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Netsuite Manufacturing

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Manufacturing

2023.1

April 26, 2023

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Table of Contents
Manufacturing ........................................................................................................................ 1
Manufacturing Overview ........................................................................................................... 2
Assembly Items ....................................................................................................................... 4
Enabling Assembly Items ...................................................................................................... 5
Assembly Item Records ........................................................................................................ 5
Assemblies on Purchase Transactions, Web Sites, and Work Orders ............................................. 6
Matrix Assemblies ............................................................................................................... 6
Creating Matrix Assembly Records ..................................................................................... 8
Updating Matrix Assembly Items ....................................................................................... 8
Matrix Assemblies on Transactions .................................................................................... 8
Phantom Assemblies ........................................................................................................... 9
Creating a Phantom Assembly ......................................................................................... 10
Phantom Bill of Materials on Assembly and Work Orders ..................................................... 11
Phantoms with Manufacturing Routing and Demand Planning .............................................. 12
Assemblies and Units of Measure ........................................................................................ 13
Building Assembly Items ..................................................................................................... 14
Unbuild Assembly Items ..................................................................................................... 17
Unbuilding an Assembly From the Assembly Build Transaction .............................................. 17
Unbuilding as Assembly From a New Unbuild Transaction .................................................... 17
Assembly Unbuild Variance Posting .................................................................................. 19
Assembly Unbuilds and the Adjust Inventory Worksheet ...................................................... 19
Unbuilding Assemblies and Purchased Assembly Costing ..................................................... 20
Marking Work Orders Built ................................................................................................. 21
Marking Work Orders Closed .......................................................................................... 21
Printing an Item Bill of Materials .......................................................................................... 22
Bill of Materials Inquiry ....................................................................................................... 23
Costed Bill of Materials Inquiry ........................................................................................ 25
Costed Bill of Materials ....................................................................................................... 27
Installing Costed Bill of Materials ..................................................................................... 27
Supported Browsers for Costed Bill of Materials ................................................................. 30
Creating Costed Bill of Materials ...................................................................................... 30
Material Costs Subtab .................................................................................................... 31
Assembled Costs Subtab ................................................................................................ 32
Fully Exploded Costs Subtab ........................................................................................... 33
Printing Assembly Item Materials on Transactions .................................................................. 34
Printing Assembly Labels .................................................................................................... 34
Running the Component Where Used Inquiry ........................................................................ 35
Assembly Work Orders ........................................................................................................... 37
Setting the Use Component Yield Preference ......................................................................... 38
Two Types of Assembly Work Orders .................................................................................... 38
Enabling the Work Orders Feature ....................................................................................... 39
Entering an Individual Work Order ....................................................................................... 40
Entering a Custom Work Order ....................................................................................... 40
Entering a Standard Work Order ...................................................................................... 42
Adding Custom Fields to Work Orders .............................................................................. 45
Mass Creating Work Orders ................................................................................................ 47
Marking Assemblies to Create Work Orders ........................................................................... 48
Creating Work Orders From a Sales Orders ....................................................................... 49
Creating Work Orders From Item Records ......................................................................... 49
Planned Work Orders ......................................................................................................... 49
Manually Entering Planned Work Orders ........................................................................... 50
Automatically Generating Planned Work Orders ................................................................. 50
Marking Work Orders Firmed .......................................................................................... 51
Marking Work Orders Released ....................................................................................... 51
Component Yield Preferences .............................................................................................. 51
Setting the Use Component Yield Preference ..................................................................... 52
Setting the Round Up Quantity as Component Preference ................................................... 53
Component Yield Examples ............................................................................................. 53
Editing a Work Order ......................................................................................................... 54
Printing a Work Order Bill of Materials .................................................................................. 55
Appending a PDF File to Print with the Bill of Materials ............................................................ 57
Building Work Orders ......................................................................................................... 58
Work Orders and Demand Planning ..................................................................................... 58
Advanced Bill of Materials ....................................................................................................... 61
Enabling Advanced BOM .................................................................................................... 61
Viewing Legacy BOM Records .......................................................................................... 62
Enabling Legacy BOM Editing .......................................................................................... 62
Create a BOM ................................................................................................................... 62
Creating a New BOM Record ........................................................................................... 63
Creating a BOM From an Assembly .................................................................................. 63
Copying a BOM Record .................................................................................................. 64
Default BOM Workflow ................................................................................................... 64
Creating BOM Revisions ..................................................................................................... 65
Copying BOM Revisions .................................................................................................. 66
Updating BOM Revision Record Dates .............................................................................. 67
Customizing the BOM Revision Component Sublist ............................................................. 67
Linking Assemblies and BOMs ............................................................................................. 68
Linking a BOM to an Assembly ........................................................................................ 68
Linking Assemblies to BOM Records ................................................................................. 69
Creating a Manufacturing Routing ........................................................................................ 69
Copying a Manufacturing Routing Record ......................................................................... 70
Running a BOM Inquiry ...................................................................................................... 71
Costed Bill of Materials Inquiry ........................................................................................ 71
Matrix Items ..................................................................................................................... 72
Bill of Materials Member Control for Assembly Items .................................................................. 74
Setting Up BOM Control on Assembly Item Records ................................................................ 75
Using Effective Date BOM Management ............................................................................ 75
Revision Control BOM Management ................................................................................. 76
Setting an Assembly to Use Revision Control ......................................................................... 77
Creating Revision Records for BOM Control ........................................................................... 78
Manufacturing Work In Process (WIP) ....................................................................................... 80
Enabling the WIP Feature ................................................................................................... 80
Setting Default WIP Accounts .............................................................................................. 81
Setting Up Items as WIP Assemblies ..................................................................................... 81
Using WIP on Work Orders ................................................................................................. 82
Entering Work Order Issues ............................................................................................ 83
Entering Work Order Completions ................................................................................... 84
Entering Work Order Closes ............................................................................................ 85
Associating Components with Operations .............................................................................. 87
Entering a Completion for an Individual Work Order ............................................................... 88
Entering a Completion With Backflush .............................................................................. 89
WIP and Inventory Costing ................................................................................................. 90
Manufacturing Routing ........................................................................................................... 92
Setting Up Manufacturing Routing ....................................................................................... 94
Enabling the Manufacturing Routing Feature ..................................................................... 94
Setting Routing Preferences ............................................................................................ 94
Defining Cost Categories for Manufacturing Routing and Work Center ................................... 95
Defining a Manufacturing Charge Item ............................................................................. 97
Creating Manufacturing Cost Templates ............................................................................ 97
Creating Manufacturing Work Centers or Groups ............................................................... 99
Work Center Calendars ..................................................................................................... 100
Setting Up a Work Center Calendar ................................................................................ 100
Assigning a Work Calendar to a Work Center ................................................................... 100
Creating a Manufacturing Routing ...................................................................................... 101
Standard Costing for Manufacturing Routing .................................................................... 102
Manufacturing Routing and Work Orders ............................................................................ 103
Manufacturing Operation Tasks ......................................................................................... 105
Operations Overlap ...................................................................................................... 106
Editing a Manufacturing Operation Task .......................................................................... 107
Work Centers and Manufacturing Operations Tasks .......................................................... 108
Manufacturing Task Scheduler ....................................................................................... 108
Supply Planning and Routing ............................................................................................. 118
Production Scheduling Methods Overview ........................................................................... 120
Setting a Default Scheduling Method .............................................................................. 121
Backward Scheduling ................................................................................................... 121
Manufacturing Routing Completions and Time Entry ............................................................. 122
Routing Work Order Completions ................................................................................... 123
Routing Completion Labor and Machine Time Entry .......................................................... 125
Time and Status Updates on Tasks ................................................................................. 126
Manufacturing Routing Costing .......................................................................................... 127
Outsourced Manufacturing .................................................................................................... 131
Setting up Outsourced Manufacturing ................................................................................ 131
Configuring Outsourced Manufacturing ........................................................................... 131
Creating an Outsourced Manufacturing Item ................................................................... 133
Outsourcing Production .................................................................................................... 134
The Assembly Build Helper ............................................................................................ 135
Outsourcing Production from a Work Order ..................................................................... 135
SuiteAnalytics Manufacturing Workbook .................................................................................. 137
Manufacturing Dataset ..................................................................................................... 137
Manufacturing Workbook .................................................................................................. 137
Manufacturing Transaction ............................................................................................ 138
Creating a Manufacturing Workbook ............................................................................... 138
Manufacturing Analytical Record Types ............................................................................... 142
Manufacturing Transaction Analytical Record Type ............................................................ 143
Manufacturing Component Analytical Record Type ............................................................ 144
Engineering Change Order .................................................................................................... 146
Setup Requirements for Engineering Change Order .............................................................. 146
Prerequisite for Engineering Change Order ..................................................................... 147
Installing the Supply Chain Management SuiteApp ............................................................ 147
Set Up the SuiteApprovals SuiteApp for Engineering Change Order ..................................... 147
Enabling Engineering Change Order ............................................................................... 148
Roles and Permissions for Engineering Change Order ....................................................... 148
Setting Engineering Change Order Preference ................................................................. 151
Setting Up Engineering Change Order Types ....................................................................... 151
Setting Up SuiteApprovals Workflow for Engineering Change Order ......................................... 152
Assign a Supervisor to an Employee ............................................................................... 152
Setting Up Department Approvers for Engineering Change Order ....................................... 152
Set Up Group Approvers for Engineering Change Order .................................................... 153
Set Up Role Approvers for Engineering Change Order ....................................................... 153
Setting Up Approval Delegation for Engineering Change Order ........................................... 154
Approval Rules for Engineering Change Order .................................................................. 154
Using Engineering Change Order ....................................................................................... 158
Creating Engineering Change Orders .............................................................................. 159
Approving or Rejecting Engineering Change Orders .......................................................... 162
Resubmitting Engineering Change Orders for Approval ...................................................... 163
Implementing Engineering Change Orders ...................................................................... 163
Viewing Implementation Status ...................................................................................... 164
Viewing Approval History .............................................................................................. 164
Manufacturing 1

Manufacturing
■ Manufacturing Overview
■ Assembly Items
■ Assembly Work Orders
■ Advanced Bill of Materials
■ Bill of Materials Member Control for Assembly Items
■ Manufacturing Work In Process (WIP)
■ Manufacturing Routing
■ Outsourced Manufacturing
■ Manufacturing Preferences Overview
■ SuiteAnalytics Manufacturing Workbook
■ Advanced Manufacturing
■ Manufacturing Mobile
■ Engineering Change Order

Manufacturing
Manufacturing Overview 2

Manufacturing Overview
Manufacturing processes help organizations create finished goods from raw or semi-finished materials
using some combination of labor and machinery. Finished goods are then sold, at a profit, to other
manufacturers, wholesalers, or retailers who then sell them to consumers.

NetSuite integrates your manufacturing workflow from the sales order and process planning to building
goods, tracking work orders, and releasing finished goods for shipping.

For information about how to work with NetSuite Manufacturing, see the following help topics:

■ Assembly Item Records:

Define the members of an assembly and then track both the raw materials and the assembled items
separately.
■ Assembly Work Orders:
Track the production of assembly items needed for stock or to fill orders.
■ Advanced Bill of Materials:
List the quantities of raw materials, assemblies, sub-components, and parts needed to manufacture a
product at one or multiple facilities.

Important: The Advanced BOM record became available in NetSuite 2017.2. After your
administrator enables the Advanced Bill of Materials feature, the Advanced BOM replaces the
Assembly/Bill of Materials record.

■ Bill of Materials Member Control for Assembly Items:

Ensure that the right components are included in assembly builds at the right time. Use BOM controls
to plan to use and purchase components which are effective or obsolete within specified times.
■ Manufacturing Work In Process (WIP):
Track work orders through the production process, from gathering materials, through shop floor
assembly, to stocking finished goods.
■ Manufacturing Routing:
Schedule and record manufacturing operational activities against a complex work order that requires
multiple teams of employees, or work centers.
■ Manufacturing Preferences Overview:
You can access manufacturing preferences at Setup > Manufacturing > Manufacturing Preferences.
■ Outsourced Manufacturing:
Outsourced manufacturing helps customers manage their subcontracted manufacturing processes by
purchasing outsourced assembly production from vendors.
■ SuiteAnalytics Manufacturing Workbook:
NetSuite provides a Manufacturing Transaction [Beta] data source, which introduces the analytics
transactions concept for manufacturing-specific transactions.
■ Advanced Manufacturing SuiteApp:
Extend your NetSuite manufacturing routing into the Advanced Manufacturing Work Bench.
This connection enables manufacturers to define work instructions, associate material usage, compare
resource supply with demand, and establish planned start and end times. To set up Advanced
Manufacturing, you must install the Advanced Manufacturing SuiteApp.
■ Manufacturing Mobile:

Manufacturing
Manufacturing Overview 3

The NetSuite Manufacturing Mobile SuiteApp enables operators with little ERP knowledge to use
mobile scanners to report manufacturing shop floor data. This mobile solution compliments the
existing Advanced Manufacturing scanner to provide improved performance, scalability, customization
support, and streamlined production activities.
■ Engineering Change Order:
Generate Engineering Change Order (ECO) records to document changes to your Bills of Materials
(BOMs) and authorize the implementation of those changes.

Manufacturing
Assembly Items 4

Assembly Items
An assembly item is an inventory item made up of several components, but identified as a single item.
Assemblies are manufactured by combining raw materials that you stock.

Note: For details about distinctions between Groups, Kits, and Assemblies, see the help topic
Groups, Assemblies, and Kit/Packages.

After you create assembly item records that define the members of an assembly, you can track the raw
materials and the assembled items separately.

For example, Wolfe Manufacturing sells the LogLeaper mountain bike that they assemble in-house. The
LogLeaper is assembled from the following inventory components:

■ one aluminum bicycle frame

■ one set of handlebars
■ one saddle
■ one gearing assembly
■ two wheel assemblies
■ two sets of brakes
■ two pedals

NetSuite tracks the stock of the LogLeaper and each component item separately. This enables Wolfe
to track the stock levels of LogLeaper mountain bikes in inventory and available to ship to customers.
Wolfe can also track the quantity of materials available to assemble more bicycles.

To use assembly items, you must complete the following tasks:

1. Enable the Assembly Items feature. For more information, see Enabling Assembly Items.
2. To create assembly item records that define the assembly components, select the parts that make
up the assembly. For more information, see Assembly Item Records.
■ To create an assembly item record, go to Lists > Accounting > Items > New
■ On the New Item page, click Assembly. For more information, see the help topic Creating
Item Records.
3. Record an assembly build:
■ After you create an assembly item record, enter an assembly build to record assembly
production. Physically manufacturing assemblies in a production run increases your stock of
assembled items.
■ To record inventory level changes, go to Transactions > Inventory > Build Assemblies to enter
an assembly build for each production run. For more information, see Building Assembly
Items.
■ After you create your assembly item, build the assembly in NetSuite to replenish stock. To
record an assembly build, go to Transactions > Inventory > Build Assemblies.
NetSuite tracks assembly item and member component records separately. It also tracks the
assembly and member item stock status individually. For each assembly build you record:
■ the assembly item stock level increases
■ the member items' individual stock levels decrease

Manufacturing
Enabling Assembly Items 5

Enabling Assembly Items

Before you can create and use assembly items, an administrator must enable the Assembly Items and
Inventory features.

To enable the Assembly Items and Inventory features:

1. Go to Setup > Company > Setup Tasks > Enable Features (Administrator).
2. Click the Items & Inventory subtab.
3. Check the Assembly Items box.
4. Check the Inventory box.
5. Click Save.

Assembly Item Records

You can create an assembly item record to track each assembly and its component items. The assembly
record details member items and the quantity of each member required for each assembly. For more
information, see Building Assembly Items.

Important: With the release of NetSuite 2023.1 Bills of Materials, where components are
embedded to an Assembly Item, will no longer be supported. Only business critical issues will
be fixed. To continue working with this functionality you should transition to the Advanced Bill of
Materials feature, which is free of charge. After you enable this feature, NetSuite will automatically
migrate all of your Bill of Materials to the new structure.

Available Member Items

The following table displays the available member item types:

Regular Inventory Assembly Serial or Lot Numbered Inventory

Inventory Inventory

Non-Inventory Serialized Inventory

Other Charge Lot Numbered Inventory

Service Non-Inventory

Regular Assemblies Other Charge

Kit Items Service

Regular Assemblies

Serialized Assemblies

Lot Numbered Assemblies

Assembly Items in Item Lists

To make an inventory item available in your assembly build but not for sale, do not choose an income
account on the item record.

Manufacturing
Assembly Item Records 6

By not setting an income account on an inventory item's record, the item does not appear in the sales
transaction’s items list. The item is sold as part of the finished goods assembly the item belongs to, which
has its own income account.
If you do not set an expense account on a non-inventory item for resale, the item does not appear in the
purchase transaction’s item list.

Assemblies and Serial/Lot Numbered Members

Serialized and lot numbered items cannot be included as member items in a regular assembly item.

■ A non-serialized assembly cannot include a serialized or lot numbered member item.

■ A non-lot numbered assembly cannot include a serialized or lot numbered member item.

Serialized or lot numbered inventory items can be members of an assembly only if the assembly is
serialized or lot numbered.

■ A serialized assembly can include a serialized or lot numbered member item.

■ A lot numbered assembly can include a serialized or lot numbered member item.

Assemblies on Purchase Transactions, Web Sites,

and Work Orders
NetSuite lets you make assembly items available in other product areas.

Purchase Transactions
To make assemblies available to purchase transactions, go to Setup > Accounting > Preferences
> Accounting Preferences. Check the Allow the Purchase of Assembly Items box on the Order
Management subtab, and then save. For information about preferences, see the help topic Items/
Transactions Accounting Preferences.

Web Sites
You can offer an assembly in your web site using the Store and Specials subtabs. Edit the assembly item
record to add the item to your web site.

Work Orders
The Work Orders feature enables you to track the production of assembly items for stock or to fill orders.
Work orders track the quantities of assemblies to be built, and the required quantities of components, or
member items. Use Special Order Work Orders for a particular sale. Use Production Work Orders to
increase stock. For more information, see Assembly Work Orders.

Matrix Assemblies
To use Matrix Assemblies, an administrator must enable the Matrix Items feature.
With the Assembly Items and Matrix Items features, you can create assembly item records that contain
matrix options. These options help improve assembly item planning and production tracking. Matrix

Manufacturing
Matrix Assemblies 7

options make it possible to use Bills of Materials (BOM) and Manufacturing Routings to build items with
numerous product styles and variations.

During production, you can create matrix assemblies using work orders and assembly builds.

For example, Wolfe Manufacturing produces mountain bikes and sells them only on their web site, not
through retailers.

1. A customer logs on to the Wolfe web store to order a bicycle.

2. While completing the sales order, the customer selects the size of the bike, its color, brakes,
wheels, and other components.
The matrix assembly record links the custom bike created and sold in the web store to the item in
NetSuite.
3. NetSuite automatically converts the completed sale order into a work order.
Each bike configuration must be associated with a BOM and routing. These describe how to build
the bike, components needed, manufacturing costs, and subsequent selling price.
4. The bicycle matrix assembly record is linked with the item in NetSuite.
This informs planners and production operators which components are required for the BOM and
which manufacturing routing will be used to assemble it.
5. After the bike is assembled, the sales order can be fulfilled.
6. The bike is shipped to the customer.

Matrix assembly records enable you to manage a BOM at the parent matrix assembly level and then
implement BOM changes to specific configurations. BOM options can also be maintained on an individual
item record basis.

■ You can track demand for matrix assemblies and then make them available in the web store. You can
also build them using work orders or assembly builds.
■ For web store matrix assembly items, web store administrators can display only a parent matrix
assembly item. Then make configuration options available in a list.

After matrix assembly sub-items are created, you may need to update the following matrix items:

■ The BOM and its attributes such as the Cost Of Goods Sold (COGS) account or Unit of Measure.
■ The parent assembly item and update some or all sub-items at one time.

For more information, see Manufacturing Routing.

Manufacturing
Matrix Assemblies 8

Creating Matrix Assembly Records

You can create a matrix assembly item record in the same way you create other matrix items.

Note: After you create a matrix assembly, the Effective Date and Obsolete Date fields do not
appear on the item record Component subtab.

To use BOM Control or set effective and obsolete dates, set them on the parent matrix assembly
item record. Revision control must be set on the matrix assembly child item records. For more
information, see Revision Control BOM Management.

To create matrix assembly records:

1. Select one of the following options:
■ The Matrix Assistant:
1. Go to Lists > Accounting > Items > New.
2. Click Matrix Item Assistant.
For more information, see the help topic Using the Matrix Item Assistant.
■ Automatically in NetSuite:
1. Manually create a parent matrix assembly item.
2. Define options to create the new assembly item.
3. Go to Lists > Accounting > Items > New.
4. Click Create Matrix Items.
For more information, see the help topic Creating a Matrix Item Manually.
2. Click Save.

Updating Matrix Assembly Items

To learn how to update a matrix assembly item, see the help topic Editing Matrix Items.
When you edit a matrix assembly item parent record, you can update child item BOMs.

To update child item BOMs:

1. Click Update Matrix.
■ Clear the Update BOM of Matrix Sub-items box to not apply parent record changes to the
child items.
■ Check the Update BOM of Matrix Sub-items box to apply parent record changes to the child
items. The child items will be updated with the parent item BOM.

Note: Previous BOMs are not updated with the changes entered.
2. Click Save.

Matrix Assemblies on Transactions

Work order and assembly build transactions permit you to select only child matrix assemblies. The parent
matrix assemblies are not displayed in the list.

Manufacturing
Phantom Assemblies 9

Phantom Assemblies
A phantom assembly is typically a non-stocked assembly that groups the components needed to produce
a subassembly. For example, compare a phantom assembly to folders on a computer. The folder
represents the phantom and the individual files are the components. They are called phantoms because
they are not counted as inventory items, but are created to fulfill the requirements of a higher-level
assembly.
Phantom Assemblies

Phantom assemblies provide the following advantages:

■ No need to create multiple work orders. The phantom assembly is added to the higher-level work
order.
■ They work as build-to-order instructions. Components do not have to be issued from stock
beforehand.
■ They simplify Bill of Materials (BOM) management. If a component is changed on the Phantom BOM, it
is automatically reflected in all BOMs that use the phantom as a sub-assembly.
■ You can use them as configuration options for manufactured products when it would not be cost
effective to keep the assembly in stock.

For example, Wolfe Manufacturing can use a phantom wheel assembly to build the wheels as part of
the build assembly. With this phantom wheel assembly, Wolfe does not keep certain wheel types in
stock. In this example, the phantom could include the following:

After you add a wheel assembly to the work order, you issue the components. Then, the system
issues the components that make up that assembly and then adds them to the work order. For more
information, see Marking Assemblies to Create Work Orders.

While phantom assemblies are typically used as components in a larger assembly build, they can also be
used to create stock items. For example, as part of a warranty claim, a batch of replacement wheels could
be manufactured using a phantom assembly.

Manufacturing
Phantom Assemblies 10

Creating a Phantom Assembly

Use the following instructions to create a phantom assembly.

To create a phantom assembly:

1. Go to Lists > Accounting > Items > New

2. Select Assembly/Bill of Materials from the Item Type column.
3. Complete the fields. Required fields display a red asterisk (*). For more information, see the help
topic Creating Item Records.
4. On the Purchasing/Inventory tab Inventory Management section, check the Phantom box.
5. On the Components subtab, add the required components for the assembly and then update the
Item Source field as required. For more information, see Item Source Field.
6. If the phantom assembly contains sub-assemblies, check the Mark Sub-Assemblies Phantom box
to mark them as phantoms.
7. Click Save.

Item Source Field

The Item Source column appears on Bill of Materials (BOM), BOM Revision Record, and Work Order
transactions. It is used to specify the preferred method of supply for a particular item. Source options
include: Stock, Phantom, Purchase Order, and Work Order. The Assembly and BOM Revision Record
item source values are then used as work order and assembly build defaults. This is then reflected in the
Assembly/Bill of Material and Work Order records.

On assembly builds, NetSuite uses the item source values (stock or phantom) from the assembly and
BOM revision record. However, the column field item source does not appear. The system expands the
list of components on the assembly build when the list of components contains a sub-assembly with a
phantom item source. You can override these default values on either the BOM record or the work order
record.

The following diagram illustrates how NetSuite determines default item source values.

■ The Frame is an inventory item. When the Special Order Item box is clear, the Item Source is
marked as Stock.
■ The Wheel assembly item is marked Phantom. Because the mark Sub-Assemblies Phantom box was
clear, the wheel assembly work order is marked Phantom, but its sub components are taken from
stock. If the Special-Order Item box is checked, the item source is marked Work Order.

Manufacturing
Phantom Assemblies 11

■ The Handle bar is normally an inventory item. When the Special Order Item box is checked, the
Item Source is marked Purchase Order.

Item Source Set to Phantom

When the Item Source field is set to Phantom, the sub-assembly components appear indented under the
Phantom on the Bill of Materials. This cannot be edited.

In the following screenshot, Assembly Build for 0810 AssyB has two components. Component 0810
AssyA is an assembly and the 0810 AssyB BOM has Item Source set to Phantom, which is why the text is
indented.

Inventory Detail Field

When the Item Source field is set to Phantom, the component sub-assembly is built as a part of the
higher-level assembly.

For example, Wolfe Manufacturing sells road bikes in multiple configurations and have created a
BOM for each configuration. The company does not stock carbon-fiber wheels, but has the wheel
components in inventory and only assembles them when ordered. The carbon-fiber wheel is a sub-
assembly of the road bike assembly and the Road Bike BOM. The item source for the carbon-fiber
wheel is phantom.

Assembly and Inventory Items can be assigned a serial or lot number when you produce or receive them.
After the item is consumed, in the Work Order Item subtab Inventory Detail field, select the serial or lot
number being used.

Phantom Bill of Materials on Assembly and Work Orders

To use the Phantom Bill of Materials functionality, the Assembly Items and Work Orders features must be
enabled. These features are located on the Items & Inventory subtab on the Enable Features page.

When these features are enabled, phantom assembly options appear on the assembly and work order
records.

Manufacturing
Phantom Assemblies 12

The following table describes the phantom-related options:

Option Visible on Action Performed

Phantom Assembly/Bill of Check this box to mark the Item Source for this item on any bill
Materials record of materials as Phantom by default. This also applies to the item
source value on any work order where the item is used.

Mark Sub-Assemblies Assembly/Bill of Check this box to mark all sub-assemblies on the work order as
Phantom Materials and Work Phantom. The sub-assemblies will be built as part of the higher-
Order records level work order rather than drawn from stock.

Clearing this box does not refresh the items in the Item subtab.
It enables in-line editing of individual components.

Clearing the Mark Sub-Assemblies Phantom box does not

refresh or remove sub-assembly components on the Items
subtab. This is due to support of in-line editing of individual
components. To reload the BOM for a top level assembly, select
a different assembly in the Assembly field. To reload a BOM for
a phantom sub-assembly, change the item source for the sub-
assembly back to Phantom.

Item Source Components subtab Adds Phantom as an option on the Item Source list. Enables
Assembly/Bill of sub-assembly components to be treated as phantoms on one
Materials and Work BOM, and regular stock items on another.
Order records

Phantoms with Manufacturing Routing and Demand

Planning
When you use manufacturing routing, define the routing steps associated with the sub-assembly build
on the manufacturing routing of the higher-level assembly. For more information , see Creating a
Manufacturing Routing.

