Creating Commit Orders Schedule

To schedule the commitment of items to orders, first define search criteria to identify the types of orders to which items should be committed.

Choose from the following methods to define your saved search:

• Define criteria within the form

• Define criteria using a saved search

After you set search criteria, you can commit items for that group of orders on a predefined, scheduled basis. After you set a schedule, items are committed at the scheduled time.

Note:

This topic is applicable only if you have not enabled the Supply Allocation feature in your account. If you have enabled the Supply Allocation feature, see Supply Allocation for additional information.

To create a commit orders schedule:

1. Go to Transactions > Inventory > Schedule Commit Orders.

2. Click New Commit Order Schedule.

3. Enter a name and description for the commit order schedule.

4. If you do not want to make the commit order schedule active right away, check the Inactive box.

5. In the Recurrence Frequency field, set how frequently you want this commit order schedule to run. Choose from the following:

   • Daily

   • Weekly

   • Monthly

   • Quarterly

   • Twice a Year

   • Annually

   • One Time

6. Under Repeat Every, if Recurrence Frequency is Weekly, Monthly, or Annually, select how many weeks, months, or years the commit order schedule should run.

7. In the Next Date field, use the calendar icon to select the next date you want to run this commit order schedule.

8. In the Next Time field, select the next time at which you want to run this commit order schedule.

9. If you use NetSuite OneWorld, select a Subsidiary.

10. To reallocate item quantities that are committed but not firmed or fulfilled yet, check the Reallocate Open Quantities box. For more information, see Reallocate Open Quantities to Recommit Items for Fulfillment.

11. Check the Set Order Line to Firm box to firm each order line in the saved search you defined.

    Quantities on lines that are firmed cannot be reallocated to other orders. When you set a line as firm, it is no longer updated by changing supply scenarios:

    • Less On-Hand adjustments do not trigger a reduction in a committed line quantity when otherwise typically appropriate.

    • If a line is partially committed and firmed, the balance of the line quantity is never committed. This is true unless the partially committed line is marked as not firm.

12. Clear the Use Search Criteria box to select an existing saved search.

    1. Under Commit Order Options, select an existing saved search in the Saved Search list.

       • Access a Saved Search Definition page in any of the following ways and then select the record type on which to base the saved search:

         • Transactions > Management > Saved Searches > New

         • List > Search > Saved Searches > New

         • Reports > Saved Searches > All Saved Searches > New

       • To save a search as you are defining it, click Create Saved Search on the search page.

       • To save a search after you have run it and viewed its results, click Save This Search on the search results page.

       For more information about defining a saved search, see Defining a Saved Search.

13. Check the Use Search Criteria box to define search criteria within the form.

    1. Choose how to sort search results in these fields: Sort By, Then By, Then By. Check the Descending box next to each if you do not want the results in ascending order.

    2. Under Filter in the Type list, select one or more appropriate filters to define criteria.

       See Formulas in Search for additional information.

       Note:

       NetSuite creates a saved search using the criteria entered on the form.

14. Click Save.

Related Topics:

Item Reallocation and the Calculation Examples

Reallocate Open Quantities to Recommit Items for Fulfillment

Item Commitment Transaction Ordering Set to Order by Order Priority

Committing Orders

General Notices