Fulfilling Orders Across Multiple Accounting Periods
When the Pick, Pack, and Ship feature is enabled, you can enable the Update Transaction Date Upon Fulfillment Status Change preference to pick items in one accounting period and ship in another accounting period.
For example, you may want to enter the following transactions for an order:
|
Order entered |
March 1 |
Accounting period not yet selected. |
|
Order picked |
March 26 |
Post to a closed accounting period. |
|
Order packed |
March 27 |
Post to a closed accounting period. |
|
Order shipped |
April 2 |
An open accounting period must be selected. |
After the order status is marked Shipped, to save the order, the transaction date of the item fulfillment must be in an open accounting period and an accounting period must be selected. The period based on the shipped date shows by default in the Accounting Period field.
To fulfill across periods, you must enable the Update Transaction Date Upon Fulfillment Status Change preference. Preferences can be set at Setup > Accounting > Accounting Preferences by a user who has the Set Up Accounting permission.
After this preference is enabled, NetSuite can update the transaction date based on status changes. When you initially enter the fulfillment, the transaction date field is populated with the current date. Orders function depending on their status, as described below:
Picked
-
If the Pick Date field is empty, it populates with the current date and the Transaction Date field is populated with the current date.
Packed
-
If the Pick Date field is empty, it populates with the current date.
-
If the Pack Date field is empty, it populates with the current date and the Transaction Date field is populated with the current date.
Shipped
-
If the Pick Date field is empty, it populates with the current date.
-
If the Pack Date field is empty, it populates with the current date.
-
If the Ship Date field is empty, it populates with the current date and the Transaction Date field is populated with the current date.
-
The Accounting Period field is required and it is populated based on the Ship Date.
You cannot edit, delete, or save a transaction with a Shipped status that is posting to a closed accounting period.
For details about the Pick, Pack and Ship feature, read Pick, Pack, and Ship Overview.