Creating Order Allocation Schedules

Create an allocation schedule to automate allocation calculations based on rules defined on the schedule.

Note:

When you use approval routing, allocation calculations consider only approved inventory supply orders. This applies to purchase orders, work orders, and transfer orders. Additionally, work orders must have a Released status for NetSuite to consider them in allocation calculations.

To create an allocation schedule:

Go to Transactions > Order Management > Allocate Orders > Schedule.
Click New Order Allocation Schedule.
Under Primary Information, complete the following steps:
1. Enter a schedule Name.
  
  For example, enter the name Weekly Order Allocation for an allocation you plan to run one time a week.
2. Enter a Description with additional details that identify this schedule.
3. Check the Inactive box to exclude this schedule from lists.
Under Schedule, complete the following steps:
1. To select how often to run this schedule, select a Recurrence Frequency.
2. If the selected Recurrence Frequency is Weekly, Monthly, or Annually, from the Repeat Every list, select a number to specify the recurrence.
  
  For example, using a monthly recurrence, select 2 to repeat every two months. Using a weekly recurrence, select 3 to repeat every three weeks.
3. To specify the next date you want the schedule to run, enter the Next Date.
4. To specify the hour and minute the next schedule runs, select a Next Time.
Under Order Options, complete the following steps:
1. Select a Subsidiary to limit the list of locations when you set search criteria described later in this procedure.
  
  Note:
  In the Intercompany Cross-Subsidiary Fulfillment Feature, the list expands to include cross-subsidiary locations defined as an Inventory Subsidiary on the Global Inventory Relationship record.
2. Select an Allocation Processing Option.
  - Using Sorting Options Only
  - Using Fill Rate Optimization – prompts NetSuite’s batch allocation logic to calculate the largest possible number of order lines fully allocated on time.
  - Using Revenue Optimization on Sales Order - The system allocates existing supply to produce the maximum sales revenue.
    
    Revenue is defined as the company income on the sales transaction after the product is sold (invoiced). The revenue on the sales order line is stored by the amount field, in the transaction currency.
  - Using Gross Profit Optimization on Sales Order - The system allocates the existing supply to maximize sales profits.
    
    Gross Profit is the remaining sales transaction amount after deducting the direct item cost from the revenue. When the Gross Profit feature is enables, gross profit is calculated on the sales order line and stored by the Est. Gross Profit field in the transaction currency.
3. Check the Set Order Line to Firm box to set items as firmed when this allocation schedule is run.
  
  Clear this box to set items as committed but not yet firmed when this allocation schedule is run.
Under Select and Sort Orders, select one of the following options to filter the list of orders using a saved search:
- Select Orders Manually - Choose this option if you do not want to filter the list using a saved search. You can define search criteria later in this procedure.
- Select Orders Using a Saved Search - Choose this option to filter the list of orders using an existing saved search.
- Select Orders by Creating a New Search - Choose this option to open a form to choose filters for a new saved search. For more information about creating a saved search, see Defining a Saved Search.

If you choose Select Orders Manually under Select and Sort Orders, NetSuite displays the following fields for you to define search criteria. These criteria determine which orders appear in the list:

Criteria	Description
Location	Choose a location to filter orders by location. Press and hold the Ctrl key to select more than one location.
Item	Choose an item to filter orders by that item.
Sales Channel	Choose a sales channel to filter orders by sales channels.
Customer	Choose a customer to filter for orders associated with a customer.
Order No.	Enter an order number to filter for a certain number.
Transaction Type	Choose a type of transaction to filter the list for that type.
Transaction Date From	Enter a beginning date to define a transaction date range.
Transaction Date To	Enter an end date to define a transaction date range.
Supply Required by Date From	Enter a beginning date to define a supply required by date range.
Supply Required by Date To	Enter an end date to define a supply required by date range.
Expected Ship Date From	Enter a beginning date to define an expected ship date range.
Expected Ship Date To	Enter an end date to define an expected ship date range.
Order Priority From	Enter a beginning date to define an order priority range.
Order Priority To	Enter an end date to define an order priority range.
Est. Gross Profit Percent From	Enter the lowest estimated gross profit amount to restrict the list of sales orders returned.
Exclude Zero Est. Extended Cost	Check this box to exclude all sales orders with zero estimated extended cost. Zero estimated extended cost are always suspects if wrong data profitability data. This is a user option to exclude all of those and investigate them afterwards.

Criteria

Description

Location

Choose a location to filter orders by location. Press and hold the Ctrl key to select more than one location.

Item

Choose an item to filter orders by that item.

Sales Channel

Choose a sales channel to filter orders by sales channels.

Customer

Choose a customer to filter for orders associated with a customer.

Order No.

Enter an order number to filter for a certain number.

Transaction Type

Choose a type of transaction to filter the list for that type.

Transaction Date From

Enter a beginning date to define a transaction date range.

Transaction Date To

Enter an end date to define a transaction date range.

Supply Required by Date From

Enter a beginning date to define a supply required by date range.

Supply Required by Date To

Enter an end date to define a supply required by date range.

Expected Ship Date From

Enter a beginning date to define an expected ship date range.

Expected Ship Date To

Enter an end date to define an expected ship date range.

Order Priority From

Enter a beginning date to define an order priority range.

Order Priority To

Enter an end date to define an order priority range.

Est. Gross Profit Percent From

Enter the lowest estimated gross profit amount to restrict the list of sales orders returned.

Exclude Zero Est. Extended Cost

Check this box to exclude all sales orders with zero estimated extended cost.

Zero estimated extended cost are always suspects if wrong data profitability data. This is a user option to exclude all of those and investigate them afterwards.

Under Sort By, make selections in the fields below to define how the orders are sorted.

Note:
The sorting option on the Order Allocation Schedule page defaults to use the predefined preferences. For more information, see Setting Demand Preferences for Supply Allocation.
1. In the Sort By field, choose a field to sort the orders.
2. In the Then By field, choose a field for a secondary sort for orders.
  
  For example, you can sort orders in this manner:
  - In the Sort By field, choose Transaction Date.
  - In the Then By field, choose Expected Ship Date.
  Using these sorting options, the list is first sorted by Transaction Date, and within each date, orders are sorted by the Expected Ship Date.
  
  The sort order on custom forms is ascending by default, but you can check the Descending box to change the sort order.

Click Save.

To create an allocation schedule:

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