Scenario
Upon creation of a Work Order, the Production Start Date and Production End Date fields are not auto-populated. The solution is to create separate Saved Searches used to get the values from the start date and end date field from the Work Order.
Solution:
To automate the population of these fields, we’ll leverage NetSuite’s Saved Search and Custom Item Field functionalities.
Step-by-Step Guide:
1. Create Saved Searches for Start and End Dates
- Navigate: Go to Lists > Search > Saved Searches > New.
- Type: Select Transaction.
- Search Title: Enter a descriptive title (e.g., “Production Start Date”).
- Criteria:
- Type: Select Work Order.
- Results:
- Formula (Date):
- Summary Type: Maximum
- Formula: {startdate}
- Available Filters:
- Internal ID: Add this filter to ensure the search returns the correct Work Order.
- Save: Save the search.
- Repeat: Follow the same steps to create a Saved Search for the Production End Date, using
{enddate}in the formula.
2. Create Custom Item Fields
- Navigate: Go to Customization > Lists, Records, & Fields > Item Fields > New.
- Label: Enter a label (e.g., “Production Start Date”).
- ID: Enter a unique ID (e.g.,
_productionstartdate). - Type: Select Date.
- Store Value: Uncheck this option.
- Applies To: Check Assembly Build and Work Order.
- Validation & Defaulting: Select the Saved Search you created for the Production Start Date.
- Save: Save the Custom Item Field.
- Repeat: Create another Custom Item Field for the Production End Date, using the corresponding Saved Search.
How it Works:
- When a new Work Order is created, the Custom Item Fields will automatically populate based on the Saved Searches.
- The Saved Searches retrieve the maximum start and end dates associated with the Work Order’s Internal ID.
- These values are then assigned to the Custom Item Fields on the Work Order.
Benefits:
- Efficiency: Eliminates manual data entry for Production Start and End Dates.
- Accuracy: Ensures consistent and accurate data.
- Customization: Allows for flexibility in defining the search criteria and formulas.
By following these steps, you can effectively automate the population of Production Start and End Dates on Work Orders in NetSuite, saving time and improving data accuracy.