Hi , management has asked me to figure out a way to: 1) mark an item as end of life (maybe custom field) • Inventory item – end of life was kind of answered it seems all manual process. meaning saved search to monitor a custom field which was my thought process but in terms of not allowing for a backorder to take place im still struggling to find a easy way to do without scripting. 2) Allow sales to sell off the current stock levels of that product 3) Do not allow backorder for those products Anyone ran into this? how did you go about it?

My use case was for items to be set to Inactive and inventory on-hand to be transferred to new item once qtys on open sales orders & purchase orders were closed. Doesn’t really apply to yours but this is how I set it up. 1. Create a custom item checkbox field called ‘Discontinued Item’. Mark the checkbox on the Item(s) that are discontinued. 2. Create an Item Saved Search and add in the Criteria: Inactive = False | Discontinued Item = False | Type = Inventory Item, Non-Inventory Item, etc. 3. Go to your “Preferred” Sales Order & Purchase Order Forms & under Sublist Fields | Item Filter select the Saved Search you created and Save the form. 4. This will filter out the items marked ‘Discontinued’ and not allow the User to add them onto a Sales Order Or Purchase Order going forward

Hi Andrew, Thats not a bad way of doing it. The only thing left to do would be to automate the do not sell or the discontinued check box to be marked as True. I wonder if Executing an Action with a Saved Search Condition could be put to use. or just in the Results tab of the search have a formula change the field to true? This way if the items are marked as not for sale or as you did discontinued. Then you can setup a second saved search that looks specifically for those items and emails say the product manager a list of items that are marked as discontinued so they can go and mark them inactive ?

NetSuite has auto close bundle, you can use that for the items that are discontinued, so it doesn't go on back order but you can create a search that shows you those items/customers, if you want to contact them and let them know or offer substitution you can also do Item substitution if you are launching new item in place of that.

@Arthur B. - A custom field as simple as a checkbox field could be used and then create a simple Sales Order approval workflow. The Approver(s) would not approve sales orders with those discontinued items once the Avail Qty was depleted and reject them. This would solve your issue and most likely resolve some other issues your experiencing when creating Sales Orders.