Supply Chain Management SuiteApp

Supply chain Management Suiteapp includes the following features that support Supply Chain and Order Management: 

• Supply Chain Management Reports, 
• Manufacturing Task Scheduler, 
• Estimated Landed Cost, and 
• Customer Part Number

Features:

• Available reports and forms: Inventory Count Sheet, Daily Shipment Detail, Manufacturing Dispatch List, and Manufacturing Traveler
• View, plan and adjust task schedules on the Manufacturing Task Scheduler
• Use customer part numbers to add items to order transactions
• Automatically calculate and apply estimated landed costs to items at receipt

To Install Supply Chain Management

Install the Supply Chain Management SuiteApp by going to Customization > SuiteBundler > Search & Install Bundles.

Look for the SuiteApp with the following details:

Bundle Name: Supply Chain Management

Bundle Id: 47193

Below given are the steps for setting up the suite app.

Prerequisites to enable Supply Chain Management

Go to Setup > Company > Setup Tasks > Enable Features.

1. To access the Daily Shipment Detail Report page, on the Transactions subtab enable Advanced Shipping. 
2. On the Items & Inventory subtab:
   • To access the Inventory Count Sheet page, you must enable Inventory Count.
   • To access the Manufacturing Dispatch List and the Manufacturing Traveler page, you must enable Manufacturing Routing and Work Center and Manufacturing Work in Process.
   • To enable bar code printing, you must enable Bar Coding and Item Labels and either Inventory Coun or Manufacturing Routing and Work Center.
   • To be able to sort inventory count sheet by item or bin, you must enable Inventory Count and Bin Management. 
   • To enable printing of serial or lot number, you must enable Inventory Count and either Serialized Inventory or Lot Tracking.
3. To generate PDF reports, on the SuiteCloud subtab enable Advanced PDF/HTML (Beta) Templates.

Setting Supply Chain Management Preferences

Supply Chain Management Form Printing Status

Supply Chain Management Reports

Supply Chain Management provides consolidated, real-time data for supply chain processes, making information accessible across subsidiaries and resulting in improved efficiency and transaction workflow.

Inventory Count Sheet 

This document provides information on items that need to be counted. Warehouse personnel can use the inventory count sheet to perform physical inventory counts and inspections.

Daily Shipment Detail Report 

This document provides high-level visibility into shipment activities in the warehouse on a daily basis. This report lists the recipients and shipping information for each package, with summary totals, and provides daily information on new shipments per status.

Manufacturing Dispatch List

This document consolidates manufacturing operation tasks and provides details of outstanding operations by the work center.

Manufacturing Traveler

This document provides information on products that need to be created or repaired, and details of the specific tasks needed in creating a product. This form is passed from one work center to another as each manufacturing task is completed.

 Limitations of Supply Chain Management Reports:

• If the application encounters extremely long texts when generating a form, these texts may be clipped to fit into the table.
• When an invalid UPC code error is encountered, the form is not generated.
• System-generated barcodes containing extremely long item barcode names are compressed to fit into the table. Consequently, the bar code might not be readable.
• Mark All and Unmark All capability is only applied to entries on the current page.
• If you configured the application to send email notifications, note the following. The file link included in the email message can be viewed only when you are logged in to your NetSuite account.
• The maximum report file size is 5MB.

Manufacturing Task Scheduler

The NetSuite Manufacturing Task Scheduler provides a graphical view of operation tasks assigned and scheduled per work center. 

Before installing the Manufacturing Task Scheduler, be sure to enable the required features:

• Go to Setup > Company > Setup Tasks > Enable Features. On the Items & Inventory subtab, check the box for the two features below:
  • Manufacturing Work In Process
  • Manufacturing Routing and Work Center
• Go to Setup > Accounting > Preferences > Accounting Preferences. On the Order Management tab, check the Show Planned Capacity on Work Orders box to correctly calculate and display the summary bars, especially those with overlapping schedules.

Customer Part Number

Customer part numbers can be used instead of item numbers, to add items to sales orders or invoices. When importing items to these transactions, these customer part numbers to reference the items. Also, can print transactions that display both items and customer part numbers.

To enable Customer Part Number:

1. Go to Transactions > Management > Supply Chain Management.
2. On the Supply Chain Management page, click the Preferences link.
3. On the Supply Chain Preferences page, click Edit.
4. On the Features subtab, check the Customer Part Number box.
5. Click Save.

NOTE: To print transactions with the customer part number, you must enable the Advanced PDF/HTML Templates to feature in your account.

Roles and Permissions for Customer Part Number

You must enable Customer Part Number for all standard and custom roles who are going to use the feature.

