Assemblies and Units of Measure
To identify units of measure on assembly item records, the Multiple Units of Measure and the Assembly Items features must be enabled.
After you select a basic unit type on an assembly record you can define a default unit for the item on a particular transaction. On item records, designate a unit to default as a purchase unit, stock unit, or sales unit.
You can set purchase and sale units when you create the item record. After you save the record, these units cannot be changed. You can make a selection for the stock units when you create the item record. You can change the stock units after you save the record.
On Assembly Builds, Assembly Unbuilds, and Work Orders for Assembly Items with Units of Measure, the Units field defaults to base units. You cannot change the default.
On transactions, units of measure are used as follows:
Transaction |
Editable Units |
Display Units Only |
---|---|---|
Receive Order |
Yes (in units that match the purchase order) |
|
Fulfill Orders |
Yes (in units that match the sales order) |
|
Adjust Inventory Worksheet Replenish Location |
Yes (in stock units) |
|
Build Assemblies Unbuild Assemblies Enter Work Orders |
|
Yes (in base units) |
Create Opportunities Prepare Estimates Enter Sales Orders Create Invoices Enter Purchase Orders Bill Purchase Orders Enter Vendor Return Authorizations Adjust Inventory Transfer Inventory Issue Credit Memos Write Checks Use Credit Card |
Yes |
|
-
Purchase orders show the item in purchase units by default.
-
Invoices show the item in sales units by default.
-
Inventory adjustments show the item in stock units by default.
Generated reports display units of measure based on the units used in transactions.
Serialized Assemblies
When working with serial-numbered assembly items:
-
The base unit must be the lowest unit of measure when selecting a Units Type.
-
Units cannot have a decimal unit of measure conversion with the base units when selecting Stock Units, Purchase Units, and Sale Units.
-
The quantity of serial numbers entered must equal the quantity in base unit when a transaction is entered in a non-base units.
For example, you sell a serialized assembly that uses a base unit of Each and sale unit of Dozen. When you enter a sales order for 2 of the assembly, enter 24 serial numbers on the order to represent 24 each of the item.
Lot Numbered Assemblies
After setting up a lot-numbered assembly item record, you can edit the purchase and sale units. You cannot, however, change the units type or stock units.
Assembly Builds and Unbuilds
Assembly Builds and Unbuilds must be performed in the base units of measure. For more information, see Using Item Records.
Assemblies and Work Orders
If the assembly selected on a work order uses Units of Measure, they appear in the Units field.
Work orders you view that were previously generated by NetSuite display the units for reference only and cannot be changed.
If the work order was created from another source (such as a sales order), you can change the quantity by changing the source transaction. For more information, see Assembly Work Orders.
Related Topics
- Assembly Items
- Enabling Assembly Items
- Assembly Item Records
- Assemblies on Purchase Transactions, Web Sites, and Work Orders
- Matrix Assemblies
- Phantom Assemblies
- Building Assembly Items
- Unbuild Assembly Items
- Marking Work Orders Built
- Printing an Item Bill of Materials
- Bill of Materials Inquiry
- Costed Bill of Materials
- Printing Assembly Item Materials on Transactions
- Printing Assembly Labels
- Running the Component Where Used Inquiry