System Rules for NetSuite WMS

NetSuite WMS provides system rules that enable alternate behavior for warehouse processing tasks. You can activate a system rule that applies to all or specific warehouse locations.

For example, if you have a business exception that applies to one warehouse location, you can make a copy of the default system rule and assign it to a specific warehouse location.

See the following topics in this section:

System Rule Values and Actions

In the following table, you can view the description for each rule value of a system rule. Note the separate set of rules that apply only for locations that use bins.

System Rule Name

Rule Value

Action

Prerequisite rule

Important:

If you have upgraded from a NetSuite WMS version earlier than 2019.2, the new NetSuite WMS Version 2019.2 and later capabilities should not be used simultaneously with capabilities from the a NetSuite WMS version earlier than 2019.2. NetSuite WMS deploys menus and scripts for the new capabilities and undeploys those provided in a NetSuite WMS version earlier than 2019.2. Even if you manually deploy these scripts, NetSuite WMS will undeploy them again every bundle upgrade.

By inactivating the Enable Warehouse Management rule and then disabling the Warehouse Management feature, you switch to using the capabilities from the previous WMS solution. You can continue to use the previous WMS solution until you fully transition to the new WMS solution.

Enable Warehouse Management

Y

Activates the warehouse management capabilities on your NetSuite WMS account.

Note:

Activate this rule after you enable the Warehouse Management feature. See Warehouse Management Feature and System Rule.

If you have upgraded from a NetSuite WMS version earlier than 2019.2, activating this rule disables menus and scripts used by capabilities from a NetSuite WMS version earlier than 2019.2, including the RF > RF Main Menu > RF/Mobile Screen menu and customdeploy_wmsse_menu_loc_scan script.

N

The default setting that does not activate the warehouse management capabilities on your NetSuite WMS account.

Note:

Inactivating this rule disables menus and scripts used by capabilities from NetSuite WMS Version 2019.2 and later, including the RF > RF Main Menu > NS WMS Mobile and customdeploy_wms_mobilemenu script.

System rules for locations that use and do not use bins

Allow picking of expired items?

See Preventing the Picking of Expired Items.

Y

Items from expired lots are listed on mobile devices when you pick items for orders.

N

Items from expired lots are not listed on mobile devices when you pick items for orders.

Enable Advanced Barcode Scanning?

See Bar Code Setup for NetSuite WMS.

Y

Enables you to scan supported formats of GS1 or composite item bar codes.

When used with the Tally Scanning rule, you can tally scan GS1 item bar codes. When used with Mobile Printing, it also enables you to generate GS1 item bar codes for printing of item or pallet labels. For more information about printing, see Mobile Printing for NetSuite WMS.

N

The default setting that does not enable scanning of GS1 or composite item bar codes.

Enable bulk picking for large pick tasks

Y

The default setting that enables outbound picking of large pick tasks in bulk. With the pick task size initially set to 50 lines, pick tasks that have more than 50 pick task lines go through bulk picking. When you enable the rule, you can change the limit to any number from 1 to 125 pick task lines.

NetSuite WMS automatically creates and submits the bulk processing jobs, and then places them in a queue. The processing time for bulk staging varies, depending on the number of line items and other pending jobs. It also depends on the number of processors in your account, which you can increase by upgrading your service tier.

N

Applies bulk picking only for pick tasks that have more than 125 pick task lines.

Note:

If you observe slowness in performance on your mobile device, you can enable the rule and decrease the size limit or number of pick task lines.

Enable Receive All option for inbound shipments?

See Receiving Inbound Shipment Orders.

Y

If you use the Inbound Shipment feature, it enables you to receive all items on an inbound shipment at the same time using your mobile device.

N

The default setting that hides the Receive All button from the mobile page of the inbound shipment process.

Enable Tally Scan?

See Picking Orders.

Y

Enables you to scan an item and increment the quantity by 1.

NetSuite WMS automatically enables and checks the Use Tally Scan box on new item records. You can check this box to enable Tally Scan for existing items. See Creating Items for NetSuite WMS.

Tally Scanning supports the following mobile processes:

  • Inbound processes - Inbound processes - Purchase order, transfer order, customer return, and inbound shipment receiving; cart putaway

  • Inventory process – Work order picking, bin putaway, cycle count, inventory transfers, and bin transfers

  • Outbound processes – Single order and multi-order picking

N

The default setting that does not enable tally scan for the supported processes.

