Version: eXtendCOIA 1.0.1 and above
Audience: User

Overview

eXtendCOIA provides a process for automatically placing customer-owned inventory in a NetSuite location specifically designated for prepurchased customer inventory. This is accomplished through an automatic inventory adjustment.

Usage

You can trigger the customer-owned inventory adjustment (COIA) process by following the transaction flow below. 

Standard COIA Process

  1. Start a new sales order record.
  2. Set the EXTENDTECH COIA INVENTORY OWNER line item field to the inventory owner for each of the line items which is customer-owned.

    Note: typically, this field will be specified on the item record itself and source its value to the line item(s) without requiring user interaction.
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  3. Enable the IS EXTENDTECH COIA CUSTOMER OWNED INVENTORY? checkbox to mark the sales order as a customer-owned inventory order. This flag will trigger eXtendCOIA to create an inventory adjustment record when the sales order is fulfilled. 
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  4. Create an item fulfillment as normal, and specify the item quantities which are being fulfilled.Image Placeholder

  5. Upon saving the item fulfillment, the item fulfillment record will be generated for the specified item quantities, and the number of items specified will be marked as fulfilled on associated Sales Order.

    Note:     For COIA item fulfillment, quantities should be in the full order quantity for billing and for conversion to customer-owned inventory.

  6. After saving the item fulfillment record, an inventory adjustment record with a value of $0 will be automatically created. This record will reflect the quantity of items specified as fulfilled on the item fulfillment, and their quantities will be placed in your COIA adjustment location.

    Note:     If you specify a COIA Preferred Bin on the item record, it will override the Inventory Adjustment Bin Number specified on the COIA Setup page. For more information on bin selection, please contact your NetSuite Administrator.
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    The inventory adjustment record will contain a link to the item fulfillment which it was created from in the EXTENDTECH COIA ITEM SHIPMENT field.
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Disable COIA Process for a Sales Order

  1. You may enable or disable the COIA process on a Sales Order based on the IS EXTENDTECH COIA CUSTOMER OWNED INVENTORY? checkbox. If checked, the inventory adjustment process will be processed (if the line item has an associated EXTENDTECH COIA INVENTORY OWNER defined). eXtendTech recommends using a custom sales order form specifically for COIA sales orders. This ensures that the default is in place without requiring user interaction. 
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Additional Notes

  • Inventory Adjustments will not be created for items fulfilled as Drop Ship items.
  • If an item does not have a COIA Preferred Bin assigned to it, the default Inventory Adjustment Bin Number from the COIA Setup page will be used.
  • The Inventory Adjustment Bin Number field will only be displayed if your NetSuite account has the Advanced Bin Management feature enabled.