how do I create a workflow to close out purchase o...
# ask-stanley-ai
c
how do I create a workflow to close out purchase orders?
c
AI generated answer (using internal Slack threads):
To create a workflow to close out purchase orders in NetSuite, follow these steps: 1. Create a Saved Search with the correct criteria so the results of the saved search are the PO's you want closed. 2. Use your saved search to trigger a scheduled workflow. 3. In your workflow, add the Items Sublist Action Group. 4. Then put 1 action in your sublist action group: Set Field Value. 5. Set the Field to 'Closed'. 6. Set the Value to 'T' (which stands for True). 7. Then set your schedule to run every night and every night it will close all the PO's that meet the criteria of your saved search. 8. If you want the saved search to be private, mark the "Run As Admin" box. This can be done in the workflow settings. 9. It's a good practice to name your saved search something like "WF - POs to be Closed" to indicate that it's being used in a workflow. Remember, the 'Closed' status is a checkbox that you have to mark on each line of the PO. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.860694051
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850054801
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839201331
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