Proposal summary

This proposal covers the scope of showing the items which have backorder is generated or the stock level hits zero from the prior day’s sales orders on the inventory count page. We will consider the bin numbered items in the inventory count record creation.

Requirement 

1. Establishing daily cycle counts based on the following.

• Items on which a backorder is generated from the prior day’s sales orders.
• Items for which the stock level hits zero from the prior day’s sales orders.

2. Only show the items which have backorder is generated or the stock level hits zero from the prior day’s sales orders on the inventory count page.
3. Bin numbered items will be included in the cycle count creation.

Our Solution

1. We will create a custom record for inventory count creation. This custom record will be called “Inventory Count Creation”.
2. The custom record navigation will be “List -> Custom -> Inventory Count Creation”.
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5. For each custom record save action, we will create a corresponding inventory count record in Netsuite.
6. The custom record included the following fields.

• SUBSIDIARY (Mandatory)
• LOCATION (Mandatory)
• DEPARTMENT (Not Mandatory)
• CLASS  (Not Mandatory)
• ACCOUNT (Mandatory)
• MEMO (Not Mandatory)
• DATE (Mandatory)

7. We will determine the backorder count of the items by location using an item search.
8. The same item appears on multiple lines, each with a different bin number.
9. If an item is back-ordered and the stock level falls to zero. We will transport those items to the inventory count record based on subsidiary, location, class, and department value.
10. We will not consider the items in the other inventory count record whose status is not approved.
11. Users must wait until the inventory count record will be created.
12. We will send an email with the inventory count record link to the corresponding user email address once the inventory count record is created. Attach the inventory count record to the custom record as well. Inventory count records can be viewed by users in the “INVENTORY COUNT” field.
13. If necessary, users can change the items in the inventory count record.

Assumptions

1. The inventory count record will be created in the open status.
2. We will not allow the “ Inventory Count Creation” custom record edit once it is created.
3. The Account field default value will be the “54001 Cost of Goods Sold: COGS – Inventory Adjustments: COGS – Cycle Count Adjustments”.
4. We will remove the add BO items button from the inventory count record.

Risks 

1. Item must have bin value if the use bin check box is checked in the item record.