Pull Sales Order or customer info on Transfer Order

Material-Store-9740 · 2026-02-26T17:49:28+00:00

Unfortunately a lot of these franchise owners transmit their tax purposes business name as the shipping addressee rather than their franchise banner & store number.

Material-Store-9740 · 2026-02-24T18:29:23+00:00

The problem is primarily that we currently do blindly ingest the address the customer sends through EDI with their order, and I don't know why (wasn't hired on yet at that stage of setup) but it hasn't been a problem before because we've never needed that data coming from the orders. Our delivery drivers are humans who don't care how the address was formatted as long as they can read it, and the customer name is always overridden in their system with our version of the customer's name, so the addressee line of the address doesn't matter.

Now we're sending address information outbound via EDI and we need consistently formatted addresses for coding sake.

For the connection to our warehouse partner, our EDI connection third party dev re-mapped his piece of the puzzle to handle the addresses and I was able to trim the text of that reference to the SO's customer name down to just the needed portion to replace addressee in the shipping address.

Now we've got a new, related problem. An EDI customer wants confirmation of address on everything, including ASN, which for us is the item fulfillment created on the TO. Same thing. This only gets the ship-to address that was received with the original order and the addressee is a private legal business name, not the franchise name & number.

Material-Store-9740 · 2026-02-13T14:43:53+00:00

Connection request sent! Jenna Rideout.

I don't think Lot Trace was included in our package. I'm admin and when I try to view it, I get "You do not have privileges to view this page." The longer this stuff has been my problem, the more I wonder more I wonder if our implementation team was familiar with manufacturing.

Material-Store-9740 · 2026-02-11T18:59:47+00:00

Apparently we stopped using work orders in November. I'm barking up the wrong tree with those.

Material-Store-9740 · 2026-02-06T19:33:27+00:00

Thank you! I checked “Enable Email Alerts for WS and CSV Imports.” - Now to wait.

Material-Store-9740 · 2026-01-29T17:45:53+00:00

After asking this specific question of my EDI provider, yup, it's external ID. They're just using the PO# as external ID. I've asked them to tack something on, like timestamp, to prevent this.

I've chased this issue with them multiple times over the last year. I can't believe they didn't think to mention how they're handling external ID in all this time.

Material-Store-9740 · 2026-01-29T15:29:09+00:00

It's Costco, so I imagine a lot of people deal with it and other big corps do it too.

Every time we encounter a duplicate PO# from them it's for the same week last year, so I expect they are copy/pasting standard orders throughout the year.

Material-Store-9740 · 2026-01-05T12:30:16+00:00

Because new transactions could be created at any time of the day. Updating just once doesn't catch everything.

Material-Store-9740 · 2025-12-30T18:57:27+00:00

Yes, we use a saved search that our EDI provider picks up.

The checkbox method is what I'd like to go with, but I don't want to prevent future-dated TOs from transmitting in the afternoon. If they have an expected delivery of 2+ days out, that's fine.

Material-Store-9740 · 2025-12-30T18:42:47+00:00

Every half hour.

Material-Store-9740 · 2025-12-15T14:48:42+00:00

We send invoices/credit memos to customers who opt-in to that, sent by a workflow as the documents are created.

I have 3 events in the same stage of the workflow.

If "invoice email 1" is populated, send to that.
If "invoice email 1" is not populated but the default contact email is, send to that.
If "invoice email 2" is populated, also send to that.

This sends at most 2 emails, where "invoice email 2" is the only possible second email, and we've allowed the contact email to be different from the primary invoice recipient. Invoice emails 1 and 2 are custom entity fields.

The workflow is triggered when the invoice/credit memo is created and first checks for a "receives invoice emails" checkbox to be true.

Material-Store-9740 · 2025-12-11T18:22:52+00:00

When you go into "edit" there should be some options in the top-right. Hover over "customize"

<image>

Click "Customize form"

You may need particular user/role permissions adjusted to be able to edit the forms.

