Karina
11/12/2024, 8:20 PMCeligo AI
11/12/2024, 8:20 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** A sales order in NetSuite might close upon creation due to several reasons: 1. Order Status: If the status of the order is set to 'Pending Approval', it might not be editable. 2. Drop Ship Items: If the sales order contains drop ship items and the 'Create PO' field is enabled during the creation of the sales order, the sales order becomes uneditable. After the creation of the sales order, the links to create a PO are available only in View mode, not Edit mode. 3. Line Item Closure: If the 'Close' checkbox on the line item(s) is checked, the sales order will be closed and uneditable. To reopen a closed sales order, you can uncheck the 'Close' checkbox on the line item(s). As for when to close a sales order, it's typically done when the entire order is cancelled after approval. However, if you have partially fulfilled an order and do not intend to fulfill the remainder, you can manually adjust the quantities on the lines to match what was shipped, or close the line items. Be cautious when closing line items, as it can potentially cause problems with billing. For larger clients, it's recommended to script a button on the transaction that says 'Close lines'. You can add a custom column on the transaction for 'Cancelled Qty'. When 'Close' is clicked, whatever hasn't been received or fulfilled yet goes into cancelled, and the quantity gets adjusted to be the quantity shipped, so the line is considered closed. This gives you a record of what was initially ordered, what was shipped, and what was cancelled.
Celigo AI
11/12/2024, 8:20 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841231048
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83483851
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830986619
Celigo AI
11/12/2024, 8:20 PM