This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as official implementation partner Of Oracle NetSuite.
Requirement
AMVOP would like to implement the WMS in their business and would like to do some configurations to achieve the below workflow:
Flowchart:
NetSuite WMS Barcode SOP:
- Receive items from vendors with multiple UOM:
- The quantity in the pallets is not fixed. We must add the quantity in each pallet.
- We need to receive these items in multiple UOM (pieces, pallets, dozens, kilos…. etc.)
- QC will approve the items before receiving them in the store
- As the Storekeeper is receiving the items (in any UOM) in the store, he then will generate and print barcodes for the received items that includes (Item Name, Item Description, Lot number, Quantity, UOM and Expiry Date).
- The Storekeeper will then fulfil released Transfer Orders by scanning the pallet’s barcode and without entering any quantity or lot information, just by scanning the code the items in the pallet are fulfilled.
- Lot status must be Good.
- The fulfillment can be in multiple UOM (pallet, carton, pieces…. etc.).
- The Production Manager will then receive the items from the Transfer Order also by scanning and without entering any quantity or lot information.
- Once the items are inside the WIP location, the Production Manager must then allocate (pick) the items for a specific Work Order.
- The Production Manager will then consume the received material by using the barcode (it can be in multiple UOM, pallets, carton, pieces.).).
- Once Work Order assembly is done, Production Manager will generate and print barcodes for the assembled items that includes (Item Name, Item Description, Lot number, Quantity, UOM and Expiry Date).
- The items at this stage are packed in boxes and then placed on a pallet. We need to print the carton label and pallet label.
- The production manager will then create a Transfer Order and fulfill the assembled items to the FG warehouse (which can be done in multiple UOM) by scanning the barcode and without entering any quantity or lot information.
- The Warehouseman will then receive the assembled items by using the barcode and without entering any quantity or lot information.
- QC will approve the items before fulfilling to customers:
- Since it was confirmed from J&J that we cannot customize the SCM mobile to include the QC approval, we can utilize the Released & Unreleased orders as QC approval along with the outbound staging bin.
- QC must select the Sales Orders and release the approved quantity only, as the Sales Order might be partially shipped.
- The Warehouseman will then pick the items by scanning the barcode received from production and place it physically on a truck.
- Once the truck is fully loaded, the Warehouseman will then enter the delivery order information (courier, driver name & license, truck plate number…etc.) and then ship the whole truck’s quantity to be able to print the Delivery Order for this truck.
- It is more convenient to have the delivery order information on the SCM mobile app. Please study the possibility.
Notes:
- We must be able to receive items from vendors in multiple UOM (Peice, Pallet, Kilo…. etc.).
- We must specify the quantity of pieces in each pallet when receiving them from vendors.
- We need to transfer items between locations in multiple UOM (Peice, Pallet, Kilo…. etc.).
- We must allocate items to WOs, consume components with barcodes and generate barcodes for the assembled products in multiple UOM (Peice, Pallet, Kilo…. etc.).
- The barcode must contain lot number, quantity and UOM so we can immediately fulfill or receive without entering a quantity, just by scanning.
- When shipping to customers we need to ship the whole truck to print one delivery note per truck. Not with each pallet.
- This will be applied for both AMVOP & AMMP.
Solution
Receiving Items to Store and QR Code Generation
Print Functionality
Analysis on Print Node Functionality
We did analysis on Print Node software and WMS settings on how the system has been integrated.
Also, we checked whether it is possible to have a manual printing option in the WMS.
NetSuite WMS integrates with Print Node, a third-party provider of hosted printing services. Through computers installed with the Print Node client, Print Node can access the printers set up on your computers. We can submit your mobile print requests through Print Node, which manages the requests and routes them to the appropriate printers.
Enabling Mobile Printing
We need to enable the mobile printing functionality in NetSuite to enable the print node integration done between NetSuite and Print Node software. While enabling the mobile printing option, we will be adding the print Node system devices and software connection URLs to access the software.
- Print Node URL for View Printers API – In case Print Node changes their default URL, enter the new Print Node URL for the view printers API.
This API enables you to retrieve the list of printers.
- Print Node URL for Create Print Job API – In case Print Node changes their default URL, enter the new Print Node URL for the create print job API.
Print Security Setting
We need to set up the print security settings in the sandbox by adding the IP address and Printer API keys
Label Printing Set up
In the label printing set up, we must select the and in the printer type field, we must select either Report or Label. All type option is also available
SCM Mobile customization for Print Button for item label printing
We need to customize the mobile pages to display the print button in the Item quantity entering page as shown below:
When user clicks on the print button, the user will be navigated to following popup:
Here the user can select the printer and template and the print will be delivered to the print node software.
WMS configuration to achieve Print option
We need to enable the rules to achieve the following cases:
- Enable Warehouse management system rule
- Enable the label printing option to activate the third-party integrations
Multiple Unit of Measure Handling
Purchase orders can be received to the warehouse with multiple units of measure as pallet, pieces, each, etc. The conversion rates should be defined in the unit of measure records in the NetSuite. The quantities will be updated dynamically according to the unit of measure defined in the UOM records.
As we have discussed, if the quantity per pallet is varying every time, we must use the tally scan feature of the WMS. In this, the user must scan each individual items in the pallet every time. Here, every time an item is scanned the quantity received will be increased by a quantity 1. Then the total quantity received will be updated dynamically.
If the quantity per pallet can be predefined, the user can select the pallet option the dropdown available (illustrated in below screenshot) for unit of measure selection in the SCM Mobile and the quantity will get dynamically updated.
