Exclude Transfer Orders from Supply Planning in NetSuite 2025.2

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.