create "created from" linked work order in Netsuite for special work order line item on sales order

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  • Tyler Lamparter Principal Product Manager
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    amcfadden there is a "Items: Create WO" field you can check as true upon order creation.

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  • amcfadden

    Hi Tyler,

    It looks like setting the line item column "Items: Create WO to true" will work from the sales order record, but if I have a celigo flow step that manually creates a work order (record type work order, add), is there anything I can set to link it back to the sales order?  Thanks

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  • Tyler Lamparter Principal Product Manager
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    amcfadden unfortunately there is not a way. I went down this rabbit hole last year sometime and found the only way to do this linking with native fields is to use the "create WO" button. Is there any reason you can't use the "create WO" field? I know one downside of using it is that you can't aggregate builds into a single WO as this option creates a WO for each SO line.

     

    You could create a custom created from field and link it. That's something I've done in the past for this and other created from limitations (like SO reordering or SO splitting).

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  • amcfadden

    Here's a little too much information.  We have a lot of products that are made to order customized and not off the shelf inventory.  I have sales orders with special work order assembly items which Netsuite will automatically create work orders for them on initial sales order creation save.  When our CSRs append additional special work order assembly items to an existing sales order, NS no longer automatically creates the work orders, nor will update the existing already created work orders in case the CSR modifies quantities.  And we also have kit items with member items of type special work order assembly items.  NS doesn't have a way to auto create work orders for these, which means they have to be created manually.  So, I am looking for a way keep track of the work orders I manually create and need to find later when I need to manually build them.  I like that if someone looks at a sales order in the GUI under the related records tab, they will see a list of all the linked work orders.

    I do have a "linked so" custom field created on the work order record, but any manual work orders I create from Kits will not be listed on the sales order under the "related records" tab, nor will the work order record show the "created from" field.

    Thanks for replying so fast.  I was hoping to consolidate my flow steps so as to not treat assembly items and kits with assembly items differently.  Thanks again.

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  • amcfadden

    Tyler Lamparter

    Do you know of a way to get the work order created after the initial save?  I added a new special work order assembly item on a new line, set the boolean "create WO" to "true", but no work order was created after I saved.  In the GUI, if I view the sales order record, I can see that the line item column "create WO" shows the work order number link in the first original assembly item, but for the second assembly item I added later, there is just a link for "build wo".  If I edit the record in the GUI, I can see the line item column "create WO" is set to "true" for both items.

    While viewing the sales order record...

    and while editing...

    Any ideas for me?  Thanks

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  • Tyler Lamparter Principal Product Manager
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    amcfadden unfortunately I think you can only use the create WO option on initial sales order saving. Given how limiting the special work order creation is, you could migrate all work orders to normal non special work orders and just create a custom line field on the SO that links to the WO. The only downside is they won't show under the related list, but you could make your own custom related list on each form.

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