RE: Separating Statuses for Sales Orders vs Purchase Orders

It is very confusing for users to filter on a status field when the list of statuses includes ALL statuses for ALL transactions.

How do we segregate the various statuses so that the user is no so confused and can actually filter based on a status related to the transaction set that they querying?

kurt Rookie Asked on September 9, 2019 in Order Management.
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3 Answers

If you have a consolidated list of statuses shared across all transactions types, you could create a custom list field that has those statuses. Then you could map the native NetSuite status fields to the custom list/dropdown with a submit workflow or script. Once you have that in place you could add this as the filter for your searches to reduce the noise your users are currently experiencing.

Rookie Answered on September 9, 2019.

Great answer, thanks Jarens.

Have you done this before?

on September 9, 2019.

We use custom statuses for our SO’s and PO’s. There is some marriage between the native statuses and then additional statuses in between what NetSuite provides. So it is a similar solution, but mine needed to be done to add additional stages to PO/SO’s.

on September 9, 2019.
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