We want to automate invoicing after fulfillment. I...
# general
m
We want to automate invoicing after fulfillment. Is a scheduled workflow the best approach?
s
Scheduled workflow sometimes break due to huge volume. Also if the trigger to create invoice is right after fulfillment, you can create workflow event based and have the trigger of after record submit on IF
m
We want to do it in batches, not immediately after IF. We have some other conditions to consider too. The client anticipates around 30-150 invoices per day in this routine. If not a scheduled workflow, is scripting a better option?
s
Bill run is the other option that you can explore, which will help you create invoices in bulk but you will have to check for the other conditions that you are looking for otherwise script would def be a better option that way if anything fails its easy to troubleshoot and get the logs
m
alright! netsuite billing operations?
s
yup!
👍 1
m
Possible to bill based on SO criterias too?
s
I think it looks for the standard one, such as SO is approved and there is a checkbox if to include fulfilled SOs or not, etc
m
okey! thank you. that will not be enough in our case, unfortunately
m
I’ve used a scheduled workflow to do this for many years and never had an issue. It works great!
🙌 2
j
NetSuite Billing Operations in Scheduled mode
m
Yes, but they need to be more flexible on conditions on the sales orders
@MGBC I did a simple workflow, one state with a transform action on sales order to invoice. I am doing it in sandbox and executing the workflow manually. I have 100 fake sales orders that I am trying with, and every time I execute the workflow, only 20 of the invoices are created. Do you succeed to do more than 20?
I could repeat the workflow more frequently of course, but I don't like that it "hits the roof"
m
@mesper this is normal functionality. When manually triggering a workflow using the execute now button it will only process up to 20 records But when you set the workflow to released it will process all of them
m
Fantastic, thank you!
m
If you want to manually triggering invoice creation for a large batch of invoices you can use a mass update to trigger the workflow for whatever records match the criteria of your mass update
But if you are good with using the schedule then that works too
m
great, thanks!