How to Commit an Item to a Sales Order in NetSuite

How to Commit Items to a Sales Order in NetSuite

Today, we're going to talk about committing items to a NetSuite sales order.

Here are some things that you can check:

1. Is Perform Item Commitment after Transaction Entry disabled?
   • Navigate to Setup > Accounting > Accounting Preferences > Order Management tab > Sales Orders section

Field Level Help: Clear this box if you do not want NetSuite to allocate items automatically. When you disable this preference, you must manually choose which orders to allocate items to.

2. On the Sales Order record, ensure that the Location is populated.

• • If only the Main Line Location is exposed, ensure that it is populated.
  • If both the Main Line and Item Line Level Locations are shown, the Location on the item line level should be filled out.
  • You may expose the Location field (if not yet shown on the Sales Order record) by customizing the Sales Order form.

Note: If the Intercompany Cross-Subsidiary Fulfillment is enabled, check if the Inventory Location and Inventory Subsidiary fields are populated instead of the Location field.

3. Check the Item record if there is enough available quantity in the Location selected.

4. Check the Location Record if the “Make Inventory Available” checkbox is marked.

5. On the Sales Order record, check the Commit column on the item line level. If the column is set to "Do Not Commit", the items would not get committed even if there are available quantities.

6. Check if the Item on the Sales Order is linked to a Special Order - Purchase Order or Work Order. Lines marked as special order commit only from the linked transaction. To commit non-special-order stock items to an order, enter them on a separate line and do not mark them as a special order.

• Special Purchase Orders would only be committed to the quantities received in the Purchase Order, regardless of the Item's availability.
• The total built quantity under a Special Work Order is dedicated solely to its originating transaction.

Note: The Location on the Sales Order and the related Purchase Order or Work Order must match.

7. Check if the Sales Order line is Closed. A closed Sales Order cannot have committed items. However, there are instances where a sales order is still in the Pending Fulfillment status, but one or more lines are marked as closed. Those lines will not get committed.

Wrapping Up

As a highly accredited NetSuite Solution Provider, ScaleNorth is well-positioned to help you with the full scope of your NetSuite customization needs. If you require more NetSuite assistance, contact ScaleNorth today.

For more NetSuite insights, read here:

• What are NetSuite CSV Imports & Exports
• How to Update External IDs in NetSuite
• How to View Invoices in NetSuite

About the Author

Melody Cruz is a seasoned NetSuite Functional Consulting professional with a demonstrated history in the ERP software industry. She is highly skilled in Supply Chain Management, Manufacturing, and Warehouse Management Systems.