Setting Up Supply Chain Management Reports
Roles and Permissions in Supply Chain Management
The following roles are provided full permissions upon installation of Supply Chain Management:
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CEO
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CFO
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Sales Vice President
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Accountant
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Accountant (Reviewer)
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Bookkeeper
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Warehouse Manager
Note:To generate a Manufacturing Dispatch List and a Manufacturing Traveler, you must set the CRM Groups permission (under the Lists subtab) to View. For more information about setting permissions, see NetSuite Permissions Overview.
NetSuite Center views can vary depending on your role. You can view specific pages using the following path:
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Supply Chain Management main page:
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Administrator – Transaction > Management > Supply Chain Management
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Warehouse Manager – Inventory > Other > Supply Chain Management
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Executive or Accounting – Financial > Other > Supply Chain Management
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Inventory Count page:
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Administrator – Transaction > Inventory > Print Inventory Count Sheet
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Warehouse Manager – Inventory > Inventory > Print Inventory Count Sheet
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Executive – Financial > Adjustments > Print Inventory Count Sheet
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Accounting – Financial > Inventory > Print Inventory Count Sheet
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Manufacturing Dispatch List page:
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Administrator – Transaction > Manufacturing > Print Dispatch List
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Warehouse Manager – Inventory > Manufacturing > Print Dispatch List
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Executive or Accounting – Financial > Manufacturing > Print Dispatch List
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Manufacturing Traveler page:
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Administrator – Transaction > Manufacturing > Print Traveler
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Warehouse Manager – Inventory > Manufacturing > Print Traveler
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Executive or Accounting – Financial > Manufacturing > Print Traveler
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Daily Shipment Detail Report page:
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Administrator – Transaction > Management > Supply Chain Management > Daily Shipment Detail
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Warehouse Manager – Inventory > Other > Print Supply Chain Forms > Daily Shipment Detail
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Executive or Accounting – Financial > Other > Print Supply Chain Forms > Daily Shipment Detail
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Setting Supply Chain Management Preferences
You can set preferences to customize how the forms appear and to specify details you want to include in the form.
Go to Transaction > Management > Supply Chain Management > Preferences, and then click Edit.
The navigation paths used in the procedures are based on the Administrator role. If you are not an administrator, you may see a different view of the NetSuite Center. For more information, see Roles and Permissions in Supply Chain Management.
To set up General preferences:
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On the General subtab, check the Print Barcode box to include bar codes on the printed form.
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From the Item Barcode list, select whether you want the bar code to be generated based on the Item Name or UPC Code.
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Select the Send form generation email notification box if you want to receive an email notification when supply chain forms have been generated.
To set up Inventory preferences:
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On the Inventory subtab, select whether you want to sort the inventory count sheet by item or bin.
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Select Print Inventory Count Sheet with Serial/Lot Number if you want the serial number or lot number to appear in the form.
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In the No. of Lines for Serial/Lot Number field, specify the number of lines to allot for the serial or lot number.
For preferences related to other Supply Chain Management SuiteApp features, see the following topics:
Modifying Deployment Schedule of the Clean Up Process (Scheduled Script)
A scheduled script runs one time per day to clean up process requests that are terminated unexpectedly. You can modify the scheduling based on your preferences.
To edit the script deployment schedule:
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Go to Customization > Scripting > Script Deployments.
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Click the Edit link for SCM Background Cleanup Process SS.
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On the Script Deployment page, click Edit.
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In the Schedule subtab, change the timing of the script according to your preference.
For more information about NetSuite’s Scheduled Scripts, see SuiteScript 2.x Scheduled Script Type.