Overview

If non-item lines are added to a sales order after prefulfillment records are initially created, you can trigger the Auto-Sweep of Non-Item Lines function again. This recalculates the applicable auto-sweep items and applies the non-item lines based on your setup.

Prerequisites

Before you trigger auto-sweeping, a NetSuite Administrator must specify the saved search for non-item lines on the eXtendMultiFulfillment Setup page.

1. Go to the eXtendMultiFulfillment Setup page.
   
2. In the NON ITEM SAVED SEARCH ID field, enter the saved search ID for non-item lines.
   

This saved search controls which non-item lines have auto-sweep applied.

Usage

You can retrigger auto-sweeping from the sales order user interface or by reuploading the prefulfillment CSV import.

Option 1: User interface

Use this option when you want to retrigger auto-sweeping directly from the sales order.

1. On the sales order, go to the eXtendMultiFulfillment subtab.
   
2. Open the Specify Pre-Fulfillment Details modal.
   
   
   
3. Click Done to close the modal.
   

Closing the modal retriggers auto-sweeping and recalculates any applicable auto-sweep items added to the sales order after the initial prefulfillment records were created.

Option 2: CSV import

Use this option when you manage prefulfillment records by CSV import.

1. Open the prefulfillment CSV file used for the sales order.
   
2. Reupload the existing prefulfillment CSV import using Import Pre-Fulfillment Records.
   

Reuploading the CSV retriggers auto-sweeping for applicable non-item lines added to the sales order after the initial prefulfillment records were created.

Frequently Asked Questions (FAQs)