Hello - I want to create a workflow to set the st...
# suiteflowl
Laura
12/13/2022, 6:19 PMHello - I want to create a workflow to set the status of a sales order to 'Billed' if the sales order is on the saved search I created. When I go to set field value, 'status' is not in the field list to choose. Is it possible to set the status of a sales order via workflow? If not can it be scripted? TIA
a
AI1
12/13/2022, 6:43 PMYou cannot set the status field via workflow
However I would think you would want to actually create a billing transaction (like invoice or cash sale) which will make the status be billed natively
Not try to force a status change via script
AI1
12/13/2022, 6:44 PMYou can use the transform record action to make invoices or cash sales from sales order using WF
AI1
12/13/2022, 6:44 PMOr if you just trying to “clear them out” you can mark them closed via WF
l
Laura
12/13/2022, 6:46 PMThe sales orders are fully billed but the transaction stills says pending fulfillment. Thought about closing them but thought changing them to billed was more accurate.
a
AI1
12/13/2022, 6:47 PMIt might be better to figure out why NetSuite is not considering them billed
Do the items need to be marked shipped?
l
Laura
12/13/2022, 6:48 PMWe use non-inventory items, can they still be marked shipped?
a
AI1
12/13/2022, 6:49 PMYes there is a setting on the item record called “can be fulfilled/recived”. If that is checked then you need to post a fulfillment
l
Laura
12/13/2022, 6:49 PMokay - yea that is checked
a
AI1
12/13/2022, 6:49 PMIs there a fulfill button on your SO?
l
Laura
12/13/2022, 6:51 PMyes there is but our consultants said we just needed to hit next bill, so they have not fulfilled the sales orders.
a
AI1
12/13/2022, 6:51 PMNext bill will only create invoices
AI1
12/13/2022, 6:52 PMUnfortunately you cannot change the “can be fulfilled recived” preference once you have used the item on a transaction
AI1
12/13/2022, 6:53 PMMy recommendation would be to re-create your items and make sure to uncheck that box on the new items. Then a Fulfillment is not required
Therefore once fully billed the SO will show billed
AI1
12/13/2022, 6:53 PMYou will loose your history but save a lot of headache going forward
l
Laura
12/13/2022, 6:54 PMSounds it, thank you for your help !