Hi all, in regards to unfulfilled sales orders - I...
# general
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Hi all, in regards to unfulfilled sales orders - I have line items coming in from an integration. I was wondering - does NetSuite have automation capability to update the quantity of an item on a sales order based on two other fields on that same item. Example: Line item 1: Computer software Quantity: 1 Rate: $5 Amount: $5 Custom field - # of times to be invoiced:3 Then, an automation that looks like: If customer field - # of times to be invoices is not null then take current quantity and multiply by Custom field - # of times to be invoiced. Result would be updating the quantity to 3 in this case.
g
Why are you using the custom field? What if the automation ran twice? Updating 1qty * 3custom = 3 qty, then runs again 3 qty * 3 custom = 9 qty. Seems like you would need another custom field for base quantity. Then a work flow each time the record is saved to set the quantity equal to the base quantity * custom invoice lines count. Will you have quantity 2 and # times to be invoiced of 3 sometimes? What does it mean when the user sees a quantity 6. What's the difference between quantity 1 * 6 and quantity 2 * 3? Again, it seems like it could be confusing. Again, perhaps you could consider two custom fields of "custom_count: 2" and "custom_invoices: 3" Then in a workflow set quantity equal to those two custom fields multiplied together. Just a thought. Then on your invoice or pdf receipt, you could be more clear to the customer that the 6 quantity is composed of 2 items over 3 months. Just an idea. I don't really understand the goal.
k
You can definitely do this with script. You might be able to do it with workflow. You'd need two custom fields though so that you could put logic in for "if they already equal quantity don't change it" one for "integration quantity" one for "# of times to be invoiced" - and then do the math
If I'm a betting man - I'm guessing you cant change the way the other system looks at quantity and that's why you're thinking about this logic.