Hi friends. Is there an (easy) way to approve/ful...
# suitescriptj
jen
03/11/2019, 11:14 PMHi friends. Is there an (easy) way to approve/fulfill a sales order using SS?
d
donaldtran
03/12/2019, 6:44 PMsomething like aftersubmit a salesorder, if oldrecord.orderstatus is pending approval and newrecord.orderstatus is pending fulfillment, and a bunch of other logic...
var itemfulfillment_rec = record.transform the sales order into an itemfulfillment
then modify the lines of the itemfulfillment_rec
donaldtran
03/12/2019, 6:46 PMbecause of a WMS integration, we have removed the fulfill button across our ERP, and then made a custom button available on view of sales order and with a bunch of other conditions we control.
the button will create item fulfillments and then send those fulfillments to our WMS to fulfill
donaldtran
03/12/2019, 6:47 PMis that along the lines of what you were looking for?
j
jen
03/12/2019, 8:44 PMKinda. What we actually need to model is when the customer changes but we want everything else to stay the same. Historically we’ve been doing a copy of the Invoice, but that’s causing us some issues, so instead we are going to copy the Sales Order, zero all the amounts, and fulfill it straight away (nothing to actually “fulfill” really, we are dealing with insurance) so we have an Invoice to prompt for a Renewal at the right time.
jen
03/12/2019, 8:45 PMIdeally I want a button that is the “Create <thing>” (<thing> being what we call this type of copy/change), it takes you to a suitelet where you specify the new customer, save, and it then does all the rest
d
donaldtran
03/13/2019, 12:31 AMSo a button that says like "Duplicate to Blueprint" that opens up a Suitelet form. Employee could change some more data like Customer. On submit of this Suitelet form, it will do record.copy() on the salesorder, zero out the newsalesorder and any other defaults, record.save() on the newsalesorder, then record.transform() the newsalesorder to an itemfulfillment and/or an invoice.
that sounds like one hell of a request from your stakeholder because the newsalesorder must be saved before you transform into an itemfulfillment and/or invoice
donaldtran
03/13/2019, 12:33 AMif your salesorder does not have any fulfillable line items, I believe the salesorder skips the pending fulfillment process and goes straight to pending billing
donaldtran
03/13/2019, 12:36 AMoperationally, maybe having two buttons would be better? one button that does the copy part (so you can basically remove the out-of-the-box copy action and enforce your own copy rules), one button that does the fulfill/transform part.
that way when your business needs change in 3-6 months, you dont have to deal with dependent processes. though your business may argue "then whats the difference between the new buttons from the existing fulfill/copy buttons"
2 Views