Query Item Data with Planned Order...

Starting in NetSuite 2025.1, a significant enhancement has been made to the Planned Order Search functionality. Users can now include specific criteria from the item record, enhancing the precision of their queries. This update allows for filtering by characteristics such as the replenishment method, enabling streamlined inventory management processes.

New Query Capabilities

With the latest release, administrators and supply chain managers can tailor their Planned Order Searches to focus on specific item attributes. For example, if you want to retrieve planned orders exclusively for items designated with the replenishment method set to Make-to-Stock (MPS), you can easily configure this using the new criteria option.

How to Access the Planned Order Search

To utilize these new query capabilities, navigate to the following path in your NetSuite dashboard:

Transactions > Supply Planning > Planned Orders > Search

From here, you can build your search and apply various filters to hone in on the data that matters most to your inventory management needs.

Best Practices for Using the Planned Order Search

Tailor Criteria: Use precise criteria to ensure you are pulling relevant data. Avoid general queries that may yield unexpected or excessive results.
Expected Performance: Be aware that customized queries may vary in performance. Start with simple filters and gradually increase complexity.
Documentation: As best practice, document the queries you frequently use for team members and future reference to maintain consistency in search results.

Who This Affects

Administrators: Responsible for configuring searches and filters based on inventory needs.
Supply Chain Managers: Will benefit from improved data retrieval related to planning and inventory management.
Inventory Analysts: Can leverage the precise query capabilities for analysis and reporting purposes.

Key Takeaways

New Planned Order Search criteria include item record attributes.
Users can filter by replenishment methods like MPS.
Access the feature through Transactions > Supply Planning > Planned Orders > Search.
Customize queries for improved data relevance and accuracy.
Impacted roles include Administrators, Supply Chain Managers, and Inventory Analysts.

Frequently Asked Questions (4)

Does the new Planned Order Search enhancement apply to WMS or standard NetSuite?

The enhancement to the Planned Order Search is part of the standard NetSuite 2025.1 release, and it applies to all users regardless of whether they are using WMS or standard NetSuite.

What permissions are required to access the new Planned Order Search feature?

The article does not specify particular permissions required to access the Planned Order Search feature, but typically, users would need adequate permissions related to inventory management and search functionalities.

How does the new query functionality interact with existing Planned Order searches?

The new functionality enhances existing Planned Order searches by allowing users to include specific criteria from item records, thereby improving the relevance and precision of the results retrieved.

Will this update affect existing workflows or saved searches in NetSuite?

The article does not mention any direct impact on existing workflows or saved searches, but administrators may need to review and adjust any existing searches to take advantage of the new filtering capabilities.

Query Item Data with Planned Order Search in NetSuite 2025.1