Manufacturing
Phantom Assemblies 13

An assembly demand plan with a phantom sub-assembly in its bill of materials calculates dependent
demand for components of the phantom item. However, it does not calculate for the phantom itself. For
more information, see the help topic Demand Planning.

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.

Note: 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 Yes (in stock units)

Replenish Location

Build Assemblies Yes (in base units)

Unbuild Assemblies

Enter Work Orders

Create Opportunities Yes

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

■ Purchase orders show the item in purchase units by default.

Manufacturing
Assemblies and Units of Measure 14

■ 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 the help topic 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.

Building Assembly Items

Each time you physically manufacture assemblies in a production run, you increase your stock of the
assembled items. Record each production run and update stock levels by entering an assembly build
record.
Building Assembly Items

For each assembly build you record:

Manufacturing
Building Assembly Items 15

■ the assembly item stock levels increase

■ the member items' individual stock levels decrease

Entering an assembly build for each production run updates your inventory levels.

Note: If you use work orders and have entered work orders for assemblies, see Building Work
Orders to complete builds for those assemblies.

To enter an assembly build:

1. Go to Transactions > Manufacturing > Build Assemblies.

2. Under Primary Information, complete the following fields:
a. The Reference # field displays a system generated number. You can enter a different
reference number to track this transaction.
b. In the Assembly list, select the assembly item you want to build.
Required fields display a red asterisk (*).
You can enter an assembly build only for assembly items on record. For more information,
see the help topic Creating Item Records.
c. Select the Revision of the assembly build to use.
The revision record effective date determines when this item is included as a member for an
assembly.
When you select an assembly item, the maximum number that you can build appears in the
Buildable Quantity field.
If you use locations, the quantity for the selected location is displayed in the Buildable
Quantity field.
d. In the Quantity to Build field, enter the number of assembly items you want to build.
e. The projected value of your new assemblies appears in the read-only Projected Value field.
Projected value is the sum of the value of the member items times the quantity entered.
f. If you use serialized inventory, enter serial numbers for the assemblies you are building.
g. If you are building a lot numbered assembly, enter the expiration date of the lot in the
Expiration Date field.
h. If you use bin management, the assembly item record preferred bin number is displayed
in the Bin Numbers field. By default, all assemblies are added to the preferred bin. To add
some assemblies to other bins, click the Bins icon or the Inventory Detail icon.
When you build this assembly, the bin quantity on hand for the assembly increases and the
bin quantity on hand for each member item decreases.

Note: If you use Advanced BOM, the Bill of Materials and Bill of Materials
Revision lists appear.

i. In the Date field, enter a transaction date.

j. If you are building a lot numbered assembly item, enter the lot Expiration Date field.
1. To receive a warning that a lot is about to expire, go to Setup > Accounting >
Preferences > Accounting Preferences.
2. On the Items/Transactions subtab, in Days Before Lot Expiration Warning, enter
the number of days before a lot item's expiration to display a warning.
3. Click Save.

Manufacturing
Building Assembly Items 16

k. If you use accounting periods, select a transaction Posting Period.

l. Enter a Memo. You can search for this text later to find this entry.
3. In the Classification section, complete the following fields:
a. If you use NetSuite OneWorld, select a Subsidiary.
b. If you track departments, select a Department for this transaction.
c. If you track classes, select a Class for this transaction.
d. If you track locations, select a Location for this transaction.
4. On the Components subtab, accept the default quantity of each component needed to complete
the assembly. This number is taken from the assembly Item record.
You can adjust component quantities on a build-by-build basis to allow for fluctuations in material
usage. For example, a member item record shows a component quantity of 2. You can create a
build that has 3 of the component to fill a particular order. As the quantity changes, your projected
value is updated.

Note: You can change the quantity of members on a serialized or lot numbered assembly.
Use the assembly serial or lot numbers to track assembly items created with special
member quantities. You cannot track non-serial or non-lot assemblies that could have
special quantities of member items. Therefore, you may want to build non-serial or non-
lot assemblies with special quantities. You can build when your available quantity of that
assembly is zero and you are building assemblies with special quantities for a customer
order.

5. Click the Communication subtab.

a. Enter events on the Events subtab. For example, maintenance, repair, or setup.
i. Enter the event name or Title. For example, Assembly Work Center Setup.
ii. Enter the event Location. For example, West Coast Assembly.
iii. Accept today’s Date or use the calendar to enter a different date.
iv. If this is an all day event, check the All Day box.
v. Enter event Start and End Times.
vi. Click Add.
To add more events, repeat this procedure.
For example, Setup could start at 7:00 am and end at 7:30 am. Then, Assembly could
start at 7:30 am and end at 3:30 pm. Finally, Breakdown could start at 3:30 pm and
end at 4:30 pm.
b. On the Tasks subtab, view or enter CRM tasks records. For information about tasks, see the
help topic Working with CRM Tasks.
c. The Phone Calls subtab enables you to view or enter phone calls.
d. The Files subtab enables you to attach files from the NetSuite File Cabinet, your computer,
or the internet.
■ To add a file from the File Cabinet, select one from the Attach File list.
After the file loads, NetSuite fills the Folder, Size, Last Modifed, and File Type fields.
■ To add a new file, in the Attach File list, select New.
Complete the List window.
e. On the User Notes subtab, add and track notations.
6. Click Save.

Manufacturing
Building Assembly Items 17

After an assembly item is built, it is treated like an inventory item for inventory costing purposes. The built
assembly item asset/costing value is the total value of the assembly's member items. These values act like
the assembly item's purchase price for inventory costing calculations.

Note: If you use NetSuite OneWorld, you can select the purchase currency on non-inventory
items for purchase and resale.

Inventory costing is tracked for the assembly item based on the inventory costing method chosen at
Setup > Accounting > Preferences > Accounting Preferences. For information about inventory costing, see
the help topic Using Item Records.

Unbuild Assembly Items

After you complete an inventory build, you may need to unbuild some assemblies. For example, Wolfe
Manufacturing receives an order for one hundred mountain bikes. While building the bicycles, the
customer cancels the order. Wolfe unbuilds the assembly items that are not sold, and maintains the stock
as raw materials.

Unbuilding an assembly updates inventory levels on records for the finished assembly item and for each
member component individually. For each assembly you unbuild:

■ the assembly item stock level decreases

■ the member item’s individual stock levels increase

There are two methods to unbuild an assembly:

■ You can unbuild an assembly from the Assembly Build transaction.

■ You can generate a new unbuild transaction.

Unbuilding an Assembly From the Assembly Build

Transaction
NetSuite lets you unbuild an assembly from the original assembly build transaction. When you unbuild
from this transaction, NetSuite generates a new unbuild transaction with all of the details from the
original transaction.

To unbuild an assembly from the assembly build transaction:

1. Go to Transactions > Manufacturing > Build Assemblies > List.

2. Click View next to the assembly you want to unbuild.
3. On the Assembly Build page, click Unbuild.
An unbuild transaction opens with the build information populated.

Unbuilding as Assembly From a New Unbuild Transaction

If you do not want to unbuild an assembly from the original assembly build transaction, you can unbuild
from a new unbuild transaction.

Manufacturing
Unbuild Assembly Items 18

To unbuild an assembly from a new unbuild transaction:

1. Go to Transactions > Manufacturing > Unbuild Assemblies

Note: If you use Multi-Location Inventory, when you select an assembly item and
location, the maximum number you can unbuild appears in Quantity Built. If you do
not select a location, the maximum number that you can unbuild does not appear in
this field.

c. If you use serialized inventory, enter the Serial Numbers for the assemblies you plan to
unbuild.
d. If you use bin management, select the Assembly Item Record Bin Number from Bin
Numbers list. By default, all assemblies are removed from the preferred bin. To remove
some items from other associated bins, click the Bins icon or Inventory Detail icon.
When you unbuild this assembly, the bin quantity on hand decreases, and the bin quantity
on hand for each member item increases.
e. If you enabled Advanced Bill of Materials, select a Bill of Materials.
f. If you enabled Advanced Bill of Materials, select a Bill of Materials Revision.
g. In the Quantity to Unbuild field, enter the number of assembly items you want to unbuild.
You cannot enter a quantity that exceeds the number in the Quantity Built field.
h. The projected value of your disassembled items appears in the Projected Value field.
Projected Value is the sum of the value of the member items times the quantity entered.
i. In the Date field, enter the transaction date.
j. If you use accounting periods, select a transaction Posting Period. You cannot post to a
closed period.
k. Enter a Memo. You can search for this text later to find this entry.
3. In the Classification section, complete the following fields:
a. If you use NetSuite OneWorld, select a Subsidiary.
b. If you track departments, select a Department for this transaction.
c. If you track classes, select a Class for this transaction.
d. If you track locations, select a Location for this transaction.
4. The Components subtab provides the inventory detail for each component.
5. Click the Communication subtab.
a. Enter events on the Events subtab. For example, maintenance, repair, or setup.
i. Enter the event name or Title. For example, Assembly Work Center Setup.
ii. Enter the event Location. For example, West Coast Assembly.

Manufacturing
Unbuild Assembly Items 19

iii. Accept today’s Date or use the calendar to enter a different date.
iv. If this is an all day event, check the All Day box.
v. Enter event Start and End Times.
vi. Click Add.
To add more events, repeat this procedure.
For example, Setup could start at 7:00 am and end at 7:30 am. Then, Assembly could
start at 7:30 am and end at 3:30 pm. Finally, Breakdown could start at 3:30 pm and
end at 4:30 pm.
b. On the Tasks subtab, view or enter CRM tasks records. For information about tasks, see the
help topic Working with CRM Tasks.
c. The Phone Calls subtab enables you to view or enter phone calls.
d. The Files subtab enables you to attach files from the NetSuite File Cabinet, your computer,
or the internet.
■ To add a file from the File Cabinet, select one from the Attach File list.
After the file loads, NetSuite fills the Folder, Size, Last Modifed, and File Type fields.
■ To add a new file, in the Attach File list, select New.
Complete the List window.
e. On the User Notes subtab, add and track notations.
6. Click Save.

After you save the transaction, your inventory count of the assembly item decreases and the inventory
count of the member items increases accordingly.

Assembly Unbuild Variance Posting

Assembly item unbuilds could generate a difference between the item cost at assembly time and the item
cost at unbuild time. In the assembly item record Unbuild Variance field, select an account for posting
variance amounts.

For example, when you unbuild an assembly, each component is restocked and the item cost for each
component is calculated. Any variance between the assembly cost and the unbuild cost posts to the
selected Unbuild Variance account on the item record for that assembly.

If no variance account is selected for an assembly item, variance amounts for that item post to the Cost of
Goods Sold (COGS) account.

To set the variance account for an item:

1. To open the assembly item record, go to Lists > Accounting > Item.
2. In the Unbuild Variance Account field, select the account where you want to post variance
amounts.
3. Click Save.

Assembly Unbuilds and the Adjust Inventory Worksheet

When you enter an Adjust Inventory Worksheet, it deletes the previous assembly unbuild cost history. To
maintain costing history for an assembly, enter an inventory adjustment, not a worksheet.

Manufacturing
Unbuild Assembly Items 20

Unbuilding Assemblies and Purchased Assembly Costing

If you use the Allow Purchase of Assembly Items preference, the following paragraph explains how
NetSuite handles costing for assemblies you unbuild. For information about manufacturing preferences,
see the help topic Manufacturing Preferences Overview.

When unbuilding an assembly item, NetSuite uses historical costing to determine member item values.
For example, a member item's historical transactions display a cost of $25. NetSuite uses this amount to
calculate cost for the member item after the assembly unbuild.

If the assembly being unbuilt was purchased from a vendor, a member item has no previous transactions.
The historical cost to be considered is $0 and member items in this case would have a value of $0.

If you want to adjust your inventory prior to an unbuild or rather than unbuilding an assembly, refer to
the following procedures:

■ Entering an Inventory Adjustment Before the Unbuild

■ Entering an Inventory Adjustment Rather Than an Assembly Unbuild

Entering an Inventory Adjustment Before the Unbuild

You can enter an inventory adjustment before the unbuild to establish item cost. Add a quantity of 1 and
save the form, edit the form, and then enter a new line to remove a quantity of 1.

The following example describes the transaction sequence for assembly item ABC.

To enter an inventory adjustment prior to unbuild:

1. Go to Transactions > Inventory > Adjust Inventory.

2. In the Adjustments subtab, in the Item field, select an item. For example, Member item ABC.
Required fields display a red asterisk (*).
3. Enter a value in the Adjust Qty. By field. For example, enter 1.
4. Enter a Current Value. For example, $25.00.
5. Click Save.
6. Click Edit on the adjustment.
7. In the Item field on a new line, select the item you edited. In this example, click Member item ABC.
8. Enter a quantity of -1.
9. Verify a value of $25.00.
10. Click Add and then click Save.

When the assembly is unbuilt, member item ABC is valued at $25.

Entering an Inventory Adjustment Rather Than an Assembly

Unbuild
In the following procedure, you enter an inventory adjustment rather than an assembly unbuild. This
removes the assembly from stock and adds the member items.

To enter an inventory adjustment instead of an assembly unbuild:

Manufacturing
Unbuild Assembly Items 21

1. Go to Transactions > Inventory > Adjust Inventory.

2. In the Item field, select Assembly Item XYZ.
Required fields display a red asterisk (*).
3. Enter a quantity of -1.
4. Enter a value of $100.00 and then click Add.
5. In the Item field, select Member item 1.
6. Enter a quantity of 1.
7. Enter a value of $75.00 and then click Add.
8. In the Item field, select Member item 2.
9. Enter a quantity of 2.
10. Enter a value of $25.00.
11. Click Add and then click Save.

The assembly is removed from inventory and the appropriate number of member items is added to
inventory.

Marking Work Orders Built

NetSuite enables you to show work order items as assembled without completing all the steps.

When you mark an order as built, the required items are marked built and added to inventory.

Note: Associated variances are not created when you mark an order built.

To mark a work order built:

1. Go to Transactions > Manufacturing > Mark Work Orders Built.

2. Select a Location to filter the list of orders.
3. Select an Item to filter the list of orders.
4. Select a Customer to filter the list of orders.
5. Check the Mark Built box next to each order.
6. Click Save.

Marking Work Orders Closed

For some work orders you may want to show the items as being assembled without completing all the
steps. In such a case you can skip the steps and mark the order as closed.

When you mark an order as closed, the required items are marked closed and added to inventory.

Note: Associated variances are created when you mark an order built. For information about
variances, see the help topic Using Item Records.

To mark a work order closed:

1. Go to Transactions > Manufacturing > Close Work Orders.

Manufacturing
Marking Work Orders Built 22

2. In Primary Options and Criteria, complete the following:

a. Select the Posting Period you want to post this transaction to. You cannot post to a closed
period.
b. Enter a transaction Date.
c. Select a transaction Location.
d. Select an assembly Item to filter the list and show only work orders for the item.
e. Select a Customer to filter the list for transactions associated with the customer. Select All to
show all transactions.
f. Check the Include In-Process Work Orders box to include work orders with In Process and
Built status.
g. In the Under-Produced Variance Tolerance (%) field, enter a percentage to close only
orders that produced less than planned. This helps you determine whether to keep some
orders open because they have not produced enough finished product.
Order variance calculation: (quantity ordered - quantity built/quantity ordered) = variance
percentage
Entering a percentage in this field filters the list of orders to close to show only orders with a
variance lower than the percentage entered.
h. In the Production Variance Tolerance (%) field, enter a percentage to filter orders with a
specific value variance.
Order variance calculation: absolute value (remaining WIP value / WIP of assembly) =
variance percentage
Entering a percentage in this field filters the list of orders to close to show only orders with a
variance lower than the percentage entered.
3. In Date Range Criteria, choose from the following:
■ To filter by an order date range, enter a beginning date in the Order Date From field. Enter an
end date in the Order Date To field.
■ To filter by a production start date range, enter a beginning date in the Production Start Date
From field. Enter an end date in the Production Start Date To field.
■ To filter by a production end date range, enter a beginning date in the Production End Date
From field. Enter an end date in the Production End Date To field.
4. In Orders, complete the following:
a. Check the Close box next to each order to be closed.
b. Verify the quantities and variances displayed for each order.
c. Click Submit.

Printing an Item Bill of Materials

A Bill of Materials (BOM) lists all the components of your assembly item, the assembly quantity, and the
total quantity for each.

If one of the components of your assembly item is an assembly item, each item subcomponent appears.
Each subcomponent displays the quantity needed for each subcomponent to complete the assembly.

For example, your assembly item contains four components—Item A, Item B, Item C, Item D. Item B is
an assembly item made up of Widget 1 and Widget 2. Two of each widget are necessary for assembly of
Item B. And two of Item B are needed to complete the parent assembly. The quantity needed to complete
assembly Item B must be doubled to complete the parent assembly.

Manufacturing
Printing an Item Bill of Materials 23

The following table displays the assembly bill of materials:

Parent Assembly

Name Assembly Quantity Total Quantity

Item A 1 1

Item B 2 2

Widget 1 2 4

Widget 2 2 4

Item C 5 5

Item D 1 1

To print a bill of materials for an assembly item:

1. Go to Lists > Accounting > Items.

2. To open the Filters section, click the + icon.
3. In the Type field, select Assembly to filter your item list to show assembly items.
4. Click View next to the item you want to print the bill of materials (BOM) for.
5. To print the BOM, click the Print icon.
6. When the window containing your BOM opens, click the Print icon.
You can also click Export in this window to open or save your BOM as a CSV file.

To learn another way to view BOM details, see Bill of Materials Inquiry.

To learn how to print a bill of materials for work orders that you enter, see Printing a Work Order Bill of
Materials.

Bill of Materials Inquiry

If you use Assembly Items, the Bill of Materials (BOM) Inquiry enables you to see the build requirements
for an assembly item. The BOM Inquiry displays the member components of the assembly, and the
number of each component needed for each assembly.

For example, you can run BOM Inquiry to identify the materials needed to assemble a Mountain Bike. The
inquiry shows that you need two wheels, one frame, one seat, and one handle bar. The inquiry also shows
the sub-assembly (phantom assembly) components for each wheel: one rim, one hub, one, tube, one tire,
and spokes.

Note: Custom roles must specify access to view this inquiry. For more information, see the help
topic Customizing or Creating NetSuite Roles.

To run a Bill of Materials Inquiry:

1. Go to Transactions > Manufacturing > Bill of Materials Inquiry.

2. Select the assembly you want to show a BOM for.
3. If you use the multi-location inventory feature, select a Location to view data for that location.

Manufacturing
Bill of Materials Inquiry 24

Required fields display a red asterisk (*).

If you use Advanced BOM, see Running a BOM Inquiry.
4. Choose a level of detail:
■ Check the Top Level Only box to show only the top level member items details (sub-assembly
information is not shown).
■ Clear the Top Level Only box to show details about all levels of member items.
5. In the BOM Display Control list, select By Date or By Revision to decide what to include in an
assembly.

Note: This field is available only when an assembly item uses Revision Control for its
Effective BOM Control value.

When assembly items use Effective Date as Effective BOM Control value, the Date field determines
the date when querying components of the assembly item.
Components are displayed based on the following criteria:
■ Selected date is greater than or equal to the effective date.
■ Selected date is less than or equal to the obsolete date.
If an assembly item uses Revision Control, you can query the components either By Date or By
Revision.
■ If you select By Date, then follow the process described in step 5 above.
■ If you select By Revision, in the Revision field, select a revision.
The active components for the revision are displayed and the date field displays the revision
effective date.

The inquiry displays all components used in a multi-level bill of materials structure, using a nested tree
view.

The Bill of Materials Inquiry displays the following items:

Column Label Explanation

Component Name The name of the Component as defined in the Item Name field

Level Where the component appears on the BOM tree structure

Component Yield Shows how much of this component is available for final assembly, after
accounting for loss/scrap in the production process

A yield factor of 0.9 means that 90% of the usage quantity of the component on
a bill becomes part of the finished assembly.

BOM Quantity per Assembly The quantity required for this assembly according to the BOM

Quantity per Assembly The quantity required when component yield is taken into consideration

Quantity per Top Level Assembly The total quantity of this component required to make the top-level assembly

Top level items are typically finished products. For example, a Barbecue grill set.

On Hand Number of items physically held at the specified location

Available Uncommitted stock of item

Back Ordered The quantity of any unfulfilled order or existing commitment for this
component

Manufacturing
Bill of Materials Inquiry 25

Column Label Explanation

On Order The total quantity ordered of this component across all current work orders

To display information stored in custom item fields for each component, click Customize.

Export or Print a Bill of Materials Inquiry

For more flexibility to work with data outside of NetSuite, you can print or export the results of a Bill of
Materials Inquiry.

Click the printer icon at the top of the inquiry page to print or export (Excel or CSV) the inquiry results.

Note: The data in the inquiry header (such as location and date) is not exported. Only the table
data resulting from the inquiry is exported. Only the columns shown on the query export page can
be exported or printed.

For more information, see Printing an Item Bill of Materials for an alternate way to view BOM details.

Costed Bill of Materials Inquiry

Costed BOM Inquiry enables you to examine the standard cost breakdown of an assembly. The Costed
BOM Inquiry report displays individual and aggregated assembly costs. This report shows how different
cost components roll up to an assembly item based on the Bill of Materials (BOM). This includes material
and conversion costs (labor and machine costs).

For example, the Costed BOM Inquiry helps a cost accountant in a manufacturing environment see the
different cost components associated with building an assembly. It can also show how each component is
calculated and rolled up to the finished goods.

This provides visibility into variances between inventory values at a certain time (displayed on the
Inventory Valuation reports). It also provides visibility in the desegregated component costs of the
assembly.

Note: To use the Costed BOM Inquiry, enable the Standard Costing and Assemblies features.
This inquiry can be run only for a standard cost assembly item.

After you select the subsidiary, location, and assembly, the inquiry displays the cost breakdown of the
assembly and its member components. This assembly cost is calculated based on the standard cost of
components.

For assemblies that have a conversion cost, the assembly cost is calculated as follows:

■ Component cost is based on the component cost displayed in the inventory revaluation transaction.
■ Conversion cost is based on the assembly inventory revaluation transaction.

For assemblies that do not use routing, the assembly cost is based on the component cost displayed in
the inventory revaluation transaction.

To run a Costed Bill of Materials Inquiry:

1. Go to Transactions > Manufacturing > Costed Bill of Materials Inquiry.

2. If you use OneWorld, select a Subsidiary.
3. Select the Assembly you want to show a costed BOM for.

Manufacturing
Bill of Materials Inquiry 26

4. If you use the multi-location inventory feature, select the Location you want to view data for.
5. To show only the top level member items details check the Top Level Only box. Sub-assembly
information is not shown.
Clear the Top Level Only box to show all member items.
6. To decide what to include in an assembly, select a BOM Display Control option:
■ By Date – determines the date for querying assembly item components.
Components are displayed based on the following criteria:
□ Selected date is greater than or equal to the effective date.
□ Selected date is less than or equal to the obsolete date.
■ By Revision
This field is available only when an assembly item uses Revision Control for its Effective BOM
Control value.
When assembly items use Effective Date as the Effective BOM Control value, the date field
determines the date querying components of the assembly item.
If an assembly item uses Revision Control, you can query the components either by Date or by
Revision.
■ If you select By Date, then follow the process described in step 5 above.
■ If you select By Revision, then in the Revision field, select a revision.
The active components for the revision are shown and the Date field displays the revision
Effective Date.

Note: If you have enabled the Advanced BOM feature, the Bill of Materials and Bill of
Materials Revision lists will be displayed.

7. Select the Bill of Materials you want to run.

For more information, see Advanced Bill of Materials.
The Bill of Materials Revision field is automatically populated.
8. To change the inquiry Effective Date, enter a date, or click the calendar icon to select a date.
■ The Top Level Material Cost field displays the material cost for the top level assembly selected.
This cost is summed for all components.
■ The Top Level Conversion Cost field displays the routing cost for the top level assembly.
This field is available only if you enable the Manufacturing Routing feature.
■ The Total Unit Cost field displays the sum of Top Level Material Cost plus Top Level Conversion
Cost.
Component costs are displayed only for standard cost components. Non-standard cost
components are displayed with a cost of zero.
9. To display information stored in custom item fields for each component, click Customize.

Note: To display a value, sub-assemblies must be a standard cost type. If a sub assembly
contains a component, the unit cost value is taken as a sum of all components costs.

Export or Print a Costed Bill of Materials Inquiry

For more flexibility to work with data outside of NetSuite, you can print or export the results of a Costed
Bill of Materials Inquiry.

Manufacturing
Bill of Materials Inquiry 27

Click the printer icon at the top of the inquiry page to print or export (Excel or CSV) the inquiry results.

The data in the inquiry header (location and date) does not get exported. Only the tabular data resulting
from the inquiry is exported. Only the columns shown on the query export page can be exported or
printed.

For more information, see Printing an Item Bill of Materials for an alternate way to view BOM details.

Costed Bill of Materials

The Costed Bill of Materials SuiteApp calculates the total cost of an assembly based on a bill of materials
revision, routing, and templates used. The SuiteApp also enables you to do the following:

■ View the comprehensive cost breakdown of an assembly item, including bills of materials, operations,
and cost types based on selected bill of materials revision.
■ View and analyze costs of individual components required for an assembly. This calculation also
involves the material cost, labor cost, and additional costs associated with the component.
■ Estimate the potential costs of manufacturing items for bill of materials based on costing method,
purchase price, and item default price.
■ Access cost breakdowns for bills of materials as part of your product engineering and costing
processes.

You can access the SuiteApp by navigating to Reports > Cost Accounting > Costed Bill of Materials.

Installing Costed Bill of Materials

The Costed Bill of Materials SuiteApp requires a NetSuite OneWorld account.

Only users with Administrator role can install the SuiteApp. For more information about installing a
SuiteApp, see the help topics Installing from the SuiteApp Marketplace and SuiteApp Marketplace in
NetSuite.

Prerequisites for Installing Costed Bill of Materials

To use the Costed Bill of Materials SuiteApp, enable the features in the following table. For more
information, see the help topic Enabling Features.

Subtab Feature Name

Items & Inventory Advanced Bill of Materials

Assembly Items

Standard Costing

Advanced Item Location Configuration

SuiteCloud Custom Records

Server SuiteScript

Client SuiteScript

Manufacturing
Costed Bill of Materials 28

Subtab Feature Name

SuiteCloud Development Framework

■ The Costed Bill of Materials SuiteApp will work if the cost currency has a default currency of the
customer’s subsidiary currency.
■ The subassemblies must have default bill of materials, and default routing for location to
retrieve data.

Creating or Customizing Roles and Permissions to Use Costed

Bill of Materials
If you are an administrator, you can create new roles or customize roles for using the Costed Bill of
Materials SuiteApp. For more information, see the help topics Assigning Roles to an Employee and
Customizing or Creating NetSuite Roles.

A custom role Costed_BOM_Role is created during the SuiteApp installation which will be used as a
default value for Execute As Role field in the Script Deployment page. It is updated in the Costed Bill of
Materials and Costed BOM DataService script.

Refer to the following table for minimum access levels of permissions required for SuiteApp deployments.
These minimum permissions must be updated to the existing role or while creating a new role.

