Angela Bayliss · Senior Solution Architect · Silver Crown

Doesn't seem like a use case that's very likely to occur... ? not very likely to occur? Malin, do you think I make this stuff up? I assure you, that is not the case. case in point: However "likely" or not this is to occur, it was routed to my desk yesterday when a 9k piece of hardware was RMA'd from the customer, and the…

matt, what are you saying? do you want my macros? remember- those who ask shall often receive ;) The physical inventory worksheet is a standard report- found in reports-inventory, physical count sheet ( or very similar, not looking at it at the moment). I just modified it to incude bins and serials. The macros are a snap-…

well, Andy, ask and you shall receive. Please remember that I use ALL serialized items. This process is directly dependent upon items being serialized. I modified our basic physical count sheet to include our serial numbers, bins, and not show zero's. Since the output has the serials on a report listed horizontally, I…

scrapping the whole thing, then?

Hope you don't have any 'Kit's as they don't advertise that Kits don't work with serialized components! True- but item groups work like a dream.

Angela, thanks for your advice. #2 that you stated above ..... sounds like our only option. Can you please share the steps to do things that way ? Thanks. Jeff, I hate to be the breaker of bad news here, but I was not listing your options. I was listing some but not all of the tasks that will have to be completed in order…

You just opened up a huge can of worms, my friend. I know quite a bit about serialized inventory, but what you are asking is much more than that. You may want to take a step back here, and reassess your approach. you can get yourself into quite a mess if you are not careful. Items- once you have items in your system, you…

If you create the RMA from the cash sale/invoice, it would have the serial # on it already. Likewise, if you create the RMA from the sales order, and you put the serial # on the SO to commit it before fulfillment. So in those cases, it's a matter of verifying that # on the physical item at receipt. That leaves 2 other use…

Tom, There is no way available within NS to do a physical count. What we do is export the physical count sheet to Excel, and use Excel to do the reconciliation of the count. Once we have run down the discrepancies, and I have a final list, one inventory adjustment is all that is necessary to complete the information to…

it would certainly make the creation of a new templete a lot easier if you export what you want to migrate, and use the data as the foundation for your import. (such as exporting a report of the items into Excel) However, when manipulating these volumes of data, one little slip of getting the data out of alignment can make…

OK then, Jeff, here we go...... I am going to assume that you are going to spearhead this endeavor. In order to efficiently guide you, I am anticipating you doing most of the planning and testing yourself, before you cement your intentions. I am also assuming that you are already live, That being said, from an overview…

On point 1. You can have duplicate names if you use an item hierarchy - which btw- is good practice to categorize items. True, However the question he was asking- to take items and replicate them as serialized, this is not really applicable, and I was trying not to bury him in information he may not need ;)

Steve, The one thing you are not mentioning is how long you have been doing this. What kind of volume is involved- this CAN be done, but it may be rather messy, if not done carefully and meticulously.

Then it shouldnt be that difficult to do. I am happy to help guide you through it, but will need more details. May have to take this process outside the UG, to either telephone, e-mail, or IM. If your interested, let me know- angela

see the thread https://usergroup.netsuite.com/users/showthread.php?t=3603

did you try sourcing the negative number back to it's cause, and fixing that?

Hey Andrew, oh guru of inventory adjustment worsheet, educate us. Why does this not work? (I cannot wait to hear this, it is no secret I dislike the inventory adjustment worksheet tremendously)

I looked, but I don't quite understand what would give 0 qty a negative value We did take a loss on this item we bought 4704 @ .60 / piece we sold 4704 @ .23 / piece i thought it would 0 out the inventory. it happens on the day of the sales order, but the value now is only -.02 cents. I'm thoroughly confused taking a loss…

ok, report #1- showing imbalances in PO's. Begin with the default "open PO report"-customize In Edit Columns: Remove the total amount column. Add in columns for: quantity received quantity billed date received ship to(optional, we use this for recon purposes) Also, add a formula column, using the formula difference x-y,…

you can cause a varience if there is a disruption in cost within the purchase cycle- for example, if your purchase order says 1-widget, 20 dollars. the widget is received (and automatically assigned a value of 20 dollars) the bill comes in and for whatever reason- is only 15 dollars. the bill is entered at 15 dollars. Your…

Existing items cannot be changed from one item type to another. You will need to create a new non-inventory for resale item, and then inactivate the inventory item. This is going to apply- however you decide to create the new type.

As I mentioned, our warehouse guys know exactly where items are located. When programmed correctly, it works fine.

Give me a little time- been an intense week, and if I am not concentrating, I may skip something in the report that I percieve as obvious. I don't want to do that, because it can cause a lot of strife and dissention, culminating from confusion. I will get you the parameters, but like I said, it is a little more complex.

I don't understand this :- "If open purchase orders are either received or billed, then closed manually, this will also throw you out of balance." What do you mean manually, as against what? Thanks for your help. I mean, someone goes in and clicks on the "close PO" button, as opposed to completing the cycle of po-item…

Hi Snoggers, I use bins, and when I print a picking ticket, it displays the bin location of the on hand inventory as well as the qty on hand in that bin. On the fulfillment screen, the bin numbers are blank, but there is a small icon list to the right side, allowing users to designate which bins the items were pulled from.…

I think you can use the Unit of Measure. Specify your base unit and the conversion rate. For example, 1 pc is your base unit and in 1 carton there are 24 pcs. So per 1 carton, 24 is your conversion rate. Then create the item code and specify the Stock Units (how do you want to stock your items), the Purchase Units (which…

Andrew, you are wonderful. The adjustment worksheet doesn't sound so bad, after all. go figure ;) Thanks.

Hi Paul, Sorry I had to cut you off on IM, I had to run to an appt. I understand your confusion, so let me rephrase my answer to you. First of all- the po cycle contains three elements, with advanced receiving. Those elements are: the PO(non posting), the item receipt(posting ), and the bill(posting). This being said, you…

we do- all serialized inventory- use a scan gun to ensure the serials are entered correctly, bar codes created listing serials on each item.

Hi Nate, Not trying to butt in, but if you mfg your own stuff, try this: Create a vendor for the items you purchase- name it whatever you want. personally, I use "MFG" list this as your preferred vendor for the item, with the price you need listed as the purchase price in the preferred vendor field (main tab, inventory…