Adam Weaver
04/22/2025, 10:46 AMCeligo AI
04/22/2025, 10:46 AMAI generated answer (using internal Slack threads):Based on the conversations, it appears that there isn't a built-in mechanism in NetSuite to automatically close work orders when the corresponding sales order is fulfilled, regardless of quantity. However, there are a few workarounds that you could consider: 1. Manually adjust the quantity: If the client is small, you could manually adjust the quantity to match the quantity shipped in order to close a line. 2. Script a button: For larger clients, you could script a button on the transaction that says "CLOSE lines". 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. This way, the line is considered closed. 3. Use a workflow: You could create a workflow that uses a saved search of Sales Orders with the criteria of either Status = Pending Billing, Partially Fulfilled, etc. or Criteria of Applying Transaction.Type = Item Fulfillment. Then use that Saved Search as the criteria of a workflow where you use the Remove Button Action to remove the Close button. Remember, these are workarounds and may not be perfect solutions. You may need to adjust them to fit your specific business needs. ****** 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
04/22/2025, 10:46 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848733
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837993264
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83334142
Celigo AI
04/22/2025, 10:46 AM