Permissions Minimum Access Level

Lists > Bill of Materials View

Lists > CRM Groups View

Lists > Custom Record Entries Full

Lists > Documents and Files View

Lists > Items View

Lists > Locations View

Lists > Perform Search View

Lists > Subsidiaries View

Lists > Units View

Lists > Vendors View

Setup > Accounting Lists View

Setup > Custom Record Types Full

Setup > Enable Features Full

Setup > SuiteScript View

Setup > SuiteScript Scheduling Full

Setup > Set Up Company Full

Custom Record > Costed BOM MR Assembly Instances Full

Refer to the following table for the minimum permissions required for logged-in user role.

Manufacturing
Costed Bill of Materials 29

Permissions Minimum Access Level

Lists > Bill of Materials View

Lists > Items View

Lists > Subsidiaries View

Lists > Units View

Enabling Manufacturing Routing And Work Center Feature

When Manufacturing Routing And Work Center feature is enabled in the Enable Features page after
the SuiteApp is installed, you must perform the following steps.

To enable Manufacturing Routing And Work Center feature:

1. Go to Setup > User/Roles > Manage Roles.

2. On the Costed_BOM_Role role row, click Customize. The Role page opens.
3. Create a custom role.
a. (Optional) To rename the custom role, enter the role name in the Name field.
b. In the Permissions subtab, click the Lists subtab.
c. In a new row, select Manufacturing Cost Template.
d. From the level list, select View.
e. Click Add.
f. From the list, select Manufacturing Routing.
g. From the level list, select View.
h. Click Save.
4. Add the custom role to the scripts:
a. Go to Customization > Scripting > Scripts.
b. On the Costed Bill of Materials script row, click Deployments.
c. On the Script Deployments page, click Edit.
d. In the Execute As Role field, select the custom role that you created in step 3.
e. Click Save.
f. Repeat steps 4.1 to 4.5 for Costed BOM DataService script.

Enabling Multiple Currency Feature

When Multiple Currencies feature is enabled in the Enable Features page after the SuiteApp is
installed, you must perform the following steps.

To enable Multiple Currency feature:

1. Go to Setup > User/Roles > Manage Roles.

2. On the Costed_BOM_Role role row, click Customize. The Role page opens.
3. Create a custom role.
a. (Optional) To rename the custom role, enter the role name in the Name field.

Manufacturing
Costed Bill of Materials 30

b. In the Permissions subtab, click the Lists subtab.

c. In a new row, select Currency.
d. From the level list, select View.
e. Click Add.
f. Click Save.
4. Add the custom role to the scripts:
a. Go to Customization > Scripting > Scripts.
b. On the Costed Bill of Materials script row, click Deployments.
c. On the Script Deployments page, click Edit.
d. In the Execute As Role field, select the custom role that you created in step 3.
e. Click Save.
f. Repeat steps 4.1 to 4.5 for Costed BOM DataService script.

Supported Browsers for Costed Bill of Materials

The Costed Bill of Materials SuiteApp supports the following browsers and operating systems:

Browser Operating System

Google Chrome Windows 10

Mac OS 10.15 or newer

Microsoft Edge (Chromium-based) Windows 10

Mozilla Firefox Windows 10

Mac OS 10.15 or newer

Safari Mac OS 10.15 or newer

Note: In the Item field of the Costed Bill of Materials page, type three characters and click on the
field for the items to be populated in the list, based on the search. This is applicable only for Safari
browser.

Creating Costed Bill of Materials

The Costed Bill of Materials SuiteApp displays the total cost breakdown of an assembly item using the bill
of materials revision, routing steps, and costing method.

To create a costed bill of materials:

1. Go to Reports > Cost Accounting > Costed Bill of Materials.
2. From the Subsidiary list, select a subsidiary for the bill of materials.
3. From the Item list, select the item for which you want the bill of materials.
4. From the Location list, select a location to view data for that location. The field is available only if
you use the Multi-Location Inventory feature.

Manufacturing
Costed Bill of Materials 31

5. From the Bill of Materials list, select the bill of materials to automatically populate the Bill of
Materials Revision and Effective Date fields.
6. From the Display Control list, select either By Date or By Revision to decide what to include
in an assembly. This field is available only when an assembly item uses revision control for its
effective display control value.
7. The Date/Effective Date field displays the date used to decide when a component should be
included in an assembly. This field is available only when an assembly item uses revision control
for its effective display control value.
The field is editable only if the display control value is set to By Date. The Date field controls
which date is used when querying the components of the assembly item. Then, components are
shown based on the following criteria:
■ The selected date is greater than or equal to the effective start date.
■ The selected date is less than or equal to the effective end date.
8. From the Bill of Materials Revision field, choose the bill of materials revision from the list.
9. Check the By Manufacturing Routing box only if the assembly item has an associated routing.
The box will be disabled if the item has no associated routing.
10. From the Manufacturing Routing list, select a manufacturing routing. This field is enabled when
you check the By Manufacturing Routing box.
11. In the Build Quantity field, enter the build quantity of the item you want to see for the costed
bill of materials. The default value is 1. However, if Manufacturing Routing And Work Center
feature is enabled in Enable Features page, the default value will be the costing lot size
mentioned in selected assembly item record.
12. Check the Top Level Only box to limit the details to the selected assembly item, its components,
and operation only. Information about sub-assemblies is not displayed. Clear this box to display
details at all levels of the fully exploded Bill of Materials. This field cannot be checked if the By
Manufacturing Routing box is selected.
13. From the Material Cost list, you can select the cost type to be used for all components.
■ Per Costing Method – Cost is calculated based on the costing method assigned to the item.
For example: LIFO, FIFO, Standard, Average, and so on.
■ Per Purchase Price – Cost is calculated as per the last purchase price of the item in the
location. If the last purchase price is not available, the report uses the default item purchase
price.
■ Per Item Default – Cost is calculated as per the standard cost of the item in the location.
14. Click Submit.

You can view the three subtabs (Material Costs, Assembled Costs, Fully Exploded Costs) after the
process is complete.

Material Costs Subtab

The Material Costs subtab provides a breakdown of the cost of the components used in the assembly.
You can view material costs based on item costing method, purchase price, or item default price on this
subtab. Using these details, you analyze the cost of the materials used in the assembly.

The following table provides details about the fields in the Material Costs subtab.

Field Description

Total Material Cost Total material cost calculates based on the build quantity and cost of the end assembly
item.

Manufacturing
Costed Bill of Materials 32

Field Description

Material Cost per Unit Material cost of a single unit of the end assembly item.

The following table provides details about the columns in the Material Costs subtab.

Column Name Description

Item Name Component item name.

Level Level represents the level in the hierarchy of the exploded bill of materials.

Item Display Name Display name of the component item.

Quantity Quantity of the component item as per the bill of materials required to produce
one unit of the assembly at this level.

Component Yield Component yield is retrieved from the selected bill of materials revision of the
assembly item.

Quantity Per Assembly Quantity of the component item required to produce one unit of the assembly at
this level based on component yield.

Quantity Per Top Level Quantity of the component item required to produce one unit of the end assembly.
Assembly

Unit Cost Unit cost of the component as per the selected material cost source.

Units Consumption unit of the component.

Total Cost Total cost of the component.

Assembled Costs Subtab

The Assembled Costs subtab provides a breakdown of the costs of the assembly by cost type. You can
view and analyze cost breakdown for manufacturing operations on this subtab. The details can help you
understand the cost of each manufacturing operation involved in producing the item.

The following table provides details about the fields in the Assembled Costs subtab.

Field Description

Total Assembled Cost Total assembled cost calculates based on the sum of material cost and conversion cost
of the end assembly item.

Assembled Cost per Unit Assembled cost of a single unit of the end assembly item.

The following table provides details about the columns in the Assembled Costs subtab.

Column Name Description

Operation The sequence of the operation in the routing.

Operation Name Name of the operation sequence.

Item Name Component item name.

Material Costs Cost of materials as per the selected material cost source to produce the final
assembly.

Manufacturing
Costed Bill of Materials 33

Column Name Description

Labor Run Cost of labor run to produce the final assembly.

Labor Run Overhead Cost of labor overhead to produce the final assembly.

Labor Setup Cost of labor setup to produce the final assembly.

Labor Setup Overhead Cost of labor setup overhead to produce the final assembly.

Machine Run Cost of machine run to produce the final assembly.

Machine Run Overhead Cost of machine run overhead to produce the final assembly.

Machine Setup Cost of machine setup to produce the final assembly.

Machine Setup Overhead Cost of machine setup overhead to produce the final assembly.

Total Cost Total cost to produce the final assembly.

Fully Exploded Costs Subtab

The Fully Exploded Costs subtab provides a detailed breakdown of material and operation costs by cost
types on this subtab. You can analyze the costs associated with each material and operation used in the
assembly.

The following table provides details about the fields in the Fully Exploded Costs subtab.

Field Description

Total Exploded Cost Total exploded cost is calculated based on the sum of material cost and conversion cost of
all subassemblies of the end assembly item.

Exploded Cost per Unit Exploded cost of a single unit of the end assembly item.

Material Cost % Percentage of the material cost from the total exploded cost percentage.

Conversion Cost % Percentage of the conversion cost from the total exploded cost percentage.

The following table provides details about the columns in the Fully Exploded Costs subtab.

Column Name Description

Item Name Component item name.

Level Level represents the level in the hierarchy of the exploded bill of materials.

Material Costs Cost of materials as per the selected material cost source to produce the final
assembly.

Conversion Costs Cost types associated with each assembly to produce the final assembly.

Labor Run Cost of labor run to produce the final assembly.

Labor Run Overhead Cost of labor overhead to produce the final assembly.

Labor Setup Cost of labor setup to produce the final assembly.

Labor Setup Overhead Cost of labor setup overhead to produce the final assembly.

Machine Run Cost of machine run to produce the final assembly.

Manufacturing
Costed Bill of Materials 34

Column Name Description

Machine Run Overhead Cost of machine run overhead to produce the final assembly.

Machine Setup Cost of machine setup to produce the final assembly.

Machine Setup Overhead Cost of machine setup overhead to produce the final assembly.

Total Cost Total cost to produce the final assembly.

Printing Assembly Item Materials on Transactions

You can print all the members of an assembly item, including display names, quantities, descriptions, and
rates on an invoice or other transaction form. Alternatively, you can print only the description and amount
of the assembly item on the form.

Note: If you have enabled Advanced Bills of Materials, this feature is not available.

To print raw materials on transactions:

1. Go to Lists > Accounting > Items.

2. In the Type field, select Assembly to filter your item list to show assembly items.
3. Click Edit next to the assembly item you want to change.
4. Check the Display Components on Transaction box.
5. Click Save.

Note: You must enter a display name on the member item records for an item name to appear.

Your administrator can customize the layout of your printed forms using Advanced PDF/HTML templates.

For more information, see the help topic Advanced PDF/HTML Templates.

Printing Assembly Labels

The following procedure describes how to print labels for assembly member items and the assembly item.

To print labels for each member item and the assembly item:

1. Go to Transactions > Management > Print Checks and Forms.

2. Click Item Labels.
3. On the Print Item Labels page, click Customize.
4. On the Customize Sublist page, click the Additional Filters sublist.
5. Check the Component Of box.
6. Click Save.
7. On the Print Item Labels page, select the assembly from the Component Of list.
8. Click Mark All.
9. Click Print.

Manufacturing
Printing Assembly Labels 35

Running the Component Where Used Inquiry

The Component Where Used Inquiry enables you to view where components are used in assembly items,
including parent assembly and sub-assembly items.

For example, item#24567 (a table leg) is a component in items that you assemble. Run the Component
Where Used Inquiry to learn where that component is used:

■ item#44555, small square table, requires 4 table legs per assembly

■ item#55666, medium console table, requires 3 table legs per assembly
■ item#66777, large rectangle table, requires 6 table legs per assembly

Data is also returned for sub-assembly component requirements:

■ item#77888, 3-piece table set, includes one small square table, one medium console table, and one
large rectangle table.
■ To produce one of item #77888 requires 13 table legs per assembly.

To run the Component Where Used Inquiry:

1. Go to Transactions > Manufacturing > Component Where Used Inquiry.

2. Enter criteria in the following fields to filter the results returned:
1. Select a Component that is required for an assembly item or sub-assembly.
Components represent level zero in the structure.
2. If you use the Multi-Location Inventory feature, select a Location.
3. Check the Single Level Only box to limit the display to only one level below the
component.
Clear this box to display all levels for the assembly.
4. Enter an active Date for revision control and obsolete dating.
This represents the date an assembly must be active to be included in the results list.
If specified on the item record, assembly active dates start on the Effective Date and end on
the Obsolete Date,
For example, an assembly item Effective Date is January 1, 2017 and its Obsolete Date is
December 31, 2019.
■ If you enter an active date of January 1, 2016, the assembly item does not appear in the
results.
■ If you enter an active date of January 1, 2018, the assembly item appears in the results.

Note: If a parent assembly item is not active for the specified date, then child item
does not appear in the list.

3. Based on the criteria selected, you could see the following fields:
■ Assembly – The name of the assembly item that uses the component selected in the header.
■ Level – The level in the Bill of Materials (BOM) structure where the component resides.
For example, a level 1 item is a sub-member of the parent (selected) component item. A level 2
item is a sub-member of the level 1 item.
■ Quantity per Assembly – The amount of the component required to build the assembly.

Manufacturing
Running the Component Where Used Inquiry 36

■ On Hand / Available / Back Ordered / On Order – Quantities are displayed for the selected
location.
■ Units – The units for the component.
■ Effective Date – The date the assembly becomes effective.
■ Obsolete Date – The date the assembly is no longer effective.

The inquiry in the following example is run to determine where the Table Leg item is used as a
component.

The following is selected in the inquiry header:

■ Component: Table Leg

■ Single-Level only: No

Item Level Qty Required per Assembly Qty Required per Top-Level Assembly

Table: European 1 4 4

European Table Set Box 2 1 4

Table: American 1 6 6

American Table Set Box 2 1 6

Patio Side Table 1 4 4

Patio Table Pair Set 2 2 8

Patio Table Box Set 3 1 8

The following is the same inquiry, with Single-Level only set to Yes.

Item Level Qty Required per Assembly Qty Required per Top-Level Assembly

Table: European 1 4 4

Table: American 1 6 6

Patio Side Table 1 4 4

Manufacturing
Assembly Work Orders 37

Assembly Work Orders

When you enable the Work Orders feature, you can use assembly work orders for your assembly items.
Assembly work orders track the production of assembly items needed for stock, or to fill orders. Work
orders track the quantities of assemblies that need to be built, and the quantities of components, or
member items, needed to do so.
For example, if you stock and sell mountain bikes, you can enter a work order to do the following:

■ Track the quantity of mountain bikes that need to be assembled

■ Commit member items available in stock to the work order
■ Track when the mountain bikes are assembled and the work order is completed to ensure mountain
bikes can be stocked or sold

Sales Orders Linked to Work Orders

If a work order is created from a sales order, the two transactions are linked. Please note the following
about making changes on sales orders or work orders that are linked:

■ If you close a line on a sales order that links to an assembly, the link to the work order remains. The
work order remains open and the finished assembly from the build is added to general inventory.
■ If you change the quantity on a work order line, note the following. If the quantity exceeds the
amount on the corresponding sales order line, the link to the sales order remains. When the build is
completed, the excess assemblies are added to general inventory.
■ Sales orders that are cancelled are no longer linked to work orders.

Assemblies and Advanced Inventory Management

Calculations
If you use Advanced Inventory Management and auto-calculation for inventory items that are
components of assemblies, note the following. NetSuite bases demand on work orders as well as sales
using the following calculation:
Qty of assembly * qty per assembly
Orders for finished assemblies are included in calculations of demand, reorder points, and preferred
stock levels for member inventory items.
You can choose to base demand on sales instead of sales orders if you use the Transactions to Consider
preference. This preference determines if work orders and builds are included in demand calculations
for assembly components. For more information, see the help topic Setting Up Advanced Inventory
Management.

Note: For transaction customization purposes, assembly work order forms are classified as sales
forms. If you create a custom transaction field and apply it to sales transactions, it shows on work
order forms.

Assemblies and Units of Measure

If you use Multiple Units of Measure, see Assemblies and Units of Measure.
You can make changes on work orders after you create them. For more information, see Editing a Work
Order.

Manufacturing
Assembly Work Orders Workflow Chart 38

Assembly Work Orders Workflow Chart

Work Order Statuses

Work orders can have the following statuses:

■ Planned – No components are committed regardless of commit option settings.

■ Released – No transaction has posted and no activities have been recorded. Components can be
committed based on commit option settings.
■ In Process – A transaction has been posted.
■ Built – The quantity built is equal to the quantity planned.
■ Closed

Setting the Use Component Yield Preference

Two Types of Assembly Work Orders

There are two types of assembly work orders you can use:

■ Special Order Work Orders

Manufacturing
Two Types of Assembly Work Orders 39

Special order work orders track assemblies to be built for a particular sale. The work order can be
linked to the originating sale.
Sold assembly items where member items are in stock but not finished goods, NetSuite adds a work
order to the work order creation queue. Based on the amount of finished product needed for the
order, member items are committed to the work order to build the finished assemblies.
■ Production Work Orders
Production work orders track assemblies that need to be built to increase stock and are not intended
for a particular sale. Production work orders are not linked to a sales order and have no customer
assignment.
Production work orders are generated when the back ordered quantity of an assembly reaches its
assigned build point. After the build point is reached, NetSuite adds a work order in the Mass Create
Work Orders queue.
For each work order, a bill of materials (BOM) is generated to facilitate picking member items for the
build. When this work order completes, the regular stock level of the assembly increases and the
finished goods are committed to open sales orders.

Both production and special order work orders use the same Work Order transaction record in NetSuite.
A work order can be entered individually, or be automatically added to the work order creation queue
based on inventory settings, as described below:

■ Entering Individual Work Orders

You can enter work orders for assemblies one at a time. They can be special order or production work
orders. For more information, see Entering an Individual Work Order.
■ Mass Creating Work Orders
After an assembly item reaches its assigned build point, NetSuite adds a work order in the Mass
Create Work Orders queue. The work order's suggested quantity restores the item's preferred stock
level. For more information, see Mass Creating Work Orders.

Warning: Automatically creating seven hundred plus special work orders can impact system
processing.

The following is true for both types of work order forms. If you check the Mark Sub-Assemblies Phantom
box, member items that are assemblies themselves are also built to complete the work order.

If you use the Work Orders and Demand Planning features, see Work Orders and Sub-Assemblies.

You can also create a work order for an assembly item when you add it to a sales order. When you select
an assembly on a sales order, check the Create WO box. When the order is saved or approved, NetSuite
adds a work order to the Mass Create Work Order queue. For more information, see Marking Assemblies
to Create Work Orders. After work orders are entered, completing an assembly build for the work order
closes the order.

Enabling the Work Orders Feature

An administrator can use the following procedure to enable the Work Orders feature.

To enable the Work Orders feature:

1. Go to Setup > Company > Enable Features.

2. Click the Items and Inventory subtab.
3. In the Inventory section, check the Work Orders box.

Manufacturing
Enabling the Work Orders Feature 40

4. Click Save.

After the feature is enabled, you can set the Build Based On Commitment accounting preference. For
more information, see the help topic Order Management Accounting Preferences.

Entering an Individual Work Order

Enter work orders to track the production of assembly items needed for stock or to fill open orders. A
work order is a non-posting transaction.
Special Order work orders track assemblies for a particular sale. Production work orders track assemblies
to increase stock. Both use the same work order form, but production work orders do not link to a sale
transaction.
Work orders you enter list the members, or components, of the assembly item to be built.
Manufacturing Assembly Work Orders

For information about work order statuses, see Work Order Statuses

To enter individual work orders:

Click one of the following links for instructions on entering individual work orders:

■ Entering a Custom Work Order

■ Entering a Standard Work Order
■ Adding Custom Fields to Work Orders
■ Production Start and End Dates

Note: When the Run Rate of previous operation is set to 0, the lag of current operation is also
set to 0. This results in no production from the previous operation.

Entering a Custom Work Order

The following procedure describes how to enter a custom work order.

To enter a custom work order:

1. Go to Transactions > Manufacturing > Enter Work Orders.
2. Select the custom work order form.
3. If you use NetSuite OneWorld, select a subsidiary.
4. Enter a new, or accept the default Date.
5. The default Status is Released.
6. Check the Firmed box to firm the order.
This box is checked by default for Released orders.
7. The Order # increases the largest work order number by one.
a. To enter another order number, go to Setup > Company >Auto-Generated Numbers.
b. On the Transactions subtab, next to Work Order, check the Allow Override box.
c. Click Save.
The next order number will revert to the standard pattern.

Manufacturing
Entering an Individual Work Order 41

8. Select the Assembly you want to build.

The assembly components appear on the Items subtab.

Note: After you associate an assembly build with this work order, you cannot change this
field.

9. Check the Mark Sub-Assemblies Phantom box to build member assembly items to complete the
work order.
Clearing this box does not refresh or remove sub-assembly components on the Items subtab.
To reload the BOM for a top level assembly, select a different assembly in the Assembly field.
To reload a BOM for a phantom sub-assembly, change the item source for the sub-assembly to
Phantom.

Note: After you associate an assembly build with this work order, you cannot change this
field.

For information about using the work order and demand planning, see Work Orders and Sub-
Assemblies.
10. Optionally, check the WIP box to designate the work order to use WIP instead of a standard
assembly build.
You can select this setting only when the order status is Released. You cannot change this setting
after a posting assembly transaction is logged against this work order. For information about using
WIP, see Manufacturing Work In Process (WIP).
11. Select the related Manufacturing Routing.
This list is available only when the WIP box is checked.
12. Check the Auto-Calculate Lag box to calculate lag times for operation tasks. For more information,
see Operations Overlap
13. Enter the Quantity of assembly items you want to create. This can be a fractional number.
If you enter a quantity higher than the available quantity, a warning message appears.
The item's available quantity is calculated based on availability across all locations. Changing the
header location does not affect the item availability used on the line.

Tip: You can customize the form to display item availability for each item across all
locations. For more information, see the help topic Creating Custom Entry and Transaction
Forms.

Important: After an assembly build is associated with this work order, note the
following. The quantity can be changed only by closing the work order and then making a
copy or creating a new work order. Closing the work order sets the Back Order amount to
zero for the component items. However, it has no financial impact on the created assembly
Item.
To create a new work order to enter a new quantity:

1. View the work order, and then click Close.

2. Click the Make Copy button.

14. Complete the remaining fields, as required.

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Entering an Individual Work Order 42

Note: If you use Multi-Location Inventory, the selected location is the one that component
inventory items are committed from.

Important: All items on one work order must be committed from the same location.
Items can commit only from the location specified. This is true even if there are no available
items at the specified location, and there are items available at another location.

15. Routing and Demand Planning generate supply work orders that enable you to select a
Scheduling Method.
NetSuite automatically populates the Production Start Date field when a work order transaction is
initiated.
When the final assembly is built and recorded in the work order transaction, NetSuite automatically
populates the Production End Date field. For more information, see Production Start and End
Dates.

Entering a Standard Work Order

The following procedure describes how to enter a standard work order.

To enter as standard work order:

1. Go to Transactions > Manufacturing > Enter Work Orders.

2. The Order # increases the largest work order number by one.
a. To enter another order number, go to Setup > Company >Auto-Generated Numbers.
b. On the Transactions subtab, next to Work Order, check the Allow Override box.
c. Click Save.
The next order number will revert to the standard pattern.
3. Select a Customer to associate this work order with.
4. Select the Assembly you need to build.
After you select the item, the assembly components appear on the Items subtab.
After you associate an assembly build with this work order, you cannot change this field.
5. NetSuite automatically populates the Revision based on the effective date.
The selected assembly can disable this field.

Note: If you use Advanced Bills of Materials, the Revision field is replaced by Bill of
Materials and Bill of Materials Revision.

6. Check the Mark Sub-Assemblies Phantom box to build member assembly items to complete the
work order.
Clearing this box does not refresh or remove sub-assembly components on the Items subtab.
To reload the BOM for a top level assembly, select a different assembly in the Assembly field.
To reload a BOM for a phantom sub-assembly, change the item source for the sub-assembly to
Phantom.

Manufacturing
Entering an Individual Work Order 43

Note: After you associate an assembly build with this work order, you cannot change this
field.

For information about using the work order and demand planning, see Work Orders and Sub-
Assemblies.
7. Select the related Manufacturing Routing.
This list is only available when the WIP box is checked.
8. Check the Auto-Calculate Lag box to calculate lag times for operation tasks. For information, see
Operations Overlap
9. Enter the Quantity of assembly items you want to create. This can be a fractional number.
If you enter a quantity higher than the available quantity, a warning message appears.
The item's available quantity is calculated based on availability across all locations. Changing the
header location does not affect the item availability used on the line

Tip: You can customize the form to display item availability for each item across all
locations. For more information, see the help topic Creating Custom Entry and Transaction
Forms.

1. View the work order, and then click Close.

2. Click the Make Copy button.

10. Enter a new, or accept the default Date.

11. The default Status is Released.
Selecting the Planned status enables the Firmed box.
12. Check the Firmed box to firm the order.
This box is checked by default for Released orders.
13. Complete the remaining fields, as required.
Routing and Demand Planning generate supply work orders that enable you to select a
Scheduling Method. In the Production Start Date field, enter the date you expect to begin
assembly production. When you use Demand Planning, the component demand is based on the
production start date.
In the Production End Date field, enter the date you expect to complete assembly production.
This field defaults to show the transaction date plus lead time.
14. In the Classification section, complete the fields, as required. If you use NetSuite OneWorld, you
must select a subsidiary to associate with this work order.
If you use Multi-Location Inventory, the selected location is the one that component inventory
items are committed from.

Manufacturing
Entering an Individual Work Order 44

Note: All items on one work order must be committed from the same location. Items can
commit only from the location specified. This is true even if there are no available items at
the specified location, and there are items available at another location.

The Built field displays the total number of assemblies that have been completed on associated
assembly builds.
This field appears only after the form is saved.
15. On the Items subtab, complete the following steps:
a. Select an Item from the list.
When you select an assembly, the assembly components appear on the Items subtab.
If the assembly includes members that are assemblies and you checked the Mark Sub-
Assemblies Phantom box, note the following. The sub-assemblies and sub-assembly
components are indented based on their level in the assembly hierarchy.
■ The Quantity field shows the amount of the item required for this work order.
You can edit component quantities until a build is associated with the work order.
If you use Multiple Units of Measure, the quantity for members of an assembly item is
always defined in base units on work orders.
■ The Units field displays the base units of the component used in the parent assembly.
■ The Description field displays the item description as recorded on the item record.
b. Select the serial or lot numbers of items to commit those items to be used to complete this
work order.
■ The Commit field displays whether the available quantity is committed on this order.
Commitment occurs only when the full quantity is available. Otherwise, commitment is
indefinitely deferred.
■ The Options field displays any custom options associated with the item.
c. Select the Purchase Order option in the Item Source list to create a special order purchase
order for a component or sub-assembly.

