Inventory adjustments
About Inventory Adjustments
The Inventory Adjustment interface allows an end user to enter and process adjustments to inventory counts when a discrepancy is found. A common practice is to use Inventory Adjustment to correct inventory counts after a set of cycle counts have been completed. This process requires function calls interacting with the NetSuite system and a service definition used by the Advanced Inventory App.
Functional Process
In NetSuite, the user would initiate the Inventory Adjustment transaction process by navigating to either the Inventory Adjustment Form or the Inventory Adjustment Worksheet form. The user would select the Adjustment Account (unless defaulted), select or enter the line item to change in the adjustments section of the form including the location and adjustment quantity, and then, select Save. The Inventory Adjustment transactional record is created and the adjustments made immediately.
Caution: NetSuite will allow an adjustment to be processed even if inventory does not exists within a location or bin. The output transaction may result in negative inventory at a location or in a particular bin.
Environment Considerations
To ensure optimal communication between the NetSuite interface and the Advanced Inventory app, refer to the following recommendations for the Inventory Adjustments feature.
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In NetSuite, the Inventory Adjustment is done using the standard Inventory Adjustment template or the user may employ the Inventory Adjustment worksheet process.
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For single line or smaller sets of inventory adjustments, the Inventory Adjustment form is recommended.
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To perform a large inventory adjustment, the Inventory Adjustment Worksheet is recommended.
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The Advanced Inventory application holds and batches data for the transactions and then passes the transactional data to NetSuite in batches through the RESTlet calls. However, the process can be modified to allow single threading of orders as required by the customer. The advantage of batching over single threading is that batching requires fewer calls to the NetSuite system. This reduces latency concerns that may be present when using single threaded calls and transaction process.
Create an Inventory Adjustment
To create an Inventory Adjustment, refer to the following code example.
Example Using DSI_RecordCreate
{
"recordcategory": "transaction",
"create": [{
"mc_user": "I.M.Weasel@dsiglobal.com",
"recordtype": "inventoryadjustment",
"entityid": "",
"location": "2",
"subsidiary":"1",
"sublists": [{
"sublistid": "inventory",
"lines": [{
"nvpair": [{
"columnid": "item",
"newvalue": "1314"
},{
"columnid": "adjustqtyby",
"newvalue": "2"
}],
"inventorydetail": {
"item":"1314",
"unit": "",
"inventoryassignment": [{
"line": "",
"binnumber": "Alpha-2",
"binid": "",
"quantity": "2",
"inventorynumber": "",
"inventorynumberid": ""
}]
}
},{
"nvpair": [{
"columnid": "item",
"newvalue": "1009"
},{
"columnid": "adjustqtyby",
"newvalue": "1"
}]
}]
}],
"targetfields": [{
"fieldid": "memo",
"value": "Adjustment created by Advanced Inventory"
}]
}]
} Use basic bins on an Inventory Adjustment
Basic bins utilized the binnumbers column in the item list. Bins are entered in the format BINNAME(QTY) and can have more than one bin, space delimited. To use basic bins, refer to the following code example.
Example Using DSI_RecordCreate
{
"recordcategory": "transaction",
"create": [{
"mc_user": "stimpson.j.cat@dsiglobal.com",
"recordtype": "inventoryadjustment",
"tranid": "",
"location": "2",
"account": "133",
"subsidiary": "",
"sublists": [{
"sublistid": "inventory",
"subrecordname": "",
"lines": [{
"nvpair": [{
"columnid": "item",
"newvalue": "3524"
}, {
"columnid": "adjustqtyby",
"newvalue": "-10"
}, {
"columnid": "memo",
"newvalue": "Adjustment line created by Advanced Inventory"
}, {
"columnid": "location",
"newvalue": "2"
}, {
"columnid": "binnumbers",
"newvalue": "RECEIVING-H(10)"
}]
}]
}],
"targetfields": [{
"fieldid": "memo",
"value": "Created by Advanced Inventory"
}]
}]
} Record definitions
The following table provides the names and definitions for fields associated with the Inventory Adjustment feature.
| Name | Internal ID | Type | nlapiSubmitField | Required |
|---|---|---|---|---|
| Adjustment Account | account | select | FALSE | TRUE |
| Adjustment Location | adjlocation | select | FALSE | FALSE |
| Class | class | select | FALSE | FALSE |
| createddate | datetime | FALSE | FALSE | |
| Customer | customer | select | FALSE | FALSE |
| Custom Form | customform | select | FALSE | TRUE |
| Department | department | select | FALSE | FALSE |
| Estimated Total Value | estimatedtotalvalue | currency | FALSE | FALSE |
| ExternalId | externalid | text | FALSE | FALSE |
| lastmodifieddate | datetime | FALSE | TRUE | |
| Memo | memo | text | TRUE | FALSE |
| Posting Period | postingperiod | select | FALSE | FALSE |
| Subsidiary | subsidiary | select | FALSE | TRUE |
| Date | trandate | date | FALSE | TRUE |
| Reference # | tranid | text | FALSE | TRUE |
Process full and partial fulfillment
The Inventory Adjustment transaction is a standalone process and does not require a base record to successfully be performed.
