# Workflow Action: Generate 810

## Overview

The **Generate 810** workflow action allows you to automatically generate Invoice (810) EDI transactions from Invoice records using NetSuite workflows. This provides a programmatic alternative to the manual "Generate 810" button.

## Use Cases

Use this workflow action to:

* Automatically generate 810 documents when invoices are approved or finalized
* Trigger EDI invoice generation as part of a larger billing workflow
* Eliminate manual steps in your invoicing process
* Ensure EDI invoices are sent immediately upon invoice approval

## Supported Transaction Types

This workflow action supports:

* 810 (Invoice)
* 880 (Grocery Products Invoice)
* Simplified Invoice

The workflow action applies to **Invoice** records.

## Prerequisites

* The workflow action script must be deployed to your NetSuite account
* Script ID: `customscript_orderful_generate_810_wa`
* Deployment ID: `customdeploy_orderful_generate_810_wa`
* The script must be in RELEASED status
* Customer must have 810, 880, or Simplified Invoice enabled in their Orderful configuration

## Setup Instructions

### 1. Deploy the Script

The workflow action script should be automatically deployed when the Orderful bundle is installed. Verify deployment:

1. Navigate to **Customization > Scripting > Scripts**
2. Search for "Orderful | Generate 810 WA"
3. Verify the script status is **Released**
4. Check that the deployment is **Deployed**

### 2. Create or Edit a Workflow

To add the Generate 810 action to a workflow:

1. Navigate to **Customization > Workflow > Workflows**
2. Create a new workflow or edit an existing one
3. Set the **Record Type** to **Invoice**
4. Add a workflow state where you want the action to execute

### 3. Add the Workflow Action

Within your workflow state:

1. Click **Add Action** under the appropriate trigger type (e.g., After Field Edit, On Entry, etc.)
2. Select **Execute Script** as the action type
3. Configure the action:
   * **Script**: Select "Orderful | Generate 810 WA"
   * **Deployment**: Select "Orderful | Generate 810 WA"
4. Optionally add conditions to control when the action executes

### 4. Set Workflow Conditions (Optional)

To ensure the action only runs for appropriate invoices, add conditions such as:

* **Status** = Paid In Full (or other approved status)
* **Approval Status** = Approved
* **Customer** has 810 enabled (check via custom field)
* Any custom field criteria specific to your business logic

## Example Workflow Configuration

### Auto-Generate on Invoice Approval

This example automatically generates 810 documents when an invoice is approved:

**Workflow Settings:**

* **Record Type:** Invoice
* **Trigger:** After Record Submit
* **Init On Create:** True

**Workflow State:**

* **Name:** Auto-Generate 810 on Approval
* **Trigger Type:** On Entry

**Workflow Action:**

* **Type:** Execute Script
* **Script:** Orderful | Generate 810 WA
* **Conditions:**
  * Approval Status = Approved
  * Customer: 810 Enabled = True

### Conditional Generation Based on Field

This example only generates 810 when a custom checkbox is enabled:

**Workflow Action Conditions:**

* Status ≠ Voided
* Send EDI Invoice = True (custom field)

## What the Action Does

When executed, the workflow action:

1. Loads the Invoice record
2. Sets the `Ready to Process (Invoice)` field to `true`
3. Sets the `Force Autosend` field to `true`
4. Saves the record

This triggers the standard Orderful invoice processing logic, which:

* Generates the 810/880/Simplified Invoice EDI message payload
* Creates an Orderful Transaction record
* Dispatches the transaction to Orderful via API (if autosend is enabled)

This is the same functionality as clicking the "Generate 810" button manually.

## Error Handling

If the workflow action encounters an error:

* The error is logged to the script execution log (Error level)
* The workflow will halt or continue based on your workflow configuration
* Check **Customization > Scripting > Script Execution Log** for detailed error information
* Any errors during EDI generation will be captured on the resulting Orderful Transaction record

## Troubleshooting

### Action Not Executing

* Verify the script deployment is **Released** and **Deployed**
* Check workflow conditions are being met
* Review the workflow execution log
* Ensure the user role has permission to execute the script

### 810 Not Being Generated

* Verify the customer has 810/880/Simplified Invoice enabled in Orderful configuration
* Check that ISA IDs are configured for the customer
* Verify the invoice has required data (line items, customer info, etc.)
* Review the Orderful Transaction record for error messages
* Check the script execution log for detailed error information

### Duplicate 810 Documents

* Add a condition to prevent re-triggering on already processed invoices
* Check for existing Orderful Transaction records before executing
* Use workflow state management to prevent multiple executions
* Consider checking invoice status to avoid processing voided invoices

## Best Practices

1. **Add Status Checks:** Only trigger on finalized/approved invoices to avoid processing incomplete records
2. **Check Customer Configuration:** Verify customer has 810 enabled before generating
3. **Avoid Duplicate Processing:** Ensure workflow doesn't trigger multiple times for the same invoice
4. **Test in Sandbox:** Thoroughly test your workflow in a sandbox environment before deploying to production
5. **Monitor Execution:** Regularly review script execution logs during initial rollout
6. **Consider Timing:** Trigger after all invoice data is finalized (approval, line items, etc.)
7. **Handle Voids:** Exclude voided invoices from automatic processing

## Integration with Billing Process

Consider these workflow triggers based on your billing process:

* **After Invoice Created from Fulfillment:** Trigger immediately after invoice creation
* **After Manual Approval:** Require approval before sending EDI
* **After Payment Terms Set:** Ensure payment terms are finalized before generating
* **Custom Billing Flag:** Use a custom field to control when invoices are ready for EDI

## Related Documentation

* [Generate and Send Workflow Action](workflow-action-generate-and-send.md)
* [Generate 856 Workflow Action](workflow-action-generate-856.md)
* [Invoice Processing Documentation](../TransactionHandling/810/README.md) (if exists)
* NetSuite Workflow Guide: Help Center > Workflow