Automatic Location Assignment Configurations
A configuration is a collection of rules and backorder rules that are evaluated in sequence to determine the ideal fulfillment location for each line in a sales order. You can create multiple configurations, each with its own set of rules.
You can set a default configuration on a per-subsidiary basis. To do so, go to Setup > Order Management > Setup Tasks > Advanced Order Management and select a configuration in the Default Configuration field. In a OneWorld account, you can set one default configuration per subsidiary. A default configuration is the configuration NetSuite uses if an automatic location assignment configuration is not selected on a sales order.
A configuration is valid when it has at least one rule. When you add a rule to a configuration, the rule becomes exclusive to the configuration. To use a rule with the same attributes in another configuration, open the other configuration and create a new rule with the same attributes.
The rules in a configuration are evaluated in the order in which they appear in the configuration. You can change the evaluation order by moving a rule up or down in the list. It is important to ensure that the evaluation order of rules is correct because it directly affects how locations are assigned. For example, if there are two rules in a configuration and the automatic location assignment engine is able to assign locations to all sales order lines in the first rule, all subsequent rules are skipped.
When a rule is evaluated, NetSuite tries to assign locations to all open lines in the sales order according to the attributes in the rule. If the fulfillment locations for any lines remain unassigned after a rule is evaluated, NetSuite moves to the next rule in the list. Rule evaluation continues until either of the following occur:
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All lines in the sales order have a location.
The automatic location assignment engine ignores any rules that occur later in the sequence.
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There are no more rules (both ordinary rules and backorder rules) left to evaluate in the configuration.
Some lines in the sales order might not have a location after all rules have been evaluated. There are a number of reasons why this might happen – see Reasons Why Locations Might Not Be Assigned Automatically for more information.
In a OneWorld account, you can reuse a configuration for multiple subsidiaries or create separate configurations for individual subsidiaries. You can assign one default configuration per subsidiary. If you change a configuration that is used by multiple subsidiaries, the changes apply to all the subsidiaries.
To create an automatic location assignment configuration:
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Go to Setup > Order Management > Automatic Location Assignment Management > Configurations > New.
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Enter a name for the configuration.
Note:Configuration names must be unique. In a OneWorld account, you can use the same configuration name for configurations in different subsidiaries.
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If you have a OneWorld account with more than one subsidiary set up, select a subsidiary.
Important:After you save the automatic location assignment configuration, you cannot change the subsidiary.
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Click Save.
You can now edit the configuration and add rules to it. A valid configuration must have at least one rule. See Automatic Location Assignment Rules.
Note:If you add more than one rule to a configuration, verify that the rules are in the correct order of evaluation. You can change the order in which the rules are evaluated by moving them up or down in the list.