The following steps describe user action and associated NetSuite or Advanced Inventory app activity.
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Log in to the Advanced Inventory app on a device.
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Select the Inventory Adjustment app.
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Select the record type to be processed.
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Enter the required data points (as listed as input variables in data structure).
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Submit the adjustment on the mobile device.
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The data is stored in the mobile device via the Advanced Inventory Application.
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The Advanced Inventory Application sends the batched data to NetSuite.
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NetSuite receives and uploads the batched data.
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NetSuite creates the Inventory Adjustment record and returns the transaction details (as listed in the data structure).
The inventory transfer is complete.
Fields populated in NetSuite
The following list provides the fields that will be populated in NetSuite if the information is passed in the batch through the NetSuite connectors.
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Custom Form (required)
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Reference #
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Adjustment Account (required)
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Date (required)
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Posting Period
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Memo
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Subsidiary (if One World) (required)
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Priority (if necessary)
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Items
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Location of Adjustment(s)
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Quantity(ies) Adjusted
Note:
The Ref No field will auto-populate based on customer configuration. However, the user may entered a custom number if customer configurations and role permissions allow the number to be changed.
Error codes
The following list defines the error codes that are possible when using the Inventory Transfers feature.
Communication Error
A user will receive this error if the communication between the Advanced Inventory Interface and the NetSuite Interface fails and should allow the user to restart the process.
Input Error
A user will receive this error if the input data has been entered incorrectly or the record did not create and should allow the user to restart the process.
Not Found Error
A user will receive this error if the input data is not found during request or processing.
Interface activity when processing Inventory Adjustments
The following information describes the interface activity when the Inventory Adjustments feature is processed.
DSI interface activity
The Advanced Inventory Interface is designed to allow the user to the required steps to pull information and to process inventory adjustments. The user is prompted to enter a series of data parameters and the Advanced Inventory Interface is designed to process transactions as they are completed or to hold the transactions until the user connects to the NetSuite Interface again.
NetSuite interface activity
When a user connects to the NetSuite Interface, the previously stored data is downloaded into the system which creates corresponding Inventory Transfer transactions. In order for the user to be able to upload the information, they must be logged into NetSuite.
When the user connects to the NetSuite Interface, the Advanced Inventory Interface will perform the following actions.
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Log the Advanced Inventory Interface user into NetSuite using the assigned and stored NetSuite user login information.
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Accept the input data that the user has stored within the Advanced Inventory Interface.
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Upload the data and create the corresponding NetSuite Item Fulfillment Transaction(s).
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Send a success or error message response to the user.
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Provide the user with the transaction ID(s) created during the process via communication protocols with the Advanced Inventory Interface.
Validate record creation in NetSuite
To validate that the Inventory Adjustment feature has created records in NetSuite successfully, complete the following steps in NetSuite.
Recommended validation scenario
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Log into the applicable Advanced Inventory app.
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Select the record type and enter the adjustment information.
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Submit the inventory adjustment.
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Process the batch to NetSuite.Expected ResultThe inventory adjustment is created in NetSuite.
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Log into NetSuite.
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Search for the inventory adjustment
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Confirm the record was created
Validate accuracy of Inventory Adjustment
To validate that the Inventory Adjustment feature has created an accurate adjustment in NetSuite, complete the following steps in NetSuite.
Recommended validation scenario
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Log into NetSuite.
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To validate accuracy of the adjustment by viewing the inventory adjustment record, complete the following substeps.
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For Search, enter the inventory adjustment record.
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Select the Item hyperlink to navigate to item master.
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Select the Purchasing/Inventory tab.
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Review the quantity amounts for the adjusted item to confirm that the increase or deduction is accurate.
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Optional, to validate accuracy of the adjustment by viewing the adjusted item, complete the following substeps.
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For Search, enter the item master record.
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Select the Purchasing/Inventory tab.
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Review the quantity amounts for the adjusted item to confirm that the increase or deduction is accurate.
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If the inventory adjustment is accurate, close record.
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If the inventory adjustment is not accurate, determine the cause of the issue and re-process.
Validate that the Inventory Adjustment has processed
When Inventory Adjustment transactions are completed in NetSuite, transaction records are created with unique transaction ID information.
To validate that the record processed and is accurate, complete the following steps in NetSuite.
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Log into NetSuite.
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For Search, enter the transaction ID number.
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Open the record in view mode.
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Review all fields to validate the entries selected in the Advanced Inventory application match the Item Fulfillment Transaction record.
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If the adjustment is accurate, close record.
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