New Preset Filters by Action Type in NetSuite 2025.2

Starting in NetSuite 2025.2, the Planning Workbench View page has been enhanced with new preset filters that provide greater control and flexibility for planners managing inventory and supply chains. These filters allow users to easily identify and manage orders that may need to be canceled or rescheduled, thereby improving supply chain responsiveness in the face of disruptions.

New Action Type Filters

The following Action Type filters have been introduced:

• Cancel Firm: This filter allows users to quickly identify orders that can be canceled, enabling prompt action on unnecessary inventory commitments.
• Reschedule In Firm: Planners can use this filter to find orders that can be rescheduled to an earlier date, optimizing inventory flow and meeting demand more effectively.
• Reschedule Out Firm: This filter helps identify orders that may need to be pushed to a later date, aiding in managing delays or changes in supply commitments.

These filters are instrumental for planners who face ongoing challenges in supply chain management, allowing for proactive decision-making and adjustment of orders based on the latest supply chain information.

Best Practices for Using New Filters

• Regular Monitoring: Regularly check the Planning Workbench to identify opportunities for order cancellation or rescheduling based on current supply chain conditions.
• Collaborate with Teams: Work closely with procurement and sales teams to align on order adjustments to maintain service levels during disruptions.
• Use Filters Effectively: Utilize the new filters to isolate specific action types frequently to ensure your inventory remains aligned with actual demand.

Who This Affects

The introduction of these new filters impacts several roles within a company:

• Supply Chain Planners: Gain greater control over order management.
• Inventory Managers: Enhance inventory oversight and responsiveness to changes.
• Procurement Specialists: Improved ability to coordinate order changes with supply needs.

Key Takeaways

• New Action Type filters introduced in NetSuite 2025.2.
• Provides capabilities to cancel and reschedule orders effectively.
• Enhances inventory management in response to supply chain disruptions.
• Encourages proactive inventory adjustments based on real-time data.
• Affects supply chain planners, inventory managers, and procurement specialists.