Hello everybody. We had Item fulfillment created w...
# general
l
Hello everybody. We had Item fulfillment created without classes, which is setting our financial reporting wrong. Is there any way to update item fulfillment lines like we can do for other transactions ? Thanks !
k
If it's always based off the item, you could try to do something with a workflow sublist action group
l
Thanks for your help ! I meant, when the record is already created, is there a way to update past item fulfillments ?
c
@LRG you can use Celigo's CloudExtend Excel for NetSuite to update line level detail (class) for the fulfillment records.
l
@Chris Corcoran Thanks. What's the catch with the free version ?
Do I need specific licenses for Oracle Netsuite ?
c
The free version allows for downloads, not upserts. The trial restricts you to upserting 50 records at a time so if your data set is relatively small you may even get that done for free. No specific license is needed. A few prerequisites such as web services and user access token permissions is all that is required.
l
I'll check on that. Thanks !
k
Does take a little bit of effort to get the CloudExtend working - but it does let you touch fulfillments, which you can't really do with CSV uploads
However - if this is an ongoing issue - but your classification always depends on the item records, then you could potentially use workflows to update it on a scheduled basis with a workflow sublist action group
If it's a "human must think" thing, the celigo tool is probably a bit better for your needs.
s
You can update item fulfillment lines like any other transaction, why do you need something special to do this?
k
From him asking about it, I assumed it was a large volume of updates.
l
I cannot find Item fulfillment records in CSV updates. I need to update 3000 item lines
I'll check on workflow sublist action, I'm not familiar with this.
s
Ah, didnt realize they weren't csv-able. I've always handled missing class issues in a script.
Page 81
l
That looks handy. I tried to create a workflow that would set the line's class to match the item's configured class.
k
Yeah - you'd have to do a scheduled update.
l
It's gonna trigger at 9:30 pm normally. I'll see if it's configured the right way. Do that mean that I need to open each record individually for the workflow to be initiated though ?
k
No - a scheduled workflow could do the updates en masse
l
If I set it up for all "item fulfillments" that means it's gonna trigger on every item fulfillment ?
k
You might reconsider doing that via workflow - you need a certain level of "i know how this works" in order to pull that one off.
This is not something I'd do a workflow for the first time to handle...
l
Well, I would not trigger it live before making sure that it works on our sandbox 😄
s
if you are sure you set up the items correctly, you can turn off the workflow once the fields are updated so it doesn't keep running every night
l
Yeah, I'm trying a manually triggered wf now on the sandbox to avoid unnecessary computing from happening. Then I'll circle it with a saved search.
s
👍
l
Thanks to all of you for your guidance !