1 Introduction

In NetSuite's project practice, the existing functions of NetSuite failed to solve the negative inventory problem faced by users. See the previous articles of the NetSuite knowledge meeting:

NetSuite Negative Inventory Control_Mao Yanzhe's Blog-CSDN Blog NetSuite's native functions have three best practices in terms of negative inventory control: 1. Set "Fulfillment based on commitment" to "Only committed". 2. Avoid entering separate "cash sales" and "invoices". 3. Use the "Stock Level Warning" preference. But the above controls basically fail in business practice. Because these control points are all "soft controls", the generation of negative inventory cannot be eliminated. In this context, NetSuite launched a SuiteSolution called "Enhanced Validations and Defaulting" as a supplement. The purpose of this package is to do rule verification when doing transaction processing and saving. https://blog.csdn.net/remottshanghai/article/details/120244573

We have fully considered the NetSuite negative inventory control scenario and released this solution. Hope to help the majority of NetSuite users strengthen control in inventory management and avoid negative inventory problems as much as possible.

We would like to thank the following people for their kind help (in alphabetical order) in developing this feature pack: Carolyn Hu, CY, Ophelia Zhu, Qiu, Sophie Sun, Xuewei, Vicky Min.

2. Function Description

2.1 Overview

The control of negative inventory in the existing functions of NetSuite has the following defects:

There is no control over the business operations of deleting and reducing storage documents;
There is no control over the outbound operation caused by business operations such as inventory transfer and production consumption;

Due to the cost problem caused by negative inventory, the majority of warehouse management and financial users have a headache. Based on this situation, we launched this feature pack to fix such system defects.

This function security package will target the operation scenarios of different types of transaction processing, such as negative inventory caused by deletion and reduction of storage documents, and negative inventory caused by forced out of the warehouse due to insufficient inventory, and code operations that may cause negative inventory intervene. Perform quantity check when saving or adjusting transaction processing data, pop up warning prompts in corresponding operation scenarios, or generate custom records when deleting/adjusting corresponding transaction processing, so that the adjusted/deleted data can be tracked.

2.2 Control Logic Description

Transaction type Chinese	transaction type in english	Scenes	control logic
Purchasing/transfer warehousing	Item Receipt	delete	When deleting the storage order, the system will compare the quantity information . If the deletion will result in negative inventory, according to the selection of parameters, the system will pop up an error message or automatically generate a deletion tracking record.
Purchasing/transfer warehousing	Item Receipt	reduce	When reducing the material quantity of the storage order, the system will compare the reduction information . If the reduction will result in negative inventory, the system will pop up an error message or automatically generate a reduction tracking record according to the parameter selection.
Independent Vendor Bill	Standalone Vendor Bill	delete	When deleting independent supplier bills, the system will compare the quantity information . If the deletion will result in negative inventory, according to the selection of parameters, the system will pop up an error message or automatically generate a deletion tracking record.
Independent Vendor Bill	Standalone Vendor Bill	reduce	When reducing the quantity of an independent supplier bill material, the system will compare the reduction information . If the reduction will result in negative inventory, the system will pop up an error message or automatically generate a reduction tracking record according to the parameter selection.
stock transfer	Inventory Transfer	edit save	During stock transfer, when the quantity of materials removed from the warehouse is insufficient, the system will prompt that a certain material does not have enough stock, and the transaction will not be saved.
		delete	When deleting inventory transfer, the system will compare the quantity information. If the deletion will result in negative inventory, according to the selection of parameters, the system will pop up an error message or automatically generate a deletion tracking record.
		reduce	When reducing the quantity of stock transfer materials, the system will compare the reduction information. If the reduction will result in negative inventory, the system will pop up an error message or automatically generate a reduction tracking record according to the parameter selection.
inventory adjustment	Inventory Adjust	delete	When deleting the inventory adjustment, the system will compare the quantity information. If the deletion will result in negative inventory, according to the selection of parameters, the system will pop up an error message or automatically generate a deletion tracking record.
inventory adjustment	Inventory Adjust	reduce	When reducing the inventory to adjust the material quantity, the system will compare the reduction information. If the reduction will result in negative inventory, the system will pop up an error message or automatically generate a reduction tracking record according to the parameter selection.
work order assembly	Assembly Build	edit save	When the work order assembly is saved, if the system checks that the inventory of the raw materials involved in the assembly is insufficient, the system will prompt that there is not enough inventory, and the transaction cannot be saved.
		delete	When deleting a work order assembly order, the system will compare the quantity information. If it is deleted, it will cause negative inventory. According to the selection of parameters, the system will pop up an error message or automatically generate a deletion tracking record.
		reduce	When reducing the material quantity of a work order assembly order, the system will compare the reduction information. If the reduction will result in negative inventory, the system will pop up an error message or automatically generate a reduction tracking record according to the parameter selection.
Sales/transfer out of warehouse	Item Fulfillment	edit save	When saving the outbound order, if the quantity of the material in the warehouse of the sending material is insufficient, the system will prompt that there is not enough stock for a certain material, and the transaction will not be saved, and the user needs to return to the interface to modify the stock quantity.

