https://netsuiteprofessionals.com logo
Join Slack
Powered by
Is it possible to do a saved search to find all sa...
# general
k
Is it possible to do a saved search to find all sales order with only ONE item in the order?? I tried Summary -> Count (item) = 1, it doesn’t work
s
try summing the line number (line id) I believe it starts incrementing at 1 (although it might be zero) so if you sum that field and group by order you can exclude anything where sum(lineid) > 1
k
Hi Simon, My line id stops at minimum 6, because it includes shipping, and possibly other line. Is there a way to get order with non inventory and inventory item, both sum to 1.
s
you would have to specifically include the item types you want and then count the line id.
k
Thank you @Simon Whittle
n
When you specified your summary count, did you also group your results by counting items?
k
@Nicholas LaHara I did I did summary - > SUM (line ID) <=1 And Criteria is: Item type = Non inv & inv
I’m able to get the result i need. Thank you @Nicholas LaHara
How can i create an item fulfillment using workflow only? @Nicholas LaHara
n
No problem. But I did want to let you know your original approach would work too, but you were missing components. After setting Criteria Summary as you did, you then need a matching result, summarized using the same method specified in the criteria summary. In your case, Criteria Summary: Count of Item = 1. Results: Item, Summary Type = Count.
👍 1
To answer your second question, you need a sales order based workflow with a Transform Record action of Item Fulfillment.
k
I’m getting
Copy code
Action execution FAILED: You must enter at least one line item for this transaction.
n
Can you provide a screenshot of the sales order including the native status, and item fields including any values related to QTY?
k
I’m using a schedule trigger -> to get a saved search of the order number based on the saved search I did in this thread
For example
This is only what I need to fulfill
n
Did you specify a type in your saved search to restrict it to sales orders only?
k
message has been deleted
message has been deleted
n
Can you provide a SS of the item record?
k
message has been deleted
I receive feedback to uncheck the “fulfill/recieve” box but I can’t do that
n
You need the checkbox marked in order to include that item on fulfillments, which is why I asked to see the item record.
k
Ah, yes it is checked
n
And if you go to perform fulfillment in the UI, you can see the item on a fulfillment form?
k
message has been deleted
Yes
n
I would review the results within the search next.
k
This is what the result looks like
n
If I'm not mistaken, the way the transform record workflow works is it is fulfilling the entire order, not the item you specified in the search. So, it could be another item on a sales order causing your issue. To test this, you could pick 1 SO that only has the gift card item, and change your search to targe that document number only. If that works, what I said is true.
k
How does workflow fulfill work? Does it automatically target document number?
How does it know what field it knows to fetch for transform record?
@Nicholas LaHara This order only has 1 specific line item, and it is the GC25 (non inventory item and fulfill/recieve box is checked) and it still gives me this error.
@Nicholas LaHara I think it is because I didn’t have the default set on my item fulfillment
2 Views
Open in Slack
PreviousNext
Powered by