Create Item Supply Recommendation
In order to create an item supply recommendation, follow the steps below.
Step 1) Go to Financial > Demand Planning > Item Supply Plans
Step 2) You can either create an item supply plan manually or get NetSuite to generate one for you. In this example, we will be creating one automatically. (Fig.1)
Step 3) On the next page, 'Generate Item Supply Plan', select the item you want to create the plan for, set the Start Date & End Date. (Fig. 2)
Once you are happy with the options, click Submit
Step 4) Once the process has finished, NetSuite will show you the orders that need to be created. If no orders need to be made for this item, no records will show. If you feel as though there is a mistake, click the 'Planning Message' tab to see the response from NetSuite and the reason as to why it did not recommend any orders to create.
NOTE: This process does NOT create the order automatically, you must still go to the 'Order Items' page to do this. To get to this page, go to Transactions > Demand Planning > Order Items
Explanation of Fields
Start Date: The Start Date field determines the earliest transaction date that can be shown on any new orders created. Verify the default current date or enter another date.
End Date: The last date in the range you want to create orders through. Orders are created based on item demand on or prior to the end date selected.
Safety Stock / Problems Creating Orders
If you attempt to create an order when there is a high level of stock already on hand, Netsuite may generate an error. There is a field on items called 'Safety Stock Level' under inventory which tells Netsuite what you consider a minimum amount of stock to have at any time. If nothing is set here, any stock level is considered above the safety level and Netsuite will only generate demand orders if it sees the current stock as being too low. If a high Safety Stock Level value is set, Netsuite will generate orders to increase stock until it reaches that level.