Setting Customer Commitment Priorities
To use the priority-based item commitment functionality in your account, you must mark customer records to prioritize the importance of filling orders for customers. Then, transactions are processed based on the indicated priority of the selected customer.
When the Item Commitment Transaction Ordering preference is set to Order by Order Priority, NetSuite commits items based on set customer priority. This is true regardless of transaction date or expected ship date. In addition, an Order Priority column appears on forms for work orders, sales orders, and transfer orders. NetSuite uses this field to calculate the order priority for allocation. Priority is determined at the transaction line level based on the set customer priority.
The procedure below is valid only if you have not enabled the Supply Allocation feature in your account. If you have enabled the Supply Allocation feature, see Supply Allocation for additional information.
To set the Order Priority box on a customer record:
-
Go to Lists > Relationships > Customers.
-
Click Edit or New.
-
In the Default Order Priority field, enter a number to designate the priority for this customer.
Important:The lower the number you enter, the higher the priority. For example, priority 1 is higher than priority 2. You can also enter decimal numbers in this field. For example, priority 1.5 is higher than priority 2.
This field is available only when you use the Commitment by Order Priority preference. For details about this preference, see Setting Inventory Allocation Preferences.
-
If you are entering a new record, complete the additional fields as necessary.
-
Click Save.