Scheduled Workflow to Create Bills and Item Receipts for the Open Purchase Orders on Schedule

1. Create a Saved Search to retrieve the Purchase Orders Pending Receipt created from Billed Sales Orders.
   Conditions for the Transaction Search:
   Type = Purchase Order
   Created From:Type = Sales Order
   Status = Purchase Order: Pending Receipt
   Created From : Status = Sales Order: Billed
   Main Line = True
   *If needed select appropriate period or Date
   
2. Create a Scheduled Workflow that will create Vendor Bill and Item Receipt for the Purchase Orders returned by the saved search.
   • Navigate to Customization > Workflow > Workflow > New
     Give it a name (e.g. Create Vendor Bills)
     Type: Transaction
     Subtype: Purchase Order
     Enable Logging = T
     Status = Released
     Initiation: Scheduled
     Select the frequency of execution(e.g. Every 30 minutes)
     Select the Saved Search: the name of the search created in step 1.
     
   • Create a new State for the Wokflow
     
   • In the state, create on New Action of Type = Transform Record
     Select Trigger On = Entry
     In Parameters: Record Type = Vendor Bill
     
   • Create another Action in the state of Type = Transform Record
     Select Trigger On = Entry
     In Parameters: Record Type = Item Receipt

First Transform Action will create the Vendor Bill while the Status of the Purchase Order is Pending Receipt and the Second Transform will create the Item Receipt and change Status of the Purchase Order to Fully Billed.