RE: How can we link a transfer order to a specific sales order, so on receipt of TO it allocates the stock to the correct SO?
We often create sales orders out of a customers default fulfillment location, and then raise a transfer order to bring the stock in from a supply warehouse for that specific order. When the TO arrives, and is receipted, NetSuite allocation allocates the stock to the oldest sales order with the relevant SKU. In a lot of cases the oldest sales order is not the correct one to use. We need a way to link the transfer to a specific sales order, so it will only ever allocate the stock to the correct one.
the SKU’s are not serialized so we cant link it that way.
glad of help!
There are a few ways to link a transfer order to a specific sales order in NetSuite, even if the SKUs are not serialized.
Option 1: Custom field
You can create a custom field on the transfer order record to store the sales order number. Once the transfer order is received, you can use a workflow or script to automatically allocate the stock to the sales order specified in the custom field.
Option 2: Custom form
You can create a custom form for transfer orders that includes a field for the sales order number. When you create a transfer order, you can enter the sales order number in this field. Once the transfer order is received, NetSuite will automatically allocate the stock to the sales order specified in the custom form field.
Option 3: Transaction link
You can create a transaction link between the transfer order and the sales order. To do this, go to the transfer order record and click on the Links subtab. Click on the New button and select Sales Order from the Transaction Type list. Enter the sales order number in the Transaction ID field and click Save.
Once the transfer order is received, NetSuite will automatically allocate the stock to the sales order that is linked to the transfer order.
Option 4: SuiteScript
You can write a SuiteScript to link the transfer order to the sales order and allocate the stock. This is a more advanced option, but it gives you more flexibility in how you link the two transactions and allocate the stock.
Which option you choose will depend on your specific needs and requirements. If you only need to link a small number of transfer orders to sales orders, you may want to use the custom field or custom form option. If you need to link a large number of transfer orders to sales orders, or if you need more flexibility in how you link the two transactions and allocate the stock, you may want to use the transaction link or SuiteScript option.
Here are some additional tips for linking transfer orders to sales orders in NetSuite:
- If you are using the custom field or custom form option, make sure that the custom field or custom form field is required. This will help to ensure that the sales order number is always entered when a transfer order is created.
- If you are using the transaction link option, make sure that the transaction link is created before the transfer order is received. This will ensure that NetSuite allocates the stock to the correct sales order.
- If you are using the SuiteScript option, make sure that the SuiteScript is running when the transfer order is received. This will ensure that the stock is allocated to the correct sales order.
I hope this information is helpful. Please let me know if you have any other questions.
