Tag: Sales order

How to create Customer Deposit from Sales Order using script

Creating customer Deposit automatically whenever a sales order is created. Note: If we create a sales order in currency other than the primary currency of the customer, by default the script will take the primary currency of the customer as the currency in customer deposit. This will throw an error while running the script. That… Continue reading How to create Customer Deposit from Sales Order using script

Creating a new allocation strategy

Navigate to Setup-> Order Management-> Order Allocation Strategy-> New Give a name for allocation strategy. If user wants future inventory for allocation, check the Future Inventory box given below. For example, inventory that is on order, in transit and not yet received. On hand inventory is always considered for allocation. If user is considering future… Continue reading Creating a new allocation strategy

Characteristics of Create PO and Create WO sublist fields in sales order

Create PO Create PO is a sales order sublist field that create purchase order automatically when user selects Drop Ship/ Special Order from the sublist field. After approving the sales order, the document number hyperlinked to respective purchase order will display there. Create PO will automatically set value as Drop Ship, if Drop Ship Item checkbox… Continue reading Characteristics of Create PO and Create WO sublist fields in sales order

Create Cash Sale or Invoice from Sales order

JIRA CODE : BGGN-296 Description Before you run the flow, it is important to understand the criteria to calibrate if an invoice or a cash sale for a sales order needs to be generated. When you bill an order in NetSuite, whether an order will be billed as Cash Sale or Invoice is actually determined… Continue reading Create Cash Sale or Invoice from Sales order