ted_p
08/29/2024, 1:13 PMCeligo AI
08/29/2024, 1:13 PMAI generated answer (using internal Slack threads):In NetSuite, a sales order with service type items can convert from 'Pending Fulfillment' to 'Pending Billing' once the order is approved. This is because service type items do not require physical fulfillment. However, if the sales order is still showing as 'Pending Billing' even after all items have been billed, you can manually change the status to 'Fully Billed'. This can be done by closing the order or using the line level close. If you want to automate the process of billing orders once they are completely fulfilled, you can use a workflow to transform the Sales Orders that have the 'Pending Billing' status. Here are the steps: 1. Create a Saved Search of the 'Pending Billing' sales orders. 2. Create a workflow with this saved search as input. 3. The state/action is 'Transform Record'. 4. When testing, limit your search to just one record. Remember to always test your workflows with a limited number of records to avoid any unintended consequences. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/29/2024, 1:14 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836064756
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828051031
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826435149
Celigo AI
08/29/2024, 1:14 PM