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What NesoTMS reads and changes in NetSuite

In short

Outside its own records, NesoTMS changes item fulfillments only. Packing an order sets it to Packed with its boxes. Buying a label sets the shipping cost, replaces the package lines with the boxes shipped and sets Shipped. Voiding blanks that label's tracking numbers. NesoTMS never deletes records or edits sales orders, items, quantities, inventory detail or addresses, and rates never reach NetSuite.

Changes
Item fulfillments, plus the connector's own records
When
An order is packed, or a label is bought or voided
Never
Sales orders, items, quantities, inventory detail, addresses

Item fulfillment IF1042, after one purchase

Sample
Ship status
Packed changed to Shipped
Shipping cost
The label's price, from your carrier account
UPS package list
  1. 112 lb16 × 12 × 10 inUPS Ground1Z999AA10123456784
  2. 28 lb12 × 12 × 8 inUPS Ground1Z999AA10123456793
Not changed
Ship method, items, quantities, inventory detail, addresses, memo
A sample, not a real record: two boxes bought as one UPS shipment.
On this page8 sections

When a label is bought or voided

One update runs when a label is bought and another when it is voided. Each sets values instead of adding to them, so repeating one can't double anything.

When a label is bought or voided
FieldWhen a label is boughtWhen a label is voided
Shipping costThe label's price: your negotiated rate when the carrier returns one, otherwise the published rate. Left alone when the carrier returns no price, as with FedEx Freight bookings.Not changed.
Package linesReplaced with one line per package bought, in the package list the fulfillment uses: the UPS, FedEx, USPS or generic Package list.The lines stay, with their weights and sizes.
Package weight and sizeThe weight on every line. Length, width and height when all three are known. A size NetSuite won't take is left out, and the rest is still saved.Not changed.
Package descriptionThe carrier and service name, cut to 35 characters, on package lists that have a description. The FedEx list has none.Not changed.
Tracking numberSet on every line.Blanked for the voided label only.
Ship statusSet to Shipped. If NetSuite refuses the status, the rest is saved without it and NesoTMS says so, so someone can set it by hand.Set back to Packed, but only when it is Shipped now and no other active label remains.
Ship method, items, quantities, inventory detail, addresses, memo, declared or insured valueNot changed.Not changed.

When an order is packed

The Packing Station writes to NetSuite when someone chooses Mark packed or Pack & ship. Packing a fulfillment again replaces what the last pack wrote.

When an order is packed
What you packWhat changes in NetSuite
A Picked or Packed item fulfillmentIts package lines are replaced with the boxes the packer entered and its status is set to Packed, both in one save. A fulfillment that is Shipped or already has a label is refused: void the label first.
A sales orderNesoTMS makes one new item fulfillment for everything still left on the order, in Packed status, with the packed boxes as its package lines. Its memo says NesoTMS packed it. It then waits at the Clerk Station.
A sales order NesoTMS can't fulfillNothing is made when nothing is left on the order, when a line needs inventory detail (bins, lots or serial numbers), or when NetSuite won't save the new fulfillment, for example because a required field on your form is empty. Pack those in NetSuite.

When NetSuite says no

Your workflows and user event scripts still run when NesoTMS saves a fulfillment, and they can refuse the save. When that happens after a purchase, the label stays bought: it is saved in NesoTMS, marked Not in NetSuite yet, and has a Retry NetSuite update button. A retry sets the same values again, so it can't double anything.

Sometimes NetSuite accepts the boxes and cost but refuses the Shipped status, for example when the fulfillment is dated in a closed period or a workflow guards that status. NesoTMS then saves everything else and shows a warning that the status wasn't changed. If NetSuite gives no clear answer at all, NesoTMS marks the update unconfirmed and asks you to check the fulfillment in NetSuite before buying, voiding or syncing again.

What NesoTMS reads

NesoTMS reads these when someone opens an order to pack or ship it.

What NesoTMS reads
FromWhat it readsWhat for
The item fulfillmentShip-to address, package lines, items with quantities and weights, ship method, status, customer and the sales order it came from.The ship page: the addresses, the starting boxes, the suggested weight and the preselected service.
Its locationThe location's address. With no location at all, the subsidiary's address, then the company's.The ship-from address. A location with an unusable address is named so it gets fixed, never skipped.
The sales orderOrder number, PO number, currency and line prices.The declared value, when you turn it on, and the commercial invoice for Canada.
Its itemsDescriptions, HS codes and countries of manufacture.The customs lines for Canada, when they are filled in NetSuite.

What never reaches NetSuite

  • Rates and quotes, and the rate a packer didn't choose.
  • Labels bought on carrier accounts set to Test, USPS sandbox labels and FedEx Freight estimates.
  • Your carrier keys, and the label files: those stay in NesoTMS, which keeps them for reprints.
  • Address corrections made for one shipment. NesoTMS never changes the addresses on your NetSuite records.
  • Quick ship orders and return labels made in NesoTMS: they are NesoTMS's own shipments and don't change the item fulfillment they came from.

A record of each label

Recent versions of the connector also keep a record of each NesoTMS label in your account: the fulfillment, carrier, service, tracking numbers, cost and status. When the label is voided, the record is marked voided. The label files themselves stay in NesoTMS.

Partial shipments, PackShip and other warehouse systems

When part of an order ships, NetSuite makes one item fulfillment for that part. NesoTMS treats each fulfillment as its own shipment, with its own boxes, labels and update. A partial fulfillment's declared value is its own share: its quantity times the sales order line's rate.

If your warehouse packs with PackShip in NetSuite WMS, the ship page can start with the cartons PackShip recorded, when the sales order has just that one fulfillment. With several fulfillments on the order, NesoTMS uses the fulfillment's own package lines instead. A size PackShip doesn't have stays blank and is never guessed. Other warehouse systems work through the standard package lines: if your system fills those, the boxes are prefilled.

Write-back questions

Does NesoTMS change the ship method on my fulfillments?

No. The ship method, items, quantities, inventory detail, addresses and memo of an existing fulfillment are left as they are. Only a fulfillment NesoTMS makes from a sales order gets a memo, saying NesoTMS packed it.

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What if NetSuite is unavailable when we buy a label?

The label stays bought and is marked Not in NetSuite yet. Choose Retry NetSuite update when NetSuite is back. The retry sets the same values, so nothing is doubled.

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Does voiding a label delete anything in NetSuite?

No. It blanks that label's tracking numbers and, when no other label is active, sets the status back to Packed. The package lines keep their weights and sizes, and the cost stays as it was.

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Will our NetSuite workflows still run?

Yes. Workflows and user event scripts run on every save NesoTMS makes, and they can refuse it. NesoTMS shows what NetSuite said and keeps the label.

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