Purchase order creation user manual

AI generated answer (using internal Slack threads):

Based on the conversations, here is a user manual for creating a Purchase Order (PO) in NetSuite: 1. Designing the Purchase Order: You can customize how your Purchase Order looks when it is sent to your suppliers by designing an advanced PDF template for the PO. There are several SuiteAnswer articles on this topic, such as Answer Id: 26494 and Answer Id: 48703. 2. Approval of Purchase Orders: If all expense Purchase Orders are being auto-approved and you want to disable this, you can go to Setup > Accounting > Accounting Preferences > Approval Routing. If this is turned off for Purchase Orders, it means they get approved upon creation. To have a proper approval routing and process, you can use a workflow. There are a few out-of-the-box templates for workflow approvals, or you can create a custom one. If you turn Purchase Orders on, everything will go through an approval process. 3. Automating the Creation of Purchase Orders: If you want to automate the creation of a PO on a special order item from a Sales Order (SO), you can use a script. Here is a sample script:

javascript
record.create({
    type: record.Type.PURCHASE_ORDER,
    isDynamic: true,
    defaultValues: {
        soid: salesOrderInternalId,
        specord: true,
        custid: salesOrderEntityId,
        entity: vendorInternalId,
        poentity: vendorInternalId,
    },
})

This script creates a new Purchase Order record. The

soid

is the internal ID of the Sales Order,

specord

is a boolean indicating whether it's a special order,

custid

is the customer's internal ID, and

entity

and

poentity

are the vendor's internal ID. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******