ANS-1660 · INVENTORY & ITEM MANAGEMENT

How to Bulk Update Inbound Shipment Status to In Transit in NetSuite?

NetSuite users can efficiently update the status of numerous inbound shipments to 'In Transit' using a scheduled workflow, bypassing CSV import limitations.

AreaInventory & Item ManagementAudienceNetSuite administratorDifficultyIntermediate

Short answer

To bulk update inbound shipment statuses to 'In Transit' in NetSuite, create a one-time scheduled workflow. Configure a 'Set Field Value' action to set the 'Status' field to 'inTransit'. This method efficiently processes a large volume of imported inbound shipments, circumventing the inability to set this status via CSV import.

Scenario

When migrating inbound shipments to NetSuite prior to go-live, users often encounter a challenge: the 'Status' field for inbound shipments cannot be set to 'In Transit' directly via CSV import. For organizations with a large volume of such shipments, manually updating each record through the user interface is impractical and time-consuming.

Solution

To efficiently mark a large number of inbound shipments as 'In Transit' in NetSuite, a workflow can be implemented.

  1. Create a new workflow targeting 'Inbound Shipments'.

  2. Configure the workflow to run as a one-time scheduled workflow.

  3. Add a 'Set Field Value' action within the workflow.

  4. Set the 'Status' field to the value:

inTransit

This workflow will process the imported Inbound Shipments and update their status in bulk, avoiding manual updates.

Originally answered March 1, 2023

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