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Hi, can someone help on saved search on "how to se...
# accounting
a
Hi, can someone help on saved search on "how to set SO status to pending approval when customer over credit limit"
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On saved search or actually set the status on the SO to pending?
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saved search
I want to make the saved search to show which SO over the limit
j
try formula text
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@JMS Do you have any example? I have tried but it doesnt seem to work
message has been deleted
j
Hi @Annie, based on my understanding,If user create a Sales Order against the customer who is over on the credit limit the Status should be "Pending Approval" . If so, It can be accomplished through workflow. But if you trying to accomplish it through saved search to change the Status of SO to Pending approval isn't logical but possible.. For Ex. SO#1 - status is Pending Fulfillment. You want to to display it as Pending Approval...Inline Editing on the status on saved search is not possible..
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I am trying to use the saved search in the workflow
I am trying to capture the sales order that is over the limit
I know Netsuite has the native feature that will alert you if this customer is over the limit, but Netsuite doesn't take into consideration of the deposit taken for sales order - so I will have to build a saved search that taken into the consideration of all deposit taken and calculate the unbilled order (minus the deposit amount) and compare the customer credit limit to only show sales order that is beyond that limit. Hope this makes sense.
j
Yeah i get it.
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But the saved search show me all the sales order outstanding for the customers instead of the one sales order that is over the limit
j
okay i try to do something like that get you posted
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Let's say the customer has existing 5 sales order - and the unbilled order reaching 4900, whilst the credit limit is 5000, I want the saved search to show me the result of the 6th Sales order that is reaching and over the customer 5000 credit limit
Thanks Richard
j
HI @Annie , Please check it
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Hi @Richard, what has been captured in the saved seach equal to over limit sales order? I can see they all pending fulfillment though?
j
@Annie , saved search criteria..
@Annie, in the criteria- formula.. the {number} is document number or the Sales Order No... Maybe in instance you need to change it. Am i missing something. hope this helps
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Hi @JMS - amount doesn't always have to larger than credit limit I guess? because 100 dollar can sometimes causing the credit limit issue if they have previous orders all added up?
j
perhaps.. maybe we can have a skype call video/screen so i can have a really good grasp on what you want. if thats okay
@Annie what is it your trying to achieve with it. you can also change the criteria for items in the sales order that wasn't been invoice yet.
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Hi Richard, I tried to get saved search to show me any sales order that is over the customer credit limit
Let's say I have 5 existing sales order - and my credit limit is 5000
and so far my unbilled order balance is 4900 (my unbilled order is 6000 - but I have 1100 deposit in place)
My next sales order is 250 (this amount is less than my credit limit) but 4900 + 250 is over my credit limit, and system should pick up this sales order in my search
Sorry @Richard, I can chat with you later, as currently try to do another testing work at the moment
j
okay @Annie, sorry, i forgot the advances from customer., i revise the report
@Annie, do u create customer payment as advances or through the create deposit button on the sales order?
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Deposit
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