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Feature Overview: Advanced Item Location Configuration

Posted by Jose Moreno, Consultant on Aug 13, 2024 9:44:00 AM

NetSuite Inventory Commitment Options

If you have worked with NetSuite item records, you might be familiar with the Locations subtab found under the Purchasing/Inventory tab. In general, this tab offers useful informational attributes about an item including inventory, costing, among others. However, depending on the features you have enabled in your environment or the needs of the people working with these item records, the amount of information displayed can equate to noise. To address these and other concerns, NetSuite has developed a feature named Advanced Item Location Configuration which we will review in this blog.

First, allow me to illustrate what a standard NetSuite item record looks like. Depending on your NetSuite license and enabled features, your Locations subtab looks something like this:

 

Notice there is no option to customize this view. We cannot hide fields, we cannot reorganize them, we cannot add new fields. What you see is what you get. This is where the Advanced Item Location Configuration can come into play. By enabling the feature, NetSuite will apply segregation to the various fields and group them based on purpose, as shown here:

In addition, also notice the addition of the ‘Customize View.’ Clicking this button will also help you to create customized views of this Locations subtab which include the ability to organize columns, add columns, add filters, and create custom views based on user roles. If you are familiar with saved searches, the customized page will look familiar.

 

Generally speaking, enabling the feature has low downstream impact although I do recommend testing in a Sandbox environment before making changes in Production. I will wrap up this blog by providing some use cases to consider. This feature might be a good option to you if…

 

  • You need to control what information is displayed on an item record.
    • Using this feature can help you control who sees what information.
  • There is information overload on the current item record and consolidation is required.
    • Using this feature, you can organize and hide fields and reduce noise.
  • You need to add additional field attributes to the Location tab.
    • Although there are limitations, the feature allows you to add new fields and those fields can be extended using saved search formula functionality.

 

 

 


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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Inventory, Items, Costing, Configuration, Location

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