PROPOSAL SUMMARY
This proposal covers the scope of the customization for capturing and validating Item and actual weight during creation of work order.
REQUIREMENT
The requirement is to validate the following scenarios during creation of Work Order in NetSuite:
- Item Name/Number of the inventory item loaded onto the weighing scale and verify that it is the correct one based on the Item Name/Number stored in the inventory record
- Get the actual weight from the weighing scale and verify if the actual weight is within the maximum and minimum tolerance set in the inventory record.
OUR SOLUTION
A client script will be deployed in work order record in edit context to validate the following scenarios.
Validate Scanned Item Name/Number
When each item is scanned using the scanner, Item Name/Number will be auto-populated for each item. We will be comparing these two values and if it doesn’t match, we will show an alert message saying “Invalid Item Name/Number.” and will clear the field.
Validate Captured Weight
When actual weight of each item captured from weighing scale, we will be calculating tolerance range (maximum and minimum tolerance) using the value in +/- Tolerance field.
- If the actual weight is within range the actual weight will replace the BoM Quantity.
- If it is not, we will show an alert message saying “Invalid actual weight” and will clear the actual weight field without update the Quantity.
Calculation of minimum and maximum tolerance
BoM Quantity (Kg): x Kg
+/- Percentage Tolerance: 2%
Maximum Tolerance (Kg): x + (x * .0.02) Kg
Minimum Tolerance (Kg) x – (x * 0.02) Kg
Validate Work Order Detail Line and Validated Line check box Setting
If both Item Name/Number and captured actual weight are validated, check the Validated Line Check Box when a user tries to commit the line.
Validated Line check box Reset
The user has the ability to edit the field. If it is unchecked by the user, we will be clearing the value in the scanned field and will set the quantity field with the old value (calculated using the BOM quantity and quantity in the work order). We will not be clearing the field in inventory configuration details since it is limited by the NetSuite. The user has to manually update it.
Validate Status Field
We will be validating following for all the line items when the user tries to change the status from planned to released.
- Scanned Item Name/Number and Item Name/Number is same or not
- Is captured weight within the tolerance range.
- All validated line filed is checked true.
If all the validation is successful, we will allow the user to change status from planned to released. If the validation is failed, the status will be planned.
| Field | Type | Description |
| +/- Tolerance | Percent | Contains the +/- percent tolerance of a component in the Bill of Materials Revision record |
| Item Name/Number | Free form text | Sourced from the Item Name/Number field in the Item record. |
| Scanned Item Name/Number | Free form text | Will contain the scanned Item Name/Number of the component being weighed |
| Actual Weight | Decimal | Will contain the captured actual weight from the weighing scale |
| Percentage Tolerance | Percent | Sourced from Bill of Materials Revision record. |
| Validated Line | Checkbox | If both Item Name/Number and captured actual weight are correct this will be automatically ticked |
| Original Qty | Decimal | Store the original Quantity (BoM Quantity) |
ASSUMPTIONS
- We assume weight will be always in Kg. We will not consider the Unit by assuming that the user will ensure the BOM unit and Weight unit will be in the same unit of measure.
- Applicable only on Work Order Record
- No need to consider inventory details configuration in the item line and it is out of the scope of this project
- We will be considering validation only in edit context. We will not be considering the create and copy context of the work order
- When User creates and saves a work order, the default work order Status is “Planned”. If the order is created with Released status, we will not be validating the lines.
- We assume for every work order line item; the user clicks the entry field of scanned Item Name/Number and scans the Item Name/Number manually and also user clicks the actual weight field and captures the weight of the component manually from the weighing scale.
- Unit of Measure used in the weighing scale must be the same as the Unit of Measure of the component in the Item record.
- We will not be restricting the save of the record if the validation failed as only the user notification will be given.
RISKS
- We are not considering scenarios when the user tries to edit the work order record which is already validated and set as the status released.
- Only the UI context is considered in this scope for the Item Name/Number and Weight validation. So, the validation will not be done for the work order updated through server trigger (CSV / other scripts) by assuming that the uploaded/updated Work orders by filling mentioned fields are already validated by the user’s side
- Clearing of Inventory Detail configuration is not possible using client-side script since it is limited by NetSuite. Thus, the inventory details reset is out of scope. The user has to manually clear it.
- We will be considering printing of Item Label and role-based restrictions to edit the field “Validated Line” or Scannable fields in the Next scope.