1. NetSuite CPQ
  2. NetSuite CPQ Configurator
  3. NetSuite CPQ Configurator Products
  4. Creating Items Required by the Configuration
  5. Working with Assemblies on Item Creation Records

Working with Assemblies on Item Creation Records

Note:

Install NetSuite CPQ Manufacturing to automatically create assembly items required by the configuration. For more information, see Installing NetSuite CPQ SuiteApps.

With item creation records, you can automatically create assembly items required by the configuration.

If the Advanced Bill of Materials feature is enabled in your account, you can create assemblies with an advanced BOM. In this case, select assembly as the item type. If this feature is not enabled, the available item type is assembly/bill of materials, and you cannot create assemblies with an advanced BOM. For more information about the advanced BOM in NetSuite, see Enabling Advanced BOM.

To work with assemblies on item creation records:

  1. Create an item creation record and complete the basic fields. For more information, see Working with Item Creation Records.

  2. Set fields for the bill of materials and the revision. For more information, see Working with the BOM and the Revision.

  3. Add components to the assembly. For more information, see Adding Components to Items.

  4. Set fields for the manufacturing routing. For more information, see Working with the Manufacturing Routing.

  5. Add routing steps to the manufacturing routing. For more information, see Adding Routing Steps to the Manufacturing Routing.

Working with the BOM and the Revision

On item creation records, you can work with assemblies with an advanced BOM. In this case, you can set fields for:

  • the bill of materials

  • the revision

To set fields for the bill of materials and the revision:

  1. On the Item Creation subtab, click Edit next to the item creation record you want to modify.

  2. Check the Bill of Materials box.

  3. On the BOM subtab, fill in the fields for the bill of materials and the revision as you would on their respective records. Examples of the fields are the name, memo, and subsidiary. For more information, see Creating a New BOM Record and Creating BOM Revisions.

  4. The Restrict to current assembly box is checked by default to make the bill of materials available only for the current assembly.

    When this option is enabled, only the current assembly is selected in the corresponding Restrict to Assemblies field of the BOM record.

    To make the BOM available to all assemblies:

    • Clear the Restrict to current assembly box.

    • Check the Available to all assemblies box.

  5. Click Save.

Working with the Manufacturing Routing

On item creation records, you can set fields for the manufacturing routing. The manufacturing routing groups all the routing steps required to build your assembly.

To set fields in the manufacturing routing:

  1. On the Item Creation subtab, click Edit next to the item creation record you want to modify.

  2. Check the Manufacturing Routing box.

  3. On the Manufacturing Routing subtab, fill in the fields related to the manufacturing routing as you would on the respective record. Examples of the fields are the name, memo, and location. For more information, see Creating a Manufacturing Routing.

  4. Click Save.

Adding Routing Steps to the Manufacturing Routing

Routing steps are the tasks required to build assemblies. They can be associated with materials or stand alone. On item creation records, you can choose the routing steps that will be added to the manufacturing routing. The following options are available:

You can combine stand-alone routing steps and those associated with materials.

Note:

Only active routing steps are added to the manufacturing routing. A routing step is active when its rule matches answers selected by users on the interface.

Adding Stand-Alone Routing Steps

Stand-alone routing steps are added through ITCR routing step records.

Note:

If you create an ITCR routing step record for a routing step associated with a material, the ITCR routing step record is disregarded.

To create an ITCR routing step record:

  1. Go to the Routing Steps subtab.

  2. Click New CPQC ITCR Routing Step.

  3. In the Routing Step field, select a stand-alone routing step from the product.

  4. Click Save.

Adding Routing Steps Associated with Materials

You can add routing steps associated with materials to the manufacturing routing. First, assign a routing step to a material. On the material record, select a routing step in Routing field. For more information, see Defining Routing Steps to Build the Configurable Item.

Second, add the material under the Components subtab of the item creation record. If you check the Use all materials as components box, all routing steps associated with materials will be added to the manufacturing routing.

Adding all Active Routing Steps in the Product

You can add all active routing steps in the product to the manufacturing routing. A routing step is active when its rule matches answers selected by users on the interface.

To use all active routing steps, check the Use all routing steps box. If you check this box, the manufacturing routing will include:

  • Stand-alone routing steps.

  • Routing steps associated with active materials.

  • Routing steps associated with inactive materials.

Related Topics

General Notices