Note: You must identify a preferred vendor and a purchase price on an item record
for that item to be selected as a special order. For more information, see the help
topic Identifying Special Orders.

d. Select the Work Order option in the Item Source list to create a special order work order
for a component or sub-assembly.
e. Click the arrows below to view steps for each subtab.
16. If you use the Outsourced Manufacturing feature, click the Outsourcing subtab and then complete
the fields, as required. For more information, see Outsourced Manufacturing.
17. Click the Relationships subtab, and then follow the steps below, as required.
a. Check the Update Customer box to update the sales team on the customer's record with
changes made.
b. Select a Partner and partner role, if necessary.
c. Check the box in the Primary column if this partner is the lead.
d. In the Contribution % column, enter the contribution percentage for each team member.
e. Click Add.
18. If you use Team Selling, click the Sales Team subtab, and then complete the following steps, as
required.

Manufacturing
Entering an Individual Work Order 45

a. Select the sales team responsible for this sale.

The members of the sales team appear below. You can edit each team member's sales role
and contribution for this transaction or add team members, if needed.
b. Select the sales team responsible for this sale.
The members of the sales team appear below. You can edit each team member's sales role
and contribution for this transaction or add team members, if needed.
c. In the Choose Team field, select a sales team to associate with this transaction. To create a
sales team, go to Lists > Relationships > New > Select Sales Team Members.
d. Check the Update Customer box if you want to update the sales team on the customer's
record with changes you make here.
e. Select an Employee and Sales Role if necessary.
f. Check the box in the Primary column if this employee is the lead.
g. In the Contribution % column, enter the contribution percentage for each team member.
h. Click Add.
19. Click the Communication subtab, and then complete the following steps, as required.
a. On the Events subtab, enter events.
b. On the Tasks subtab, view or enter CRM tasks records.
For information about tasks, see the help topic Working with CRM Tasks.
c. On the Phone Calls subtab, view or enter new phone calls.
d. On the Files subtab, you can select and add files from the File Cabinet that are associated
with this contact.
Select -New- to upload a new file to the File Cabinet.
e. On the User Notes subtab, add and track notations.
20. Click Save.

After the work order is recorded, you can enter an assembly build against the order to close it.

Adding Custom Fields to Work Orders

The following procedure provides details to adding custom fields to the Work Order page.

To add a custom field to the Work Order page:

1. Go to Transactions > Manufacturing > Enter Work Orders.

2. Click Customize on the top right of the page:
■ For a custom body field, click New Body Field.
■ For a custom column field, click New Column Field.
3. On the Transaction Column Field page, enter a Label for the new field:
■ For body fields, this label is displayed next to the field on transactions.
■ For column fields, this name appears as a column heading on transactions.
4. On the Applies To subtab, check the box next to transactions you want the field to appear on:
■ For body fields, check the Work Order / Assembly Build box.
■ For column fields, check the Work Order box.

Manufacturing
Entering an Individual Work Order 46

5. Click Save.
The custom field appears on your work order form.

Production Start and End Dates

NetSuite automatically calculates Production Dates by default based on related work order transactions.
This includes Assembly Builds for Standard Work Orders and Issue Components and Work Order
Completions for WIP Work Orders. This functionality enables you to track production dates to help assess
production plans, identify problems, and optimize production.

NetSuite starts calculating production when the first build transaction is initiated or, if WIP is enabled, the
date components have been issued. The system end date is recorded when the work order is closed. The
end date must occur on the same day or some time after the start date. You cannot record an end date if
you have not entered a start date.

For example, you start to build mountain bikes for an assembly build. The work order displays both
the production start and end dates as January 16. The work order instructions require that 10 bicycles
be built. On January 15, two bicycles were built in your facility, so the system records the Start Date
as January 15. However the other eight bicycles are assembled earlier, on January 10. NetSuite
automatically adjusts the work order Start Date as January 10 and the End Date to January 15.

Automation logic always uses transaction dates. In the preceding example, the system used the dates
from the assembly builds for these non-WIP work orders. However, NetSuite lets you manually change
start and end dates.

Overriding Production Dates

The following procedure describes how to manually change production dates.

To override a production date:

1. On the work order, below the Production Start or End Date, click Enter Manually.
2. Select a new date from the calendar.
For example, you can change the date from Dec. 2 to Dec. 3.
3. Click Save.

Disabling Production Dates

If you prefer to control production dates manually, and do not want NetSuite to calculate production
dates, you can disable this functionality. However, you must enter production dates manually on each
work order.

To disable production dates:

1. Go to Setup > Manufacturing > Manufacturing Preferences.

2. In the Production Execution section, clear the Automatically Fill Production Start and End
Dates box.
3. Click Save.
When you create a work order, the Production Start Date is editable.

Manufacturing
Entering an Individual Work Order 47

When you enter an Production Start Date, the Production End Date is editable.

Mass Creating Work Orders

You enter work orders to track the production of assembly items needed either for stock or to fill orders.
The work order lists the members, or components, of the assembly item to be built. A work order is a non-
posting transaction.

Some work orders in the queue are not intended for a particular sale. Production work orders are
generated when the back ordered quantity of an assembly reaches its assigned build point. After the
build point is reached, a work order is added in the Mass Create Work Orders queue.

For each work order, a bill of materials (BOM) is generated to facilitate picking member items for the
build. When this work order completes, the regular stock level of the assembly is increased and the
finished goods are committed to open sales orders.

Special Order work orders track assemblies for a particular sale. Production work orders track assemblies
to increase stock. Both use the same work order form, but production work orders do not link to a sale
transaction.

After work orders are entered, completing an assembly build for the work order closes the order.

For information about entering individual work orders, see Entering an Individual Work Order.

To mass create work orders:

1. Go to Transactions > Manufacturing > Mass Create Work Orders.

2. Select a Location to show only work orders for that location. Select All to show work orders for all
locations.
If you use Multi-Location Inventory, the location selected is the one that component inventory
items are committed from.

3. Select a Department or Class if you track them. The selected department or class appears on the
assembly build.
4. Select a Parent Item to show only child items for that parent.
5. Enter a Minimum Quantity to filter the list by the minimum set on the item record.
6. Complete the fields on the Time Phased Items subtab.
The Time Phased Items subtab displays a list of items that need to be ordered based on time-
phased replenishment.

Note: To use these enhancements for time-phased planned items, the Demand Planning
feature must be enabled.

a. Check the box in the Order column next to each item you want to create a work order for.
b. Select an Order Date.
c. Select a Production End Date.
d. Check the box next to each item to order.

Manufacturing
Mass Creating Work Orders 48

Click the Mark All button to check all boxes or click the Unmark All button to clear all
boxes.
e. Accept the suggested Quantity or enter a new amount.

Note: When you use Demand Planning, see the help topic Demand Planning on
Item Records for information about suggested quantities.

When you use Multiple Units of Measure, the quantity for members of an assembly item is
always defined in base units on work orders.
f. Check the Mark Sub-Assemblies Phantom box to treat the sub-assemblies within the
selected assembly as phantoms. The sub-assembly components are included in the
assembly work order that is generated.
For information about work orders and demand planning, see, Work Orders and Sub-
Assemblies.
7. Click the Reorder Point Items subtab.
The Reorder Point Items subtab displays a list of items that need to be ordered based on
designated reorder point. These items have a quantity available that is less than the reorder point
indicated on the item record.

Note: To use these enhancements for time-phased planned items, the Demand Planning
feature must be enabled.

a. Check the box in the Order column next to items you want to order.
Click the Mark All button to check all boxes or click the Unmark All button to clear all
boxes.
b. Accept the suggested amount to order in the Quantity column, or enter a new quantity.
The suggested NetSuite order calculation is: (preferred stock level + quantity needed) less
(quantity available + quantity on order).
c. If you use Make Departments required and Allow Per-Line Departments, select a
Department. Departments are used for the corresponding line items on generated
purchase orders. For more information, see the help topic Using Per-Line Classifications.
d. Check the Mark Sub-Assemblies Phantom box to mark an individual sub-assembly as a
phantom assembly. A phantom assembly is typically a non-stocked assembly that groups
together material needed to produce a subassembly. The Phantom BOM option lets you
define the item source for the subassembly on a line-by-line basis.
If you use the Work Orders and Demand Planning features, see Work Orders and Sub-
Assemblies.
8. Click Submit.

Work Orders are generated for the items you have indicated. Work orders generated for assembly items
that use the Reorder Point replenishment method use Forward Scheduling. This is true regardless of
the default scheduling method set in the account preferences. For more information, see Production
Scheduling Methods Overview.

Marking Assemblies to Create Work Orders

When you use the Work Orders feature, you can create work orders for assembly items from sales orders.
You can tag items to create work orders in two ways. You can mark the item when you create the sales

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Marking Assemblies to Create Work Orders 49

order, or you can tag the item record. For more information, see Creating Work Orders From a Sales
Orders and Creating Work Orders From Item Records.

Creating Work Orders From a Sales Orders

You can tag items to create work orders when you enter a sales transaction by checking the box in the
Create WO column. Then, when you save or approve the order, NetSuite creates a work order that is
linked to the sale.

To create a work order from the sales order:

1. Go to Transactions > Sales > Enter Sales Orders.

2. Enter information in the transaction header as needed.
Required fields display a red asterisk (*).
3. In the Item field, select an assembly item.
4. Check the box in the Create WO column.
5. Enter additional information as needed for this line item.
6. Click Add.
7. Click Save.

Creating Work Orders From Item Records

You can set an assembly item to default to create a work order by tagging the item record. Then, when
the item is selected on a sales order, the box in the Create WO column is automatically checked.

To set an assembly item to default to create a work order:

1. Go to Lists > Accounting > Items.

2. In the Type field, select Assembly to filter your item list to show assembly items.
3. Click Edit next to the item.
Only assembly item records can be set up to default to create work orders.
4. On the Purchasing/Inventory subtab of the assembly item record, check the Special Work Order
Item box.
5. Click Save.

Planned Work Orders

You can enter work orders that have a status of Planned. A planned work order operates as follows:

■ Includes component information

■ Includes resource information
■ Does not commit items until the work order is released

Manufacturing
Planned Work Orders 50

Planned work orders can be either Open or Firmed.

■ Open – Open planned work orders are deleted before supply planning runs.
■ Firmed – Firmed planned work orders are not deleted before supply planning runs. For more
information, see Marking Work Orders Firmed.

You can manually create planned work orders, or you can have the NetSuite supply planning process
generated the planned work orders. For more information, see Manually Entering Planned Work Orders
and Automatically Generating Planned Work Orders.

Manually Entering Planned Work Orders

The following procedure explains how to manually enter planned work orders.

To manually enter planned work orders:

1. Go to Transactions > Manufacturing > Enter Work Orders.

2. In the Status field, select Planned.
3. Complete additional fields on the form as necessary.
4. Click Save.

Automatically Generating Planned Work Orders

Set preferences for the NetSuite planning process to generate planned work orders. When you let
NetSuite generate planned work orders, you can see the resources and materials required immediately
after a planning process run.

To set up preferences:

1. Go to Setup > Manufacturing > Manufacturing Preferences.

2. To define the default for supply planning work orders, select a Create Work Orders in Supply
Planning option:
■ Do Not Generate
■ Generate in Firm Planned Status
■ Generate in Open Planned Status
■ Generate in Released Status
Your selection defines the default status of new work orders generated by a planning process run.

Note: If you generate orders and also use the Manufacturing Routing and Demand
Planning features, you can define production scheduling methods on work orders. For
more information, see Production Scheduling Methods Overview and Supply Planning and
Routing.

3. In the Default Work Order Status field, choose one of the following:
■ Firm Planned
■ Open Planned

Manufacturing
Planned Work Orders 51

■ Released
Your selection defines the default status of new work orders you manually create.
4. Click Save.

Marking Work Orders Firmed

You must change the status of Open to Firmed for the order to be saved and processed when the supply
planning process runs. You can open an individual order and set it to Firm. You can also use the steps
below to update the status of many orders at one time.

To mark work orders firmed:

1. Go to Transactions > Manufacturing > Mark Work Orders Firmed.

2. In the Item field, select an item to filter the list and show only orders that include that item.
3. In the Customer field, select a customer to filter the list and show only orders for that customer.
4. Check the box in the Mark Firmed column next to each order you want to firm.
5. Click Submit.

Marking Work Orders Released

Any work order in a Firm Planned state must be set to the Released status to be able to commit items to
it. You can open an individual order and set it to released. You can also use the steps below to update the
status of many orders at one time.

To mark work orders released:

1. Go to Transactions > Manufacturing > Mark Work Orders Released.

2. In the Item field, select an item to filter the list and show only orders that include that item.
3. In the Customer field, select a customer to filter the list and show only orders for that customer.
4. Check the box in the Mark Released column next to each order you want to firm.
5. Click Submit.

Component Yield Preferences

Assembly Component preferences can help you with component requirement calculations. To use these
component preferences, enable the Work Orders feature and adjust your item records settings that are
available on the following:

■ Use Component Yield – Account for material component yield loss during the ordering and planning
process
■ Round Up Quantity as Component – Round the component quantity up in the units used on work
order

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Component Yield Preferences 52

Setting the Use Component Yield Preference

The Use Component Yield preference lets you automatically calculate quantity allowances for expected
raw material loss during processing. You no longer need to manually adjust raw material purchase
quantities to account for issues. For example, quality of material/defects or machine processing/scrap.

Accounting for material variances lets you adjust your planned usable quantity by ordering more units
than the target build quantity. Work orders can reflect item order quantities based on accurate expected
component yield assumptions, not the quantities listed on the bill of materials.

For example, you sell a coffee cup assembly that is made up of 3 components: 1 cup, 1 lid and 1 sleeve.
Every 100 assemblies produces 5 defective cups. Therefore, when ordering the cup assembly you must
order 105 units to produce 100 cups.

To set the Use Component Yield preference:

1. Create a new BOM record.

For more information, see Creating a New BOM Record.
2. To enable NetSuite to calculate the necessary quantity to build or order based on component yield
settings, in the Bill of Materials page, check the Use Component Yield box.
You can find the Use Component Yield in the Bill of Material form. To learn more, see
Creating a New BOM Record.
NetSuite applies this option to the assembly and any sub-assembly components required for the
top level assembly. For more information, see Example Three: Sub-assemblies and Component
Yield.

Important: Review your customization scripts prior to checking this box.

To prevent NetSuite from calculating the necessary quantity to build/order, clear the Use
Component Yield box.
3. If you check the Use Component Yield box, you can set the following on the item record:
■ The Quantity field on the Components subtab is disabled because this quantity is calculated
by NetSuite.
This field displays the amount required for the assembly when one unit of the assembly is being
built. This value is automatically calculated from the entries in the Component Yield and BOM
Quantity fields.
■ The BOM Quantity column displays the quantity of the component used to build an item
assuming no loss.
■ The Component Yield column displays the anticipated yield due to loss during the
manufacturing process.

For example, a Sleeve is a component of the Coffee Cup assembly. Each Coffee Cup assembly
requires a sleeve. The sleeve has an anticipated loss amount of 50%. Enter the following on the
Coffee Cup assembly item record:

■ Check the Use Component Yield box

■ Sleeve Component Yield is 50%
■ Widget 1 BOM Quantity is 1
When a work order is created for the Coffee Cup item, NetSuite calculates a requirement of 2
sleeves. NetSuite displays 2 in the Quantity field on the Components subtab.

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Component Yield Preferences 53

Setting the Round Up Quantity as Component Preference

Use the Round Up Quantity as Component Preference on a work order component quantity to round up
in the units used on work order. Depending on your settings, the component yield calculation could result
in a fractional quantity.

For example, a mountain bike assembly requires 2 units of the brake component. The component yield
is 99%. To build 5 of these assemblies requires 10.1 units of the brake component. Because you can
consume components only in whole numbers, you cannot consume 10.1 units. You need to round up to
the next highest unit. For example, 11 brake component units.

On a work order for an assembly that uses component yield, NetSuite indicates the Component Quantity,
BOM Quantity and Component yield for rounded-up components.

To set the Round Up Quantity as Component preference:

1. Create or edit an item record for an Inventory item or an Assembly item that is used as a sub-
assembly component.
2. In the Purchasing/Inventory subtab Inventory Management section, do one of the following:
■ To enable NetSuite to round up the quantity consumed for this item, check the Round Up
Quantity as Component box.
■ To prevent NetSuite from rounding up the quantity consumed for this item, clear this box.

When you check this option, the Quantity field on the Components subtab is disabled because this
quantity is calculated by NetSuite.

Important: Review your customization scripts before checking this box.

Component Yield Examples

The following table displays the Table Assembly item and its components:

Level 1 Level 2 Level 3

Table (1)

Table Top (1)

Leg Assembly (2) Rod (1)

Filler (1)

Example One: Assembly without Component Yield

Each table assembly you manufacture requires 1 table top and 4 legs. For each leg, you require 1 rod and
1 filler. The Build Subassembly box is checked on the Table Top Assembly item record. When a work order
for a table top assembly is created, 4 rods and 4 fillers are required.

Example Two: Assembly with Component Yield

The item Table Assembly item record Use Component Yield box is checked.

Manufacturing
Component Yield Preferences 54

Ten percent of the leg subassemblies are processed incorrectly and are waste. When a work order is
created for 100 table assemblies, NetSuite calculates that the order requires 110 rods and 110 fillers.

Example Three: Sub-assemblies and Component Yield

When a work order is created for an assembly, the top level assembly component yield option applies to
all sub-level components.

Example 3a:

■ Table assembly does not use component yield

■ Leg subassembly uses component yield

The item Table Assembly and the item record Use Component Yield box is not checked.

After a work order is created for 100 Table Assemblies, NetSuite follows the component yield option for
the top level assembly and sub-level components.

Because component yield is not used for the top level, NetSuite does not use component yield for the
subassembly. The work order displays a requirement of 100 rods and 100 fillers.

Example 3b:

■ Table assembly uses component yield

■ Leg sub-assembly does not use component yield

After the Build Subassembly box is checked, NetSuite performs a yield calculation for all subassembly
components.

Item A

■ Uses component yield

Item B

■ Does not use component yield

■ is a component of A

Item C

■ is a component of B

Item D

■ is a component of B

A work order for Item A is created and the Build Subassembly box is checked. NetSuite uses component
yield for all subassemblies (C and D) because it respects the setting of the top level assembly.

Editing a Work Order

You can add and edit components on any work order which is in Planned, In Process or Released state.
You can also remove components from a Work Order if they have not already been used in the build. In
such cases, amend the associated Work Order Issue or Work Order Completion, before attempting to

Manufacturing
Editing a Work Order 55

remove the item from the work order. The quantity of components cannot be changed to a number less
than the quantity used in a build.

To edit individual work orders:

1. Go to Transactions > Manufacturing > Enter Work Orders > List.

2. Beside a work order that is in In Process or Released status, click Edit.
3. In the Item subtab, select the item you want to edit.
■ Click Cancel to delete any changes you made and return to the previous item configuration.
■ To reuse the existing item details to create a new item, click Make Copy.
■ Click Insert to add another item.
■ Click Remove to delete the item information.

4. Click Save.

Note: If you use Advanced Manufacturing, you can track updates to your work order. For more
information, see the help topic Editing Work Orders for Scheduling.

Printing a Work Order Bill of Materials

For work orders you have entered, you can print a Bill of Materials (BOM). The BOM shows the types and
quantities of items you need to complete the work order.

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Printing a Work Order Bill of Materials 56

Following are the two ways to print a BOM.

Print from the work order:

1. Go to Transactions > Manufacturing > Enter Work Orders > List.

2. Click View next to the work order.
3. On the work order, click Print BOM.
Only information from the header of the work order appears in the BOM. If you want to print
assembly details of the work order, you must open the assembly item record and click Print.

Print from the print queue:

1. Go to Transactions > Management > Print Checks and Forms.

2. Click Bill of Materials.
3. In the Filter By field, choose one of the following to filter the work orders shown:
■ Some Items Committed – The list shows orders that have one or more items committed to be
built.
■ All Items Committed – The list shows orders that have all items committed to be built.
■ Ignore Item Availability – The list shows all open orders regardless of the availability.
4. Select a location to filter the list for orders for that location.
5. Select a form to use for this print run.
This field defaults to the preferred form, but you can choose a form you have previously
customized.
If you are printing packing slips and use the Advanced Shipping feature, you can also use a custom
invoice form when printing packing slips. For example, you can customize an invoice form to show
the item rate and amount, and the order total. Then, when you print the packing slip using the
custom form, the packing slip shows the additional information.
To customize a form, go to Customization > Forms > Transaction Forms. Click Customize next to
the appropriate form.
6. The Documents in Queue field shows the number of forms you have selected to print. This field
updates as you check bills of materials to print.
7. Check the Allow Reprinting box to reprint previously printed transactions.
When you check this box, all documents appear at the bottom of the page in segments. Clear this
box to allow documents to be printed only one time.

Note: The work order tracks whether a bill of materials has been printed. It resets this flag
whenever components are committed so that new top-level assemblies may be built.

8. Click the Select Order Number field to enter or scan in transaction bar codes.
9. Check the box in the Print column next to each order you want to print a bill of materials for.
10. Click Print.

The bill of materials prints in two sections:

■ Section One: Bill of Materials

This section is a complete list of all items needed to complete the build for the work order. It shows
the specific items and the quantity needed for each, including components of assembly members.
■ Section Two: Assembly Hierarchy

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Printing a Work Order Bill of Materials 57

This section shows how many of each component are needed for each unit.

Print Instructions with the Bill of Materials

If you print your BOM in PDF format, you can append the PDF file to print additional materials with the
BOM. For example, you can print a diagram or instructions about the assembly process for the top level
assembly item. For more information, see Appending a PDF File to Print with the Bill of Materials.

An alternative way to view and print the BOM is by using the Bill of Materials Inquiry.

Appending a PDF File to Print with the Bill of

Materials
If you print your bills of materials (BOM) in PDF format, you can append the PDF file to print additional
materials with the BOM. Thiese additional materials are for use when picking and assembling the item.
For example, you can print a diagram or instructions about the assembly process for the top level
assembly item.

To append a file to a bill of materials:

1. Go to Lists > Accounting > Items.

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Appending a PDF File to Print with the Bill of Materials 58

2. In the Type field, select Assembly to filter your item list to show assembly items.
3. Click Edit next to the assembly item.
4. Click the Communication subtab of the item record.
5. In the Attach File field, attach the PDF file that contains the diagram, instructions, or other
information you want to print with the BOM.
6. Check the Print with BOM box.
The printed file is in PDF format and the contents of the PDF file are appended to printed BOMs for
this assembly item.
7. Click Add.
8. Click Save.

Building Work Orders

To close a work order, you must complete a build that assembles the necessary items.

To build work orders:

1. Go to Transactions > Manufacturing > Build Work Orders.

2. Select an assembly Item to filter the list and show only work orders for the item.
3. Select a Customer to filter the list for work orders associated with that customer.
Select All to display all work orders.
4. Select the Posting Period you want to post this transaction to. If a period is closed, you cannot
post to that period.
5. By default, NetSuite inserts today's Date as the transaction date. You can enter another date, or
click the calendar icon to select another date.
6. Select the Bulk Build From Location use to build the orders.
7. Check the Filter box to filter the list to show only orders associated with the location selected in
Bulk Fulfill From Location.
Clear this box to build orders associated with any location or associated with no location.
8. In the Filter By field, choose one of the following work order filters:
■ Some Items Committed – Display orders with one or more items committed to be built
■ All Items Committed – Displays orders with all items committed to be built
■ Ignore Item Availability – Displays all open orders
9. Click the Select Order Number field to enter or scan in transaction bar codes.
10. Check Build box beside each order you want to build.
11. Click Submit.

An assembly build is recorded for each of the work orders.

Work Orders and Demand Planning

When you use the Work Orders and Demand Planning features, you can create work orders to replenish
stock, based on demand for assembly items. These work orders use information from item records to
calculate lead times for orders.

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Work Orders and Demand Planning 59

Lead Time for Supply Planning

When you use the Work Orders and Demand Planning features, assembly item records show the Work
Order Lead Time field.

In the Work Order Lead Time field, enter the lead time (in days) to build one assembly in the base unit.
Then, NetSuite calculates the lead time for a work order using the following:

Lead time for a work order=

Work Order Lead Time on Item Record * Quantity in base unit of measure

Work Order Start and End Dates

When you use Demand Planning, if either the start date or end date is left blank, it can be calculated in
the following way:

■ When an End Date is entered but the Start Date is blank, the start date is calculated as follows:
Start Date = End Date - (Work Order Lead Time from the item record * Quantity in base unit of
measure)
■ When a Start Date is entered but the End Date is blank, the end date is calculated as follows:
End Date = Start Date + (Work Order Lead Time from the Item Record * Quantity in base unit of
measure)

Note: The natural rounding method is used to determine the start and end date of work orders.

Work Orders and Sub-Assemblies

When you generate a new supply plan for an assembly item, it calculates material requirements based
on the lowest level of component items needed. This is true for assembly items that have the Mark Sub-
Assemblies Phantom box checked on the item record. For example, the following diagram depicts the
Coffee Gift Set assembly item and has the following component structure.

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Work Orders and Demand Planning 60

■ Assembly Item A: Coffee Gift Set

□ Component B: Coffee Bean Pair
▬ Component E: Bag of Regular Beans, 1 lb.
▬ Component F: Bag of Decaf Beans, 1 lb.
□ Component C: Coffee Grinder
□ Component D: Travel Mug

The Mark Sub-assemblies Phantom box is checked on the item record for Item A: Coffee Gift Set. When
a planned work order is generated for a Coffee Gift Set, the component assembly requirements are for
items E, F, C and D. And, the purchase order created shows these items. Notice that Item B: Coffee Bean
Pair is not a requirement itself, only its member components are required.

Also, the Mass Create Work Order page displays the lines from the supply plan with the Mark Sub-
assemblies Phantom box disabled.

By contrast, the Mark Sub-assemblies Phantom box is clear on the item record for Item A: Coffee Gift
Set. The work order is created only for items B, C, and D. If B is not available, NetSuite does not create a
work order.

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Advanced Bill of Materials 61

Advanced Bill of Materials

A Bill of Materials (BOM) lists the quantities of raw materials, assemblies, sub-components, and parts you
need to manufacture a product. A BOM can be used to communicate between manufacturing partners,
multiple facilities within the organization, or with a single manufacturing plant.

Note: After your administrator enables the Advanced Bill of Materials feature, the Advanced
BOM record replaces the Assembly/Bill of Materials record. When you use Advanced BOM, any
existing BOM is automatically converted to a read-only legacy BOM record.

Advanced BOM enables you to do the following:

■ Copy existing BOMs and create new BOMs

■ Use a single BOM across multiple assemblies
For example, multiple bicycle frame sizes could all use the same wheel assembly BOM.
■ Assign multiple BOMs to a single assembly
■ Apply unique BOMs to various stages of the product lifecycle
For example, an engineering BOM, a production BOM, and a subcontracting BOM.
■ Copy existing Manufacturing Routings and create new routings
■ Designate a default BOM for an assembly, or select an assembly default BOM for a location
For example, a bicycle assembly produced in Canada uses BOM CA. When the company starts
producing the same bicycle in the U.S., the system uses BOM U.S.
■ Define yield at the component level on the BOM revision record
Component yield enables you to account for material component loss during ordering and planning.
■ Create multiple revisions of a BOM with different effective start and end dates

Enabling Advanced BOM

An administrator must use the following procedure to enable the Advanced Bill of Materials (BOM)
feature.

Important: Bill of Materials impacts many areas within NetSuite. Before making Advanced BOM
available to your organization, test it in your sandbox or release preview account. Any company
customizations and third party integrations could also be affected.

