Anyone know if it’s possible to have a supply-required-by date on a sales order default to the requested shipping date, not the date the order is entered into netsuite? most of the time our orders are to ship months in the future, so there are relatively few cases where we want the supply required by date to default to today--I am being told this isnt possible, which I can’t believe. Anyone know for sure?

@Dave Furman in Setup > Accounting Preferences there is a n option to set the Expected Ship Date. {shipdate} Is that the same field you need to set? You could do 90 to set 90 days ahead.

Thanks very much for the reply. I believe so--the field ID is “shipdate”, which is the date the customer wants a future order to ship to them. This means we just need supply to be available ahead of the requested ship date, so I would like the “supply required by” date on the line item to default to the requested ship date or maybe just a few days before. We are just getting the supply allocation module added, and I am being told that the “Supply required by” date defaults to the date the order is entered, and that it cannot be made to default to the date the order is supposed to ship. This seems counter to the whole purpose of supply allocation, so I’m hoping someone can help me find a way to change the default “supply required by” date to match what is input for the “shipdate” field.

Please investigate and test that Preference I suggested. I think it's what you need

That setting is not there as a preference under the accounting preferences menu, I checked the general settings, item/transactions, as well as order management. Is it a setting that is not active? If so, where would I find it to activate it, I dont see a “customize view” option the way I do on many other screens.

Setup > Accounting > Shipping

OK, found it, thank you. No, that’s not what I’m asking. We take orders via an integrated customer interface (envoy) with a customers specific requested ship date that could be any random day within a 6-month time-frame. Example, on sept 1 we might get 3 orders from one customer, one to ship january 1, one feb 15 and one may 20th. Each order might have hundreds of line-items. We are setting up supply allocation so we can reserve this inventory from future supply orders, reserving the inventory so we cant sell it out from under them while leaving the on-hand inventory free for at-once fill-in orders and our own web sales. I am being told that the supply-required-by date on each line item defaults to the order-entry date (transaction date, field ID “trandate”), which if true would be very wrong. I would like it to default to the requested ship date (field ID “shipdate”) which is much closer to when I actually need the goods on hand available to ship, to avoid having to adjust each line-item either manually or via csv import. I was told this is not possible and that seems ridiculous, so I’m hoping I was told wrong, and wondering if and how the supply-required-by date can be set to default to the customers requested ship date on the sales order, so it doesn’t require correcting every line of every future sales order to work properly.

A workflow which copies the header date to each line field would solve it for you. This would assume all lines on an order will have the same date. Otherwise you'll need a little bit of updating logic.