Requirement 

The client requires the alignment of the Warehouse Management System (WMS) in the Netsuite. In this phase, they require the basic functionalities of the WMS to run their business process. Customizations and modifications will not be included in the phase I implementation.

Prerequisite Features for NetSuite WMS

The Warehouse Management feature is available only in accounts that use the Advanced Inventory Management feature.

Following features will be required to be enabled in Netsuite account for WMS implementation

Implementation Steps

Bundle installation

Following bundles will be installed in the Netsuite

• Oracle NetSuite WMS – Contains the business logic that drives your warehouse processes. It also provides the migration script for your existing data.
   Bundle ID 421922
• SCM Mobile – Contains the mobile device application that your warehouse operators can use to process transactions on your warehouse floor.
  Bundle ID 421562

Note: We are not installing the pack station suiteApp which is optional for WMS implementation

Enable Warehouse management in locations

The Warehouse Management feature provides the capability to create wave transactions that you can use to release orders to the warehouse.

For the following location records, the ‘use Bins’ and ‘use Warehouse Management’ features will be enabled:

• SGK Warehouse

We are assigning for these custom roles:

• WMS Warehouse Manager
  Warehouse Management provides the following specialized roles for warehouse managers:
  • WMS Inbound Manager – for inbound processing records and tasks only
  • WMS Outbound Manager – for outbound processing records and tasks only
• WMS Mobile Operator – We use this custom role to perform all the warehouse processing tasks available in mobile devices.
  Warehouse Management provides the following specialized roles for operators:
  • WMS Inbound Operator – for inbound processing tasks and outbound picking through mobile
  • WMS Outbound Operator – for outbound processing tasks only

Enable Bin Management:

We will be enabling the Bin management for manage inventory using bins.

Enable Advanced Bin/Numbered Inventory management:

We will be using this feature for the advanced management of serial/lot inventory items or bins

 

We will be configuring the following system rules:

• Item Receipt will be automatically create by Netsuite
• There is no shipping integration involved
• There is a carton number entering while picking on order
• We assume that there is staging bin involved
• We assume that there is staging for items before putting them away
• There is no bulk staging large picking
• We assume that there is no option for receive all for inbound shipments

Warehouse Management Permissions

The following tasks contain the list of standard NetSuite and WMS permissions for inbound, inventory, and outbound processing. The permissions allow roles to perform WMS tasks on both the NetSuite user interface and on a mobile device. Add these permissions based on your business requirements.

1. Inbound Processing Permissions:
   1. Receiving purchase orders, transfer orders, and customer returns
   2. Bin putaway
   3. Reversal of item receipt transactions
2. Inventory Processing Permissions:

1. Inventory search, creation, transfer
2. Inventory cycle counts and replenishment
3. Bin transfer
4. Picking and building assembly items for work orders

3. Outbound Processing Permissions:

3. Mobile picking of sales and transfer orders
4. Pick task reversals
5. Packing and shipping of orders

Bin record creation

Bin records will be created for required location. The Picking bins record will be created for required location with the location’s name itself.

• SGK Warehouse

One inbound staging bins and one outbound staging bin record will be created for location.

There are 3 bins are created Inbound staging, Outbound staging,  Picking, and the naming convention used for the bins are based on the first letters of the Warehouse location. For example, SGK Inbound, SGK Outbound, SGK Picking

Item record Management

In every item record, the following checkboxes need to be checked:

• ‘Allow WMS mix bins’
• ‘Use bins’

A mass update or script will be implemented to update all item records with the fields as checked

Assign all inventory existing in the location to the bins

Implementing a script to create a bin putaway worksheet records to include all transfers of all existing inventory to bins

Assumptions

• Bundle SuiteApps required for the implementation will be purchased by the client
• Pack station suiteApp for packing is not installing
• Assuming that there is no Zones classification in the warehouse
• No Wave template configurations at the initial phase of implementation
• No need of scheduling the wave releases

Estimated time – 20h

Detailed Estimation of Time

Process	Time Required
Analysis	2h
Bin Record Creation	1h
Mass update script in Production	4h
Script for Bin worksheet update and running in production	7h
Enabling Features and Rule configuration	2h
Testing	3h
Documentation	1h
Total Hours	20 h