When the Automatic Location Assignment feature is enabled and running in your account, NetSuite can automatically assign fulfillment locations to lines in a sales order. Locations are assigned according to assignment rules set up by an administrator or a fulfillment manager.
Typically, the automatic location assignment feature is configured to assign locations automatically when a sales order is approved. After you approve the sales order, NetSuite then assigns the locations asynchronously in the background. You can then check the locations assigned by waiting a few moments and returning to the sales order to view it or edit it.
If automatic location assignment is set up, but is not configured to run automatically in the background, you can still take advantage of the automatic location assignment process, provided that:
- An automatic location assignment configuration is active for your company or your subsidiary.
- The Location column is displayed in the Items subtab in a custom sales order form.
If you use the Intercompany Cross-Subsidiary Fulfillment feature, you can fulfill from locations in the transaction subsidiary as well as from locations in other subsidiaries in your company. With this feature enabled, NetSuite sets the fulfillment location in the Inventory Location column on sales order lines.
To use automatic location assignment when creating a sales order:
- Go to Opportunities > Transactions > Sales Orders > New.
- Select the relevant custom form.
- To be able to use automatic location assignment, you must select a custom sales order form in which the Location column is displayed in the Items subtab.
- In the Items subtab, add the order items and their quantity.
- If you don’t want NetSuite to assign a location automatically for a particular line, do one of the following:
- Check the Do Not Auto Assign Location box.
- Manually select a location in the Location column. Doing this automatically checks the Do Not Auto Assign Location box.
- If the Automatic Location Assignment Configuration field is displayed on the sales order form, verify that a configuration is selected.
- Click the Auto Assign Locations button. If NetSuite is able to assign locations to the items, the locations appear in the Location column. Otherwise, the Location column remains blank.
- Fill in any other details for the sales order and click Save.
If you edit a sales order by changing the quantity of a line, changing the item on a line, or adding a new line, you must click the Auto Assign Locations button again to rerun the automatic location assignment process