Dynamic Approver Matrix Engine for NetSuite: Smart Multi-Dimensional Routing

$1,495.00

Dynamic Approver Matrix Engine is a plug-and-play SuiteScript workflow action that automatically sets the Next Approver field by looking up an approval matrix that can include Department, Class, Location, Vendor, Subsidiary, or any custom field. Upload your matrix once or store it as a custom record, then drop the action into existing SuiteFlow states. Most teams install and unit-test the script in under one hour, with no workflow redesign.

  • Evaluates up to six dimensions in a single lookup and returns the correct approver every time

  • Provides supervisor-chain or static-role fallback when no matrix match exists

  • Compatible with purchase orders, vendor bills, expense reports, and custom transactions

  • Logs every decision for a full audit trail and SOX compliance

  • Uses NetSuite’s native Next Approver field and follows approval-matrix best practices

Dynamic Approver Matrix Engine is a plug-and-play SuiteScript workflow action that automatically sets the Next Approver field by looking up an approval matrix that can include Department, Class, Location, Vendor, Subsidiary, or any custom field. Upload your matrix once or store it as a custom record, then drop the action into existing SuiteFlow states. Most teams install and unit-test the script in under one hour, with no workflow redesign.

  • Evaluates up to six dimensions in a single lookup and returns the correct approver every time

  • Provides supervisor-chain or static-role fallback when no matrix match exists

  • Compatible with purchase orders, vendor bills, expense reports, and custom transactions

  • Logs every decision for a full audit trail and SOX compliance

  • Uses NetSuite’s native Next Approver field and follows approval-matrix best practices

Perpetual (one-time) Purchase

Unlimited subsidiaries and users
• Installation guide and sample matrix
• 12 months of updates & email support

How It Works

  1. Real-Time Monitoring
    The script listens for any insert or update on the “Bank Details” sub-tab of vendor records.

  2. Immutable Audit Log
    Old and new routing and account numbers are stored in a custom record that is locked from edits or deletion.

  3. Instant Alerts
    A branded email (HTML or plain text) is sent to AP, Treasury, and the CFO within seconds, including one-click links to place the vendor on Soft Hold or review the change inside NetSuite.

  4. Optional Dual Approval
    If enabled, the vendor record is automatically routed to an approver queue before payments can be processed.

2-Minute Product Walkthrough (Video)

Embed suggestion: Upload your MP4 or link a Vimeo/Youtube URL, then set the thumbnail to your logo for brand consistency.
Script outline:

0:00–0:20 — Why bank-detail fraud is rising

0:20–1:10 — Live demo of a vendor edit triggering an alert

1:10–1:40 — Soft Hold and approval workflow

1:40–2:00 — Install in 3 clicks, pricing, and support

Key Benefits

BenefitWhy It MattersStop fraudulent paymentsReal-time alerts catch impostor changes before cash leaves your account.Pass audits fasterImmutable log and dual approval satisfy SOX, ISO 27001, and internal-control checklists.No extra modulesWorks on any NetSuite edition without SuiteBanking Vendor Approvals or external apps.Quick ROITypical install in 30 minutes; potential savings from a single prevented fraud can exceed 100× the license fee.

Quick-Start Setup

  1. Install bundle NSO-BCW-001 in Sandbox or Production.

  2. Assign roles allowed to receive alerts and approve changes.

  3. Set alert template (HTML or plain text).

  4. Test on one vendor record, confirm email receipt and Soft Hold.

  5. Go live and schedule quarterly permission reviews.

(Full PDF install guide included in the bundle.)

FAQ

Q: Does it work with SuitePeople or other vendor onboarding apps?
A: Yes. The Watchdog simply monitors the Vendor record, so any tool that saves bank data will trigger the alert.

Q: Will it monitor subsidiaries in different base currencies?
A: Absolutely. Currency settings don’t affect the script’s ability to detect field changes.

Q: Can we whitelist trusted users to bypass Soft Hold?
A: Yes. Add role IDs to the “Trusted Roles” field in the configuration record.

Security & Compliance

  • No external data transfer: All data stays inside NetSuite.

  • Field-level encryption: Bank numbers are masked in emails (last 4 digits only).

  • Audit-ready logs: Custom record is locked and timestamped.

Support & Updates

  • License: Perpetual, US $ 795.

  • Maintenance: 12 months of updates and email support included; optional extended support at 15% per year.

  • Compatibility: Tested on NetSuite 2021.2 through 2025.1.