Automation Capacity and Usage Fees

Order fulfillment automation is subject to usage fees and is a separate billable service in your NetSuite account. Usage fees are based on the number of sales orders that are automated with either of the following advanced order management (AOM) features in NetSuite:

Automatic Location Assignment

Assigns fulfillment locations automatically to sales order lines.
Fulfillment Request

Creates one or more fulfillment requests automatically from a sales order.

Note:

Both of these features require setup and configuration before automation runs on sales orders. See Automatic Location Assignment for more information about setting up automatic location assignment. See Fulfillment Request Creation for more information about setting up fulfillment requests.

When a sales order is automated, the system sets the AOM Automated field on the sales order to True. This field is used to count the number of automated sales orders in your account. The AOM Automated field is hidden by default on sales order forms, but you can customize a sales order form to show it. The AOM Automated field appears as a box on the sales order form – if it is checked, it means the sales order was automated.

Usage fees are based on the total number of automated sales orders in your account. Your account includes a complimentary tier of 5,000 automated sales orders. If you create less than 5,000 automated sales orders in a year, you do not need to pay for automated sales orders. If you create more than 5,000 automated sales orders, you must purchase additional automation capacity. To purchase additional automation capacity, contact your NetSuite account representative. The following table describes the available levels of automation capacity and usage examples.

Automation Capacity	Description	Usage Example
< 5,000	Provides free capacity for 5,000 automated sales orders. Included with your account.	If you create 4,250 automated sales orders per year, the complimentary tier of 5,000 automated sales orders is sufficient. You do not need to purchase additional capacity.
5,000	Provides additional capacity for 5,000 automated sales orders. Additional charges apply.	If you create 18,000 automated sales orders per year, you need to purchase 3 units of 5,000. The complimentary tier of 5,000 automated sales orders covers the remaining 3,000 orders.
100,000	Provides additional capacity for 100,000 automated sales orders. Additional charges apply.	If you create 212,000 automated sales orders per year, you need to purchase 2 units of 100,000 and 2 units of 5,000. The complimentary tier of 5,000 automated sales orders covers the remaining 2,000 orders.
500,000	Provides additional capacity for 500,000 automated sales orders. Additional charges apply.	Gives a total capacity of 505,000 automated sales orders, including the complimentary tier of 5,000.

Automation Capacity

Description

Usage Example

< 5,000

Provides free capacity for 5,000 automated sales orders. Included with your account.

If you create 4,250 automated sales orders per year, the complimentary tier of 5,000 automated sales orders is sufficient. You do not need to purchase additional capacity.

5,000

Provides additional capacity for 5,000 automated sales orders. Additional charges apply.

If you create 18,000 automated sales orders per year, you need to purchase 3 units of 5,000. The complimentary tier of 5,000 automated sales orders covers the remaining 3,000 orders.

100,000

Provides additional capacity for 100,000 automated sales orders. Additional charges apply.

If you create 212,000 automated sales orders per year, you need to purchase 2 units of 100,000 and 2 units of 5,000. The complimentary tier of 5,000 automated sales orders covers the remaining 2,000 orders.

500,000

Provides additional capacity for 500,000 automated sales orders. Additional charges apply.

Gives a total capacity of 505,000 automated sales orders, including the complimentary tier of 5,000.

The complimentary tier of 5,000 automated sales orders is renewed annually on the same date as the anniversary date of your contract with NetSuite. For example, if your contract renews on 15 March, you will get 5,000 automated sales orders for free every year on 15 March.

Automation capacity (both free and purchased) does not accumulate from year to year. If you create more than 5,000 automated sales orders, you must repurchase additional automation capacity each year according to your business requirements.

Viewing Usage Data

Usage data about automated sales orders is readily available in your NetSuite account. You can view the data in several ways:

With a saved search
In a SuiteAnalytics workbook

Viewing Automation Usage Data with a Saved Search

Create a saved search of type Transaction to view the number of automated sales orders in your account. The AOM Automated field on a sales order indicates if the order was automated by the system.

To create a saved search that shows automation usage data:

Go to Lists > Search > Saved Searches.
In the list of searches, click Transaction.
Enter a name for the saved search.
On the Criteria subtab, add the following criteria:
- Main Line: Set to True.
- Type: Set to Sales Order.
- Date created: Select the start and end dates of the date range you want to view in the saved search.
- AOM Automated: Set to True.
On the Results subtab, include the AOM Automated field in the list of Columns. Add or remove other fields as required.
Save the saved search.

Viewing Usage Data in a SuiteAnalytics Workbook

You can create a SuiteAnalytics workbook that shows the number of automated sales orders in a given period. To view data according to the billing period of your account, filter data by date range. Set the start date to the same date as the anniversary date of your NetSuite account. Set the end date to today or any day between the anniversary date and today.

Note:

In contrast to the Billing Information page, SuiteAnalytics workbooks can display the total number of automated sales orders processed on the current day.

Workbook Configuration:

The following table describes the components of this workbook. You can further customize this workbook by adding fields from the root record, removing fields, creating criteria filters, or creating your own pivot tables and charts. See Custom Workbooks and Datasets for more information.

Root Record	Joined Record(s)	Custom Formula Field(s)	Data Grid	Criteria Filters	Pivot Tables and Charts
Transaction	Not Applicable	Not Applicable	Keep the default record fields and include the following record field in the workbook source data: AOM Automated	Include the following criteria to filter the workbook source data: Type is Sales Order Date Created specifies start date and end date of your subscription AOM Automated is True.	You can create pivot tables and charts from your workbook source data and add them to the Analytics portlet of your home dashboard. See Adding an Analytics Portlet for more information.

Root Record

Joined Record(s)

Custom Formula Field(s)

Data Grid

Criteria Filters

Pivot Tables and Charts

Transaction

Not Applicable

Keep the default record fields and include the following record field in the workbook source data:

AOM Automated

Include the following criteria to filter the workbook source data:

Type is Sales Order
Date Created specifies start date and end date of your subscription
AOM Automated is True.

You can create pivot tables and charts from your workbook source data and add them to the Analytics portlet of your home dashboard.

See Adding an Analytics Portlet for more information.