Here is what we are trying to do:
We want to track our vendors Drop Ship inventory which we do not own in NetSuite and be able to use the inventory feed from NetSuite to feed our eCommerce channels for both our owned and unowned inventory.
Here is what we've tried:
1- Enabled multi-location inventory
2- Created a "Drop Ship" location
3- Did an inventory adjustment to allocate inventory to that location
Here is the main issue we are facing:
The inventory should not show up on our balance sheet as we do not actually own it. In the scenario above, our inventory feed works as it should. However, the inventory shows up on our balance sheet.
Any assistance on how to get this to work without having the inventory shown on our balance sheet would be very much appreciated.
You could set cost to zero on the item record to reduce the balance sheet value to zero. To correctly show COGS on your P&L, you would need to add a cost on POs for each drop ship item.
To partially automate the PO process, create a custom column field that stores cost. When a PO is created or on a schedule, use a saved search email notification that includes an import ready CSV with Internal ID, Line ID, the custom cost field and a link to a saved CSV import in the body of the email. When you get the email notification, click the link and proceed to import the attached file with the correct item cost.
Related
I am setting up New ERP setup with a serialized inventory in NetSuite. What is the best way to set open stock for serialized inventory? All I can see the option is Inventory Adjustment Record. Is there any other better way?
Thanks in advance.
An Inventory Adjustment or, Purchase Order and Item Receipt, or Work Order Completion / Assembly Build would all bring serialised inventory in to stock. Inventory Worksheets will not as per SuiteAnswer 99378. Inventory adjustments are relatively simple to import via CSV when working with serialised items. I found it works best if the item list, adjustment list, and serial number list (inventory detail), are all uploaded using the "Multiple files to upload" option. See SuiteAnswer 51417 for examples.
Here's the scenario:
If Transaction type is under Order to Cash process (example: sales order or customer invoice, etc.) and Account Type is Revenue or COGS, it will require Product code and region code when adding item line in the sublist.
The Account type will base from the setup of the item.
The rule should apply for both UI in CSV upload across Order to Cash process
At a minimum, you will need a user event script that runs on the sales order, invoice, and any other record you need validation on. On the script deployment record, select CSV Import and User Interface in the Context Filtering tab.
For better user experience, create a client script that calls the same validation when the user saves the record.
In NetSuite, I am trying to create a Saved Search report that shows field changes to individual contract line items. I will be using this report to reconstruct historical data, including pricing and quantities.
I have a Transaction Saved Search that shows me each contract and every contract line item. I have tried to include System Notes fields to pull in the field history, but it is only able to show me System Notes for the overall contract record (not the individual line items).
I also tried creating a System Notes Saved Search, which pulled the details I was looking for, but does not show me the Internal ID of the record (it shows me the "Record", which appears as a string - ex: "Contract #12345"). It also does not show me the ID of the contract line item, so even if I am able to join based on the Contract ID, I don't know which line items were affected.
If I navigate to the contract in NetSuite and look at the Items list, I am able to click the "History" button to see a list of changes - this is the information I am trying to pull. Is there any way to do this through a Saved Search?
Transaction item sublist history, is not yet exposed on the saved search/suitescript.
There might be an enhancement request for this use case.
Bin info or Inventory Qty change for an inventory item, I need to fire a suitscript. it needs to cover any way that inventory will be adjusted, PO received, Sales Orders, manual adjustments, etc.
I tried attaching a userevent script but it didnt get called on PO being created and receving items on it.
You need to attach a UserEvent script to every transaction type that affects user inventory. Your post doesn't say what "it" is that you attached your user event script to. Was it on Item Receipt?
Also as far as I know there is no User Event script for Inventory Worksheets so whatever you do you'll need some sort of manual reconciliation to pull current quantities.
Transactions that affect inventory include:
Assembly Build
Assembly Unbuild
Bin Putaway Worksheet
Bin Transfer
Inventory Adjustment
Inventory Distribution
Inventory Transfer
Inventory Worksheet
Invoice*
Cash Sale*
Item Fulfillment
Item Receipt
Purchase Order**
Return Authorization
Sales Order^
Transfer
Transfer Order^
Work Order^
* can cause changes to inventory when not sourced from a Sales Order
** May cause changes to inventory depending on your features/version and system configuration.
^ can cause changes to commited/available amounts depending on status.
When doing a search I am getting duplicate invoices. So invoices can have both drop shipment and ship from factory. So I want to create a report that only shows the invoice for drop shipment and all other invoices if not drop shipped. So if one part is dropped ship show only that invoice and not the other invoice with the same invoice number. End result, the dropship invoice, and all other not dropped shipped, invoice can not be duplicate keep in mind a invoice can be both dropshipped and shipped from factory thus leading to double entries for these results. How do I go about ride of this duplication what must I add?
On the Criteria tab, select the filter named "Mainline". Set it to Yes if you only want one result for the transaction, or set it to No if you want one result for each line item on the transaction. Read the comments in the duplicate question for a more detailed explanation of how mainline works. It works the same in the UI and in SuiteScript.