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

• Activating System Rules

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
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. In case the Oracle NetSuite WMS SuiteApp is no longer active or installed on your account, make sure you inactivate this rule. Otherwise, you might encounter issues when you try to process orders through your mobile device.
	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.
Autogenerate Lot Numbers	Y	If you use the Lot Auto Numbering SuiteApp, you can activate this rule to generate lot numbers during the PO Receiving process. Make sure that you also enable autonumbering for specific lot items. See Lot Auto Numbering Subtab. To specify the lot number format, see Lot Auto Numbering SuiteApp.
	N	The default setting that does not activate autonumbering for the app.
Automatically mark partial picks as Done	Y	Automatically sets pick tasks to Done status after you submit partially picked items, or after you stage them in locations that use bins.
	N	The default setting that does not automatically set partially picked items to Done status.
Enable Advanced Barcode Scanning? See Bar Code Setup for NetSuite WMS.	Y	Enables you to scan supported formats for a GS1, HIBC, or composite bar code of an item. It applies to all WMS mobile processes, except for inbound shipment receiving. When used with the Tally Scanning rule, you can tally scan item bar codes in these formats. 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 advanced item bar code formats.
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 Restock option for returns?	Y	If you use Advanced Receiving and related preferences, this rule enables you to put items returned by customers back to your inventory. When you receive returned items on the app, it displays the Restock? field on the Enter Quantity page. If you do not restock an item, NetSuite automatically updates your write-off account. After you activate this rule, set the Write-Off Account for Returns preference to select the posting account for non-restocked items. Optionally, you can also set the Restock Returned Items preference apply a default setting to the Restock? field. For more information, see Order Management Accounting Preferences.
	N	The default setting that does not provide the Restock option for the app.
Enable Tally Scan? See Picking Orders.	Y	Enables you to scan an item bar code and increment the quantity by 1 on the Enter Quantity mobile page. It also provides the option to tally scan different item types continuously on the same page. NetSuite WMS automatically enables and checks the Use Tally Scan box on new item records that you create. For existing items, check this box to enable tally scanning. See Creating Items for NetSuite WMS. Tally Scanning supports all the mobile processes except for the following: Post Item Receipt (Inbound), Replenishment (Inventory), and Change Inventory Status (Inventory). If you activate the Enable Advanced Barcode Scanning? rule, you can tally scan supported formats for the GS1, HIBC, and composite item bar code standards. To view supported processes for tally scanning advanced bar codes, see Supported Bar Code Formats for NetSuite WMS.
	N	The default setting that does not enable tally scanning for the supported processes.
Enable Weighing Scale Support for WMS App	Y	Activates Weighing Scale Support for the PO Receiving mobile process of the WMS app. On the app, you can select from the weighing scales integrated through PrintNode. On the Enter Quantity page of this process, the app displays the Capture Weight button. It also adds fields to display the captured weight of the item and its unit. For more information, see Weighing Scale Support.
	N	The default setting that does not activate Weighing Scale Support for the WMS app.
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 through the mobile app. 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 after you pick and stage orders through the mobile app. Fulfillments are updated 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.
Pick only fully committed work orders	Y	Shows only fully committed work orders for picking.
	N	The default setting that shows both fully and partially committed work orders for picking.
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.
Provide wave status selection for unreleased orders	Y	Lets you assign the Pending Release or Released status to waves generated for unreleased orders on the app.
	N	The default setting that generates waves for unreleased orders in Released status.
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.
Choose bins for reversed pick task items?	Y	Displays the Select Bin page for bin selection during a sales order, transfer order, or work order pick reversal on the app. You can select a bin to which you want to transfer reversed items, except for WIP and outbound staging bin types.
	N	The default setting that does not enable bin selection for reversed pick task items.
Enable bin reporting and blocking	Y	Enables blocking of bins per item during order picking.
	N	The default setting that does not enable bin blocking.
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 slow 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, HIBC 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 supported processes, leave this field blank. The All option does not apply to this rule.
   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.
   	Process Type	If you apply the rule to the PO Receiving or Inbound Shipment process, you can select Tally Scan Across Item Types to enable continuous tally scanning across regular, lot, and serialized items. After you scan the initial item on the Enter Item page, you can tally scan the other items on the Enter Quantity page.
   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.
   Manually pack orders? Use cartons for multi-order picking? Use cartons for single order picking?	Process Type	Select one of the following order picking flows to which you want to apply this rule: Sales Order or Transfer Order. To apply the rule to both flows, leave this field blank. The All option does not apply to this rule.
   	Order Type	For any of these rules, you can select and assign an order type for sales orders. You can choose from the same list of order types that you set up for sales orders. For more information, see Creating Order Types.
   Stage received items before putting away?	Process Type	Select one of the following order receiving processes to which you want to apply this rule: Purchase Order, Inbound Shipment, or Returns. To apply the rule to all supported processes, leave this field blank. The All option does not apply to this rule.

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 App Setup

General Notices