To enable advanced BOM:

1. Go to Setup > Company > Enable Features.

2. Click the Inventory & Items subtab.
3. In the Inventory section, check the Advanced Bill of Materials box.
4. In the warning box, click OK.
5. Click Save.

Multiple BOM revisions are created for assemblies that were using BOM revision control. For more
information, see the help topic Revision Control BOM Management. These revisions appear on the BOM
record revisions subtab.

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Enabling Advanced BOM 62

Important: If you disable Advanced BOM after using it, NetSuite deletes any BOM and BOM
revision records you created when Advanced BOM was enabled. NetSuite saves only legacy BOMs.

Viewing Legacy BOM Records

After an administrator enables the Advanced BOM feature enabled, NetSuite automatically converts
existing BOMs to read-only legacy BOM records. A legacy BOM is a snapshot of an assembly and its
components at the time of conversion. The legacy BOM contains a link to the assembly record.

Advanced BOM also links existing routings to corresponding legacy BOMs. NetSuite saves a copy of the
link between the routing and the assembly in the event Advanced BOM is disabled. If Advanced BOM is
disabled, the routing is linked to the assembly record.

After Advanced BOM is enabled, the Assembly/Bill of Materials label changes to Assembly on the
New Item, Assembly Item, and Saved Search forms. In addition, the Derived from Member Items Cost
Estimate Type is no longer available for Assembly Items.

To view a legacy BOM:

1. Go to Lists > Supply Chain > Bill of Materials.

2. Beside the item you want to display, click View.
■ To view Bill of Materials – click the link under the Legacy BOM for Assembly.
■ To view BOM Revision details – on the Revisions subtab, click the revision Name.

Legacy BOM records should be used as back up records only. To modify a legacy BOM record, create a
copy of the legacy BOM. For more information, see Copying a BOM Record.

Enabling Legacy BOM Editing

Some manufacturing customers want to use Advanced BOM, but do not want to copy Legacy BOMs.
These customers can enable legacy BOM editing.

To enable legacy BOM editing:

1. Go to Setup > Manufacturing > Manufacturing Preferences.

2. In the Product Definition section, check the Allow Editing of Legacy BOMs box,
3. Click I Agree.
After you click Agree, you cannot disable the Advanced BOM feature. It is important to test this
feature in your sandbox account before enabling it in your production account.
4. Click Save.

Create a BOM
Creating Advanced Bills of Materials and BOM Revisions

You can create a BOM using one of the following methods:

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Create a BOM 63

■ Creating a New BOM Record

■ Creating a BOM From an Assembly
■ Copying a BOM Record
■ Default BOM Workflow

Creating a New BOM Record

The following procedure describes how to create a new BOM record.

To create a new BOM record:

1. Go to Lists > Supply Chain > Bills of Materials > New.

2. Enter a unique and descriptive BOM Name.
3. In the Memo field, enter any information you want to include with this BOM.
For example, include phase labeling.
4. To apply component yield to all BOM revisions, check the Use Component Yield box.
For more information, see Component Yield Preferences.
5. To allow all assemblies to use this BOM, check the Available for All Assemblies box.
Clear the box to limit BOM use to only the assemblies selected in the Restrict to Assemblies field.

Note: Selecting an assembly from the Restrict to Assemblies field does not create a link
between the BOM and the assembly.

6. To permit all locations to use this BOM, check the Available for All Locations box.
Clear this box to limit BOM use to the locations selected in the Restrict to Locations field.
7. Check the Inactive box if you do not want this BOM to appear in search lists on records and forms.
Clear this box if you want this BOM to appear in lists.
8. If you use NetSuite OneWorld, select the Subsidiary this BOM is available for. Subsidiary is
inherited by BOM revisions.
Press and hold CTRL to select multiple subsidiaries.
9. To make the BOM available for all subsidiaries of the selected parent, check the Include Children
box.
If checked, the read-only Used on Assembly box indicates that the BOM is associated to an
assembly.
10. Click Save.

Creating a BOM From an Assembly

The following procedure describes how to create a BOM from an assembly.

To create a BOM from an assembly:

1. To create a new assembly or use an existing assembly, go to Lists > Accounting > Items.

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Create a BOM 64

2. Beside the assembly you want to create a BOM for, click Edit.
3. Click the Manufacturing subtab.
4. In the Bill of Materials list, click New.

5. Complete the Bill of Materials window.

6. Click Save.

Copying a BOM Record

Copying a BOM enables you to reuse existing (legacy) work to create a new BOM. The following are
reasons you might want to copy a BOM:

■ Create a new BOM to use the same current and future revisions
■ Create alternate BOMs with minor component changes for the same product
■ Update a product version with component updates

To copy a BOM:

1. Go to Lists > Supply Chain > Bill of Materials.

2. Beside the BOM you want to copy, click View.
3. Click Actions and then click Make Copy.
4. Change the copied Bill of Materials Name.
For example, change Engineering V1 BOM to Engineering V2 BOM.
5. Make other changes as necessary.
6. Click Save.

Default BOM Workflow

Advanced BOM lets you assign a location-specific default BOM or a master default BOM to an assembly.

For example, you can set one BOM as the master default for the assembly. Then, set a second BOM as the
East Coast location default. A BOM cannot be both a master and location default. They must be assigned
to separate BOMs within an assembly.

The following diagram displays the workflow an assembly follows to select the appropriate BOM:

Manufacturing
Create a BOM 65

For example, a mountain bike work order assembly is fulfilled at Wolfe Manufacturing’s Canadian facility.
Canadian models of the mountain bike use a different wheel assembly than those manufactured in the
United States. To complete the order, the system searches the BOM settings for a location default BOM. If
a Canadian default location BOM exists, it is selected.

If a Canadian location default is not defined, the assembly then searches for a master default BOM. If a
master BOM is assigned, it is selected. If a default BOM is not assigned, no BOM is selected.

When an assembly has no BOM defined, the Items sublist on the Work Order is empty. You must
manually add components.

This default BOM workflow logic also applies to the following NetSuite records and transactions:

■ Work orders
■ Assembly builds and unbuilds
■ Supply plans
■ Standard cost roll-ups
■ Phantom items
■ BOM inquiries

Creating BOM Revisions

A BOM revision let you update a BOM’s details throughout the product lifecycle. A BOM revision also
provides an accessible revisions history. Use revisions to compare and track cost savings when many
BOM revisions are used in production.

For example, revision Engineering RV2 saves Wolfe Manufacturing $27,000 dollars a year because it
uses a simplified spoke insertion method on its wheel assembly. This results in faster machine run times
compared to the previous Engineering BOM.

To create a BOM revision:

1. Go to Lists > Supply Chain > Bill of Materials.

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Creating BOM Revisions 66

2. Beside the BOM you want to revise, click View.

3. On the Revisions subtab, click Create New Revision.
4. Enter a revision Name.
5. In the Memo field, enter any information you want to include with this revision.
6. To set an Effective Start Date and Effective End Date, click the calendar icon and then select a
date from the calendar.
If you do not enter an effective end date. Future BOM revisions may be affected.

Note: Only one revision can be active at a time. BOM revision start and end dates cannot
overlap. Gaps between revision dates are permitted.
For more information, see the help topic Updating BOM Revision Record Dates.

7. Check the Inactive box if you do not want this BOM to appear in search lists on records and forms.
Clear this box if you want this BOM to appear in lists.
8. Click Save.
9. On the Revisions subtab, click Edit beside the revision you created.
10. On the Components subtab, select an Item to include with this revision.
All associated revision components appear in this subtab.
11. Accept or edit the BOM Quantity.
You can enter partial quantities up to 5 decimals.
12. Select or enter the Units.
Use the unit of measure that is defined on the BOM and consumed in production. The unit
improves flexibility, makes BOMs easier to read, and enables you to specify quantity units of
measure.
Select an Item Source.
The work order item source determines where item quantities are taken from. For example, from
stock, work order, or purchase order.
For more information, see the Item Source field on the Phantom Assemblies window.
13. To add more items, click Add and then repeat steps 9 through 12.
After you select your components, use the Move buttons to change component order.
14. Click Save.

Copying BOM Revisions

Copying a BOM revision is a convenient way to reuse existing work to help you create a new revision. It
also reduces input tasks and helps maintain consistency across records.

To copy a BOM revision:

1. Go to Lists > Supply Chain > Bill of Materials.

2. Beside the BOM containing the revision you want to copy, click View.
3. Beside the revision you want to copy, click Edit.
4. Click Actions and then click Make a Copy.
5. Change the Name of the new BOM revision.
For example, change Engineering Rev1 BOM to Engineering Rev2 BOM.

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Creating BOM Revisions 67

6. Optionally, update the Memo text.

7. Accept the default Bill of Materials, or select a new one.
You can copy a revision from one BOM and associate it with another BOM.
For example, you can move an assembly from an engineering BOM to a production BOM.
8. Accept the default Start and End Dates, or select new dates.
9. Check the Inactive box if you do not want this routing to appear in routing lists on records and
forms.
Clear this box if you do want this routing to show in lists.
10. Accept the default component Items, or select a new one.
To remove a component, select the item and then click Remove.
11. Click Save.

Updating BOM Revision Record Dates

Advanced Bill of Materials does not permit BOM revision dates on the same BOM to overlap. A current
BOM revision must end before a new BOM revision can start. If revision dates overlapped, NetSuite would
be unable to identify which revision to select.

Note: You can update the current revision Effective End Date on a new revision. If you try to
save the new BOM revision without an effective end date, NetSuite prompts you to set the date
minus one day. After you click OK, the system automatically sets the date and saves your revision.

For example, BOM Revision 1 was created without an effective end date. You create BOM Revision
2 and enter an Effective Start Date of February 25, 2020. Attempting a save displays the following
prompt. "Effective End Date of the previous revision is not set. Do you want it to be set to current
revision Effective Start Date minus one day?” Click Go Back in the message box. Set the Effective
End Date for BOM Revision 1 to February 24, 2020 and then save BOM Revision 2.

To update a BOM revision date:

1. Go to Lists > Supply Chain > Bill of Materials.

2. Click View beside the BOM you want to revise.
3. In the Revisions subtab, click Edit beside the BOM Revision you want to update.
4. Click the Calendar icon beside the Effective End Date field and then select a date.
5. Enter a date at least one day before your new BOM Revision Effective Start Date.
6. Click Save.

Customizing the BOM Revision Component Sublist

BOM revision component sublist customization lets you define and display component level information
specific to your business workflows. You can add custom columns, change column order, update column
labels, and hide column fields.

To customize a sublist, go to Customization > List, Records, & Fields > Other Sublist Fields. After you
create a custom field, it appears on the BOM Revision Components subtab.

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Creating BOM Revisions 68

Note: The BOM Revision component sublist is not automatically added to the work order.

To add custom columns to a work order:

1. Go to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
2. Complete the Transaction Line Field form:
a. Enter a descriptive Label name.
b. ID value is used when scripting to instances of the transaction type.
Enter a name that begins with custcol and then an underscore. If you do not enter a value,
the system generates one. For example, custolcoliqity_vendor_control_no.
c. Select an Owner. Only owners can edit this field.
d. Enter a Description of this field. For example, capture the vendor’s lot/serial number during
item receipt.
e. Select the Type of field you want to create.
f. The Store Value box is checked by default so that the entered information is stored in the
custom field. This enables you to look at data that is stored elsewhere.
Clear this box to not store changes in the custom field. If you do not store the value,
changes are discarded. You can make the field read-only.
g. Optionally, check the Use Encrypted Format box to encrypt stored values for this field in
the database (values still appear in the UI).
After you save this field, you cannot change this option.
h. Optionally, check the Inactive box. Inactive custom fields do not appear on any forms or in
global searches.
3. On the Applies To subtab, check the Work Order box.
4. On the Sourcing & Filtering subtab, in the Source List, select BOM Revision Component.
5. In the Source From list, select the Bill of Materials Revision custom field.
6. Click Save.
After a BOM revision is selected on a work order, NetSuite automatically retrieves a list of
components related to the BOM revision. This ensures that custom field information is included in
the work order. For more information, see the help topic Creating Custom Transaction Line Fields.

Linking Assemblies and BOMs

After you create BOM records and revisions, you can link them to individual assemblies. You can also
link BOM records to multiple assemblies. For more information, see Linking a BOM to an Assembly and
Linking Assemblies to BOM Records.

Linking a BOM to an Assembly

After you create BOM records and revisions, you can link them to individual assemblies. You can also
designate a BOM as either a location default or master default for that assembly.

To link a BOM to an assembly:

1. Go to Lists > Accounting > Items.

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Linking Assemblies and BOMs 69

2. Beside the item you want to update, click Edit.

3. Click the Manufacturing subtab.
4. In the Current Revision list, select a BOM to associate with this assembly.
The displayed Current Revision name is the same as the Bill of Materials revision name.
5. To designate this as the default BOM for the assembly, check the Master Default box.
Checking this box disables the Default for Location option.
6. Alternatively, check the Default for Location box to designate a default location. Select a location
from the list.
For example, the West Coast location is the default location BOM. It is also the default assembly
location. To see the example illustrated, see the help topic Default BOM Workflow.
7. To add more BOMs for this assembly, click Add and then repeat steps 4 to 6.
For example, Wolfe Manufacturing operates from 10 distinct locations. BOM U.S. is designated as
the default for 6 locations and BOM CA is the default for the remaining 4 locations.
8. Click Save.

Linking Assemblies to BOM Records

After you create a Bill of Materials (BOM), you can link it to one or more assemblies. All assemblies
associated to the BOM appear on the Assemblies subtab.

To link an assembly to a BOM record:

1. In the BOM record, click the Assemblies subtab.

2. In the Assembly list, select the assembly you want to link to the BOM.
3. Click Add.
4. Click Save.
From the BOM record you can assign the same default assembly record validation (master default
or location-specific default) to the BOM. A BOM cannot be both master and location default. They
must be assigned to separate BOMs within an assembly.
For example, you can set one BOM as the master default for the assembly. Then, set a second BOM
as the East Coast location default.

Creating a Manufacturing Routing

In Advanced BOM, routings are associated with a Bill of Materials. This association enables you to define
default routings for multiple BOMs.

For example, The Wolfe Company manufactures mountain bikes its U.S. location. To do this, the U.S.
location uses BOM U.S. prompting NetSuite to automatically select the BOM U.S. Routing. Due to
increased mountain bike sales, Wolfe starts to manufacture mountain bikes in Canada. To manufacture
mountain bikes in Canada, BOM CA is selected and the system automatically uses BOM CA Routing.

Important: You cannot update Bills of Materials for routings that were used before Advanced
BOM was enabled.

The Manufacturing Routing page at Lists > Supply Chain > Manufacturing Routing displays the following
updates:

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Creating a Manufacturing Routing 70

■ Legacy routings are associated with legacy BOMs.

■ Bill of Materials replaces the assembly (item) list.
■ The Component per Operation subtab changes to read-only for legacy BOM routings. This subtab
displays a line for each component and revision combination.
For example, a bicycle frame component appears in multiple revisions of the Mountain Bike BOM. Each
revision in this BOM displays a line each time the frame component appears in Mountain Bike BOM
Revisions.

To create a manufacturing routing:

1. Go to Lists > Supply Chain > Manufacturing Routing > New.

2. If you use NetSuite OneWorld, select a Subsidiary.
3. Select a Bill of Materials from the list.
4. Select or enter one or more Locations where this assembly is performed.
5. Enter a routing template Name.
This name appears in the manufacturing routing field routings list on records and forms. For
example, Beta Alternate Supply Routing.
6. Optionally, enter a Memo for this routing.
You can search for the text you enter in this field. For example, enter Use Beta Alternate when
primary widget supply is unavailable.
7. To use this routing by default for item forms, check the Default box.
This sets the default steps for creating new special work orders and mass created work orders.
Clear this box if you do not want this routing to be the default.
8. Check the Inactive box if you do not want this routing to appear in routing lists on records and
forms.
Clear this box if you want this routing to appear in lists.
9. If you want NetSuite to calculate lag times for operation tasks, check the Auto-Calculate Lag box.
For more information, see the help topic Operations Overlap.
10. Click the Routing Steps subtab and then complete the fields, as required.
11. Click Save.

Copying a Manufacturing Routing Record

You can manually copy an existing manufacturing routing record and then reuse it with a new BOM.
Reusing existing routings saves time, leverages existing processes, and avoids manual copy errors.

For example, Wolfe Manufacturing builds bicycles in their Denver location using the BOM U.S. Routing.
The company then starts manufacturing bicycles at their Ontario location. By copying the BOM U.S.
Routing and renaming it to BOM ON Routing, the Ontario location can follow the U.S. manufacturing
process.

To copy a manufacturing routing record:

1. Go to Lists > Supply Chain > Manufacturing Routing.

2. Beside the routing you want to copy, click View.

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Creating a Manufacturing Routing 71

3. From the Actions list, click Make Copy.

4. Change the manufacturing routing Name.
For example, change BOM U.S. Routing to BOM ON Routing.
5. Make other changes to the routing, as necessary.
6. Click Save.

Running a BOM Inquiry

A Bill of Materials Inquiry enables you to review the build requirements for an assembly item. The BOM
displays the assembly components and the number of each component needed for each assembly.

To run a Bill of Materials Inquiry:

1. Go to Transactions > Manufacturing > Bill of Materials Inquiry.

2. If you use NetSuite OneWorld, select a Subsidiary from the list.
3. Optionally, select an Assembly to filter the available bills of materials.
4. Optionally, select a Location to display data for that location.
5. To limit the details to the top level of member items, check the Top Level Only box.
Sub-assembly information does not appear.
To show details about all levels of member items, clear the Top Level Only box.
6. Select a BOM Display Control option:
■ By Date – the Bill of Materials Revision field is disabled.
If the date changes, the Bill of Materials revision field displays a new BOM revision.
■ By Revision – the Bill of Materials revision field is enabled.
7. Select the Bill of Materials to run this inquiry against.
This selection can automatically populate the Bill of Materials Revision and Effective Date fields.
8. To change the default revision, select a Bill of Materials Revision.
9. To change the default date, click the Effective Date calendar icon and then select a date from the
calendar.

Costed Bill of Materials Inquiry

The Costed BOM Inquiry report details individual and aggregated assembly costs. It shows how cost
components are rolled up to an assembly item based on the BOM. This report includes material and
conversion costs (labor and machine costs and their overhead).

Note: Standard costing and assemblies must be enabled to use the Costed BOM Inquiry. You
can run this inquiry for a standard cost assembly item only.

To run a Costed Bill of Materials Inquiry

1. Go to Transactions > Manufacturing > Costed Bill of Materials Inquiry.

2. If you use NetSuite OneWorld, select a Subsidiary from the list.

Manufacturing
Running a BOM Inquiry 72

3. Optionally, select an Assembly to filter the available Bills of Materials.

4. Select a Location to display data for that location.
5. To limit the details to the top level of member items, check the Top Level Only box.
Sub-assembly information does not appear.
To show details about all levels of member items, clear the Top Level Only box.
6. Select a BOM Display Control option:
■ By Date – the Bill of Materials Revision field is disabled.
If the date changes, the Bill of Materials Revision field displays a new BOM.
■ By Revision – enables the bill of materials revision field.
7. Select the Bill of Materials you want to run the from the list.
This selection can automatically populate the Bill of Materials Revision and Effective Date fields.
8. To change the default revision, select a Bill of Materials Revision.
9. To change the default date, click the Effective Date calendar icon and then select a date from the
calendar.

Matrix Items
Matrix items consist of multiple combinations of product styles and variations with their respective bill
of materials and routings. During production, matrix assemblies can be created using work orders and
assembly builds.

If you use the Advanced BOM feature, the Bill of Materials subtab appears on the Manufacturing subtab:

■ The Bill of Materials subtab moves from the matrix assistant to the Manufacturing subtab.
■ Both parent and child items display a bill of materials sublist.
■ BOMs can be copied from parent to child item records.
■ The BOM sublist can be updated on child items.
■ You can assign a BOM or multiple BOMs to an assembly matrix.
■ The Components subtab no longer appears on the Matrix Assistant.

Note: You can add BOMs only from the assembly matrix parent or subitem.

To assign a BOM to an assembly matrix:

1. Go to Lists > Accounting > Items.

2. Beside the item you want to update, click View.
3. In the Assembly/Bill of Materials window, click Edit.
4. Click the Manufacturing subtab.
5. Select a Bill of Materials from the list.
6. To assign a BOM as a default for the assembly, check the Master Default box.
7. Alternatively, you can check the Default for Location box. Select the location from the list.
For example, if the West Coast location is the default location BOM. It is used as the default for
the assembly and the West Coast location. To see an illustration of this example, see Default BOM
Workflow.

Manufacturing
Matrix Items 73

Note: A BOM cannot be both a master and a location default. Only one default
designation is allowed for a BOM.

8. To apply the BOM subtab settings to child matrix items, click Update Matrix.
9. In the Update Matrix Item window, check the child items to Include in this update.
10. To copy the parent BOM to all child BOMs (mass update), check the Update BOMs of Matrix Sub-
items box.
11. Click Submit.

Manufacturing
Bill of Materials Member Control for Assembly Items 74

Bill of Materials Member Control for

Assembly Items
Important: With the release of NetSuite 2023.1 Bills of Materials, where components are
embedded to an Assembly Item, will no longer be supported. Only business critical issues will
be fixed. To continue working with this functionality you should transition to the Advanced Bill of
Materials feature, which is free of charge. After you enable this feature, NetSuite will automatically
migrate all of your Bill of Materials to the new structure.

When you use the Assembly Items feature, the components needed for assemblies are identified in the
Bill of Materials (BOM). Components required for an assembly can change due to engineering changes,
vendor supply, availability, or seasonal requirements.

BOM member control helps you ensure that the right components are included in assembly builds at
the right time. You can use BOM controls to plan for the utilization and purchase of components that are
effective or obsolete within specific time frames.

To use BOM component member control, define effective and obsolete dates for member items on
assembly records. NetSuite determines whether a component is valid for an assembly based on these
date.

■ Effective Date/Revision – Defines the first date an item can be used for an assembly. Before the
effective date, the item is not included in the BOM.
■ Obsolete Date/Revision – Defines the last date an item can be used for an assembly. After the
obsolete date, the item is not included in the BOM.

After a work order is created, NetSuite determines which components are required based on the
transaction date. If you use the Demand Planning feature, NetSuite considers the production start date
and determines which components are required on that date.

On assembly item records, choose a BOM control method and set up effective and obsolete dates.
NetSuite uses them to determine which member items are needed to create an assembly based on the
date the item is produced.

For example, Wolfe Manufacturing assembles bicycles for distribution throughout the year. The
mountain bike component item includes the following:

■ Disk brake 1: has an effective date of 4/1/2020

■ Disk brake 2: has obsolete date of 3/31/2020

Wolfe creates a work order dated 3/31/2020 that includes a Mountain Bike assembly. NetSuite
examines the effective and obsolete dates for the components on the assembly record and determines
the following:

■ The BOM will not include Brake 1 because it is not effective.

■ The BOM will include Brake 2 because it is not obsolete.

Wolfe enters a work order dated 4/1/2020 that includes a Mountain Bike assembly, and NetSuite
determines the following:

■ The BOM will include Brake 1 because it is currently effective.

■ The BOM will not include Brake 2 because it is obsolete.

Manufacturing
Setting Up BOM Control on Assembly Item Records 75

The appropriate assembly BOM items are shown on work orders at the appropriate dates without having
to manually change each work order.

For BOM management to track which components are needed at specific times, identify effective and
obsolete dates for member items. To do this, select a BOM control method on assembly item records.
Select to set dates individually for components or to create revision records to assign to items. When a
new work order is created, NetSuite can determine the member items required based on the work order
production date. For more information, see Setting Up BOM Control on Assembly Item Records.

You can choose to set an assembly to use revision control. For more information, see Setting an Assembly
to Use Revision Control.

If you choose to manage assembly BOMs with revision records, set up revision records. For more
information, see Creating Revision Records for BOM Control.

Setting Up BOM Control on Assembly Item Records

To use Bill of Materials (BOM) component member control, define effective and obsolete dates for
assembly record member items. You can enter the effective and obsolete dates individually on assembly
records. You can also create revision records that update many assembly records at one time. The
following methods enable you to manage which items are used in assemblies based on production dates.
Select one of the following methods:

■ Using Effective Date BOM Management – Control the BOM based on dates entered on the assembly
record’s Components subtab.
■ Revision Control BOM Management – Control the BOM by selecting a version with preset dates that
determine components.

Using Effective Date BOM Management

Use Effective Date BOM management to set the effective and obsolete dates for items on individual
assembly records.

To set up Effective Date BOM Control on assembly records:

1. Go to Lists > Accounting > Items.

2. Click Edit next to the existing assembly item record.
You can also click New to enter a new assembly record.
3. On the Purchasing/Inventory subtab in the Effective BOM Control field, select Effective Date.
4. Click the Components subtab.
5. Click an existing member item or add a new one.
6. In the Effective Date field, enter the date when an item can be included as a member for an
assembly.
■ After the Effective Date, the item is included in the BOM.
■ Before the Effective date, the member is not included in the BOM.

Manufacturing
Setting Up BOM Control on Assembly Item Records 76

Note: A blank effective date indicates the item has always been included.

7. In the Obsolete Date field, enter the date when an item can be included as a member for an
assembly.
■ After the Obsolete Date, the item is not included in the BOM.
■ Before the Obsolete Date, the member is included in the BOM.

Note: A blank obsolete date indicates that the item will always be included.

8. Click Add or Done.

9. Repeat steps 3 to 8 to set effective or obsolete dates for additional members of this assembly
10. Click Save.

NetSuite can source this item record to determine the correct BOM based on the assembly production
date.

Revision Control BOM Management

To manage the Bill of Materials (BOM) for assembly items, use Revision Control as your Effective BOM
Control method. This method simplifies effective and obsolete date management. To use revision control,
create revision records that define an effective date or an obsolete date. The revision records you assign
to assembly members determine their effective and obsolete dates.

The Revision Control method enables you to set the effective or obsolete date for many items at one time
by updating one revision record. When several items use a revision record, date changes can be made on
the revision record rather than individually for many member items. Rather than changing the dates on
every line item, you change only the effective or obsolete date in the revision record.

For assembly items that use Revision Control, create revision records to define effective and obsolete
dates. The assembly effective and obsolete dates are determined by the assigned revision record.

Revision records can be created in two ways:

■ As individual records. For more information, see Creating Revision Records for BOM Control.
■ From assembly record Members subtab. For more information, see Setting an Assembly to Use
Revision Control.

After a revision is assigned to an assembly member, you can enter a new work order and select the
assembly. The correct revision defaults to based on the work order production date. The work order item
list displays the correct set of member components based on the revision used.

■ If you select a new revision, the item list updates to show the correct member items.
■ If you change the date, NetSuite updates the revision to the one which is effective for that date.

To use only the assembly default revision, on the work order form, click Customize and then make the
field not selectable

■ Edited revision record effective or obsolete dates are not retroactive. Previously entered transaction
data using that revision remain unchanged.
■ BOMs created for individual assembly builds compare the transaction date to the effective and
obsolete dates.
■ On an assembly unbuild, select a revision to determine the BOM. The default revision for an unbuild is
based on the current date.

Manufacturing
Setting Up BOM Control on Assembly Item Records 77

■ BOM costs using Standard Costing are based on the effective date shown on the planned standard
cost rollup record.

