Summary / Purpose

This article explains the conditions required for the "Create Work Order" button to appear on a Sales Order in NetSuite, based on logic from the ESP UE Create Dependent SO Button script.

Pre-Requisites

• Access to the Sales Order record in NetSuite
• Administrator or assigned role permissions to view and edit custom fields
• Familiarity with Service Pro integration and related field logic in NetSuite

Instructions

Step 1: Check Field Conditions

1. Open the Sales Order (SO) record where the "Create Work Order" button is missing.
2. Ensure the following fields meet the expected conditions:
   • Primary/Work Order field is set to Primary
   • Send to Service Pro checkbox is unchecked
   • To Set Dependent SO Links checkbox is unchecked
3. If the “To Set Dependent SO Links” checkbox is disabled, proceed to Step 3.

Step 2: Validate Line Items

1. Scroll to the line items section of the Sales Order.
2. Verify that at least one line has the Create Work Order checkbox checked.

Step 3: Adjust Display Type (If Needed)

1. If the To Set Dependent SO Links field is disabled, go to Customize Form settings.
2. Change the field’s display type to Normal so it can be edited.
3. Return to the Sales Order, uncheck the box, and save the record.
4. After saving, verify whether the Create Work Order button is now visible.

Expected Result

Once the required fields are correctly configured and at least one line item is eligible, the "Create Work Order" button will appear on the Sales Order form.

Troubleshooting

• Issue: "To Set Dependent SO Links" is checked and cannot be edited
  Solution: Go to the form customization and change the field’s display type to "Normal" to allow editing.
• Issue: No line items have "Create Work Order" checked
  Solution: Edit at least one line item and check the "Create Work Order" box before saving.
• Issue: Button still missing after making changes
  Solution: Confirm that all conditions in Step 1 and Step 2 are met. Save and refresh the Sales Order.

Related Articles

• None currently available

Reference Information

Applies to: IT Admins / NetSuite Users / Operations Support

Tags: Service Pro, NetSuite, Work Order, Sales Order

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