1. Order Management
  2. Order Fulfillment and Shipping
  3. Order Fulfillment Automation
  4. Automatic Location Assignment
  5. Creating Configurations and Rules
  6. Automatic Location Assignment Rules
  7. Specifying Location Criteria in a Rule

Specifying Location Criteria in a Rule

Limiting locations in a rule lets you set the locations you want the automatic location assignment engine to take into account. You can limit locations in a rule in several ways:

Location types describe the kind of location. You specify the location type in the location record. In an automatic location assignment rule, you must select at least one location type (Store, Warehouse, or Undefined) for the rule. The Undefined location type refers to a location record in which the Location Type field is set to blank. When the automatic location assignment engine evaluates the rule, it only selects locations that have the specified location type.

When you define a specific set of locations, you limit possible fulfillment locations to one or more individual locations in your account. You can select locations that are active and have the same subsidiary as the automatic location assignment configuration. Select a set of locations when you have items with particular fulfillment requirements. For example, if you sell personalized items, such as monogrammed clothing, you can select the fulfillment locations that have the equipment required to personalize the items.

Geographical restrictions in a rule let you limit the list of possible locations according to the distance between shipping addresses in the sales order and fulfillment locations. You specify geographical restrictions by specifying a radius (in miles or kilometers) around the shipping address. When the rule is evaluated, only fulfillment locations that are within the specified radius are selected by the automatic location assignment engine. By default, a rule has no geographical restrictions and will take into account all available locations.

Note:

NetSuite calculates the distance between shipping addresses and fulfillment locations by using the postal code of shipping addresses and the postal code (or latitude and longitude coordinates) of fulfillment locations. See Configuring Locations for Automatic Location Assignment for more information.

To limit locations in a rule:

  1. In an automatic location assignment configuration, create a new rule or open the rule you want to work with. See Automatic Location Assignment Rules for more information.

  2. In the Location Type field, select the location types for the rule.

    Note:

    The ‘Undefined’ location type refers to all locations in which the Location Type is blank.

  3. To define a specific set of locations, check the Limit to a Set of Locations box and then select individual locations.

    Note:

    NetSuite only displays active locations whose subsidiary is the same as the subsidiary of the automatic location assignment configuration in which you create the rule. Locations from other subsidiaries are not selectable.

  4. To limit locations in the rule by distance from the shipping address, check the Limit To Locations Within Radius From Shipping Address box. Specify a shipment radius around the location in miles or kilometers.

  5. Change other attributes of the rule as required and then click Save.

Assigning Locations from Other Subsidiaries

With the Intercompany Cross-Subsidiary Fulfillment feature enabled in your NetSuite account, you can assign fulfillment locations from other subsidiaries automatically to lines in a sales order. You can configure the rule to take all locations in another subsidiary into account or a selection of locations from one or more subsidiaries.

Prior to creating rules that assign locations from other subsidiaries, verify that the following requirements for cross-subsidiary fulfillment are met:

See Intercompany Cross-Subsidiary Fulfillment for more information about setting up and using cross-subsidiary fulfillment.

To assign locations from other subsidiaries:

  1. Create an automatic location assignment rule or open an existing rule.

  2. Under the Locations section, check the Allow Locations from Other Subsidiaries box.

  3. In Select Subsidiaries, select the subsidiaries of the locations you want to assign.

    Note:

    Only subsidiaries that have a global inventory relationship with the configuration subsidiary are shown in the list.

  4. To choose specific locations in the selected subsidiaries, check the Limit to a Set of Locations box, and then select the locations. Note that locations of the configuration subsidiary are shown by default in this list. Locations from other subsidiaries are shown only when another subsidiary is selected.

  5. Change any other attributes of the rule as required and then click Save.

Related Topics

General Notices