Prerequisites for Using FEFO Lot Assignments

The following are the prerequisites for using the FEFO Lot Assignments SuiteApp:

Feature	Access	Prerequisite
Supply Allocation Setup	Setup > Order Management > Supply Allocation	Clear the Perform Supply Allocation After Transaction Entry, Update or Delete box The sorting sales of orders for lot allocation depends on the sorting configuration set in the Supply Allocations Setup page.
Location	Setup > Company > Classifications > Location	For each location record, check the Make Inventory Available box. When you create the location from Setup > Company > Classifications > Locations > New, this box is checked by default. However, if you create a location from a sales order or some other record, you must explicitly check the box.
Items	Lists > Accounting > Items	The value in ATP Lead Time field must be set to 0 for lot numbered items. On SuiteApp installation, this field is set to 0 for all lot items.
Order Allocation Schedules	Transactions > Order Management > Allocate Orders > Schedule	For lot numbered items that have location configured to commit and assign mode, do not use order allocation schedule. For addressing only nonlot and other item types, choose the Select Orders Using a Saved Search option and then select FEFO_customsearch in the Saved Search list. When using a different saved search, make sure the saved search filters line items containing lot numbered items for the locations marked as commit and assign. For other locations, select all sales order line items.
Allocate Orders and Reallocate Items	Transactions > Inventory > Allocate Orders. Transactions > Order Management > Reallocate Items	Do not add line items containing lot numbered items for locations set with Commit and Assign mode.

Feature

Access

Prerequisite

Supply Allocation Setup

Setup > Order Management > Supply Allocation

Clear the Perform Supply Allocation After Transaction Entry, Update or Delete box
The sorting sales of orders for lot allocation depends on the sorting configuration set in the Supply Allocations Setup page.

Location

Setup > Company > Classifications > Location

For each location record, check the Make Inventory Available box.

When you create the location from Setup > Company > Classifications > Locations > New, this box is checked by default. However, if you create a location from a sales order or some other record, you must explicitly check the box.

Items

Lists > Accounting > Items

The value in ATP Lead Time field must be set to 0 for lot numbered items.

On SuiteApp installation, this field is set to 0 for all lot items.

Order Allocation Schedules

Transactions > Order Management > Allocate Orders > Schedule

For lot numbered items that have location configured to commit and assign mode, do not use order allocation schedule.

For addressing only nonlot and other item types, choose the Select Orders Using a Saved Search option and then select FEFO_customsearch in the Saved Search list. When using a different saved search, make sure the saved search filters line items containing lot numbered items for the locations marked as commit and assign. For other locations, select all sales order line items.

Allocate Orders and Reallocate Items

Transactions > Inventory > Allocate Orders.
Transactions > Order Management > Reallocate Items

Do not add line items containing lot numbered items for locations set with Commit and Assign mode.

Note:

When using FEFO Lot Assignments, you must not use the standard NetSuite Allocate Orders and Reallocate Orders pages, accessible from Transactions > Order Management.

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