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.

Using item creation records, you can automatically create assembly items required by the configuration. If your account has the Advanced Bill of Materials feature enabled, you can create assemblies with an advanced BOM. In this case, select assembly as the item type. If this feature isn't enabled, the available item type is assembly/bill of materials, and you can't 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

With item creation records, you can work with assemblies that use an advanced bill of materials. When working with an advanced BOM, you can set fields for:

  • The bill of materials (BOM)

  • The revision

If you want to update an existing BOM, make sure you keep the same name on the item creation record. When adding a new BOM to assembly items, an existing one—either standard or master default—will be overwritten:

  • Adding a standard BOM to an assembly item will overwrite the first available standard BOM. If no standard BOM exists, the master default BOM will be overwritten.

  • Adding a master default BOM to an assembly item will overwrite the existing master default BOM. If no master default BOM exists, the first standard BOM will be overwritten. The new BOM won't assume the master default status.

    Note:

    Each assembly is limited to one master default BOM. If you add a new BOM with a unique name as the master default using the Add as a new BOM option, the Master Default box setting will be cleared from any BOMs on the assembly.

To preserve existing BOMs while adding a new one with a unique name, enable the Add as a new BOM option.

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

  1. On the Item Creation subtab, edit the item creation record you want to modify.

  2. Check the Bill of Materials box.

  3. On the BOM subtab, complete required and optional fields for the bill of materials and the revision as you would on their respective records. Examples of these 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 limit the bill of materials to the current assembly.

    When this option is enabled, only the current assembly is selected in the 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 for all assemblies box.

  5. To add a new BOM to an assembly without overwriting existing ones, check the Add as a new BOM box.

    Note:

    Make sure you provide a unique name for the new BOM. If the name isn't unique, an existing BOM will be overwritten on the assembly record.

  6. To add a master default BOM, check the Master Default box. If you check this box, the Available for All Locations box will be automatically enabled.

    Note:

    If you set this option, the Master Default box will be checked under Manufacturing > Bill of Materials on the assembly item record. When creating a work order, the master default BOM will appear in the Bill of Materials field.

  7. 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, edit 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. A routing step can be associated with multiple materials.

Note:

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

Adding Stand-Alone Routing Steps

Stand-alone routing steps are added to the manufacturing routing using ITCR routing step records.

Note:

If you create an ITCR routing step record for a routing step already 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. To do this, go to the material record, select a routing step in the Routing Step field, and save the record. 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 Add 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 the 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