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Generate Invoices for Item Fulfillments

edited Dec 2, 2019 5:45PM in SuiteCloud / Customization 2 comments

Hello all,

As part of our process we have Item Fulfillment records which need to be Billed / Invoiced.  After an Item Fulfillment is completed a checkbox is selected by a user to indicate that the Item Fulfillment is "Ready to Invoice" and then an Accounting user comes in later and clicks the "Bill" button on the Item Fulfillment to generate the invoice and print / mail to the customer.

What we're trying to do is automate the Invoice creation step so that we can just use a Saved Search to display Invoices generated by NetSuite overnight for bulk review (saving a person needing to create all the invoices manually).

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