool's flexibility also enables the overriding of approvers in specific scenarios, ensuring seamless workflow even in the absence of key personnel.

E+R's No Login Approval enhances communication and transparency throughout the approval process. All emails, including the approval request and any rejection reasons, are stored in the Communication tab for easy tracking and reference. This feature provides a comprehensive audit trail, ensuring accountability and facilitating better decision-making.


Organizations can unlock a range of benefits by implementing the No Login Approval. Firstly, it simplifies and streamlines the approval process, eliminating unnecessary steps and reducing manual effort. Secondly, it improves the user experience and productivity by providing a user-friendly interface and eliminating the need for multiple logins. Additionally, it enhances transparency and accountability through comprehensive email tracking and documentation.

Conclusion

In conclusion, E+R's No Login Approval revolutionizes NetSuite transaction approval processes. By leveraging the power of native NetSuite functionality and customization, E+R provides a seamless, convenient, and cost-effective solution for organizations to streamline their approval workflows. Organizations can enhance efficiency, productivity, and transparency with the No Login Approval, ultimately driving success in their NetSuite operations.



Etter+Ramli as the Trusted, Independent Managed Services Provider for NetSuite

Using NetSuite Managed Services could be your growing company's best strategic move. NetSuite Managed Services offers a comprehensive solution, granting companies access to a team of experienced NetSuite administrators and consultants to manage their NetSuite ERP. Typically, this service is more affordable than hiring in-house staff. When you use managed services, your systems are always up-to-date. In the world of IT, systems are consistently upgraded and patched and come with a slew of security protocols. It is a lot to handle, but your teams can take this when implementing managed services.

The goal is to ensure your NetSuite instance supports your business’ growth.

For over 20 years, Etter+Ramli has helped several companies optimize their NetSuite software solution. With a 95% customer satisfaction rate, Etter+Ramli can provide your company with world-class support, Certified NetSuite experts, and a value-based pricing structure.

Etter+Ramli As Your Extended NetSuite Team

Etter+Ramli is an Independent Managed Success Provider for NetSuite clients. We are NOT partnered with Oracle NetSuite and do not take commissions. We bring our knowledge, expertise, and passion for success to our clients. We help clients Buy, Deploy, Grow, and Abandon NetSuite. We engage as a client-side managed service to ensure our priorities align with our clients.

To explore the benefits of retaining Etter+Ramli as your Managed Success Provider, contact Todd Kimpton or connect on LinkedIn for a free consultation today.


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