Articles tagged #SALES ORDER
Articles tagged
#SALES ORDER
Print Picking Ticket Status on Sales Order Changed from True to False
User wants to change thePrint Picking Ticket Statusunder theSystem InformationofSales Orderfrom T to F
FulfillOrderNotice:numberbins(xx)nottoitem(xx)
When user tries to fulfill a Sales Order, a notice pops up with a message,"The number of bins entered (xx) is not equal to the item quantity (xx)."
Gift Certificate not available in sales order
Gift Certificate not available in Sales Order.
For Invoice Grouping Checkbox Is Greyed out on Sales Order
When a user is viewing a Sales Order, theFor Invoice Groupingcheckbox is greyed out and cannot be unchecked. TheInvoice Groupfeature is enabled in the account.
Next Bill/Bill Remaining Button Not Showing on Sales Order
Scenario
Solution
2. ClickEdit
3. Click onRefresh Items from Project
4. ClickSave
After the record loads, the Next Bill button should now appear on the Sales Order
Update Item Information on Sales Order Using Workflow
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows>New
- Basic Information:
- Name:EnterName
Example: Auto Update Items - Record Type:SelectTransactions
- Sub Types:SelectSales Order
- Execute as Admin:EnterCheckmark
- Release Status:SelectReleased
- Name:EnterName
- Initiation:SelectEvent Based
- Event Definition:
- On Create:EnterCheckmark
- On View or Update:EnterCheckmark
- Trigger Type:Select-All-
- ClickSave
- ClickNew State
- ClickState 1
- Lower Right Corner:ClickNew Action
- ClickAdd Button
- Parameters:
- Label:EnterLabel
Example: Update Item - Save Record First:EnterCheckmark
- Label:EnterLabel
- ClickSave
- Double-clickState 1
- ClickTransitions
- ClickNew Transition
- Basic Information:
- To:SelectState 2
- Condition:
- Execute on Button:SelectUpdate Item
- ClickSave
- Double-clickState 2
- ClickNew Sublist Action
- Parameters:
- Sublist:SelectItems
- ClickSave
- ClickSublist Action Group
- ClickNew Action
- ClickSet Field Value
- Parameters:
- Field:SelectItem (Line)
- Value:SelectFrom Field
- Record (Join):SelectCurrent Record
- Field: SelectItem (Line)
- ClickSave
Create Open Sales Order Saved Search to Display Sales Order Internal ID
Although standard Open Sales Orders report can be customized, the option to add column specifically with Sales Order Internal ID is not available at the moment. As a workaround or alternate solution might serve a Saved Search which results would be identical to Open Sales Order Report with additional column with internal ID of the transaction.
Class per line item is not populating in a sales order transaction
Classper line item is not populating in aSales Ordertransaction.
Shipping Tax Code Blanks After Changing Shipping Address
Shipping Tax Code becomes blank after user changes Shipping Address in new Sales Order.
Saved Search to Show Fulfillment /Invoice Dates of Sales Orders in a Date Range
Create Saved Search to display the Fulfillment and Invoice applied to a Sales Order within a specific Date Range
Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills
User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.
Saved Search > Transaction > Sales Orders > Actual Ship Date or Fulfillment Date per Line Item
To create a transaction saved search that shows the actual ship date on the item fulfillment.
Sales Order Saved Search That Do Not Have Item Fulfillment Records Generated Yet
Sales Order Saved Search that does not contain Item Fulfillment related records.
Create a Saved Search to Display Sales Orders with No Files Attached
User needs to have Transaction Saved Search to display Sales Orders with no files attached under the Communicationtab > Files subtab.
Source Transaction Line Fields from Line on Sales Order onto Body Fields for Linked Work Order using SuiteScript
The User would like to source values of custom Transaction Line Fields from respective lines on a Sales Order onto Body Fields for the Linked Work Order possibly created in the following manner:
Open Sales Order Report > Show Amount Remaining to Be Billed
This is currently logged as anEnhancement 26537.As an alternate solution, a Transaction Saved Search can be created.
Manual Credit Hold Not Working
Navigate to Setup > Accounting > Accounting Preferences > General tab > Accounts Receivable portlet
Sales Order is saved even if Enforce Credit Limit Hold has been set for the Customer
The user wants to know why theSales Orderhas been saved even ifEnforce Credit Limit Holdhas been set for theCustomer.
Transaction Saved Search to Show Related Sales Order Status of Item Fulfillment
Create aTransaction Saved Searchthat would show the status ofItem Fulfillment's related order.