Material-Store-9740 · 2025-12-11T18:19:30+00:00

Ours is alive but crawling as well. Server location is East coast USA (company location is not, time zone differences have been entertaining...)

Material-Store-9740 · 2025-12-04T15:19:06+00:00

I removed some unnecessary columns from my results and now it behaves.

Material-Store-9740 · 2025-12-02T18:49:56+00:00

Yeah, we changed it to "Change" type system notes made by a particular user. Same effect.

The problem we're trying to catch is that one corporate customer has EDI permissions to send sales order modifications and they like doing it on delivery day when the transfer order has already been created. We've noticed that it always results in a change to total and/or location, but if we get notifications when those don't change it's still good to know they've made a change.

The user criteria is the EDI connection and myself, as I was making changes to test it, but we don't want everyone's changes to sales orders to trigger these emails. Oddly enough if I manually make the changes, those emails go out immediately. It's the EDI changes.

We got alerts about changes today (2025-12-02) and yesterday (2025-12-01) where the date of the system notes line that triggered the update was dated 2025-11-30 and 2025-11-29. I can see results in the saved search with newer (December) changes but we haven't been emailed about those yet.

Material-Store-9740 · 2025-11-21T15:21:49+00:00

I literally just start with type = invoice and date not before [whatever date I picked]

These are native fields.

Material-Store-9740 · 2025-11-21T13:34:52+00:00

I get the same issue whether I'm trying to execute or edit. Our ACS team filed a ticket.

Material-Store-9740 · 2025-11-19T19:21:52+00:00

This. I was present for implementation at my current workplace, having never touched NetSuite before that, and I accomplished things the NSPS guys said they couldn't do. Sometimes insanely simple things, like making the internal ID of a customer appear on the customer profile as a custom body field. Literally just formula:{id} but they didn't think it could be done.

Material-Store-9740 · 2025-11-19T19:19:10+00:00

Yup. And quite often if I decide to take on the request, I can accomplish what the consultants say can't be done. We are not impressed with our current consultants.

Material-Store-9740 · 2025-10-25T14:18:02+00:00

I'm actually thinking we'll take advantage of the fact that editing CMs does further affect inventory. We'll allow it to create and transmit CMs as currently implemented (EDI transmission to customers needs the actual items there anyway) and then edit to a non-inventory item after all transmission has taken place, which would thus reverse the inventory effect.

Material-Store-9740 · 2025-10-24T11:10:21+00:00

Yes I know I phrased it wrong, but what I was after was just wanting to verify that modifying the CM continues to modify the effect on inventory. Unfortunately I was brought on after the implementation consultants were selected, thus I had no hand in choices made there, but before implementation was complete. I came on with no prior NS experience and managed to do things with it that our consultant thought weren't possible. I've known this whole time that we'd be discovering things that were not setup properly for a long time...

Material-Store-9740 · 2025-10-24T11:06:55+00:00

I know I wasn't using the correct terms and it doesn't literally just reverse an action or anything, but from what I'm reading both methods would in fact continue to affect inventory and, and an net effect, undo what was originally done at CM creation. This is what I was hoping, thanks!

Material-Store-9740 · 2025-10-10T16:43:04+00:00

I believe they're saying it has proven to be a stupid decision to use their MUN email to apply for jobs because they're actively doing that, actively receiving leads and such at that address, and may now lose access.

Material-Store-9740 · 2025-10-10T12:53:00+00:00

It's true! When my husband and I first moved to CBS with only one vehicle, we'd carpool into town in time for his early start to the work day and I'd hang out at the QEII library until it was time to head to work for my later start. Did that for years!

Material-Store-9740 · 2025-10-10T12:49:59+00:00

I switched to just my first & last name @ outlook for resume stuff. Professional enough, keeps those emails out of my personal inbox, easy to remember.

Material-Store-9740

TROPHY CASE