Proposal Summary

Flowco needs to have enhancements on Inventory Count and Inventory Adjustments. 

Requirement

Flowco needs to have the following enhancements on Inventory Count and Inventory Adjustments.

1. Currently, the Inventory Adjustment is not having reference to the corresponding Inventory Count. So they need to have a hyperlink on the Inventory Adjustment record back to the relative Inventory count.

2. They require a header field ‘Memo’ on the Inventory count to be pulled through to the inventory adjustment record that it relates to.
3. Also, they need to have a line ‘memo’ field information on the inventory count to be pulled through to the inventory adjustment record and GL impacts lines that it relates to.
4. They need to have a multi-select field added on the inventory count to have a dropdown from the Pricing Group Accounting List ( Convenience requirement but not essential to complete the project)
5. All the above enhancements need to work when inventory count is created by the warehouse team via RF Scanner or when an inventory count is created in Netsuite directly
6. Inventory counts created via RF scanner enter NetSuite in the ‘Open’ status.  At this stage, both memo fields are edited in NetSuite once the count has been ‘Started’ not on the RF scanner.

Our Solution

This requirement can be achieved by deploying a script on the inventory adjustment record.

An additional field IC REF# is added to the inventory adjustment record to link the corresponding created from inventory record.

When an inventory adjustment record is created, 

The script checks whether the Inventory adjustment is created from inventory count or through UI. If not through UI, it searches for the created from inventory count record and copies the memo values(both line and body fields), and transfers it to the corresponding inventory adjustment record. And also the link of the corresponding  inventory count record is mapped to the IC REF# field in the inventory adjustment record.

When copying line memo values to the inventory adjustments, the script will cross verify with the same items and its adjusted quantities in the inventory count record

Both these enhancements can be done when the Inventory counts are created via NetSuite or RF scanners.

Assumptions

Assuming that the same items will not be entered on the inventory count record repeatedly. 

Risks

• Consider only inventory adjustments which are created from inventory count
• If the item and its Adjusted Quantities are the same on different lines on an inventory adjustment, then there will be a chance for mismatch in the memo
• Pricing Group requirement is not included in this scope