What workflow action/ how can a script close a work order just like a UI Close button would? There is not field choice available for Status on WF

You cannot change the transaction status using WF. If you are trying to post a WO Close transaction then you Would need a script

its not a great solution. But setting the quantity to zero kinda works...

With a script you have to create a Work Order Close record and set the status to Closed on the Work Order.

nlapiTransformRecord('workorder',ID, 'workorderclose')

You actually can use a WF to close WIP WO’s. Its a scheduled transform action based on a saved search criteria.

You’re right with WIP, since WO Close is a different record. For non-wip, its a state on the WO record iteself, so not a transformation

@Bryan Miller - Can you provide more detail on the WF and how that is setup to close WIP WO's? I have a Saved Search that will work for the WO's that can be closed and am assuming you need to set that on the WF filter. Any more details would be appreciated.

Yea you can set that. Sounds like you’re looking to run it scheduled? I did based on a trigger. Basically you have to create a sublist group and within that make the action to check the Close (line) field thats not visible on the UI

What is your trigger if you go that route?

The close line field should be different than the WO close transaction. @Andrew Altringer To post a WO close you would use a scheduled workflow then put the transform record action as an entry trigger. In your transform record action choose work order close as the record type however I really don’t remember that ever being possible. From the documentation the work order close is not a record available to the transform action https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N2743016.html#:~:text=Use%20the%20Transform%20Record%20action,a%20transaction%20record%20life%20cycle.

@MGBC - Thank you. You are the WF expert to say the least. So your saying it is most likely not possible to close WO's with a WF? I was always under the impression that it was not possible which is why I was really interested to hear of a workable solution. I have only designed a script in the past to run on a schedule and close the WOs. You have to create the WO Close record in order for it to close correctly from what I remember.

I'd missed wip. For that, Transform action for the wip WO close can be explored

I have a saved search hunting for work orders where built = quantity and this is the only action. It works reliably for WIP work orders. I haven’t tried anything for non-wip wo’s

@Bryan Miller - Thank you for the follow up that is very interesting that will work and is great to know. Is there anyway to link the WF to a Saved Search instead of using the Parameters section of the WF Action? Ex. if you used the Saved Search Condition and picked a Search would it process the closed WO's? The only reason I ask is because I have a Search that has criteria to only display the Work Orders where Qty = Built Qty but on the line level also where the Components Qty = Built Qty. If you only use the Assembly (Header) Qty = Built Qty you could close WO's that have not been fully issued yet?

@Parth good to know, i guess the documentation I had was outdated, or maybe just not complete enough

@MGBC - Do not feel bad...I was not aware this could be done with a WF either. I spent months looking for a solution when I was a NS Administrator and ended up going the scripting route.

Haha, thanks....I swear I tried to do this using WF a few years ago and it wasn't available so I had to make an M/R script for it as well. Haven't had to deal with it for awhile so maybe they updated something in the last year or so??🤷‍♂️ Probably just overlooked it myself...LOL

@Andrew Altringer I do use a saved search but not on the action - I use it on the workflow "header"(?) so the wf hunts for all matching records and then runs all actions inside of the wf.

@Bryan Miller i agree I love to leverage workflows to their max and think outside the box. Great idea