how can i change a sales order status to billed wi...
# ask-stanley-ai
h
how can i change a sales order status to billed without an invoice
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that you cannot directly change the status of a sales order to 'Billed' without creating a billing transaction such as an invoice or cash sale. This is because the status of a sales order in NetSuite is determined by the transactions associated with it. However, there are a couple of workarounds you can consider: 1. Transform Record Action: You can use a workflow to transform the sales order into an invoice or cash sale. This will automatically change the status of the sales order to 'Billed'. Here's a high-level overview of how you can do this: - Create a Saved Search of the sales orders that you want to bill. - Create a workflow with this Saved Search as input. - The state/action in the workflow should be 'Transform Record'. - Test the workflow with a limited number of records to ensure it's working as expected. 2. Close the Sales Order: If the sales order is fully billed but still showing as 'Pending Fulfillment' or 'Pending Billing', you can consider closing the sales order. This can be done either at the order level or at the line level. Please note that these are workarounds and it might be better to figure out why NetSuite is not considering the sales orders as billed. For example, if you're using non-inventory items, you might need to check if the 'Can be Fulfilled/Received' setting is enabled on the item record. If it is, you might need to post a fulfillment to change the status of the sales order. ****** 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: 0.820579886
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817884862
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.804138541
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