DSI Direct configuration elements
Each configuration element modifies the behavior of one or more Direct apps. You can define these elements at the company, user-specific, and app-specific levels.
Company level configuration elements
The following elements apply to every Direct app, unless an applicable app-specific or user-specific element contains a different value. To configure these elements, refer to Assign values to company DSI Direct configuration elements.
Company Prefix
Specifies the alphanumeric prefix representing your company for ASN integration. This prefix is received by the ASN provider and is required for the integration. Refer to Configure third-party ASN integration for Direct.
Default EPP Packing Slip
Specifies the exact name of the default EPP label used for packing transactions. This packing label is printed in the following scenarios.
-
When printing using a printer that has the Direct EPP Label Type field set to Packing, this label alone is printed.
-
When printing using a printer that has the Direct EPP Label Type field set to Combineshipandpack, this label is combined and printed with the label specified in the Default EPP Shipping Label field.
-
When printing using a printer that has the Direct EPP Label Type field set to Shipandpack, this label is printed in addition to the label specified in the Default EPP Shipping Label field.
Default EPP Shipping Label
Specifies the exact name of the default EPP label used for shipping transactions. This shipping label is printed in the following scenarios.
-
During a shipping transaction in a Direct app that supports printing, this label is printed. However, this only occurs if no customer-specific shipping label is identified in the DSI Customer Label setting configured on the customer record.
-
When printing using a printer that has the Direct EPP Label Type field set to Shipping, this label alone is printed.
-
When printing using a printer that has the Direct EPP Label Type field set to Combineshipandpack, this label is combined and printed with the label specified in the Default EPP Packing Slip field.
-
When printing using a printer that has the Direct EPP Label Type field set to Shipandpack, this label is printed in addition to the label specified in the Default EPP Packing Slip field.
Default Laser Printer
Specifies the name of the Enterprise Printing Platform (EPP)-configured printer automatically used in all compatible Direct apps. Users can temporarily override this printer selection by selecting another printer from the list in the app.
Important:Although other label types, such as shipping and item labels, do not require a value in this element, packing labels will not print unless this element contains a valid EPP printer name.
Default Location
Specifies the value automatically populated in the Location field within apps in the solution. This configuration does not affect which locations can be selected in the dropdown list. Note that the Default Location configuration at the user level overrides this value. For more information, refer to Location configuration logic and behavior.
Prefill Lot with Date-Time Stamp
Specifies lot number and serial number generation behavior for compatible apps. Currently, only Order Receipt provides lot and serial number generation functionality.
-
When this check box is enabled, the app automatically generates a lot or serial number when you open the Inventory Details menu for a lot-controlled or serial-controlled item, respectively. The app creates the generated number using the following date-time format: YYYYMMDD-HHMMSSmm. For example, 20180822-01542142. This number can be manually modified within the app.
-
When this check box is disabled, users must manually enter the number for the new lot or serial number.
Increment on Scan
Specifies whether the Order Receipt app allows users to increase item quantity by one every time they scan the item number.
Pack Then Ship
Specifies the status assigned to packed sales order fulfillments when using the Order Pack app.
-
If enabled, the app saves packed fulfillments with the "Shipped" status at the end of the app transaction.
-
If disabled, the app saves packed fulfillments with the "Packed" status at the end of the app transaction. Use this option when you want to ship the fulfillments using a separate shipping transaction.
Show Product Images
Specifies the image display behavior for compatible apps.
-
If enabled, then the images stored in NetSuite for inventory items will display in compatible apps.
-
If disabled, then no images are displayed for inventory items. In addition, the N/A does not display for inventory items.
Images are pulled from the Store Display Image and the DSI Product Image settings on the Inventory Item record. In either of these settings, if you want to provide a thumbnail image of the assembly item in the apps, upload the desired image. Ensure that the image file is less than 5 MB. If images are present in both settings, the image in DSI Product Image has display priority. If neither setting contains images, the app displays an N/A icon for the item, instead of an image.
Wave Creation Kit Option
Specifies whether users can create a wave in Pick Management for orders containing kit items, when the selected location does not have sufficient quantity to pick the full set of kits. The following values are available.
-
Allow Partial Qty. Users can create waves for kits when insufficient quantity is available to pick the full set of kits. This is the default selection for this configuration element.
-
Limit to Full Qty. Users cannot create wave for kits where one or more kit components have insufficient quantity at the location. If such a sales order is selected on screen 1 of the app, screen 2 will not display the lines with insufficient quantity.
Weight Unit
Specifies the unit of measurement applied to weight values displayed in compatible apps. This value determines the necessary conversions when combining recorded item weights to calculate the resulting package weight.
Values: Grams (g), Kilograms (kg), Pounds (lb), Ounces (oz)
Default Inventory Adjustment Account
Specifies the NetSuite expense account automatically selected for all accounting transactions in the solution.
Note that, in the Inventory Adjustment app, although this account is selected by default, users can select alternate accounts.
User-specific configuration elements
You can assign some configuration elements to a specific Direct user in order to edit the settings that display when that user opens any Direct app. When values conflict between the multiple levels of configuration elements, the value at the user level always overrides the values at the other levels. To configure these elements, refer to Assign values to user-specific DSI Direct configuration elements.
