Inventory Count Review NetSuite settings
Before users can run Inventory Count Review, the following required settings must exist for each desired Inventory Count record in NetSuite. Any counts created using Inventory Count Creation and completely counted using Inventory Count Entry should already have these settings.
DSI Direct Inventory Count settings
In NetSuite, you can view the list of existing count records by searching for the term "DSI Direct Inventory Count" in NetSuite and selecting "Page: DSI Direct Inventory Count". After the list of counts displays, you can select any count to view information for the record.
Ensure that the following settings are correctly configured for the desired counts.
Name
The count name.
Required
Description
The count description.
Optional
Location
The warehouse location for the count. Verify that the count is associated with the correct warehouse location.
Required
Status
The current status of the count. Verify that the status is set to either "Completed" or "Partially Reviewed."
Required
Count Date
The scheduled date for the count. This displays in the app as "Date Scheduled".
Optional
Last Modified
The date on which the count was last changed, as well as the NetSuite user who performed the change. This displays in the app as "Date Modified" and "Employee".
Optional
Adjustment Account
The expense account associated with the count. This is used in the app when a count with a variance is approved. Verify that the correct account is selected.
Required
DSI Direct Inventory Count Item
Lists all combinations of items and bins included in the count. Verify that all items counted for the count are listed.
Required
DSI Direct Inventory Count Item settings
In NetSuite, ensure that the following settings are correctly configured for each count item associated with the desired counts. To view these records, search for "DSI Direct Inventory Count Item" in NetSuite.
Inventory Count
The count associated with the item. Verify that the correct count is listed.
Required
Item
The link to the preexisting NetSuite record for the inventory item. Verify that the correct item is associated with the record.
Required
Bin
The bin associated with the item if the item is bin-controlled. Verify that the correct bin is associated with the record.
Required
Serial/Lot Number
The lot or serial number associated with the item, if the item is lot-controlled or serial-controlled. Verify that the correct number is associated with the record.
Required
Stock Unit
The unit of measure for the item. Verify that this setting is configured to the correct unit.
Required
Cost
The cost per unit of the item. This value is based on the Purchase UOM for the item. The app uses this value to calculate "Variance Amount."
Optional
Snapshot Quantity On Hand
The snapshot of on-hand quantity captured when users first started counting against the count. The app uses this value to calculate "Variance Quantity."
Required
Counted Quantity
The quantity counted for the item at the specified combination of bin and lot or serial. The app uses this value to calculate "Variance Quantity."
Required
Class
The class associated with the item. Verify that the correct class is specified.
Optional
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