Setting Up Supply Planning

To set up NetSuite Supply planning, you need to install or enable supply planning, and the supply planning workbench. After you have enabled the prerequisites, you can then setup an item for supply planning.

To set up supply planning:

  1. Go to Setup > Company > Enable Features.

  2. On the Company subtab, check the Locations box.

  3. On the Items & Inventory subtab, check the following boxes:

    • Multi-Location Inventory – for the assembly item stock levels needed for the supply plan.

    • Assembly Items - to enable planning for manufactured items.

    • Advanced Bills of Materials - where component assembly items are stored to ensure that the assembly components are available.

    • Work Orders - the order that builds the assembly item must be included in the supply plan.

    • Advanced Inventory Management – to include reorder point and safety stock levels in the supply planning run.

    • Material Requirements Planning – to activate the supply planning feature.

  4. Click Save.

  5. Go to Setup > Accounting > Accounting Preferences.

    1. On the Order Management subtab, check the Allow Purchase of Assembly Items box.

    2. On the Approval Routing subtab, check the Purchase Orders box.

  6. Click Save.

  7. Go to Setup > Accounting > Inventory Management Preferences.

  8. Check the Use Lead Time and Safety Stock per Location box.

  9. Click Save.

To set up an item for a supply plan:

  1. Go to Lists > Accounting > Items.

  2. On the Items page beside the item record you want to add, click Edit.

  3. Click the Purchasing/Inventory subtab.

  4. In the Inventory Management section, Replenishment Method list, select Material Requirements Planning.

    The new supply planning process will use this replenishment method.

  5. Click Save.

Related Topics:

Setting Supply Planning Parameters
Supply Planning Prerequisites
Upgrade Supply Planning to Material Requirements Planning and Master Production Schedule
Creating a Supply Planning Definition and Schedule
Supply Planning Overview
Supply Planning Workbench
Supply Planning

General Notices