Location
Specifies a selectable value in the Location field in every app for the user. To make this the default selected location for the user, select Is Default. Refer to Location configuration logic and behavior.
App level configuration elements (all apps)
The following configuration element is available as an app-level element for every Direct app. To configure this configuration element for the desired app, refer to Assign values to app-specific DSI Direct configuration elements.
Enable Print
When set to On, this element activates all standard printing functionality for the app. The specific printing behavior varies between each app.
Important:This element requires the Direct Printing package and an instance of DSI Enterprise Printing Platform (EPP) that has been configured to support Direct.
Third Party ASN Integration
Specifies the name of the third party entity providing advanced shipping notice (ASN) integration with the app, such as "SPS Commerce."
Note:Available values displayed in the list are customized for your specific NetSuite environment.
Bin Transfer configuration elements
The following configuration element is specifically available for the Bin Transfer app. To configure this value, refer to Assign values to app-specific DSI Direct configuration elements.
Bin Transfer Increment on Scan
Determines the scanning behavior in the app.
-
If this check box is activated, every time a user scans a lot, serial, or item number, the transfer quantity increments by one. This method allows users to accumulate a large quantity of items by scanning each item. In addition, when this checkbox is activated, when the user scans the To Bin field, the app automatically submits the bin transfer transaction to NetSuite, effectively completing the transaction.
-
If this checkbox is deactivated, item quantities are not affected when the lot, serial, or item number is scanned. Instead, users must manually enter the quantity value for the item by either typing or using the + and - buttons.
Inventory Inquiry configuration element
The following configuration element is specifically available for the Inventory Inquiry app. To configure these values, refer to Assign values to app-specific DSI Direct configuration elements.
EPP Label Name
Specifies the exact name of the default EPP label used for inventory inquiry transactions.
Order Pack configuration elements
The following configuration element is specifically available for the Order Pack app. To configure this values, refer to Assign values to app-specific DSI Direct configuration elements.
Package
Specifies a package type for users to select in the Box field in the Order Pack app.
Important:Before you can configure the element, you must set up the desired packages and shipping carriers in NetSuite's Set Up Shipping record, and then select the Load Packages button. Refer to Configure packages for Order Pack.
Enable Parcel Printing
When set to On, the app behaves as normal. When set to Off, the app does not attempt to print a parcel using the configured EPP connection and instead proceeds to create an SSCC number for the package.
Important:When running the app on a hybrid Direct on PaaS solution, the following app features are only available this configuration element is turned off.
-
SSCC number generation
-
Saving packages with the Shipped status (also requires the Pack then Ship configuration element)
Order Pick configuration element
The following configuration element is specifically available for all versions of the Order Pick app. To configure this element, refer to Assign values to app-specific DSI Direct configuration elements.
Scan Items
Determines whether users must validate the item by scanning the item number on the Item Pick screen of all Order Pick apps. Regardless of the selected configuration, the item validation field remains visible in the app.
-
If enabled, users must validate every picked item by scanning the item number.
-
If disabled, users do not need to validate picked items.
Order Pick - Tote configuration element
The following configuration element is specifically available for the Order Pick - Tote app. To configure this element, refer to Assign values to app-specific DSI Direct configuration elements.
Scan Tote
Determines whether users must validate the number of the tote where the item was placed. This setting is useful when multiple totes are associated with a single order, to ensure that the correct totes are being picked. Regardless of whether this setting is enabled, the Tote field remains visible in the Item Pick screen of the app.
-
If enabled, users must validate the tote for every newly selected inventory item in the order.
-
If disabled, users do not need to validate totes.
Order Pick - Wave configuration elements
The following configuration elements are specifically available for the Order Pick - Wave app. To configure this element, refer to Assign values to app-specific DSI Direct configuration elements.
Create Wave Item Fulfillments
Determines whether the app creates fulfillments for fully picked sales orders.
-
If enabled, the app automatically creates an item fulfillment when all items on a sales order have been completely picked following the app transaction.
-
If disabled, the app never creates item fulfillments. As a result, fulfillments must be manually created using the Fulfill Waves custom record in NetSuite. Refer to Fulfill Waves settings.
Auto Assign Wave Items
Determines whether the app assigns wave items that have no user assignment.
-
If enabled, when a user selects a wave with unassigned items in Order Pick - Wave, the app automatically assigns the wave to that user. After a wave is assigned to a user, no other users can pick against that wave.
-
If disabled, no assignments occur when a user selects an unassigned wave. As a result, other users can pick against that wave.
Order Receipt configuration element
The following configuration element is specifically available for the Order Receipt app. To configure this element, refer to Assign values to app-specific DSI Direct configuration elements.
Force Bins
Determines whether users must receive items to a bin.
-
If enabled, users cannot select the "No Bin" option in the Bin field.
-
If disabled, users can select the "No Bin" option in the Bin field.
Ship Confirm configuration element
The following configuration element is specifically available for the Ship Confirm app. To configure this value, refer to Assign values to app-specific DSI Direct configuration elements.
Show Review
Determines whether the app includes an order review screen before the user submits the transaction.
-
If enabled, the app displays the order review screen.
-
If disabled, the app does not display the order review screen.
Loading...
There was a problem loading this topic