Proposal summary
Marshall would like to Restrict the Reallocate Items page for specific users and also would like to keep track of the reallocation activities
Requirement
Marshall is looking for ways to manage inventory reallocation and keep track of who changes allocation. Since NetSuite gives access to the Reallocating Items page to all users with Sales Order edit access, we keep encountering issues with sales orders that had allocation when the order was created but then at some point that changes, creating issues with our customers.
Below are some ideas to manage this.
- Need a way to prevent users from using the Reallocating Items page. This could be managed with a custom field in the employee record.
- Need a way to track which user used the reallocating items page, the item(s), sales orders and quantities reallocated, and when this reallocation took place.
- Need a way to keep track of allocation within the sales order. This could be done via a custom field that keeps track of the committed amount in a sales order.
- Customization possibility of the Reallocating Items page to expose other fields. Marshall would like to see some of the Ship dates and customer PO.
Our Solution
Prerequisites
Allowed Employee record need be flagged to have the permission to use Reallocate item page
Description of Task : Requirement 1
A custom checkbox field “Allowed to Reallocate Items” needs to be added to the employee record. This check box will be checked for the employee’s record who has the permission to do the reallocation.
The restriction of Reallocate items page can be achieved by deploying a script load of the page which will Restrict that page for the employee who has not flagged for “Allowed to Reallocate Items” on their employee record.
Description of Task : Requirement 2
This can be achieved by a script that will create a custom record “Reallocate History” by fetching the details such as User, Time, Item, Location, and Transaction Line details(Order Date, Order Number, Customer, Quantity Remaining, Numbered Quantity Remaining, Quantity Committed) upon submitting a Rellocate Item Page. These custom record entries can be considered as a log for the Reallocate Item Page
Description of Task : Requirement 3
The above proposed custom record can be included as a child on the corresponding transaction record.
Description of Task : Requirement 4
Currently, customization of the Reallocate Items page is still logged as an Enhancement Request (112870) in Netsuite. In order to pull up more columns, an analytic workbook can be created by including the following columns.
- Order Date
- Expected Ship Date – WO (Start Date)
- Expected Ship Date – SO (Ship Date from Body level)
- PO#
- Order No.
- Quantity Ordered
- Quantity Remaining
- Quantity Committed
Risks
- To control the access to the Reallocate Items page, a script with the before load function needs to be deployed. So the restricted user will not be able to view that page. Instead, he will see a Page with an Error message while trying to view that page
- Multiple custom record entries will be created as we need to log the Orders that are marked for the reallocation within single session
- Proposed the analytic workbook for the 4th requirement since the body level Ship Date cannot be populated to a line level on a saved search with Main Line = False
Testing Plan
- Initially, the script can be deployed to specific users for testing purposes and the verification can be performed by checking and unchecking the custom check box on that corresponding employee record.
- Upon confirmation, we can release the script to all roles and employees
Time
| Task | Time Required |
| Analysis | 1.5 hrs |
| Requirement 1: Field creation, Employe record flagging, and Script to restrict the Reallocate Item page for specific users | 2 hrs |
| Requirement 3 : Custom record creation for Log and adding it on related Transaction record | .5 hr |
| Requirement 2 : Script for Reallocation page Log creation by custom record entries | 5 hrs |
| Requirement 4 : Workbook creation for the Report with additional fields | 1.5 hrs |
| Testing | 2 hrs |
| Deployment and Documentation | .5 hr |
| Total | 13 Hours |