QC Approval Stage
To implement the QC approval stage in the WMS, we will be using the Staging Bin functionality. Once the items are received in the inbound staging bin it is considered under inspection, and whatever is transferred through Bin Put away to the picking bins will be considered the QC approved quantity.
Here, all the items received will be received to a staging bin and warehouse people must do Bin Put away option in WMS mobile for bin transfer it to the picking Bins.
Fulfill Items from the Store
Transfer order record
The user will be creating a transfer order for all the items received in the warehouse and save the transfer order number.
We can generate a transfer order QR code for the scanner to scan the transfer order number. After picking the transfer order items, the item fulfillment records will be created with picking status.
Packing of the item fulfilment
We will be enabling the pallet and carton number auto generation feature to auto generate the number while fulfilling the orders.
We will be packing the cartons to the pallet. When the user enters the packing details of the cartons, user will get an option to add the cartons to the pallet.
Here we will be using the pack station app in the NetSuite WMS for packing the item into the pallet.
Pallet label printing
We will be configuring the WMS for printing the pallet label from the SCM mobile.
QR code of the pallet label will be generated with the following fields associated with each item:
- Item Name
- Item Description
- Lot number
- Quantity
- UOM
- Expiry Date
Note: Here we will be assuming that only one item will be packed in the pallet.
QR code Generation
The .XML files are used in the following advanced PDF templates:
- Standard WMS Item Label PDF Template
- Standard WMS Pallet Label PDF Template
We can copy these advanced PDF templates and customize your copy according to our printing requirements.
QR code will be generated with the following fields associated with each item:
- Item Name
- Item Description
- Lot number
- Quantity
- UOM
- Expiry Date
Sample pallet label has been illustrated below:
Report Type
We will creating a custom report type for the custom pallet label printing and define the source records for the values that to be used in the PDF template
PDF Template Sourcing
We will be using the WMS auto evaluation data custom record as the source record for the label template sourcing
Custom PDF label template
We will be creating custom PDF template for printing the QR code from the Enter quantity page in the SCM mobile. The label will be printing per item, and it can be attached to pallet containing the item only.
Create a custom template custom record
Once the template is ready, we have to create a custom template record and provide the print-template path to the template file.
Shipping items
We will be using the quick ship option in the NetSuite WMS for scanning the pallet label and create the item fulfilment record with shipped status
In the quick ship option, user can scan the QR code generated for the pallet can be scanned and enter the details to create the item fulfilment record with the shipped status
Scanning the pallet label has been added in the WMS page as shown above.
The scanned pallet label can be used for shipping the orders and make the item fulfilment status to shipped status.
Receiving the transfer order
We will be implementing a custom icon in the WMS app and user will have the flexibility to scan the pallet label and enter the transfer order.
Custom icon in Main Menu
In WMS, we will add an icon in Main menu page as shown below. On clicking the “Receive TO with QR code” icon, the user will navigate to a custom(suitelet) page on another tab.
Scanning Page
We will be implementing a suitelet script to scan the QR code of the pallet. There will be a field available in page to enter the transfer order details. We will be setting up a button in the suitelet page “Scan QR code” and a popup button will appear while clicking the button.
When the user scans the QR code, we will be using the data enclosed in the QR code for creating the item receipt for the transfer order selected in the popup window.
Note: Page will be loaded in another tab.
On clicking the Upload button, the Item receipt record corresponding to the transfer order will be created
Work Orders Picking
Picking Component Items for Work Orders
Use your mobile device to pick component items for released work orders. If you use the Manufacturing Work in Process (WIP) feature, you can also pick component items for WIP-enabled work orders. However, you cannot use the mobile device to build assembly items for WIP-enabled work orders.
Building Assembly Items for a Work Order
NetSuite records a completed assembly build on the work order and assigns the work order to “Built” status. It increases the assembly item’s stock level in the storage bin location where you put it away. It also decreases the component items’ individual stock levels in the work-in-progress (WIP) bin from which you built the assembly.
Fulfil transfer order for assembly build
Users must scan individual items using tally scan feature and add the components to the pallet while packing the order.
Again, the process will be like the steps mentioned above.
Assumption
- Pack Station supports the following types of transactions and items:
Sales and transfer orders in Pending Fulfillment status
- Fulfillment records associated with the orders must be in Picked status.
- Fully and partially picked orders are supported.
- If you use the Warehouse Management feature, you can pack orders released in wave transactions after you pick them using your mobile device
Items must belong to the following supported item types:
- Inventory and assembly items, including, matrix, lot numbered, and serialized items
- Kit/package and non-inventory items (for sale and for resale only)
- For Warehouse Management, order transactions that contain only non-inventory items cannot yet be packed for warehouses with bins.
- Item groups
- We assume that the device will have option to scan the barcode
- User will select the transfer order record on the suitelet page
- The page will be responsive to all screens.
- Device should support to open link in the browser
- We assume that assembly , inventory and lot numbered items are there
- Inventory status need to be entered by user in the SCM Mobile
- User will have Transfer order number to receive the pallet
Risk
- Items in the pallet might be damaged and we are not validating the same while receiving the transfer order
- Suite let pages concurrency limit will be there
- Assume that the expired items will not be picked up in the pallet
- We will not be validating the expiry date of lot items
Time and Effort
Total Effort: 90 Hours
| Description | Hours |
| Netsuite Print functionality set up | 26 Hours |
| QR code generation | 16 Hours |
| Custom TO receiving Option | 48 Hours |
| Total | 90 Hours |