Running Automation
After you have configured how automation will run in your account, and completed the required setup steps of the Automatic Location Assignment and Fulfillment Requests features, you must set automation to run.
Make sure you have configured the records and settings related to automation prior to running the automation processes. See Automatic Location Assignment for more information about setting up automatic location assignment. See Fulfillment Request Creation for more information about setting up automatic fulfillment requests.
You run automation separately for shipping orders and pickup orders. You can choose to run automation for both types of orders or for one type only. Automation for shipping orders includes the following two processes:
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Automatic location assignment
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Fulfillment request creation
Automation for pickup orders includes the following process:
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Fulfillment request creation
You must enable the Store Pickup feature, as well as the Fulfillment Request feature, to run automation for pickup orders. See Store Pickup for more information.
When you run automation in a OneWorld account, it runs for all subsidiaries in your company. With the Automatic Location Assignment feature, you can create multiple configurations and use the same configuration with all subsidiaries or use a different configuration for each subsidiary. If you do not want to run automation for a particular subsidiary, set its configuration to Undefined in the Advanced Order Management Setup page.
You can also use a macro to run automatic location assignment. See Automatic Location Assignment Macro for more information about the macro.
To run automation:
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Go to Setup > Order Management > Setup Tasks > Advanced Order Management.
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To run automation for shipping orders:
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Click the Shipping Orders subtab and check the Run Automation box.
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Choose the automation processes you want to run for shipping orders: automatic location assignment, fulfillment request creation, or both.
Note:The automation processes available to you depend on the features enabled in your account. See Enabling Automation Features for more information.
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Select the business events that will cause the selected automation processes to run. For the fulfillment request creation process, you can also specify a wait period – see Fulfillment Request Creation for more information.
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To run automation for pickup orders:
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Click the Pickup Orders subtab and check the Run Automation box.
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Select the business events that will cause fulfillment requests to be created automatically.
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Verify that the automation settings for automatic location assignment and fulfillment requests are configured correctly. See Managing Automation Settings for Automatic Location Assignment and Fulfillment Request Creation for more information about setting up each automation process.
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Click Save.
Important:Automation starts immediately after you save the settings on the Advanced Order Management Setup page.
To stop all automation processes, clear the Run Automation box for shipping orders and pickup orders. NetSuite continues to process any transactions that have already been saved. For example, if you specified a wait period for the fulfillment request creation process, NetSuite processes all sales orders with a wait period that has not yet elapsed.
Because of the way in which automatic location assignment works and how it is configured, you have different options to stop automatic location assignment. See Stopping Automatic Location Assignment for more information.