Using the “Select Item” Checkbox to Pre-select Items on Item Fulfillment (IF) and Item Receipt (IR) Transactions

Overview

In NetSuite, the Item Fulfillment (IF) and Item Receipt (IR) transactions allow users to mark which line items should be processed (fulfilled or received) by selecting a checkbox on each line. NetSuite provides a built-in field called Select Item that controls this behavior.

This article explains how the Select Item checkbox works, how it can be preselected based on field values, and how users can take advantage of this feature for faster processing.

What is the “Select Item” Checkbox?

• Field Name: Select Item
• Purpose:
• When checked, the corresponding line item will be included in the fulfillment (IF) or receipt (IR) process.
• When unchecked, the line item will be skipped for that transaction.

This field is particularly useful when partial fulfillment or receipt is required, or when automating selections through scripts or workflows.

Use Cases

1. Manual Selection
2. Users can manually select or deselect the checkbox to include/exclude items on a transaction.
3. Automated Selection Based on Criteria
4. Developers or administrators can pre-check the box automatically using:

• Client Scripts or User Event Scripts
• Workflow actions that set field values
• Map/Reduce scripts for bulk updates

1. CSV or Integration Driven Selection
2. When transactions are created or updated through CSV import or an integration, the value of this field can be programmatically set to select the correct lines.

How the Checkbox Behavior Works

• By default, NetSuite determines whether the Select Item checkbox is checked based on:
• Remaining quantities available to fulfill or receive
• Backorder status
• Preferred bins or locations (if Advanced Bin/Numbered Inventory is enabled)
• Override:
• Administrators can override the automatic selection logic by explicitly setting the checkbox value:
• True/Checked: Forces NetSuite to include the line item.
• False/Unchecked: Excludes the line, regardless of system defaults.

Practical Example

Scenario:

A company transforms a Sales Order into an Item Fulfillment record using scripting or workflow.

Outcome:

• During transformation, the script evaluates a custom field (e.g., “Ready to Fulfill”).
• If the field value is Yes, the script sets the Select Item field to true for that line.

Script Snippet (SuiteScript 2.x Example):

javascript

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Edit
var fulfillment = record.transform({
    fromType: record.Type.SALES_ORDER,
    fromId: soId,
    toType: record.Type.ITEM_FULFILLMENT,
    isDynamic: true
});

var lineCount = fulfillment.getLineCount({ sublistId: 'item' });
for (var i = 0; i < lineCount; i++) {
    fulfillment.selectLine({ sublistId: 'item', line: i });
    var ready = fulfillment.getCurrentSublistValue({
        sublistId: 'item',
        fieldId: 'custcol_ready_to_fulfill'
    });
    if (ready === true) {
        fulfillment.setCurrentSublistValue({
            sublistId: 'item',
            fieldId: 'itemreceive', // This is the internal id for "Select Item"
            value: true
        });
    }
    fulfillment.commitLine({ sublistId: 'item' });
}
fulfillment.save();

Note:

• For Item Fulfillment, the internal field ID is itemreceive.
• For Item Receipt, it is also itemreceive.

Best Practices

1. Validation: Ensure business rules are applied so only valid items are preselected.
2. Performance: Avoid checking all boxes programmatically without business justification, as it can create unnecessary processing overhead.
3. Customization: Use scripts or workflows instead of manual selection for repetitive or bulk processes.

Key Benefits

• Efficiency: Reduces manual effort in selecting items during transaction entry.
• Accuracy: Automates item selection based on business logic.
• Consistency: Ensures only the intended items are processed in IF and IR.

References

• NetSuite Help Center: Transform Record
• SuiteScript 2.x Records Browser (search for itemreceive field)

Summary

The Select Item checkbox on Item Fulfillment and Item Receipt transactions is a powerful feature for controlling which items are processed. Through scripting, workflows, or integrations, you can preselect items based on custom criteria, streamlining your fulfillment and receiving processes.