3. Installation

Bundle name	negative inventory control
Bundle ID	480069
Release scope	Share
code control	Locked

This Bundle is currently released for Share, if you are interested, please contact [email protected]

4. Settings

4.1 Role setting

The installation and operation role of this function installation package is the system administrator.

4.2 Parameter setting

This function involves 3 parameters after installation, and users need to check and set according to their needs before using it. The setting path is: Settings-Company-General Preferences.

Enable Negative Inventory Control

This parameter indicates whether negative inventory control is enabled.

If it is not checked, it means that the function control is not enabled; if it is checked, it means that the function control is enabled.

Allow Users to Delete/Adjust Transactions if Negative Inventory Occurs

This parameter indicates whether to allow the user to delete/adjust and save the current transaction processing document when negative inventory occurs.

If it is not checked, the system will pop up an error message and give a warning prompt after a negative inventory problem occurs, and the user will not be able to delete/adjust and save the current transaction document, and needs to click "Back" on the current page; if it is checked, after a negative inventory problem occurs The system will directly delete/adjust and save the current transaction processing document without warning, and generate deletion/adjustment tracking records at the same time.

Custom Warning Infor

Here is the error message that pops up after the negative inventory problem occurs when the previous parameter is not checked. After this message appears, the user will not be able to delete/adjust the current transaction processing document. The specific content of the error message can be maintained by the user at the General Preferences.

4.3 Negative Inventory Tracking Record Setup

Negative inventory record page design

Negative inventory record fields and descriptions

No.	Field English name	Field Chinese name	field description
001	Record Doc#	Record number	Represents the number of the current custom record.
002	Original Transaction Date	Original transaction date	Represents the date of the original transaction.
003	Subsidiary	Subsidiary	Represents company information for the original transaction.
004	Trans Type	transaction type	Display the specific type of transaction processing, such as: inventory transfer, inventory adjustment, storage, storage and other types.
005	Operation Type	operation type	Delete or adjust one of the two categories according to the actual operation display.
006	Original Doc#	Raw transaction number	ID information representing the original transaction.
007	Operate Time	operating time	Represents the date the current custom record was generated.
008	Operator	Operator	Represents the name of the user performing the delete/adjust operation.
009	Old/New	Raw Data/Updated Data	Detail line information, indicating whether it is the original document data or the updated data of the adjusted document, Old is the original document, and New is the updated data.
010	Item	Material name	Detail line information, material name.
011	From Location	original warehouse	Detail line information, the original warehouse information in transaction processing, if there is only one warehouse, this field is empty.
012	To Location	target warehouse	Detail line information, target warehouse information in transaction processing, if there is only one warehouse, it will be displayed here, such as the warehouse information of the purchase receipt document.
013	Lot	batch number	Detail row information, material batch number, and the field for non-batch materials is empty.
014	Quantity	quantity	Detail line information, material quantity, if it is Old, it is the quantity of the original document, if it is New, it is the new quantity filled in the adjustment document.
015	On hand	Quantity in hand	Detail line information, material quantity during operation, if it is Old, it is the quantity on hand of the original document, if it is New, it is displayed as the quantity on hand of the adjustment document.

Assisted search for queries to delete/adjust records

5. Video link

NK Bundles - Negative Inventory Control Features

NetSuite Negative Inventory Control Feature Pack