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List of Unfulfilled Sales Orders & Their Work Orders

edited Jun 2, 2025 2:49PM in Accounting / ERP 5 comments

When a customer orders new or additional products/parts, we create a sales order, which generates a work order for most items. However, we also add the sales order information to a list outside of NetSuite so that we can track whether it's been completed and do include other information. I want to eliminate the external list and use NetSuite. I want a report or saved search that can show the following for unfulfilled orders:

  1. Customer name
  2. Sales order #
  3. Date ordered
  4. Sales order status (i.e., packed, shipped, etc.)
  5. Shipping method on the sales order
  6. Expected ship date
  7. Item name/number

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