Fetch the new sales order
A new NetSuite sales order triggers the run and its PO number, lines, quantities, dates and prices are retrieved.
Validate each NetSuite sales order line, build an X12 855 with IA, IQ, IP or IR codes, upload it via SFTP and alert Microsoft Teams on changes
Apps used in this template
About this template
Retail trading partners expect an accurate 855 for every PO, and checking each line against stock and price by hand is slow. This template starts on a new NetSuite sales order, checks each line's inventory and price, assigns IA, IQ, IP or IR codes, has OpenAI build the X12 855, uploads it via FTP/SFTP and alerts Microsoft Teams on quantity changes or rejections.
Key benefits
Inside the flow
A new NetSuite sales order is fetched and each line is checked for available stock and price. The workflow assigns 855 codes, OpenAI generates the X12 855, FTP/SFTP uploads it and Microsoft Teams is alerted on IQ or IR lines.
A new NetSuite sales order triggers the run and its PO number, lines, quantities, dates and prices are retrieved.
NetSuite inventory is searched for each line to see if the requested quantity can be met.
Each line is coded IA (accepted), IQ (quantity changed), IP (price changed) or IR (rejected).
OpenAI converts the line decisions into an EDI 855 that keeps the original PO reference.
The 855 file is uploaded to the trading partner's configured FTP/SFTP location.
Microsoft Teams receives a message for IQ or IR lines with PO number, SKU, requested and committed quantity and reason.
Accurate 855s sent on time, with account managers told about every change
01
Acknowledgments reflect stock that NetSuite can actually commit, reducing overpromising to retailers.
02
The 855 starts as soon as the sales order exists, helping meet partner response windows.
03
Stock and price checks per line replace cross-referencing each PO by hand.
04
One 855 can accept, adjust or reject individual SKUs with the correct code.
05
Teams alerts let account managers contact buyers about reduced or rejected lines early.
01
Acknowledgments reflect stock that NetSuite can actually commit, reducing overpromising to retailers.
02
The 855 starts as soon as the sales order exists, helping meet partner response windows.
03
Stock and price checks per line replace cross-referencing each PO by hand.
04
One 855 can accept, adjust or reject individual SKUs with the correct code.
05
Teams alerts let account managers contact buyers about reduced or rejected lines early.
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