Hi All, Does anyone have experience working with workflows in Netsuite? Is it possible to create a workflow for

Transaction: PO

Status: Pending Billing

Vendor: Customer Supplied Inventory, and others

Amount: 0.00

Automate: For any PO that is pending billing with 0.00 and is a non-inventory item > That it just auto close once the status has changed? We create a PO for customer supplied materials at 0.00 to keep record of it for builds but that leaves many PO’s open and we have to bulk close them. I’m wondering if Workflow would automate that?

Yes just create a Saved Search with the correct criteria so the results of the saved search are the PO's you want closed. Then use you saved search to trigger a scheduled workflow. In your workflow add the Items Sublist Action Group. Then put 1 action in your sublist action group Set Field Value

Can the save search be private and still work with the workflow? There’s about 6k saved searches and I don’t want clean up of public searches to delete this one. Although I can name it something

Yes if you mark the "Run As Admin" box it can be private

Yes. Thank you so much. I will try it out now

Do you want the status to go from pending billing to closed? Or billed status?

Closed.

It’s a checkbox you have to mark on each line of the PO

Okay but the Sublist isn’t allowing me to click it

This button?

Oh…. Okay so click that and from that sublist …

Yes select the items sublist