Note: If you use the Matrix Items feature, you cannot set the Effective BOM Control to Revision
Control on a matrix parent item. However, you can set the Effective BOM Control to Revision
Control on a matrix subitem.

On Work Orders
NetSuite automatically populates the work order effective revision based on the effective date. If you
change the work order, NetSuite changes the components on the top level assembly based on the
revision selected.

If you change the work order revision and the Build Subassembly box is checked, top-level components
change based on the selected revision. The lower level components are determined based on the
effective date.

Demand Planning
When demand increases for member items from a parent assembly, NetSuite reviews the work order
start date to determine demand for those member items. For example, the Mountain Bike component
items include the following:

■ Brake Item 1: has an effective date of 4/1/2020

■ Brake Item 2: has obsolete date of 3/31/2020

Demand for the item requires a work order to be created on 3/20 and one on 4/20. Therefore, the first
work order uses the Member Item 2, and the second one will use Member Item 1. This is relevant if the
member items are assemblies that need to have work orders created for them.

Setting an Assembly to Use Revision Control

To use revision records to manage effective and obsolete dates, set the assembly record to use revision
control.

To set an assembly to use revision control:

1. Go to Lists > Accounting > Items.

2. Click Edit next to the assembly item record you want to set.
3. On the Purchasing/Inventory subtab, in the Effective BOM Control list, select Revision Control.

Note: If you select Revision Control, you must use revision control for this item.

4. The Default Revision field displays the default revision for this item.

Manufacturing
Setting an Assembly to Use Revision Control 78

5. If you are creating a new item record, click Save and then click Edit to re-open the item.
If you are editing an item already set to revision control, go to the next step.
6. Click the Components subtab.
7. Select an existing member Item or add a new one.
8. In the Effective Revision field, enter a revision or create a new one. The revision record effective
date determines the start time when this item is included as a member for an assembly.
For each member, the default selection is Default. The item will then be included in builds by
default.
a. To define a non-default date revision record, in the Effective Revision field, select New
b. In the New Item Revision popup window, define the following for the assembly item:
■ Name (for example, Version 2)
■ Effective Date (for example, 4/1/2020)
■ Memo – Optionally enter a memo.
■ Inactive – Check this box to not display this revision in lists.
Alternatively, enter new revision records at Lists > Accounting > Item Revisions. For more
information about revision records, see Creating Revision Records for BOM Control.
For more information about using effective fields, see Setting Up BOM Control on Assembly Item
Records.
9. Select an Obsolete Revision. The obsolete revision record date determines the end time that an
item is to be used for an assembly.
When you select an obsolete revision, the correct obsolete date displays in that field.
10. Click Done or Add.
11. Repeat the steps 1 to 4 for each member item you want to assign a revision to.
12. Click Save.

The BOM for this assembly is determined by referencing the production date of each work order against
the revision record dates for member items.

Creating Revision Records for BOM Control

When using the Revision Control method for Bill of Materials (BOM) management, create revision records
to assign to assembly items. These revision records define effective and obsolete dates and can be
assigned to many items.

Update effective and obsolete dates on the revision record one time to change the dates for many items.

To create a revision record:

1. Go to Lists > Accounting > Item Revisions > New.

2. Select an Item to be associated with this revision.

Manufacturing
Creating Revision Records for BOM Control 79

Required fields display a red asterisk (*).

3. Enter a revision Name. For example, Version One.
4. Enter the revision Effective Date.
5. Enter a Memo about this revision. You can later search for this version by memo text, if needed.
6. Check the Inactive box to not display this revision in lists.
7. Click Save.

Obsolete Dates
Obsolete dates on a revision record cannot be edited. You can set the effective date and then save the
revision. NetSuite then determines the obsolete date to avoid gaps or overlaps in dates covered by
revisions.

The obsolete date field does display a value if you try to insert a revision record between two others.

For example, you have a default revision and one with an obsolete date of 1/1/2017. The default revision
has an obsolete date of 12/31/2017. Next, you create a revision with an effective date of 1/1/2017. In this
case, the obsolete date is set to 12/31/2017. After you save, NetSuite changes the obsolete date of the
Default revision to 12/31/2016. If you create another revision with an effective date of 1/1/2018, it has no
obsolete date. This is because it is the one with the latest effective date. When you save it, it still has no
obsolete date and the 2017 revision has its obsolete date set to 12/31/2017.

Note: You can use the Import Assistant to add or update item revision records based on CSV file
data. For more information, see the help topic Item Revision Import.

Manufacturing
Manufacturing Work In Process (WIP) 80

Manufacturing Work In Process (WIP)

Manufacturers often use work orders to assemble the materials needed to produce an item.
Manufacturing Work In Process lets manufactures track work orders through the production process,
from gathering materials, through shop floor assembly, to stocking finished goods.
Assembly items built using Manufacturing Work In Process (WIP) are divided into the following processes:

1. Issue Work Order: Move raw materials to an assembly area (work center)
2. Complete Work Order: Assemble raw materials and stock finished goods
3. Close Work Order: Reconcile variances

This separation lets you enter work order transactions that define the completion of each step, from
material consumption to assembly and completion.

To know where materials are in the manufacturing process, use WIP to track your materials and record
the number of:

■ Component materials in stock

■ Component materials consumed against a work order
■ Finished assemblies in stock
■ Assemblies you can build

Use WIP to track assembly component to identify the materials not used in the process.
Tracking goods and materials enables you to control your inventory and raw materials. Controlling stock
can help you avoid the following:

■ Tying up funds in stock or on the production floor

■ Unanticipated raw material stock-outs

NetSuite supports production processes with a long lead time and can track item assemblies as a work in
process.
To learn when materials are issued or removed from inventory, see Entering Work Order Issues.
To use WIP, enable the feature and set up item records, see Enabling the WIP Feature.

Note: On transactions using WIP, you must identify a WIP location for line items. The WIP
line location must match on all work order issue, work order completion, and work order close
transactions.

Enabling the WIP Feature

Before you can work with Manufacturing Work in Process (WIP), you must also enable Assemblies and
Work Orders. For more information, see Enabling Assembly Items and Assembly Work Orders.

Manufacturing
Enabling the WIP Feature 81

To enable the feature:

1. Go to Setup > Company > Enable Features (Administrator).

2. Click the Items & Inventory subtab.
3. Check the Manufacturing Work In Process box.
4. Click Save.

After the feature is enabled, you can set up items for WIP processing. For more information, see Setting
Up Items as WIP Assemblies.

Setting Default WIP Accounts

NetSuite WIP enables you to set default preferences for new item records. To set preferences, , and then

To set default WIP accounts:

1. Go to Setup > Accounting > Accounting Preferences.

2. Click the Items & Transactions subtab.
3. Set the following accounts:
■ Default WIP Cost Variance Account – The selected account appears by default in the WIP
Cost Variance Account field on item records. This is an expense account for actual or average
cost assemblies when the reconciliation amount cannot be returned to the asset account. This
happens when the amount has been shipped. This account is required if WIP is checked for any
location.
■ Default Scrap Account – The selected account appears by default in the Scrap Account field
on item records. This is an expense account for scrapping that occurs during the work order
completion. This account is required if WIP is checked for any location.
■ Default WIP Account – The selected account appears by default in the WIP Account field on
item records. This is an asset account used when a work order component issue is entered. This
account is required if WIP is checked for any location.
4. Click Save.

Setting Up Items as WIP Assemblies

After your administrator enables the Manufacturing Work In Process (WIP) feature, you can set up
assembly items to use WIP.

To set up an assembly item to use WIP:

1. Go to Lists > Accounting > Items.

2. Click Edit next to the existing assembly item record.
Alternatively, click New to enter a new assembly record.
Only items that use standard or average costing can be used on a WIP work order.
3. On the Basic subtab, make a selection for the following accounts:
a. WIP Cost Variance Account – The expense account for actual cost or average cost
assemblies. This is used when the reconciliation amount cannot be returned to the asset

Manufacturing
Setting Up Items as WIP Assemblies 82

account because the amount has been shipped. This account is required when WIP is
checked for any location.
b. Scrap Account – The expense account for scrap that occurs during work order completion.
This account is required if WIP is checked for any location.
c. WIP Account – The asset account used when a work order component issue is entered. This
account is required if WIP is checked for any location.

Note: If you change the selected WIP account, the new WIP account affects only future
transactions. Existing transactions continue to show the WIP account when the transaction
was created.

4. To create a new assembly, complete assembly item form fields. For more information, see the help
topic Creating Item Records.
5. Click Save.

When the assembly is added to a work order, you can use WIP to process the assembly.

Work orders that are only partially completed do not account for unused WIP components. They are
moved into the cost of the finish goods account, even if they have not been used.

Using WIP on Work Orders

The following procedure provides instructions for using WIP on work orders.

To use WIP on a work order:

1. Go to Transactions > Manufacturing > Enter Work Orders.

2. Complete the fields, as required.
3. To use WIP rather than a standard assembly build on this work order, check the WIP box.

Note: You cannot clear the WIP box after a posting assembly transaction has been
attributed to this work order.

4. Select a Location.
This field is required for WIP work orders.
5. Complete the necessary form fields. For more information, see Entering an Individual Work Order.
6. Click Save.

After you designate a work order as WIP, complete the build process using the following:

■ Work Order Issue – Issue components to track material consumption or log service against a work
order.
For more information, see Entering Work Order Issues.
■ Work Order Completion – Identify the quantity completed and stocked.
For more information, see Entering Work Order Completions.
■ Work Order Close – Generate reconciliation entries to post variances that may occur during the
manufacturing process.
For more information, see Entering Work Order Closes.

The following table shows an example of the general ledger impact for WIP transactions:

Manufacturing
Using WIP on Work Orders 83

Consumption

Component Asset Location CR– (credit)

Component Asset WIP DR+ (debit)

Completion

Assembly Asset Location DR+

Assembly Asset WIP CR–

Assembly Asset WIP DR+

Component Asset WIP CR+

Variances WIP DR+

Entering Work Order Issues

When you use the Manufacturing Work In Process (WIP) feature, you must issue components to start
work order processing. When you issue components, you are logging only the material consumption, not
any work on the assembly process.

The work order issue indicates the material is consumed against the work. Issue assembly member
components to track material consumption or log service against a work order.

After components are issued, the material value is recorded in the assigned WIP account. You can issue
components for many work orders at one time.

If you use the Multiple Units of Measure feature, the issued component quantity is recorded in base units.

To bulk enter work order issues:

1. Go to Transactions > Manufacturing > Issue Components.

2. If you use NetSuite OneWorld, select a Subsidiary from the list.
3. Optionally select the following to filter the list of work orders:
■ Item
■ Customer
4. Select the Posting Period.
5. Select the Date for this issue transaction.
6. Select a Location from the list.
Location is displayed in the location field in the header of all work order issues.
7. Select a Filter By option:
■ Some Items Committed – Displays the committed quantity
■ All Items Fully Committed – Displays the committed quantity
■ Ignore Commitment – Displays the remaining quantity
8. Check the Issue box next to all work orders you want to create issues for.
9. Click Submit.
After the page is submitted, the work order issues are generated for all marked orders.

Manufacturing
Using WIP on Work Orders 84

After you issue components for an order, you can enter a work order completion against it to log the
finished assemblies. For more information, see Entering Work Order Completions.

Issuing Components for an Individual Work Order

You can issue components for a single work order.

To issue components for an individual work order:

1. Go to Transactions > Manufacturing > Enter Work Orders > List.

2. Click View next to the work order you want to issue components for.
3. Click the Issue Components button.
4. In the Reference # field, you can enter a reference number to track this transaction.
5. In the Assembly field, select the assembly item you want to complete. A completion can be
entered only for assembly items on record.
To create new assembly item records, click Assembly at Lists > Accounting > Items > New .
6. Select the Revision to use for this completion. For more information, see Revision Control BOM
Management.
The Manufacturing Routing field displays the associated routing.
The Created From field identifies the work order that this issue is created from. The work order is
linked to the issue record.
7. Select an issue Date.
8. Select the transaction Posting Period.
9. Optionally, enter a Memo for this transaction.
You can search for text entered here to find the transaction later.
10. Select a Department or Class, if you use them.
11. Select a Location.
12. Select a Starting Operation and Ending Operation to define a range.
The default component quantity shows for components to be issued within the operation range.
13. For each component, verify or enter the quantity being issued. The remaining committed
component quantity shows by default.
14. Click Save.

Entering Work Order Completions

To use the Manufacturing WIP, enter a completion transaction to log the number of assemblies you
completed and stocked for a work order. This transaction indicates the number of finished goods
produced.

Entering a completion does not record the consumption of materials. It only records the work done on
the assembly process and journals the value of the assembly out of the assigned WIP account.

You can enter a work order completion with backflush to issue components and complete the assembly
at one time.

To enter a work order completion:

Manufacturing
Using WIP on Work Orders 85

1. Go to Transactions > Manufacturing > Enter Completions.

2. Select an assembly Item to filter the list and show only work orders for the item.
3. Select the Customer or vendor providing this item.
Alternatively, select an employee to associate with this transaction.
4. Select the Posting Period to post this transaction to.
5. Accept today's Date as the transaction date, or select another date.
6. Select a Location to use to build orders, issue components, or enter completions.
This location appears in the location field in the header of all work order completions created.
7. To enter completions with backflush, check the Backflush box.
Backflush records component consumption at the same time. Component consumption is based
on the proportion designated on the original work order and the build quantity.
Clear this box to enter the completion without backflush and not record consumption.
8. Enter a Sales Order Number or scan a transaction bar code.
9. Check the box in the Complete column for each order to be completed.
10. Verify or enter the quantity completed for each order.
The field shows the quantity remaining on the order by default.
11. Click Submit.
After a completion is entered against a work order, that quantity of assemblies is recorded as being
built and stocked in inventory.

Note: The work order completion Projected Value field displays the cost of the assembly. It
does not display individual components (unless you use backflush). A Work Order Close for the
work order shows the difference between the cost of the assembly and the components.

Entering Work Order Closes

Use Manufacturing WIP to enter a work order close to finalize the accounting for that order. The work
order close reconciles the accounting by reviewing all issues and completions associated with that work
order.

To bulk enter work order closes:

1. Go to Transactions > Manufacturing > Close Work Orders.

2. Select the Posting Period.
3. Select the transaction Date.
4. Select a Location.
5. Optionally, select the following to filter the list of work orders:
■ Item
■ Customer
6. To include work orders with In Process or Built status, check the Include In Process Work Orders
box.
7. This list includes work orders in Released and Planned status.
To show only work orders in Built and In Progress status:
a. Go to Transactions > Manufacturing > Close Work Orders

Manufacturing
Using WIP on Work Orders 86

b. In the Close Work Orders page, click Customize.

c. In the Customize Sublist page, click the Additional Filters subtab.
d. Beside the Status field, check the Include checkbox.
e. Click Save.
8. In the Under-Produced Variance Tolerance (%) field, enter a percentage to close only orders that
produced less than planned.
This helps determine whether some orders should not be closed because enough finished
products have not been produced.
Order Variance Calculation: quantity ordered - quantity built/quantity ordered = variance
percentage
A percentage in this field filters the list to show only orders that have a variance lower than the
percentage entered.
For example, if order quantity is 10 and built quantity is 5, then the variance percentage is (10-5)/10
= 50%.
If you enter a tolerance of 60%, this order shows in the list for closing.
If you enter a tolerance of 10%, this order does not show in the list.
9. In the Production Variance Tolerance (%) field, enter a percentage to filter out orders that have a
specific value variance.
The order variance calculation is: absolute value (remaining WIP value / WIP of assembly) = variance
percentage
A percentage in this field filters the list to show only orders that have a variance lower than the
percentage entered.
For example, the WIP account value is $10, and the cost of building the assembly is $20. Therefore,
the variance percentage is (10/20) = 50%.
If you enter 10% in this field, this order does not show in the list for closing.
If you enter 60% in this field, this order shows in the list.
10. You can filter the list order by selecting a range of dates.
If you use demand planning, optionally filter the list by selecting a production start date and end
date.
1. To filter by an order date range, enter a beginning date in the Order Date From field.
Enter an end date in the Order Date To field.
2. To filter by a production start date range, enter a beginning date in the Production Start
Date From field. Enter an end date in the Production Start Date To field.
3. To filter by a production end date range, enter a beginning date in the Production End
Date From field. Enter an end date in the Production End Date To field.
11. Next to all orders you want to close, check the Close box.
12. Click Submit.

Entering a Close for an Individual Work Order

You can also enter a close for a single work order.

To enter an individual work order completion:

1. Go to Transactions > Manufacturing > Enter Work Orders > List.

Manufacturing
Using WIP on Work Orders 87

2. Beside the work order you want to close, click View.

3. Click the Close button.
4. Complete additional fields on the Work order Close page as necessary.
5. Click Save.

Associating Components with Operations

Use the Manufacturing Work In Process (WIP) feature to assign and issue components at the operation
level for items you assemble.

Associating components with specific operations can benefit operations that take a long time to
complete. Some components may not be required when the work order starts. Therefore, it is not ideal
to issue all assembly components during the first operation. If you associate components with specific
operations for a routing, components are issued on the day the corresponding operation begins. For
example, a work order is set up as follows:

■ The routing includes 4 operations

■ Each operation takes 1 week
■ Operation 4 requires a special component

Work Order - Start Date: July 1, 2020

Work Order - End Date: July 28, 2020

Operation 1 - Start Date: July 1, 2020

Operation 2 - Start Date: July 7, 2020

Operation 3 - Start Date: July 14, 2020

Operation 4 - Start Date: July 21, 2020

■ If the special component is linked to Operation 1, the component issue date is July 1, 2020.
■ If the special component is linked to Operation 4, the component issue date is July 21, 2020.

To associate a component with an operation:

1. Go to Lists > Accounting > Items.

2. Click Edit next to the WIP assembly item you want to work with.
3. Click the Manufacturing subtab.
4. Click the Components Per Operation subtab.
The list displays all components and their corresponding quantities, as defined on the component
list of the item record.

Note: To display the Components Per Operation subtab, create a new or edit an existing
Manufacturing Routing.

5. Click a Component Line.

6. In the Operations field, select an operation to associate the component with.
7. Click Save.
After you save your work, the operation associations you set up are applied only to new work
orders you create.

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Associating Components with Operations 88

Associations can also be defined for existing routings on assembly item records. Based on the specified
routing, NetSuite updates the associations to components on work orders.

■ One operation can be associated with multiple components.

■ Each component line can be associated with only one operation.
■ One component can be associated with multiple operations if the component is defined on multiple
lines.
■ Not all components are required to be associated with an operation. If no operation is defined for a
component, that component is issued at the start date for the routing.

Warning: Changing or deleting an operation number breaks all associations to the original
operation number. For example, any component associated with the previous operation number
will not be associated with the new operation number.

Changing or deleting a component also breaks the association to an operation.

Operation Associations and Sub-Assemblies

If you check the Mark Sub-Assemblies Phantom box, the association between the sub-assembly and
the operation is broken. The sub-assembly is replaced with its components on the list of available
components. The same operation association is applied to the sub-assembly components. You can create
new associations for these sub-assembly components. However, you cannot edit the list of components.

Entering a Completion for an Individual Work

Order
You can enter a completion for a single work order.

To enter individual work order completions:

1. Go to Transactions > Manufacturing > Enter Work Orders > List.

2. Click View next to the work order you want to complete.
3. Do one of the following:
■ To create a work order completion without backflush, click the Enter Completion button.
The completion records the number of assemblies completed against a work order. It does not
record component consumption.
■ To create a work order completion with backflush, click the Enter Completion with Backflush
button.
This records completion and component consumption.

Important: If you use Manufacturing Routing and Work Centers, when you enter
a completion with backflush, you must complete additional steps. See Entering a
Completion With Backflush.

4. On the Work Order Completion page, enter a Reference # (number).

5. To enter the completions with backflush, check the Backflush box.

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Entering a Completion for an Individual Work Order 89

Backflush enables component consumption to be recorded at the same time. Component

consumption is based on the proportion designated on the original work order and the build
quantity.
6. Select the issue transaction Date.
7. Select the Posting Period.
8. Optionally, enter a Memo.
9. After you enter a quantity to build, click Inventory Detail to specify a bin, serial or lot number for
the items being processed.
If you use Multiple Units of Measure, the Units field on the Inventory Detail record defaults to base
units and cannot be changed.
10. Select a Department or Class if you track them.
11. Select a Location.
12. If you are entering a completion with backflush, verify or enter the Completed Quantity of each
component consumed.
13. Click Save.

Entering a Completion With Backflush

If you use Manufacturing Routing and Work Centers, when you enter a completion with backflush,
complete the following additional steps.

To enter a completion with backflush:

1. Go to Transactions > Manufacturing > Enter Work Orders > List.
2. Access the work order that requires additional steps.
3. In the Operation Completion section, select the completed operation tasks.
■ To mark a single operation task complete, select the task in both the Starting Operation and
Ending Operation lists.
■ To mark a range of operation tasks complete, do the following:
1. To identify the first operation task complete, enter the Starting Operation.
2. To identify the last operation task complete, enter the Ending Operation.
Operation tasks logged as completed include the starting operation, the ending operation, and
all operation tasks in between the starting and ending operation tasks.
4. Enter the Completed Quantity.
After you enter the quantity, the Components subtab and Operations subtab are automatically
populated based on requirements.
For more information, see Routing Completion Labor and Machine Time Entry.
5. Optionally, modify the default quantity issued for components.
When entering a routing completion with backflush, if the starting operation is the first operation,
the quantity issued defaults based on the completed quantity. For example, there are 5
components in each unit. The completed quantity is 60 units, therefore, the form displays 300 of
the component item issued.

Note: If the Allow Overage on Work Order Transactions preference is enabled, then you
can complete/issue a quantity larger than planned.

6. If the ending operation is the last operation, you can enter a scrap quantity.

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Entering a Completion for an Individual Work Order 90

The quantity of assemblies scrapped, posts a value to the scrap account indicated on the item
record.
7. Verify the Quantity to Build:
When the ending operation is the last operation, the Quantity to Build field is populated with the
completed quantity. The quantity is marked completed and moved to inventory.
You cannot modify the quantity in this field. It updates dynamically based on the starting and
ending operation.
8. If this is a lot numbered or serial numbered assembly, click Inventory Detail to enter lot or serial
numbers.
If you use Multiple Units of Measure, the Units field on the Inventory Detail record defaults to base
units and cannot be changed.
9. Click Save.

WIP and Inventory Costing

Only assemblies using standard cost and average cost are compatible with the Manufacturing Work In
Process (WIP) feature. Assembly component members can use LIFO/FIFO, standard, average, or actual
costing. Assemblies using LIFO/FIFO/specific costing are not compatible with this feature.

Standard cost assemblies have costs calculated based on the WIP account indicated for the order, not by
date.

Standard Cost Assembly Revaluations

The standard cost of raw materials can change when a work order is still in process causing a change in
the WIP valuation.

For example:

■ A bicycle wheel is made of the following component parts: rims, tires, and spokes.
□ Rims cost $5.
□ Tires cost $6.
□ Spokes cost $7.
□ The total bicycle wheel cost is $18.
■ When a work order is still in process, the standard cost of components changes to the following:
□ Rims cost $4.
□ Tires cost $5.
□ Spokes cost $6.
□ The total bicycle wheel cost is $15.
■ The change in the bicycle wheel cost from $18 to $15 requires the following WIP cost adjustment:
□ (-1) for each component issued
□ (-3) for each assembly taken out of the WIP location

When the standard cost for an inventory or assembly item in a location changes, note the following.
NetSuite creates a separate standard cost revaluation transaction for each partially built work order.
NetSuite creates standard cost revaluation transactions for each work order that does not have a status
of Released or Built.

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WIP and Inventory Costing 91

Posting GL Lines for a WIP Assembly Completion with

Backflush
When you enter an assembly completion with backflush, you log the assembly completion and
component consumption at the same time. This transaction posts to the general ledger as follows:

Cost of the Assembly

■ For an average cost item, an estimate of the last purchase price is used for the assembly posting.
■ For a standard cost item, the standard cost is posted.

Cost of a Component
■ For an actual cost item or average cost item, the average or actual cost from the warehouse location is
posted.
■ For a standard cost item, the standard cost for component is posted.

Note: If you use WIP, an average cost assembly item generates a variance based on the
assembly cost and the component cost. If an adjustment needs to be made on the average cost
based on the variance, you should use an inventory adjustment worksheet.

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Manufacturing Routing 92

Manufacturing Routing
Manufacturing Routing and Work Center lets you schedule and record manufacturing operational
activities against a work order that requires multiple employees, or work centers. For example, you may
have a set of operations for the following: a preparation team, an assembly run team, and a quality
assurance team.
You can use the Manufacturing Routing and Work Center feature to record quantity assembly
completions and team resource costs. You can also use it to process overhead costs against individual
work order operations.
The following roles represent members of your organization who can benefit from using Manufacturing
Routing.

Operational Planner or Production Manager

Your Operational Planner or Production Manager can benefit from improved planning efficiency:

■ Set up a routing record that defines multiple steps for building a complex assembly.
■ Assign default scheduling parameters against each step.
■ Use backward scheduling to establish a supply plan based on manufacturing scheduling
requirements.

Production Manager
Your Production Manager can refine the shop floor tracking activities using the following:

■ Facilitate scheduling by assigning work center groups to operation steps.

■ Record progress of activities such as completion and component issue against multiple tasks or one
task at a time
■ Record actual machine and labor times against anticipated times.

Cost Accountant
Your Cost Accountant can identify opportunity areas:

■ Assign labor and machine overheads against completion activities.

■ Develop a costing template for standard rates used in multiple routings.
■ Track cost variances between actual and standard at a per service item and cost category level.

Important: Be aware of the following:

■ Manufacturing Routing can be used only with assembly items using standard costing or
average costing.
■ Manufacturing Routing can be used only with work orders that are marked as Work In Process
(WIP).
■ Manufacturing Routing creates variances based on per-service item and cost categories.

To use the Manufacturing Routing and Work Center feature, a user with sufficient permission must do the
following:

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Cost Accountant 93

■ enable the feature

■ define cost categories
■ define charge items
■ create cost templates
■ define resources
■ create routings
■ set up standard costing, if required

The following tasks must be completed:

■ Complete the Setting Up Manufacturing Routing procedures.

This lets you use routings on WIP designated work orders.
■ The steps required to complete the assembly are detailed in operation task records. For more
information, see Manufacturing Routing and Work Orders.
These task records designate what needs to be done and when, how much has been done, and how
much remains to be done. They define how much time you expect to spend on the task and the rates
to be charged for it. Task records designate work centers to assign tasks to certain labor resources.
■ During the assembly process, NetSuite logs time against tasks to show progress towards completion.
By entering data on the completion form you determine the following:
□ Starting and Ending Operation – operation tasks that are done
□ Quantity Completed – time logged against each operation

Completion records show the time machines and labor used. When time is entered against an operation
task, the scheduling for all tasks related to the work order automatically update. This update accurately
portrays progress against each operation. For more information, see Manufacturing Routing Completions
and Time Entry.

Values for assets and expenses associated with a routing work order post to the designated Work In
Process (WIP) account during the assembly process.

