Operations Technology Bundle (Accelerator Template)

Prolecto Record State Manager (RSM)

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Record State Manager is the evolution of the Transaction Approval Manager where a series of rules and criteria can be set to move any NetSuite record from one state to another. Rules are visible to user and can be overridden by selected roles even if programatic checks do not meet criteria. The most common use case is taking a Sales Order from Pending Approval to Pending Fulfillment. However, other rules can be what it takes to move a lead to a prospect or customer.

 hours to implement
Template ID: 113

Capabilities & Features

The Prolecto Record State Manager (RSM) offers a scalable record management pattern where a series of rules and criteria can be set to move any NetSuite record from one state to another. Rules are visible to users and can be overridden by selected roles even if programmatic checks do not meet criteria.

Business Value

Organizations with high transaction inputs and management need to focus on only the exceptions. Rules and states are used to drive pipelines revealing the orders that need attention and providing comfort that all transactions that pass rules can do so fully automated.