Limitations

There are some known limitations to this feature:

• Supports inventory and assembly items only.
• Use of Customer Part Number requires that you check the Enable Customer Part Number box for both standard and custom roles. This means that you must customize standard roles who want to use customer part numbers, to be able to check the box on each role record. 
• The standard limitation of the CSV import feature, blank values on import files do not clear existing details in line items or records. For example, when you import a file with an item and leave the customer part number blank. If the corresponding line item on the sales order has an existing customer part number, that part number is retained after the import.
• In the item sublist of transactions, you cannot use the Add Multiple and Upsell Items options to add items with customer part numbers.

Estimated Landed Cost

Estimated Landed Cost automates the calculation of landed cost estimates for each transaction line item. It extends the Landed Cost feature with the use of landed cost templates.

Prerequisites

To enable features and preferences:

• Go to Setup > Company > Setup Tasks > Enable Features. On the Items & Inventory tab, check the Landed Cost box.
• To enable estimated landed cost:
• Go to Transactions > Management > Supply Chain Management.
• On the Supply Chain Management page, click the Preferences link.
• On the Supply Chain Preferences page, click Edit.
• On the Features subtab, check the Estimated Landed Cost box.
• Click Save.

When you have enabled the feature in your account, you must also set up the roles records of those who want to use estimated landed costs.

Item Substitution on Sales Orders

With Item Substitution on Sales Orders, you can create substitute items for supported Item types. During the sales order entry process, you can then review available substitute items on the sales order record. This capability allows you to address situations of inventory shortage of items during the sales process.

Item substitution is supported for the following item types:

• Inventory Item
• Lot and Serial Numbered Inventory Item
• Assembly Item
• Lot and Serial Numbered Assembly Item

Prerequisites

Before setting up Item Substitution, be sure to enable the Multi-Location Inventory feature in your account.

To enable Item Substitution:

• Go to Transactions > Management > Supply Chain Management.
• On the Supply Chain Management page, click the Preferences link.
• On the Supply Chain Preferences page, click Edit.
• On the Features subtab, check the Item Substitution box.
• Click Save.

When you have enabled the feature in your account, set up the roles records of those who will use Item Substitution. 

Adding Substitute Items to Item Records

On assembly and inventory item records, you can set up substitute items directly on the item record.

To add substitute items to an item record:

• Click the Item Substitution subtab in the item record.
• In the Substitute Item dropdown list, select an item and then click Add.
• Repeat to add more substitute items.

Customizing the Sales Order Form for Item Substitution

To work with item substitution on a sales order, you have to create a custom sales order form.

• Click the Sublist Fields subtab.
• Under the Label column, locate Item Substitution and Original Item. Select the Show box for each.

Limitations

• The feature supports sales orders only.
• The feature does not support item substitution at the time of item selection for manufacturing or shipping.
• The feature does not support Web Store Features.
• Use of Item Substitution requires that you check the Enable Item Substitution box for both standard and custom roles. This means that you must customize standard roles who want to use item substitution, to be able to check the box on each role record. 

Engineering Change Order

Using the Engineering Change Order feature, you can generate Engineering Change Order (ECO) records to document changes to your Bills of Materials (BOMs) and authorize the implementation of those changes.

• Using the ECO record, you can list items and bill of materials to be updated, and specify reasons for the change.
• Through the SuiteApprovals workflow, you create approval rules for your ECO records.
• Each ECO record is evaluated and routed for approval through the applicable approval rule.
• Once approved, changes entered on the ECO record are automatically or manually implemented, and affected records are modified.
• You can keep track of revisions to items and BOMs using ECO lists and implementation logs.

Prerequisites:

An administrator must enable the Advanced Bill of Materials feature. 

To enable Engineering Change Order:

• Go to Transactions > Management > Supply Chain Management.
• On the Supply Chain Management page, click the Preferences link.
• On the Supply Chain Preferences page, click Edit.
• On the Features subtab, check the Engineering Change Order box.
• Click Save.

After the feature is enabled, set up the role records of those who will use the engineering change order.

Limitations:

• Engineering Change Order supports Inventory and Assembly Items only.
• Use of the feature requires an Advanced Bill of Materials.
• Custom workflows for ECO approval are not currently supported.
• A User Event (UE) script execution threshold is associated with the successful loading of ECO records. ECO records are successfully loaded when the account has no more than 80,000–90,000 active assembly and inventory items per subsidiary.
• Support for SOAP web services and CSV import is currently not available with the feature.
• The feature does not support Legacy BOM.