Mobile Device Transactions
When you complete warehouse transactions using a mobile device, NetSuite WMS creates records that capture information about the transaction. These records post real-time updates to your NetSuite account as you scan items throughout the warehouse.
WMS Open and Closed Task Records
A WMS open task record captures information such as the date, time, user, location, and action for each assigned transaction or task.
An open task record can have one of the following types of assigned tasks:
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CYCC – completing cycle counts
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MOVE – moving inventory
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PUTW – putting away items for an inbound order
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RPLN – replenishing inventory
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XFER – transferring items
For example, if you receive an item to a staging location using a mobile device, the system creates an open task record with the type PUTW to track the following:
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the start and end time of the putaway action
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the bin location
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the item quantity information
After you complete the transaction associated with an open task record, the system converts WMS open task records to WMS closed tasks.
Searching for Open or Closed Task Records
On any purchase order, transfer order, or customer return authorization, click the NS WMS subtab to view WMS open and closed tasks.
To view a list of WMS open and closed records, you can use the global search feature. For example, you can search for a list of open putaway task records.
To search for an open or closed task record:
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In the global search box, type WMS Open Task.
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Next to the WMS Open Task page search result, click View.
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At the top-right corner of the page, click Search.
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In the box below the Task Type field, select the task type for which you want to search (for example, PUTW).
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Click Submit.
WMS Lock Records
NetSuite WMS uses lock records to prevent two warehouse operators from processing the same transaction or task at the same time.
For example, when you begin to receive a line item on a purchase order, the system creates a WMS lock record with a lock status of true, or locked, for that line item. If another user starts to receive the same purchase order, the locked line item you are receiving does not appear on their mobile device. When you complete the transaction, the lock status on the lock record updates to false, or unlocked.
In some cases, the system might not unlock lock records as expected. A periodic script runs to unlock incorrectly locked records.
To view a list of WMS lock records:
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In the search field, enter WMS Lock Records.
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Next to the WMS Lock Records search result, click View.
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If necessary, to manually unlock the record, set the Lock Flag field to F.
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Click Save.