Hi all. Does anyone have any thoughts/solutions ar...
# general
l
Hi all. Does anyone have any thoughts/solutions around preventing NetSuite from assigning transaction numbers to invoices until its approved? We're required to use Advanced Numbering due to our subsidiary structure and specific requirements around Transaction Numbering.
m
The only thing I can think of is to make a custom record or transaction type called “draft invoice”. Then when approved use a workflow to transform it into a real invoice which would generate the number
l
@MGBC out of curiosity, is it possible to transform it to an invoice through a workflow taking into consideration the sublist, etc.? Thanks.
m
yes...the transform record action in a workflow copies sublist data. its the same action as when you click the Bill button on a sales order, or the Bill button on a Purchase order. However, i recently found a bug that sometimes not all sublist data is copied over in some cases which support said was an "enhancement"😑
But i think that's because i was going from sales order to custom transaction type. In this scenario it would be custom transaction type -> invoice which i have had a lot of sucess with in the past
l
Ohhh interesting to know that a custom transaction type can be transformed to an invoice. Awesome. Thanks!
m
yes you need to select the "Sales" type when creating the custom transaction. then it functions just like a Estimate or Sales order record
l
Thank you!! I will take a look at this as a solution.
l
@MGBC thanks as always. I always learn something new from you.