Version: eXtendCOIA 1.0.1 and above
Audience: Administrator
Overview
Follow the instructions below to configure eXtendCOIA.
Setup Page Configuration
- Go to Setup → eXtendCOIA → COIA Setup.
- Configure the setup page fields:
- ADJUSTMENT LOCATION
Specify the Adjustment Location to reflect available customer inventory for orders. This is where inventory would be put into customer-owned inventory during the eXtendCOIA inventory adjustment process.
NetSuite OneWorld Note: The customer must be within the same subsidiary as the Adjustment Location. - INVENTORY ADJUSTMENT ACCOUNT
Specify an Adjustment Account to use for the inventory that is owned by the customer. - INVENTORY ADJUSTMENT BIN NUMBER
When using NetSuite's Advanced Bin Management feature this option will be displayed. Specify the inventory bin you would like to use on the Inventory Adjustment record which is created by eXtendCOIA. This bin will be used if the Item-level field, COIA Preferred Bin, is undefined.
Note: The location of the Inventory Adjustment Bin Number should be associated with the Adjustment Location.
Item Record Configuration
Configure the fields below on your item records to set their COIA-related value.![Image Placeholder](/desk/file/14660206/image.png)
![Image Placeholder](/desk/file/14660206/image.png)
- eXtendTech COIA Inventory Owner
Specify the customer Inventory Owner for this item's customer owned inventory. - COIA Preferred Bin
If populated, eXtendCOIA will use this preferred bin for the line item on the automatic inventory adjustment. If empty, it will use the Inventory Adjustment Bin Number specified in the eXtendCOIA Setup page.
Note: Do not specify any value if the NetSuite Advanced Bin Management feature is not enabled in your account.
Sales Order Configuration
When processing a customer owned inventory order, you must set the following fields for them to be processed by eXtendCOIA. eXtendTech recommends using a specific custom sales order form when processing customer owned inventory orders so that these fields can be defaulted.
- Is eXtendTech COIA Customer Owned Inventory?
This checkbox defines if the Sales Order is for a customer-owned inventory order and if the eXtendCOIA process should occur. - eXtendTech COIA Inventory Owner
This field must be specified on the line item. Note: by default, this field will source from the item record.
Note: Inventory Adjustments will not be created for items fulfilled as Drop Ship items.