Trying to get the Transfer price on inventory Tran...
# inventory
d
Trying to get the Transfer price on inventory Transfer Orders to equal the average cost for that item. I found suiteanswer 90075 called "Source the Transfer Price From the Item Record Average Cost After Saving a Transfer Order Record", which is exactly what I am trying to do. I have followed the steps in the suiteanswer to the letter. However, when I run a test order I am getting an error: "Notice (Suitescript) You have entered an invalid Field Value ERROR: Field 'line.item.averagecost' Not Found for the following field: rate". I am pretty new to workflows, so I am probably missing something basic, but I am fairly certain I followed the instructions exactly. Anyone have any suggestions to get this working?
m
Average Cost is not an available field to workflows
Not sure if that changed recently or why they have a SA article that no longer works
But what you can do is setup a workflow on the Item Record that copies the Average Cost from the Item Record into the Transfer Price field
Then that Transfer Price will automatically be set onto the TO
d
Makes sense. And yes, that is wierd, esp given the last update on the suiteanswer was january of 2023, pretty recent.
m
Also just FYI the averagecost field is really just an average of ALL the averagecosts of each location. So if you have multiple locations then the more accurate date would come from the Location Average Cost and not the Average Cost
d
So I would duplicate the instruction, but the record would be an item record, and the formula used would be the same?
m
Kind of
Setup your workflow to run on the Item record and include Inventory parts and assemblies (if you use them)
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Then setup your Set Field value action like this
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(use the entry trigger)
and run your WF nightly
using a saved search that shows all the items that you want to calculate the transfer price for
d
Can I just do all active items? We are only talking a couple hundred sku's. I'm not clear how to set it off of a saved search. Thank you by the way, I REALLY appreciate the help.
m
No problem...do you know how to make a saved search?
(sorry not trying to make you feel dumb, just wondering...there's no shame in learning...LOL)
d
dont worry, I have much thicker skin that that! Yes, can make saved searches, although am certainly not a whiz. Just have never done it as part of a workflow. The workflows are still a bit of a black box for me, even as simple as they are.
m
ok no problem...we can walk through it together
First make a Saved search Reports > Saved Searches > All Saved Searches > New
Then select Item from the list
Then in your criteria probably just set Type = Inventory Part and Inactive = F
Then give it a name. (I like to start the name with "WF" so I remember it's used in a workflow and not to delete it)
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The results tab can have anything on it...but probably best to just have columns of InternalID and Name
just to keep it simple
Then set your workflow type to Scheduled
select the saved search you made in the drop down list and setup your schedule
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d
OMG, this is fantastic. Cant thank you enough.
m
no problem happy to help
d
Think I have it built. 🤞 I sure appreciate the help.
Last que I hope--On a scheduled workflow like that, is there a way to trigger it as a test?
m
Yes if you leave it in Testing mode instead of released then there is an Execute now button at the top
if you click that it will run for like 10 or so results of your saved search
d
The first 10? Is there a way to tell which ones to spot-check?
m
I don't know the exact number but its like a dozen or so
If none of your items have a transfer price make a saved search of items where the transfer price is > $0
it should have no results
then after you test your WF it should have 10 or so results
d
understood. Only issue is I am not seeing the "execute now" button. How do I access that? (I did set it to release, and then moved it back to testing...did I lose the button?)
m
it's in the intial config page of your workflow
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d
GOT IT. I can see it has run in the history, but its not working. Do I need to do anything with the top of the workflow action screen, i.e. "trigger on": scheduled, contexts, saved search condition, schedule, recurrence, etc? I initially set that info on the main configuration screen from your screenshot but did not do any of the other settings.
m
Did you change any of those configurations on the main workflow?
You should have only had to set your record type and your saved search
d
Believe I did exactly as pictured. Is it possible the "inventory part" is the wrong subtype? I have not run into that term before, the items in question are all "inventory item", but I did not see that in the menu.
That doesnt sound like it...I dont want to try your patience, I will try this ground up again. Thanks again, have a great weekend.
p
You are a star for that level of help @MGBC
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👏 1
m
Hi @Dave Furman sorry for the delay here, I was away from my computer all weekend. (not annoyed at all, happy to help)
If you haven't been able to resolve this yet can you send me a screenshot of your WF configuraiton/settings?
m
I think you may have to have an "Available Filters" set as well for the workflow to pick it up. Like "Internal ID". You don't need to display it though.
d
Yes, I agree, this is rock star status. No, I never did get it to work last week. This morning I started over following the instructions and it did work in my test. I believe the issue was that on the workflow action I had "after submit" selected, which is what was leftover from the erroneous netsuite answer...when I set it to "on entry" it worked. Apparently I missed that, you had indeed specified it above. Thank you! I really can't tell you how much I appreciate this. I will pay it forward as I can. 🙏
m
@Dave Furman glad you got it to work! (Yes scheduled WF do not trigger the after submit)
It was my pleasure let me know if you need any other help