Generate EDI 856 outbound ASNs?

See Electronic Data Interchange (EDI) Integration.

Y

EDI ASN data is generated when items are shipped.

This behavior is required if you are working with a NetSuite partner to send advance shipping notices (ASN) to customers using the Electronic Data Interchange (EDI) method after items are shipped.

N

EDI ASN data is not generated when items are shipped.

This behavior is required if you do not need to send customers advance shipping notices (ASNs) after items are shipped.

Manually pack orders?

See Manually Packing Orders and Printing Packing Lists.

Y

Does not automatically pack orders after they are picked or staged. You must manually pack orders and optionally enter pack carton details or print packing lists.

Updates associated fulfillment records of manually packed items.

N

Automatically sets fulfillment records to Packed status, and assigns it with a default pack carton and a package that has the weight specified on the item record.

  • If you use pick cartons for single or multi-order picking, the pick carton is assigned as the pack carton. Use cartons for single-order picking? or Use cartons for multi-order picking?

  • If no weight can be found on the item record, the package is assigned a weight of 1 lb.

Manually post item receipts?

See Manually Posting Item Receipts.

Y

One item receipt is posted for all items in an order after they are put away and you manually select to post the item receipt.

You can enable this rule for each or all inbound processes.

N

An item receipt is posted to NetSuite for each individual item after it is put away.

Print pick carton labels?

Y

Enables you to print labels for pick cartons from your mobile device.

Before you can enable this rule, you must first enable Mobile Printing and one or both of the following rules: Use cartons for single-order picking? or Use cartons for multi-order picking? You must create separate copies of this rule for each Use cartons rule that you have enabled.

N

The default setting that does not enable you to print pick carton labels.

Use cartons for multi-order picking?

See Picking Orders.

Y

Enables and displays the Enter Carton page on which you can enter pick carton details during multi-order picking on a mobile device.

N

The system does not prompt you to enter pick carton details on mobile devices during multi-order picking.

Use cartons for single-order picking?

See Picking Orders.

Y

Enables and displays the Enter Carton page on which you can enter pick carton details during single order picking on a mobile device.

N

The system does not prompt you to enter pick carton details on mobile devices during single order picking.

Use custom packing lists?

See Manually Packing Orders and Printing Packing Lists.

Y

Uses the custom script that contains your custom PDF packing list when you print packing lists for manually packed orders.

Note:

Before you can activate this rule, you must first activate the Manually pack orders? system rule. Also, you can create a copy of the default custom packing list if you want to customize it according to your business requirements. See Setting Up Custom Packing Lists.

N

Uses the default format when you print packing lists for both manually and automatically packed orders.

Use WMS Shipping Integration?

See NetSuite WMS Shipping Integration Setup.

Y

The NetSuite WMS Shipping Integration is enabled. This integration provides a connection between NetSuite and your parcel carrier shipping software (for example, FedEx Ship Manager or UPS WorldShip).

N

The NetSuite WMS Shipping Integration is disabled. This integration provides a connection between NetSuite and your parcel carrier shipping software (for example, FedEx Ship Manager or UPS WorldShip).

System rules for locations that use bins only

Allow staging for assigned picker only

Y

Enables only the picker assigned to a pick task to stage its picked items.

N

The default setting that does not prevent pickers not assigned to a pick task from staging its picked items.

Enable bulk loading into staging carts

Y

If you activate the Stage received items before putting away? system rule, you can also activate this rule. It enables the Bulk Load option for the item putaway process. During staging, you can select multiple items to transfer to a cart.

On your mobile device, you can transfer up to ten items at a time. However, to avoid slow performance issues, you should not transfer large quantities of each item at the same time.

N

The default setting that does not enable the Bulk Load option for the item putaway process.

Enable bulk staging of large pick tasks

Y

The default setting that enables outbound staging of large pick tasks in bulk. With the pick task size initially set to 25 lines, pick tasks that have more than 25 pick task lines are processed through bulk staging. When you enable the rule, you can change the limit to any number from 1 to 125 pick task lines.

NetSuite WMS automatically creates and submits the bulk processing jobs, and then places them in a queue. The processing time for bulk staging varies depending on the number of line items and other pending jobs. It also depends on the number of processors in your account, which you can increase by upgrading your service tier. See NetSuite Service Tiers.

N

Applies bulk staging only for pick tasks that have more than 125 pick task lines.

