A Simple Workflow to Freeze Inventory During a NetSuite Inventory Count
If your company uses NetSuite and needs to ensure accurate inventory counts without disruptions, then this simple workflow may be for you. Discover step-by-step instructions to effectively freeze inventory movements and streamline your counting processes.
Freeze Inventory Simple Workflow
This method freezes all inventory movements across your entire company when active.
Begin by Creating a new Workflow
Make sure that you are building the workflow and testing it in a sandbox environment and that it is in "Testing Mode" so as to not disturb others who may also be working in your sandbox. Set the "SubTypes" field by defining the types of transactions that will effect inventory in your NetSuite instance. Typically this includes Item Fulfillments, Item Receipts, Transfer Orders and Inventory Transfers. In this instance, the company utilizes Work Orders. We are sure to have this workflow include execution on Assembly Build transactions.
Additionally we define "Create" as an entry point to trigger our workflow action's execution.
Save the Workflow and add a single Workflow Action
Click "New Action" at the bottom of the workflow actions panel to the right.
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Choose the "Return User Error" workflow action type from the list of possibilities.
Define an internal ID and set the error message text in the "Parameters".
Review the final workflow after saving it.
Go try and create an inventory-effecting transaction to test that it does not save and the error message is displayed. Note that you will have to manually set the workflow to be "Released" and remember to toggle it back to "Not Initiating". You can also modify this approach to consider certain locations for a more effective strategy.
* If you need a more specific approach, Left Ledger Inc also offers its clients a scripted approach. It's more intuitive as it simply recognizes when a count is active, automatically locks down the right transactions in any applicable location.
NetSuite gives you all the tools necessary to leverage your software investment to realize process efficiencies for your team and overall business. Should you find a need to engage with a consultant that understands NetSuite and business process optimization, please don't hesitate to reach out.