how to change sales orders status from billed to c...
# ask-stanley-ai
a
how to change sales orders status from billed to credited or cancelled when the related invoice has been credited
c
AI 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. ****** Based on the conversations, it appears that changing the status of a Sales Order (SO) from 'Billed' to 'Credited' or 'Cancelled' when the related invoice has been credited is not directly possible in NetSuite. When an invoice is credited, the related Sales Order does not automatically reflect this change and remains in the 'Billed' state. This is because the Sales Order and the Invoice are treated as separate transactions in NetSuite. If you want to reflect the credit memo on the existing Sales Order, you would have to manually change the status of the Sales Order. However, this might not be acceptable due to company definitions or policies that prevent editing or deleting any transaction that has already been posted. One workaround suggested is to issue a Return Authorization (RA) and Credit Memo (CM), create a new Sales Order, and merge everything. However, this process does not automatically reopen the existing Sales Order. Another workaround is to close the Sales Order at the line level or entirely, but this might not be suitable for all situations. There is an existing Enhancement Request (# 210561) logged with NetSuite to automatically change the Sales Order status to 'Pending Billing' if the associated invoice is returned/credited. You might want to vote on this enhancement if it aligns with your requirements. Please note that these are workarounds and may not be suitable for all situations or company policies. Always consult with your NetSuite Administrator or a NetSuite Professional before making changes to your transactions.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837563753
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818764746
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818186641
Please provide your feedback on this answer.