Note:

If you observe slowness in performance on your mobile device, you can enable the rule and decrease the size limit or number of pick task lines.

Enable Zone Picking for single orders

Y

Enables order picking from one or more zones through a mobile device.

When you activate this rule, you have the option to require staging of all items from an order in the same bin.

N

The default setting that does not enable picking from zones.

Enable Zone Picking for multiple orders

Y

Enables order picking from one or more zones through a mobile device.

When you activate this rule, you have the options to stage items by order and require staging of all items from an order in the same bin.

N

The default setting that does not enable picking from zones

Stage received items before putting away?

See Putting Away Items.

Y

Staging bin locations are suggested when orders and customer returns are received.

This behavior is required if you want to receive items to a staging area before they are put away to their storage bin locations.

N

Storage bin locations are suggested when orders are received.

This behavior is required if you want to put away items directly to their storage bin locations as you receive them.

Activating System Rules

When you activate system rules, you set the rule value to Y, and then configure settings that apply to the rule. You can create multiple copies of rules that you can assign to specific locations, mobile processes, or both.

To activate a system rule:

  1. Using the WMS Warehouse Manager role, go to WMS Configuration > Configure Warehouse > System Rules.

    The System Rules List appears on the page.

  2. Next to the rule you want to activate, do one of the following:

    • To activate an existing rule, click Edit. Proceed to step 4.

    • If you want to create a copy of a rule, click View.

    The WMS System Rules page appears in edit or view mode.

  3. To create a copy of a rule, from the Actions list, select Make Copy.

    A new WMS System Rules page appears in edit mode.

  4. Enter or select values in the following fields:

    • In the Name field, enter the default rule name.

    • If you want to create a location–specific rule, in the Location field, select a warehouse location.

      Note:

      For the Enable Warehouse Management rule, do not specify a location. On location records, you can configure locations to use Warehouse Management. See Creating Warehouse Locations.

  5. Enter or select values in the fields for the following additional settings that are required or optional for some rules:

    System Rule

    Fields for Additional Rule Settings

    Field Description

    Enable Advanced Barcode Scanning?

    Process Type

    Select either of the following supported bar code types to scan items: GS1 Bar Code or Composite Bar Code.

    Manually post item receipts?

    (Optional) Select either of the following supported mobile processes: Inbound Shipment, Receiving, Returns.

    To apply the rule to all inbound processes, leave this field blank.

    Enable bulk picking for large pick tasks

    Rule Value

    Enter your limit for the number of pick tasks.

    NetSuite automatically creates a job when the number of pick task lines you submit for processing on the mobile device exceeds this limit.

    Enable bulk staging of large pick tasks

    Enable Tally Scan?

    Quantity Limit

    Enter the maximum ordered quantity for the item on a transaction at which you want to enable Tally Scan. You cannot tally scan an item if the quantity to pick exceeds this limit.

    Apply Rule To

    Select the picking type of a standard or custom process in which you want to enable Tally Scan.

    Enable Zone Picking for Single Orders

    Enable Zone Picking for multiple orders

    Picking Type

    Select Pick & Merge.

    Stage By Order

    (Optional) For multi-order picking only, check this box if you want to enable staging of items per order. You can stage items picked from different zones at the same time. You have the option of staging them in the same bin.

    Always Merging of Items During Staging

    (Optional) Check this box to require that items from an order must be staged in the same bin.

    For multi-order picking, you must enable Stage by Order before you can enable this setting.

    Print pick carton labels?

    Apply Rule To

    Select the standard or custom process in which you want to print carton labels.

    For standard mobile processes, select one of the following that must correspond to the Use cartons rule that you use:

    • If you use the Use cartons for multi-order picking? rule, select NSWMS_multiOrder_Picking.

    • If you use the Use cartons for single-order picking? rule, select either NSWMS_singleOrder_salesOrder_Picking or NSWMS_singleOrder_transferOrder_Picking.

    Use custom packing lists?

    Script ID

    Enter the ID of the custom script for your packing list.

    Deployment ID

    Enter the ID the deployment record associated with your custom script.

  6. Click Save.

After you activate a rule, you can activate other rules that depend on it. Also, make sure you update the records with settings required for some of the rules. See System Rule Values and Actions.

Related Topics

NetSuite WMS Overview
NetSuite WMS Setup
Installing the NetSuite WMS SuiteApps
Mobile Device Setup

General Notices