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Setting Up Manufacturing Routing 94

Values are added to the WIP account based on time logged against operation tasks or quantity produced
in a run. After the assembly process completes, the values are removed from the WIP account and added
to the Asset for Assembly account. For more information, see Manufacturing Routing Costing.

Setting Up Manufacturing Routing

To set up manufacturing routing:

1. To enable the feature, see Enabling the Manufacturing Routing Feature.

2. To set preferences, see Setting Routing Preferences.
3. To define cost categories, see Defining Cost Categories for Manufacturing Routing and Work
Center.
4. To define manufacturing charge items, see Defining a Manufacturing Charge Item.
5. To group manufacturing charge items into a cost template, see Creating Manufacturing Cost
Templates.
6. To define resources, see Creating Manufacturing Work Centers or Groups and Work Center
Calendars.
7. To create routings, see Creating a Manufacturing Routing.
8. To set up standard costing, (for accounts using the Standard Costing feature), see Standard
Costing for Manufacturing Routing.

Enabling the Manufacturing Routing Feature

Before you can use the Manufacturing Routing and Work Center feature, an administrator must enable it.

To enable manufacturing routing:

1. Go to Setup > Company > Setup Tasks > Enable Features.

2. Click the Items & Inventory subtab.
3. Check the Manufacturing Routing and Work Center box.
4. Click Save.

The following features must be enabled to use the Manufacturing Routing and Work Center feature:

■ Manufacturing Work In Process

■ Multi-Location Inventory
■ Work Orders
■ Assembly Items
■ Project Management

Setting Routing Preferences

With Manufacturing Routing and Work Center, you can use the Show Planned Capacity on Work Orders
preference to help manage work order planning. This preference lets production managers and planners
monitor planned completion times for work order builds against work center capacity.

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Setting Up Manufacturing Routing 95

Setting this preference enables NetSuite to automatically create planned time entries when processing
manufacturing work orders. When you use this preference, work orders display a new Planned Time
subtab. NetSuite generates planned time entries showing the amount of time being allocated to each
work center per day. The Planned Time subtab displays the duration of each operation and the associated
work center. When you examine this planned time data, you can determine if the resource capacity is
enough to meet needs, providing efficient manufacturing planning.

Note: You cannot edit the generated planned times.

When you use this preference, NetSuite automatically recalculates planned time after each completion.
For example, your process requires Operation 10, which produces a completed quantity of 30. Next, you
report the completion of Operation 10 with a quantity of 15 and NetSuite recalculates the planned time
for the remaining quantity.

To set routing preferences:

1. Go to Setup > Manufacturing > Manufacturing Preferences.

2. To display the Planned Time subtab on work orders, in the Production Exception section, check the
Show Planned Capacity on Work Orders box.
This preference permits NetSuite to automatically create planned time entries.
3. In the Default Scheduling Method field, choose either Forward or Backward scheduling. Your
selection appears by default in the Scheduling Method field on new work orders you enter. For
more information, see Production Scheduling Methods Overview.
4. In the Create Work Orders in Supply Planning field, select one of the following to define the
default for supply planning work orders:
■ Do Not Generate
■ Generate in Planned Firm Status
■ Generate in Planned Open Status
■ Generate in Released Status
Your selection defines the default status of new work orders generated by a planning engine run.

Note: If you use the Manufacturing Routing and Demand Planning features, note
the following. A selection to generate orders provides the option to define production
scheduling methods on work orders. For more information, see Supply Planning and
Routing.

5. Click Save.

Note: You can activate the Planned Time subtab on work orders that were entered prior to using
the Show Planned Capacity on Work Orders preference. To do so, open the work order in edit
mode, and then save. The Planned Time subtab and planned time entries appear on that work
order.

Defining Cost Categories for Manufacturing Routing and

Work Center
You can create a cost category to use the Manufacturing Routing and Work Center feature. Cost
categories help define expenditures associated with a work order. For example, you have a warehouse

Manufacturing
Setting Up Manufacturing Routing 96

and employ workers to assemble widgets that you sell. You need to track costs associated with employee
labor, warehouse machines, and overhead associated with each work order.

You can create one of the following eight cost categories to help track costs:

■ Direct Cost – These costs are calculated when you record time for these items.
□ Labor Setup – Cost of time for labor to set up a run
For example, this is the cost of paying an employee to set up the machine that will be used to paint
the widget.
□ Labor Run – Cost of time for labor to run an assembly
For example, this is the cost of paying an employee to use the machine that paints the widget
during the assembly run.
□ Machine Setup – Cost of time spent to set up a machine to be used in a run
For example, each time you set up the machine that paints the widget, wear and tear costs you .02
cents.
□ Machine Run – Cost of time spent to run a machine during assembly
For example, each time you use the machine that paints the widget for an assembly run, wear and
tear costs you .04 cents.
■ Overheads
□ Labor Setup Overhead – Cost of overhead associated with labor to set up a run
For example, this is the safety training expense incurred for an employee who sets up the machine
used to paint the widget.
□ Labor Run Overhead – Cost of overhead associated with labor to run an assembly
For example, this is the safety training expense incurred for an employee completes an assembly
run.
□ Machine Setup Overhead – Cost of overhead associated with setting up a machine used in a run
For example, this is the water expense incurred by running a machine during the machine set up.
□ Machine Run Overhead – cost of overhead associated with running a machine during assembly
For example, this is the water expense incurred by running a machine during an assembly run.

To set up a cost category for Manufacturing Routing and Work Center:

1. To add choices to this list, go to Setup > Accounting > Setup Tasks > Accounting Lists..
2. Click New.
3. Click Cost Category.
4. Enter a name for the cost category. For example, US Labor Run Standard.
5. Select a cost type for this category. Choose from the following:
■ Labor Run
■ Labor Run Overhead
■ Labor Setup
■ Labor Setup Overhead
■ Machine Run
■ Machine Run Overhead
■ Machine Setup
■ Machine Setup Overhead

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Setting Up Manufacturing Routing 97

6. Check the Inactive box if you do not want this category to show in lists.

For information about creating a new cost category, see the help topic Creating Cost Categories.

Defining a Manufacturing Charge Item

With Manufacturing Routing and Work Center, when a specific routing operation is recorded, you can
use items to define charges for the activity. For example, you can define the hourly cost of activities being
performed, and the expense account the charges are logged against. To do so, you must set up the item
record to define the item as a manufacturing charge item.

To define an item as a manufacturing charge item:

1. Go to Lists > Accounting > Items > New.

2. Click a link to create a charge item. You can track routing charges and expenses using the following
item types:
■ Other Charge for Purchase
■ Service (for Purchase or for Resale)
3. Enter an Item Name.
For example, Machine Run Time Cost.
4. If you use NetSuite OneWorld, select a Subsidiary.
A manufacturing charge item can be associated with only one subsidiary.
5. On the item record, check the Manufacturing Charge Item box.
This box cannot be cleared if the item is included in a cost template.
You cannot check the Include Children box on the item record when the Manufacturing Charge
Item box is checked.
6. Select a Cost Category.
The cost category cannot be changed if the manufacturing charge item is included in a cost
template.
Only manufacturing charge items can use the labor and machine cost categories.
7. Enter an hourly rate up to 7 decimal places in the Purchase Price field.
Charges are based on hourly rate (amount per hour).
8. Click the Accounting subtab.
9. Select the expense account these hourly charges should be logged against.
10. Complete any additional necessary fields.
11. Click Save.

A manufacturing charge item cannot be associated with a unit type even if you use the Multiple Units of
Measure feature. For information, see the help topic Creating Item Records.

Creating Manufacturing Cost Templates

A manufacturing cost template is a list of rates that can be associated with completing a specific
operation. The template defines the activities that occur and related costs to be recorded each time this
step is completed.

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Setting Up Manufacturing Routing 98

For example, an employee works 10 hours on an assembly activity. A manufacturing operator needs to
record the hours worked as a completion for this step. The cost template defines costs associated with
the step completed: the rate for each activity, and what accounts these amounts should post to.

A manufacturing cost template streamlines tracking assembly process costs. It provides which rates and
accounts are commonly used for each step in an assembly process.

Important: Including too many cost types on a manufacturing cost template may degrade
NetSuite performance. Performance is compounded when multiple cost items are not related to
production.

To create a manufacturing cost template:

1. Go to Lists > Supply Chain > Manufacturing Cost Template > New.
2. Enter a name for the template.
3. Optionally enter a memo. You can search for text you enter here to find this template later.
4. Check the Inactive box if you do not want this template to show in lists on forms and records.
Clear this box if you do want this template to show in lists.
5. Select a cost category.
For information about creating a cost category, see Defining Cost Categories for Manufacturing
Routing and Work Center.
6. Select an item.
Only items that have been marked as Manufacturing Charge Items show on this list.
For more information, see Defining a Manufacturing Charge Item.
7. Enter rates up to 7 decimal places for this line item.
■ If this is a Setup category, enter a fixed rate. This is a one-time charge for a setup activity.
■ If this is a Run category, enter a run rate. This is an amount charged for each run completed.

Note: Template creation performance is negatively affected when the number of lines on
the cost templates is not kept to a minimum.

8. Click Add.
9. Repeat steps 5 through 8 for each category. Enter one category for each activity associated with
this operational step.
You can add only one of each of the following cost category types: Labor Run, Machine Setup, or
Machine Run. However, you can add multiple categories for Overhead cost category types.
10. When all necessary categories have been added, click Save.

Cost Template Examples

A manufacturing cost template shows rates for many possible activities that are associated with an
assembly step, such as the examples below:

Activity Type Example Rate Type Rate Amount Cost Category

Manufacturing Labor Setup Service Warm up molding Fixed $10 per run Labor Setup
machine

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Setting Up Manufacturing Routing 99

Activity Type Example Rate Type Rate Amount Cost Category

Manufacturing Labor Setup Facility rental Fixed $16 per run Labor Setup
Overhead Overhead 1

Manufacturing Labor Run Service Costs to complete Run $14 per hour Labor Run
one run

Manufacturing Labor Run Electric utility cost per Run $13 per hour Labor Run Overhead
Overhead Service run 1

Creating Manufacturing Work Centers or Groups

A work center is a group of people that perform a specific step in the manufacturing process. After you
define a work center group, that work center can be assigned to cover specific steps in the manufacturing
process. For example, your assembly process might require the following groups: manufacturing, quality
assurance, and packing machine.

You create work centers by creating a static group, and then identifying it as a manufacturing work
center.

To create a manufacturing work center:

1. Go to Go to Lists > Relationships > Groups > New.

2. Select Static as the kind of group.
3. Select Employee as the kind of members.
4. Click Continue.
5. On Create Static Employee Group page, enter a name for this group.
For example, enter Packing Machine Group. This name shows in work center lists on records and
forms.
6. Select the owner of this group.

Note: You are selected by default. Only the owner of a group can add or remove
members or delete the group.

7. Check the Manufacturing Work Center box. This enables this group to be used as a work center
with routing records.
8. Click the Manufacturing Work Center Settings subtab.
9. Select one or more locations to associate with this work center.
If you use NetSuite OneWorld, you can select multiple locations within a subsidiary.
10. Enter the number of machine resources for this work center.
If this machine is used in multiple work centers, enter a decimal amount. For example, if this
machine is used by another work center for half the day, enter .05.
11. Enter number of labor resources for this work center.
If labor is used by multiple work centers, enter a decimal amount. For example, if a welder spends
only two hours in this work center in a day, enter .025.
12. Complete any additional fields necessary for this group record.
13. Click Save.

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Setting Up Manufacturing Routing 100

NetSuite uses the associated work calendar to schedule the operation tasks associated with each work
center.

For more information about creating a static group record, read the help topic Creating a Static Group.

Work Center Calendars

For each work center, you can create a need-specific work calendar that represents the times the center
is available to process work orders. Specified work center calendars enable you to manufacture products
efficiently within time and resource constraints. For example, your work centers operate as follows:

■ Work Center 1: Operates five days a week for eight hours

■ Work Center 2: Operates four days a week for ten hours

Your production manager can set up a work calendar for each work center that specifies the hours
available for each. Based on this work center calendar information, you have real-time visibility into total
scheduling capacity. You also have intelligent manufacturing routing that calculates the processing time.

After you create the work calendar, specify that calendar on the work center record. Then, NetSuite
can use the designated work calendar to determine the time when resources should be scheduled for
associated manufacturing operation tasks.

Based on the requirement date, the supply planning engine determines the start date of a planned order.
The supply planning engine uses backward scheduling, based on the work calendar assigned. The supply
planning engine also considers work center calendars for forward scheduling when creating work orders.

To use work center calendars, complete the following steps:

■ Setting Up a Work Center Calendar

■ Assigning a Work Calendar to a Work Center

Setting Up a Work Center Calendar

Use the following procedure to set up a work center calendar.

To set up a work center calendar:

1. Go to Lists > Employees > Work Calendars > New.

2. Enter a name for the calendar.
3. On the Working Days subtab, define the working hours and days.
4. On the Non-working days subtab, define exceptions to the working days rules.
5. Click Save.
For additional details, see the help topic Setting Up a Work Calendar.

Assigning a Work Calendar to a Work Center

Use the following procedure to assign a work calendar to a work center.

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Work Center Calendars 101

To assign a work calendar to a work center:

1. Go to Lists > Relationships > Groups > New.

2. Click the Static button.
3. In the members list, select Employee.
4. Click Continue.
5. Check the Manufacturing Work Center box.
This enables the Work Calendar field on the Manufacturing Work Center Settings subtab.
6. Click the Manufacturing Work Center Settings subtab.
7. In the Work Calendar field, select the appropriate work calendar from the list.
8. Click Save.
Enter additional information, see the help topic Creating a Static Group.

Creating a Manufacturing Routing

A manufacturing routing is a template that contains a list of steps required to build an assembly item.
Each step is in the order necessary to complete the operational sequence for completing the assembly.

After you create a routing record, that routing can be selected on a work order to direct the completion
of the assembly. The routing determines the work center, cost template, labor resources, and machine
resources that will be used during the assembly.

Routings are unique for each assembly item. However, routings can be shared across multiple locations.

To enter a manufacturing routing:

1. Go to Lists > Supply Chain > Manufacturing Routing > New.

2. Select the Item you are creating an assembly sequence for.
3. Enter one or more locations where this assembly will be performed.
4. Enter a routing template Name.
This name appears in the list of routings in the Manufacturing Routing field on records and
forms. For example, enter Beta Alternate Supply Routing.
5. Optionally, enter a Memo.
You can search for the text you enter in this field. For example, enter Use Beta Alternate when
primary widget supply is unavailable.
6. Check the Default box to use this routing by default for this item on forms.
When you check this box, these routing steps will be used when new special work orders and mass
created work orders are created.
Clear this box if you do not want this routing to be used by default.
7. Check the Inactive box if you do not want this routing to show in routing lists on records and
forms.
Clear this box if you do want this routing to show in lists.
8. Check the Auto-calculate Lag box if you want NetSuite to calculate lag times for operation tasks.
For more information, see Operations Overlap.

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Creating a Manufacturing Routing 102

9. Click the Routing Steps subtab.

10. Enter the Operation Sequence number for the step you are entering.
11. For example, if you are entering the first step to be performed to build this assembly, enter 1.
Sequence number determines dependencies between different operations. For example, operation
1 comes before operation 3 in the assembly process.
12. Enter the Operation Name.
For example enter Assembly Setup.
13. Select a Manufacturing Work Center. This is the labor team that will complete this step.
After you select a work center, the labor resources and machine resources are automatically
entered from the work center record.
14. Select a Manufacturing Cost Template for this operation.
15. Enter the operation Setup Time in minutes.
This is the amount of time required (fixed time per step) to prepare for this step in the sequence.
For example, this could represent the time in minutes required to warm up a molding machine to
bring the mold to the proper temperature.
There is one setup time per order.
16. Enter the operation Run Rate in minutes.
This is the amount of time required to complete a run and produce one unit.
■ NetSuite uses the Setup Time, Run Rate and the default calendar to schedule the completion
of each step for work orders using this routing.
■ If you use the Demand Planning feature, NetSuite uses backward scheduling to determine the
appropriate start date. There is one run time per base unit.
■ The Setup Time + Run Rate = total manufacturing task time.
17. If you did not check the Auto-calculate Lag box, set Lag Type, Lag Amount, and Lag Unit, as
necessary.
18. Click Save.

Tip: You can create a new routing by clicking the New Manufacturing Routing button on the
Manufacturing subtab of an assembly item record.

Standard Costing for Manufacturing Routing

If you use the Standard Costing and Manufacturing Routing and Work Centers features, NetSuite
performs calculates the assembly cost. NetSuite incorporates the labor and machine costs, based on the
default routing.

Standard Costing with routings requires the following:

1. Cost Version
Verify that you have created a cost version.
For more information, see Defining Cost Versions Defining Cost Versions.
2. Planned Standard Cost Rollup
Run a cost rollup to calculate assembly cost. When you run a cost rollup, NetSuite checks for
a default routing to calculate costs for the assembly. If you have no defined default routings,
NetSuite uses the first routing created as the default routing to calculate the assembly cost.

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Creating a Manufacturing Routing 103

Planned Standard cost is a consolidation of cost based on the component and cost category.
For subassemblies, each of the cost categories are rolled up to the next level in the Bill of
Materials (BOM) hierarchy. The difference between the cost categories of this level and lower
levels in the roll up depend on the items associated with the rollup.
Note the following when you review the cost of an assembly item based on the cost rollup. The
lower level routing cost of building the subassembly is denoted with the subassembly item as
a component on the planned standard cost record. The routing cost of building this level final
assembly is denoted as follows. The Service and Other charge items appear as a component on
the planned standard cost record.
For more information, see the help topic Standard Cost Rollup.
3. Inventory Revaluation
When you use Standard Costing features, run update production cost to establish a standard cost
in production.
For more information, see the help topic Revalue Standard Cost Inventory.

Manufacturing Routing Cost Calculation

NetSuite calculates the cost of each step in a routing as follows:

■ Part 1: Definition of Time / Quantity

Total Setup Time = (number of resources x setup time)

Total Run Time = (number resources x run time)

■ Part 2: Rate

Based on the manufacturing charge item, the quantity is the total hours required.

The total unit cost is derived at a component level per cost category and per operation sequence.

■ Number of resources (from the work center) x Setup Time (from the routing record) x Manufacturing
Charge Item Unit Cost (from the item record)
■ Number of resources (from the work center) x Run Rate (from the routing record) x Manufacturing
Charge Item Unit Cost (from the item record)

For more information about costing, see Manufacturing Routing Costing.

Manufacturing Routing and Work Orders

If you use manufacturing routing and work centers, you can use routings on work orders to manage your
assembly process.

The routing you use on a work order is a template that describes the required steps to build an assembly
item. The routing determines the work center, cost template, labor resources, and machine resources to
use during assembly.

For more information, see Setting Up Manufacturing Routing.

To use routing on a work order:

1. Create a new work order.

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Manufacturing Routing and Work Orders 104

For more information, see Entering an Individual Work Order.

2. In the Classification section select a Location.
3. If you use NetSuite OneWorld, select a subsidiary.
4. Check the WIP (Work In Process) box.
When you designate a routing as WIP, NetSuite uses WIP accounting to issue materials in the
designated WIP account.
For more information, see Manufacturing Work In Process (WIP).
5. Select a Manufacturing Routing option.
NetSuite displays the default assembly routing based on the location. However, you can select a
different routing.
For more information, see Creating a Manufacturing Routing.
6. Click Save.
The following subtabs are displayed:
■ The Items subtab shows components that are issued.
■ The Operations subtab shows all operation tasks required for a particular assembly run.
Operation tasks are created based on the routing. These tasks define the list of steps that must
be completed to finish the assembly process. Tasks can be viewed and edited from the work
order Operations subtab.
For more information, see the following help topics:
□ Manufacturing Operation Tasks
□ Editing a Manufacturing Operation Task

Work Order Quantity Changes

If you change the assembly item quantity on the work order and then re-save it, the Operations subtab
information updates to reflect the changes. For example, entering a higher quantity on the work order
results in more required time to complete the run.

Routing and Time Zones

The associated work calendar applies for all routing work orders created.

■ If you do not use NetSuite OneWorld, the schedule time zone is based on the time zone selected for
the company.
For more information, see the help topic Configuring Company Information.
■ If you do use NetSuite OneWorld, the schedule time zone is based on the time zone of the subsidiary
selected on the work order.

Planned Time Subtab

When you use Manufacturing Routing and Work Center and set the Show Planned Capacity on Work
Orders preference, note the following. Work orders show a Planned Time subtab. This subtab details
work allocated to each work center. In addition, NetSuite automatically generates planned time entries.
For more information, see Setting Routing Preferences.

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Manufacturing Operation Tasks 105

Manufacturing Operation Tasks

After you save a WIP work order that has a designated routing, manufacturing operation tasks are
created based on the routing.

Each of these tasks is a step that must be done in order for the assembly process to finish. After work for
the task has been done, manufacturing operators can log progress against each task on a work order
completion form.

To view a list of operation tasks:

1. Go to Transactions > Manufacturing > Enter Work Orders > List.

2. Click View next to the work order.
3. Click the Operations subtab.
4. Optionally select a custom view for the operations list.

The list displays the following for each operation task:

■ Operation Sequence
■ Operation Name
■ Predecessor
■ Start Date
■ End Date
■ Input Quantity
■ Completed Quantity
■ Setup Time (Min)
■ Run Rate (Min/Unit)

Click an operation name to open the task record.

Note: You can also modify tasks from the work order. Go to Transactions > Manufacturing >
Enter Work Orders > List. Click Edit next to the work order to be edited. Then click the Operations
subtab to view a list of operation tasks.

Add or Delete Tasks

On the Operations subtab of a work order, you can add a new operation task and you can delete an
existing task. However, note that you can add or delete only the last task in the sequence. For example,
you have operation tasks with these sequence numbers: 10, 20, 30, 40.

■ You can add a new task with a sequence number 41.

■ You cannot add a new task with a sequence number 21.
■ You can delete task sequence number 40.
■ You cannot delete task sequence number 20.

After task records are created, you can open and modify them individually. For more information, see
Editing a Manufacturing Operation Task.

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Manufacturing Operation Tasks 106

Operations Overlap
When you use the Manufacturing Routing feature, manufacturing planners can use the operations
overlap function to schedule overlapping manufacturing operations. Overlapping of manufacturing
operations can reduce work order lead times and allow more efficient utilization of manufacturing
resources. When you set up operations to overlap, work order operations can be processed in a
staggered method through the production cycle.

For example, a manufacturing routing requires two steps to complete a work order. However, work on
Step 2 requires that only half of Step 1 is completed. Therefore, it is more efficient to start Step 2 when
Step 1 is half-complete rather than waiting until it is 100% complete. This can be accomplished by defining
overlap for operations on the routing record.

To use operations overlap, you must enable these features:

■ Manufacturing Routing and Work Center

■ Manufacturing Work In Process
■ Work Order Completion

First, a planning operator defines how a subsequent operation can overlap an earlier operation. The lag
amount can be based on time, quantity, or percentage on the manufacturing routing. After the defined
portion of the first operation completes, the second operation automatically begins.

Define Lag on a Routing

The Lag Amount defines what portion of an operation needs to be completed before the next operation
can start. It defines lag between beginning of an operation (run time) and beginning of consequent
operation (setup time).

For each sequence of the routing, you can define a lag type using the following types:

■ Time (in minutes)

■ Quantity (in assembly units)
■ Time Percentage
■ Quantity Percentage

Autocalculate Lag
If you choose to autocalculate the routing, NetSuite can automatically calculate the optimal lag amount.
The Optimal (Minimal) Lag Amount is the shortest possible lead time for each work order. Optimizing lag
means that operations on a work order are scheduled strategically. This minimizes the lead time of the
order and maximize the utilization of work centers within the work order.

To autocalculate lag amount, check the Auto-Calculate Lag box on the routing record. When you check
this box, NetSuite disables the following fields in the grid:

■ Lag Type
■ Lag Amount
■ Lag Unit of Measure

If you want to define the fields noted above, do not check the Auto-Calculate Lag box. If you choose to
define these values, they default on work orders.

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Manufacturing Operation Tasks 107

If lag settings are changed on the operation record, NetSuite reschedules the operation when the task is
saved. The task reflects the new settings and reschedules all affected subsequent tasks.

When a work order is scheduled, NetSuite calculates the Optimal (Minimal) Lag Amount and Maximal Lag
Amount for each operation. This is true if the operation has a preceding operation and defined lag type.
Then, NetSuite does not allow the lag amount to be defined outside of this range.

The autocalculation setting can be changed only when the status of a work order is Planned or Released.

■ When Auto-calculate Lag is enabled, lag amounts on operations cannot be edited.

■ When Auto-calculate Lag is enabled, the only lag type available is Quantity.

After creation, click the Operations subtab on work orders to view the Start Date/Time and End Date/Time
of each operation.

On the operation task record under the Predecessor section, the Lag Type and Lag Amount can be
edited. After save, NetSuite validates that each lag amount entered falls between the Optimal (Minimal)
Lag Amount and Maximal Lag Amount. If the lag amount entered is outside this range, an error displays
the valid range.

Operations Overlap and Supply Plans

Because a supply plan generates supply plan lines for assemblies or work orders, calculations do account
for lag related settings on the assembly routing. NetSuite verifies that the defined lag amounts fall in the
valid range between the Optimal (Minimal) Lag Amount and Maximal Lag Amount. If not, the supply plan
is automatically adjusted.

■ If the lag amount defined on the routing is less than the Optimal (Minimal) Lag Amount, it is adjusted
to the optimal lag amount.
■ If the lag amount defined on the routing is greater than the Maximal Lag Amount, it is adjusted to
equal the maximal lag amount.

Editing a Manufacturing Operation Task

For any work order with a status of Pending Build, you can make changes to operation tasks on the
order. For example, due to specifications particular to one order, you may need to change information
defaulted on tasks from the routing template.

After work is logged against the order and the status is In Process, you can no longer edit the operation
tasks.

On individual task records, you can view the following:

■ Manufacturing charge items – Charge items are derived from the routing template, but can be
modified as necessary for individual orders.
■ Estimated time required for completion
When you enter a setup time or run time on the task record, these times are planned estimates and
are used for scheduling. It is only after completion time is entered against a task is the actual time
updated in the Actual Hours field.

Task dependencies are assigned based on the numeric order of the operation sequence and are not
editable.

To edit operation tasks:

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Manufacturing Operation Tasks 108

1. Go to Transactions > Manufacturing > Manufacturing Operations Tasks.

2. Click Edit next to the operation you want to modify.
3. Make changes, as required.
For information about a specific field, click the field name to open Field Level Help.

Note: When you modify task settings, labor and machine scheduling reflects calculations
based on the new entries after you save the task changes.

4. Click Save.

You can also modify tasks from the work order. Go to Transactions > Manufacturing > Enter Work
Orders > List. Click Edit next to the work order to be edited. Click the Operations subtab to view a list of
operation tasks.

Work Centers and Manufacturing Operations Tasks

You can view the Manufacturing Operations Tasks list to process work orders based on work centers. This
lets you see which centers have completed tasks that are predecessors for other tasks to be worked on.

You can view the operation tasks list and filter the list to show only tasks associated with Work Center 2.
Customize the view to show the Predecessor and Predecessor Completed Quantity. These fields let you
see which tasks Work Center 2 is due to work on next. (Create a custom view for the task list to display
specific columns and information by clicking Edit View.)

