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 397804 - SCM Mobile – Contains the mobile device application that your warehouse operators can use to process transactions on your warehouse floor.
Bundle ID 396445
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:
1.Brucker Warehouse Germany
2.Head Office Germany
3.Office UK
4.Maze Rattan UK Warehouse
5.Haverhill
6.Suffolk
7.P&M Warehouse Germany
8.Virtual Warehouse
9.Wayfair Castlegate
Assigning Warehouse Management Roles and Permissions
To access records and perform warehouse processing or setup tasks, use the following 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 – 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
Configuration of WMS System rules
Following system rules
| System rule | Value |
| Enable Warehouse Management | Yes |
| Allow picking of expired items? | No |
| Enable Advanced Barcode Scanning? | No |
| Enable bulk picking for large pick tasks | No |
| Enable Receive All option for inbound shipments? | No |
| Enable Tally Scan? | No |
| Generate EDI 856 outbound ASNs? | No |
| Manually pack orders? | Yes |
| Manually post item receipts? | No |
| Print pick carton labels? | No |
| Use cartons for multi-order picking? | Yes |
| Use custom packing lists? | No |
| Use cartons for single-order picking? | Yes |
| Use WMS Shipping Integration? | No |
| Stage received items before putting them away? | Yes |
| Enable bulk staging of large pick tasks | No |
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.
- Inbound Processing Permissions:
- Receiving purchase orders, transfer orders, and customer returns
- Bin putaway
- Reversal of item receipt transactions
- Inventory Processing Permissions:
- Inventory search, creation, transfer
- Inventory cycle counts and replenishment
- Bin transfer
- Picking and building assembly items for work orders
- Outbound Processing Permissions:
- Mobile picking of sales and transfer orders
- Pick task reversals
- Packing and shipping of orders
Bin record creation
Bin records will be created for each location. The Picking bins record will be created for each location with the location’s name itself.
1.Brucker Warehouse Germany
2.Head Office Germany
3.Office UK
4.Maze Rattan UK Warehouse
5.Haverhill
6.Suffolk
7.P&M Warehouse Germany
8.Virtual Warehouse
9.Wayfair Castlegate
One inbound staging bins and one outbound staging bin record will be created for each location.
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.
User Training
Users will be getting training for using SCM mobile for the following operations:
- Inbound operations
- Inventory operations
- Outbound operations
Assumptions
- Bundle SuiteApps required for the implementation will be purchased by the client
- Pack station suiteApp for packing is not installing in the Phase I
- Assuming that there is no Zones classification in the warehouse
- No template configurations at the initial phase of implementation
- No need of scheduling the wave releases
Questions
- Can we assign the WMS roles and permissions for all employees? If not, could you please provide the list of employees and their permissions?
- Is there any naming convention we need to follow while creating the bin records?