Exclude from Supply Planning in NetSuite 2025.2

Exclude transfer orders from supply planning in NetSuite 2025.2 for better inventory management and workflow control.

·2 min read·4 views·NetSuite 2025.2·From NetSuite Release Notes PDF

What's New in NetSuite 2025.2

Starting in NetSuite 2025.2, you can now leverage the Exclude from Supply Planning feature in your custom SuiteFlow workflows. This enhancement allows you to specifically control whether transfer orders are included in supply planning processes, streamlining your inventory management tasks and potentially improving efficiency within your supply chain operations.

Enhancing Workflow Control with Exclude from Supply Planning

The new functionality provides a powerful parameter option that can be utilized within SuiteFlow. Here’s how you can apply this feature effectively:

  1. Enable SuiteFlow: To access this feature, first ensure that SuiteFlow is enabled in your account. You can do this by navigating to:

    • Company > Features > SuiteCloud > SuiteFlow.
  2. Create a New Workflow: Follow these steps to set up a new workflow for Transfer Orders:

    • Go to Customization > Workflow > Workflows > New.
    • Select Transfer Order as the record type.
  3. Use the Exclude Field: In your newly created workflow, locate the Exclude from Supply Planning field on the Actions tab. This field allows you to define if the transfer order should be excluded from supply planning activities.

This granular control can help ensure that your planning processes are more tailored and relevant to your specific inventory needs, optimizing your resource allocation.

Key Benefits

  • Enhanced Visibility: Improved control over which transfer orders are included in supply planning.
  • Streamlined Processes: Eliminates unnecessary items from planning, leading to better resource management.
  • Flexibility: Customize workflows according to unique business requirements for inventory management.

Who This Affects

This enhancement primarily impacts the following roles:

  • Inventory Managers: Better oversight on supply chain decisions.
  • Administrators: Increased capabilities in workflow customization.
  • Supply Chain Analysts: More precise analysis of supply planning data.

Key Takeaways

  • The Exclude from Supply Planning feature is now available in NetSuite 2025.2.
  • This feature enhances workflow control, allowing selective exclusion of transfer orders.
  • Administrators and inventory managers can set up tailored workflows easily.

By incorporating the Exclude from Supply Planning field into your SuiteFlow workflows, you can significantly optimize your supply chain management strategy and improve inventory control processes.

Frequently Asked Questions (4)

Does the Exclude from Supply Planning feature apply to standard NetSuite or only with SuiteFlow?
This feature is specifically available for use within custom SuiteFlow workflows in NetSuite 2025.2.
What permissions are required to enable the Exclude from Supply Planning feature?
To access the Exclude from Supply Planning feature, you must have permissions to enable SuiteFlow in your NetSuite account.
How does the Exclude from Supply Planning feature interact with existing workflows for transfer orders?
You can add the Exclude from Supply Planning field to new or existing workflows, providing control over whether transfer orders are considered in supply planning.
Will implementing the Exclude from Supply Planning feature affect existing transfer order workflows?
The implementation will not impact existing workflows unless you modify them to include the new Exclude from Supply Planning field.
Source: Inventory Management30 NetSuite Release Notes PDF. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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