"Inspection Required" flag for Items. - How does N...
# inventory
m
"Inspection Required" flag for Items. • How does Netsuite handles Items that require inspection? • Is there any out of the box functionality in Netsuite to have a Inspection Required flag on the Item, and then force the Item Receive process to receive the inventory in a predefine Bin, location or Inventory Status? I will appreciate any information. Thank you in advance.
s
You can set rules in the quality module and associate them with item to be inspected
m
Yes, I should look into the Quality module again. Last time I checked, it seemed to be complicated just for a simple yes/no visual inspection. Thank you
a
Enable the Inventory Status feature and setup one of the Statuses to be labeled ‘Quarantine’. Create a custom item field (I use checkbox for most use cases) as an identifier for your items you want inspected. Create a U/E script that is triggered from the custom item field and automatically does a Bin Transfer into a Quarantine bin once the IR is created. For more control you can remove the permission for changing the Inventory Status on all roles except Quality roles to set the status which is your inspection results upon inspection ( Pass/Fail).
m
@Andrew Altringer interesting workflow, but how would an end user know where the item actually resides if you moved it electronically to a new bin?
a
The End User has a saved search for Inventory On Hand Per Bin. For example, one use case I had was the client had 5 different Release Types setup as a custom list field on the Item record. 2 out of the 5 Release Types were for items that always required inspection upon receipt. Created a custom item checkbox field and a workflow that checked the box if the Item contained either of the 2 Release Types upon creating or editing the Item record. Created a U/E script that ran on every IR created and if that checkbox was True it would automatically do a Bin Transfer to a bin named ‘Quarantine’ and apply the Inventory Status ‘Quarantine’ and prevent all Roles from changing the Inventory Status ‘Quarantine’ except for QC Roles. QC Dept would then receive an auto email from a Saved Search created that new items were awaiting inspection in the Quarantine bin/area. Then if passes they would update the Status to ‘Released Material’, tag it with a label, and the warehouse would then transfer it to its storage bin location.
s
On the item record
a
This same client also requested to control specific QC Bins and who could Transfer material OUT of those bins. This was a little trickier but created a solution that works great for them
m
All this is very good information. Years ago I used another ERP called QAD a similar "Inspection Required" flag and functionality and I was thinking in replicating that; however I believe only involved a "Inspection" status, but I like the Bin and transfer approach. It is a lot cleaner. Thank you for sharing.