[DBlum]

Has anyone figured out how to set the Create PO field on a line item on a sales order based on an estimate?

I’d like to be able to set an item on an estimate to drop ship or special order. Then when someone processes the estimate, the Create PO field will automatically be set and there’s no worry that something will be accidentally missed. Right now my only idea is to make a custom field for Create PO on estimates and make a saved search to alert me any time the new field doesn’t match the real Create PO field on a sales order.
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[KCSF Bud]

You could script it to set the create PO field based on the value on your custom field. Upon creating and saving the new sales order, User Event – Before Submit script could cycle through the lines and set as necessary. Seems pretty reasonable if you are familiar with a little SuiteScript (though I haven’t dealt with that field in script).

[DBlum]

Sorry, I’m not a coder. Any other options?

[Author]

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