For example, the task list shows that two work orders have tasks for which the predecessors are
completed. You know that Work Center 2 needs to work on those tasks. When Work Center 2 finishes
their requirement for the tasks, click View next to those tasks in the task list to enter completions. The
completions entered then update associated work orders with new predecessor data. The work center
task lists display the updated task statuses.

After completions are entered for tasks, scheduling is updated for labor and machines to reflect
calculations based on the new entries.

For example, you complete work earlier than anticipated. Therefore, subsequent tasks move up and
start and end dates reschedule to be earlier. However, if a completion reflects that work is falling behind,
subsequent tasks move out and start and end dates reschedule to be later.

To view the operation tasks list:

1. Go to Transactions > Manufacturing > Manufacturing Operations Tasks.

2. Optionally filter the list by selecting a work center.

Manufacturing Task Scheduler

The NetSuite Manufacturing Task Scheduler provides a graphical view of operation tasks assigned and
scheduled per work center. As a production planner or operations manager, you get a real-time view
of each work center and their assigned operation task. You can quickly identify issues in how operation
tasks are operated. Then you resolve these issues within the Manufacturing Task Scheduler. Use the
task scheduler to simplify the monitoring and management of operation tasks to ensure they are being
worked on efficiently.

The Manufacturing Task Scheduler enables you to:

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Manufacturing Operation Tasks 109

■ Identify work centers that are overloaded or underloaded.

■ Reassign or reschedule tasks from overloaded work centers by dragging and dropping them to a
different time slot or work center.
■ Update the details of a work order on the Manufacturing Operation Task Detail form.

Availability
The Manufacturing Task Scheduler is available in the shared Supply Chain Management SuiteApp. For
more information about this SuiteApp, see the Availability section of Supply Chain Management Reports.
You may also contact your NetSuite account manager.

For information about installing the Supply Chain Management SuiteApp, see the help topic Installing
Supply Chain Management.

Setting Up the Manufacturing Task Scheduler

Before you install the Manufacturing Task Scheduler, the following features and preferences are required:

1. Go to Setup > Company > Enable Features.

2. Click the Items & Inventory subtab, check the box for these two features:
3. Check the Manufacturing Work In Process box.
4. Check the Manufacturing Routing and Work Center box.
5. Go to Setup > Manufacturing > Manufacturing Preferences.
6. In the Production Execution section, check the Show Planned Capacity on Work Orders box.
This preference correctly calculates and displays the summary bars, especially those with
overlapping schedules.

For information on enabling features and preferences, see the help topic Enabling Features.

Install the Supply Chain Management SuiteApp

Install the Supply Chain Management SuiteApp with the following details:

■ Bundle Name: Supply Chain Management

■ Bundle Id: 47193

For instructions, see the help topic Installing Supply Chain Management. For information about installing
bundles, see the help topic Installing a Bundle.

Supply Chain Management is a managed SuiteApp and is automatically updated whenever there are
changes. Issue fixes and enhancements are available after the SuiteApp is updated in your account.

Roles and Permissions

The following table shows the list of required permissions to use the Manufacturing Task Scheduler:

Subtab Permission Level

Transactions Work Order Full

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Subtab Permission Level

Lists CRM Group View

Lists Work Calendar View

Lists Locations View

Lists Subsidiaries (for OneWorld Accounts only View

Custom Record SCM DPS Task View Full

Custom Record SCM DPS User Display Full

By default, the following standard roles are granted full permissions to the two custom records that are
listed in the table:

■ CEO
■ CFO
■ Sales Vice President
■ Accountant
■ Accountant (Reviewer)
■ Bookkeeper
■ Warehouse Manager

In addition to the two custom records, ensure you assign the other permissions to standard or custom
roles. To edit or customize a role, go to Setup > Users/Roles > Manage Roles. On the Manage Roles page,
click the Role name to open the record and verify that the permissions are set to the required level. For
more information about editing or customizing roles, see the help topic Customizing or Creating NetSuite
Roles.

Based on your role, you can access the Manufacturing Task Scheduler by following the appropriate path:

■ Warehouse Manager
Inventory >Manufacturing> Manufacturing Task Scheduler
■ Administrator
Transaction>Manufacturing> Manufacturing Task Scheduler
■ Executive or Accounting
Financial > Manufacturing> Manufacturing Task Scheduler

Views, Filters, Colors of the Manufacturing Task Scheduler

The Manufacturing Task Scheduler page contains the chart, work center list, the task view filter, and the
time period bar. On the left pane, view the list of work centers with the manufacturing operation tasks
that correspond to their work order. On the chart, the task bar represents each task under a work order.
You can determine the schedule, duration and status of a work order from its task bar. The summary bar
across each work center provides a quick view of all its assigned work orders. To help you understand the
color-coded status of summary and task bars, refer to the legend at the bottom right.

View the following topics for the correct usage of the Manufacturing Task Scheduler:

■ Task Views
■ Time Period Bar

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■ Switch Work Views

■ Search for a Work Center
■ Decode the Status Colors

See the following figure and table to learn the sections and tools of the Manufacturing Task Scheduler.

No. Control Name Description

1 Task View Filter Enables selection of the default or custom view

Add View Adds a new custom view

Copy View Copies an existing custom view

Work View options Switches the work view: Work Center or Work Order

2 Expand All/Collapse All Displays all or hides all tasks within a work center or work order

Time Period Changes the time period displayed on the chart: Daily, Weekly, Monthly

Date Range Displays the start and end date of a time period

Date Range icons Moves the start date from the previous or next date

Pagination Enables selection of a page range

Page Range icons Displays the previous or next page

Page Count Displays the total number of pages

3 Search Work Center Enables searching of a work center

Chart Header Displays the specific day, week, or month within the current date range

4 Manufacturing Operation Displays the list of tasks within a work center or work order

5 Summary Bar Represents all tasks on the chart assigned to a work center or work order

6 Task Bar Represents a specific task on the chart

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No. Control Name Description

7 Legend Provides a short description of each color on the summary and task bar

Task Views
The default Task View displays all your work orders, excluding work orders on Planned, Built, and Closed
Status, and those from the subsidiary. Use the default view or create a custom view if you need to closely
monitor a specific set of tasks. When creating a custom view, set your preferences for any of the following
filters:

■ Production Date From and To

■ Subsidiary
■ Location
■ Work Center
■ Work Order Status

Note: The Manufacturing Task Scheduler can display only a maximum of 2000 operation tasks
per page. Creating a custom view can be helpful in limiting the number of tasks to display on the
chart.

On the Task View Filter bar, the Add View button appears only on the default view. The Edit View and
Copy View buttons appear only on a custom view. The following instructions describe how to use any of
these task view controls.

■ To add a view
To create a custom view, click Add View. Assign a name to the view and select your preference for any
of the filters.
■ To edit a view
To make changes to a custom view, select the name of the view and then click Edit View. The current
preferences for the selected view are displayed on the form, which you can change or update.
■ To copy a view
To make a slight variation of an existing view, use the Copy View option.

For custom views with a specified date range for the production start date, the start and end of the range
appear with vertical bars. All production start dates that fall within the range appear inside the bars.

On the sample screenshot, the vertical bars on the chart are placed on the week of July 27 and August 31.
The production start date of all tasks fall within the vertical bars, and the date range.

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Time Period Bar

On the time period bar, click any of the period options to change the current chart view. Changing the
time period adjusts the entries on the date header above the chart:

■ Daily: shows the day, month, and date on the date header. A total of 14 days appear at a time.
On the Daily chart, task bars cover the entire day, regardless of the number of work hours.
■ Weekly: shows the month and date of the first day of the week, on the date header. A total of 12
weeks appear at a time.
■ Monthly: shows the month and year on the date header. A total of 6 months appear at a time.

Based on your selected time period, the date range automatically adjusts. The date range displays the
start and end date of the current period covered, for the daily and weekly time period. When you select
the monthly option, it displays the start and end month with the year.

The previous or next icon (beside the date range) moves the start and end date or month before or after
the current selection, respectively. This automatically adjusts the date header and chart view.

Switch Work Views

Beside the task view controls, click either the Work Center or Work Order link to change the operation
task grouping on the left pane. By default, the left pane displays the Work Center view where operation
tasks appear under their assigned work centers. You can switch to the Work Order view to see all tasks
that belong to each work order.

In Work Order view, you can also see the assembly item of each work order and the work center where
the task is assigned. The pagination at the right side of the time period bar represents the number of
work orders on the current page. To go to a specific work order, select from the range of work order
numbers. On the chart, the summary bar across each work order represents all tasks under it.

Note: You cannot reassign and reschedule tasks through drag and drop of the task bars. You
must switch back to Work Center view to update the tasks directly on the chart.

Search for a Work Center

On the Work Center view, use the search tool to search for a work center that does not appear on the
current page. Enter the complete or partial Work Center name as search criteria. Press Enter on your
keyboard, or click the search icon to start the search. Only the retrieved work center and its assigned work
orders appear on the chart.

Note: At least 3 characters are required as search criteria.

To return to the initial list of work centers, remove any criteria on the search tool, and then click the
search icon.

Click the Expand All or Collapse All links to display or hide the work orders of all work centers at the same
time. This expands or collapses work centers across all pages, and persists when you move from one
page to another.

When work centers or work orders are collapsed, the chart displays only the summary bars. Summary
bars are useful in the following ways:

■ You can compare the summary bars across all work centers or work orders.

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■ In the Work Center view, displaying only the summary bars highlights any overloaded or underloaded
resource.

You can also use the pagination controls at the right side of the time period bar to help in searching for a
work center. It displays the current number of work centers displayed on the page. Click the down arrow
to view and select another page. Use the previous and next arrows to move from one page to the next.

The Manufacturing Task Scheduler can display a maximum of 20 work centers or work orders per page.

Decode the Status Colors

The color of the task bar indicates the current status of a task as seen in its operation task record. Any
status change that is made on the record is reflected on the bar. The initial task status is Not Started, in
yellow. When it is In Progress, the percentage of task completion appears in blue, and the rest of the task
bar remains yellow.

All work orders are represented on the summary bar across each work center, in green. You can check for
conflicting tasks with overlapping schedules, which appear in red.

Check the color codes on the legend bar. Use the following table as a guide to the definition or
description of colors used in the task bar, summary bar, and chart.

Color Definition

Green (Task Assigned) Summary bar color that indicates an assigned task

Red (Task Conflict) Summary bar color that indicates one or more tasks with overlapping schedules

Yellow (Not Started) Task bar color that indicates a task that has not started

Blue (Completed) Task bar color that indicates a task’s percentage of completion

Gray (Non-Working Day) Column color that indicates a non-working day

Task Conflicts
On Work Center view, the summary bar displays all operation tasks assigned to a work center. The
summary bar can display a task conflict in red, if two or more overlapping tasks exceed the total working
hours per day.

The sample screenshot shows overlapping tasks in conflict for April 8 and 9, but not for April 10. This is
derived by comparing the duration of all tasks for a certain day against the total working hours allotted
for the work center.

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Manufacturing Operation Tasks 115

The following table shows the duration or working hours for each task and the total duration per day. You
can see how the overlapping tasks are shown as such in the summary bar. For April 8 and 9, the total task
duration exceeds the allotted 8 working hours for Work Center 3.

Work Center 3: Total working hours per day = 8.

April 8 April 9 April 10

Work Order #33: 40 Packaging 8 2.1

Work Order #36: 30 Packing 7.33 8 1.83

Work Order #38: 30 Packing 2.5

Total task duration per day 15.33 10.1 4.33

The duration is indicated in the planned time details of a work order. To view the duration of tasks in a
work order, go to Transactions > Manufacturing > Enter Work Orders > List. On a specific Work Order
page, view the duration on the Planned Time tab. For more information, see Manufacturing Routing and
Work Orders.

On the chart, you can adjust the schedule of a task, or reassign a task to another work center to resolve a
task conflict. For more information, see Update Tasks Using the Manufacturing Task Scheduler.

Update Tasks Using the Manufacturing Task Scheduler

By looking at the summary bar of a work center, you can check for overlapping tasks, indicating that
a work center is overutilized. In this case, you can schedule a work order to a later date, or assign it to
another resource. You can perform the following updates or changes to a task using the Manufacturing
Task Scheduler:

■ Reassign a Task
■ Forward Scheduling on the Manufacturing Task Scheduler
■ Backward Scheduling on the Manufacturing Task Scheduler
■ Update a Task Record

Note: You can update tasks directly on the chart only when you are on the Work Center view.
Use the task view filters to limit the view to specific work centers where the reassignment or
rescheduling are going to be performed.

For more information about task conflicts, see Task Conflicts.

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When you update the chart, appropriate icons appear to inform you which tasks can be reassigned and
updated. Refer to the list of icons used on the chart:

■ : This lock icon on the cursor indicates that the task is not open for reassignment or rescheduling.
■ : No lock on the cursor means that the task can be transferred to another chart location.
■ : This icon indicates that the task can be transferred to the new chart location.
■ : This icon indicates that the task cannot be transferred to the new chart location.

You can also check the work order status of the task to determine if the details can be updated or
changed. Only tasks with Planned or Released work order status can be updated.

To check the work order status, place the cursor on the task bar to display specific details from its
manufacturing operation task record.

Reassign a Task
To reassign a task, drag the task bar upward or downward within the same column, toward the new work
center.

Note: You cannot reassign a task to an inactive work center, or one that belongs to a different
subsidiary.

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As you drag the task bar, the check icon appears beside the start and end dates. This indicates that you
can drop the task onto the specific chart location on the new work center. The reassigned task retains all
its details, except for the new work center number.

Forward Scheduling on the Manufacturing Task Scheduler

To perform forward scheduling on the chart, change the start date of the first task in the work order. This
applies to work orders set to Forward scheduling method. For information about scheduling methods,
see Production Scheduling Methods Overview.

Set your chart to the Work Center view to start forward scheduling. To locate the first task in the work
order, the sequence number located beside the work order number is first in the operation process. To
move the schedule to a different date, drag the task bar to the left or right of the original start date (same
row). You can drop the task to the new location when you see the new start date appear with a check
icon.

Note: Select the appropriate time period option to locate a new date on a different week or
month. Use the previous and next date range arrows to adjust the dates on the view.

After you move the date of the first operation task, NetSuite automatically adjusts the schedules of the
succeeding tasks. Switch to the Work Order view to review the new schedule of tasks within the work
order. NetSuite applies the changes made on the chart to the work order and operation task records.

Backward Scheduling on the Manufacturing Task Scheduler

Backward scheduling on the chart applies to work orders set to the Backward scheduling method. To
perform this, move the end date of the last operation task in the work order. Changes to the schedule
appear on the corresponding work order and operation task records. For more information about
scheduling methods, see Production Scheduling Methods Overview.

To start backward scheduling, set your chart to the Work Center view by clicking its link located above the
chart header. On the left pane, look for the last operation task of the work order to be rescheduled. On
the chart, drag and drop the task bar of the last operation task to the new date.

■ Drag to the right of the current date to move the schedule to a later date.
■ Drag to the left of the current date to move the schedule to an earlier date.

When the last operation task bar has a new date, NetSuite automatically adjusts the preceding tasks to
accommodate the new schedule. You can review the new task schedules by switching to the Work Order
view.

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Update a Task Record

You can update a task record, but after you change a task to In Progress status, you cannot edit its
details. To display the manufacturing record, double-click its corresponding task bar on the chart. You can
edit the following details:

■ Setup Time
■ Run Time
■ Work Center
■ Machine Resources
■ Labor Resources

After you change a record, any adjustments to the time or date automatically appear on any dependent
fields. For more information about editing the task details, see Editing a Manufacturing Operation Task.

Limitations
Take note of the following limitations when using Manufacturing Task Scheduler:

■ The Manufacturing Task Scheduler does not support the following date formats for specific languages:
□ Chinese (Simplified)
▬ YYYY M D
▬ YYYY MM DD
□ Dutch
▬ D. MMM YYYY
▬ DD. MMM YYYY
□ Vietnamese
▬ D MONTH, YYYY
▬ DD MONTH, YYYY

Supply Planning and Routing

If you use the Demand Planning and Manufacturing Routing and Work Center features, routings on work
orders can affect your supply planning. This is because supply planning uses backwards scheduling to
meet manufacturing due dates.

Note: Procurement lead times do not affect these time requirement calculations.

The supply planning method used depends on whether a default routing is identified.

Without a Default Routing

When you generate a supply plan on the Generate Supply Plan page, NetSuite calculates the order date
(or release date). NetSuite bases the calculation on the due date using the following formula for assembly
items that are required to be built:
Order Date = Due Date – (Quantity x Work Order Lead Time)

■ Quantity = Quantity of items required

■ Work Order Lead Time = Number of days required to build, per unit

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■ Due Date = Date when the additional supply is required

Note: Without a default routing, NetSuite makes calculations without reference to any
calendar or resource requirements.

With a Default Routing

When you use Manufacturing Routing and Work Center, the supply planning engine considers the default
routing and associated work calendar for scheduling purposes.
When an assembly build is required and a default routing is defined, NetSuite calculates the cumulative
lead time across all operation sequences. NetSuite uses the following formula:
Total time =
[Sum of Setup Time for all operation tasks + (Sum of Run Rate x Quantity)] x Total Hours per day
Note:

■ Setup Time = Total cumulative setup time across all operation sequences in the default routing
■ Run Rate = Total cumulative run time across all operation sequences in the default routing
■ Total Hours per day = Total number of hours available on the associated work calendar

NetSuite calculates the order by backward scheduling from the due date. NetSuite does consider the
associated work calendar for days available, including holidays.

If changes are made to the associated work calendar or to the routing record, you should regenerate the
supply plan. These changes can include:

■ modifying the work calendar (such as to increase/decrease the working days or add/remove holidays)
■ editing the routing to increase/decrease a setup time or run rate

After regeneration, NetSuite modifies the order dates to reflect the new requirements and still meet the
due date deadline.

Routings and the Generate Work Order in Supply Plan

Preference
NetSuite supply plan processing for an assembly with a routing defined depends on your setting for the
Generate Work Order in Supply Plan preference.

Generate Work Default Scheduling Result

Order in Supply Plan Method
Setting

Do Not Generate — The supply plan uses backward scheduling to determine order date.
In this case, NetSuite creates only the supply plan line, not the Work
Order.

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Generate Work Default Scheduling Result

Order in Supply Plan Method
Setting

Not Do Not Forward The supply plan uses backward scheduling to determine the order
Generate date. Within the supply plan run, NetSuite automatically creates a work
order, and sets the production start date the same as the order date.
When the work order is created, NetSuite uses forward scheduling to
calculate the work order production end date and sets the production
start date.

In this case, the supply plan creates an order.

Not Do Not Backward NetSuite creates a work order using the receipt date from the demand
Generate plan. The production end date is set at one day prior to the receipt
date. This allows time to complete production and be available on the
required date. The work order uses backward scheduling to calculate
the work order production start date.

In this case, the supply plan creates an order.

For information about setting the Generate Work Order in Supply Plan preference, see Setting Routing
Preferences.

Production Scheduling Methods Overview

When you use the Routing and Demand Planning features to generate supply work orders, you choose
the method NetSuite uses to calculate production requirements. These calculations assess the time,
materials, and resources required to complete an order and set a start or end date for the production
run.

Forward Scheduling
Forward scheduling lets you set a production start date. Then, NetSuite calculates the time, materials, and
resources required to complete all necessary operations to finish the task. The production end date is
determined based on these calculations.

When using the Forward Scheduling method on work orders, the Production Start Date field is required
and defaults to the current date. The Production End Date field is dimmed because it will be calculated.

Backward Scheduling
When you use Backward Scheduling, you set the production end date, which is the date you need to
have the completed items. Based on data from the associated routing and related work center calendar,
NetSuite calculates the time, materials, and resources required to complete all operations. NetSuite
determines the production start date based on these calculations.

When you use Backward Scheduling on work orders, the Production End Date field is required. The
Production Start Date field is dimmed because it is automatically calculated.

Note: This calculated start date may be a date in the past, prior to the current date.

When Backward Scheduling is set as the default scheduling method, different factors determine the
production end date on generated work orders. For more information, see Backward Scheduling.

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These scheduling methods can be used when generating individual work orders and by generating work
orders using supply planning.
When a work order is saved, or generated, the supply planning engine calculates requirements and then
generates necessary work orders. On the work order Operations subtab, click an operation name to view
or edit details about the operation.
To choose a production scheduling method, you must first set these preferences:

Generate Work Orders in Supply Planning

To set production scheduling methods on work orders, you must first set the preference to Generate
Work Orders in Supply Planning. For information about this preference, see Automatically Generating
Planned Work Orders. After you set this preference, you select a scheduling method on orders and set a
default scheduling method. When you this preference, the supply plan schedules work orders based on
the default scheduling method.

Setting a Default Scheduling Method

A default production scheduling method appears by default in the Scheduling Method field on work
orders created manually and by automated supply planning.

To set default scheduling method:

1. Go to Setup > Manufacturing > Manufacturing Preferences.
2. In the Production Planning and Scheduling Allocation section, Default Scheduling Method
field, choose either Forward or Backward.
This field defaults to the Forward scheduling.
3. Click Save.

This method you select automatically completes work orders. However, you can change the method on
individual orders with a status of Planned or Released.

Backward Scheduling
When you use the backward scheduling method for production planning, you set the production end
date. This is the date you need to have the completed items. Based on data from the associated routing
and related work center calendar, NetSuite calculates the time, materials, and resources required
to complete all operations. NetSuite determines the production start date and time based on these
calculations.
For example, you need to schedule an order of widgets that requires two operations to complete a
production run. Each operation requires 1 day of setup time and 10 days of production time. Operation 1
must be complete before Operation 2 can start. These production requirements appear in the following
illustration:

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Production Scheduling Methods Overview 122

When you enter the items completed date, NetSuite calculates the day work must begin to complete
production on time. When a work order is created by a supply plan, NetSuite schedules work so that
the last operation is completed before the due date. The due date time is 00:01 AM. Therefore, the last
operation on the work order is scheduled for completion by 11:59 PM on the day before the due date.
The time displayed for each operation is based on work hours set for each work center. For more
information, see Creating Manufacturing Work Centers or Groups.

Planners who use the Backward Scheduling method can reduce waste of manufacturing resources
because NetSuite calculates start dates automatically. Work order production is scheduled to start as late
as possible, giving planners flexibility to cancel or change an order.

Note: The NetSuite planning engine calculations may set a production start date in the past,
depending on the end date entered.

Production work is not automatically reallocated based on resource capacity. After work orders are
created, you may need to assess resource assignments.

When Backward Scheduling is used as the default scheduling method, the production end date on
generated work orders is determined using the following factors:

■ Sales Order - The box in the Create WO column on the Items subtab is checked. This is true for an
item that uses the WIP multi-step production process. A work order is generated for your assembly
item. The production end date on the work order is set to one day before the expected ship date on
the work order. If no expected ship date is entered, the production end date is set to the same day as
the sales order date.
■ Work Order - The box in the Create WO column on the Items subtab is checked. A work order is
generated for a sub-assembly. The sub-assembly’s production end date is set to the same date as the
parent item’s production start date.
■ Supply Plan - A work order is generated during a supply plan. The production end date for a sub-
assembly is set to the same date as the parent item’s production start date.

Important: The Generate Work Orders in Supply Planning preference must be set to any
option except Do not Generate.

■ Mass Creating Work Orders - Reorder point is the Replenishment Method. NetSuite uses Forward
Scheduling for the work orders regardless of the default scheduling method set in the account
preferences.

Manufacturing Routing Completions and Time

Entry
For work orders that use manufacturing routings, enter time and completions against the operation tasks
to track assembly process and monitor scheduling and costs. The following help topics provide details
about completions and time entry:

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Manufacturing Routing Completions and Time Entry 123

■ Routing Work Order Completions

■ Routing Completion Labor and Machine Time Entry
■ Time and Status Updates on Tasks

Routing Work Order Completions

After an assembly task completes, record a completion against the operation. The completion logs time
and activities against the operation. When you update work order records helps you track costs and
expenditures up to the current point in time. You can enter a completion in the following ways:

■ Enter a Completion from a Work Order

■ Enter a Completion on a Task Record
■ Bulk enter completions (See Entering Work Order Completions).

After you enter an operation task completion, on the record, click Actions > GL Impact to see completion
effects on the general ledger. The GL Impact page shows the overheads and labor expenses recorded
against the WIP account.

When you mark the final task work for an assembly completed, saving the completion records the items
as put into inventory. When you view the GL Impact page, the value is removed from the WIP account and
added to the inventory account.

You can set a preference for completion validation. For more information, see Completion Validation
Preference.

Enter a Completion from a Work Order

When you use the completion buttons on a routing work order, you can choose from the following
options:

■ Enter Completion (completion only)

Records one of the following:
□ completion of a single operation or a range of operations
□ completion of entire assembly
■ Enter Completion with Backflush (completion + issue components)
Records one of the following:
□ completion of a single operation or a range of operations AND issue components
□ completion of entire assembly AND issue components

Note: When a completion and issue occurs and the status is not closed or built, the operation
status automatically changes to in-progress.

For detailed steps on entering a completion from a work order, see Entering a Completion for an
Individual Work Order.

Enter a Completion on a Task Record

You can open the complete list of task records to enter a completion for an operation task.

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Manufacturing Routing Completions and Time Entry 124

To complete an operation task record:

1. Go to Transactions > Manufacturing > Manufacturing Operations Tasks.

2. Click View next to the completed task.
3. On the operation task record, enter the completed quantity.
After you enter the quantity, NetSuite automatically enters data on the Components subtab and
Operations subtab based on the necessary requirements.
For more information, see Routing Completion Labor and Machine Time Entry.
4. Click Save.

Completion Validation Preference

You can set a preference to validate that routing operation sequences are always followed in accordance
with the work order. NetSuite uses this validation to ensure that the correct quantity is completed for
each operational step before permitting the work order to continue processing. This preference restricts
the completed quantity amount you can enter on a work order completion for a particular operation.
Such verification helps prevent problems due to out-of-sequence processing.

Choose one of the following settings for the Check Completed Quantity in Prior Operations During
Operation Completion preference:

■ No Verification – Choose this setting if you do not want to receive verification warnings.
■ Require Confirmation before Saving – Choose this setting to receive verification warnings. NetSuite
permits the completed quantity to be greater than the predecessor completed quantity after the
warning is acknowledged.
■ Do Not Allow Saving – Choose this setting to require that the completed quantity is not greater than
the predecessor completed quantity.

Note: This field defaults to No Verification. If you do not change this default setting, unverified
completions can be entered. For more information about setting this preference, see the help
topic Order Management Accounting Preferences.

For example, completing Operation B requires a set amount of items that are generated during
Operation A. You can verify that the requirements of the predecessor have been met before saving the
completion for Operation B.

■ Creating 5 units during Operation A is a predecessor for creating 5 units during Operation B.
■ You choose the preference setting Do Not Allow Saving. The total completed quantity of Operation B
cannot be greater than the total completed quantity of Operation A.
■ Operation B requires 5 units that are created during Operation A. NetSuite verifies that 5 units are
completed during Operation A before Operation B can begin.

For orders completed across multiple days or shifts, partial quantities can be logged over time.

Operation Qty Day 1 Qty Day 2 Qty Day 3 Qty Day 4

Operation A 50 30 15 5

Operation B 40 40 5 15

Operation C 35 45 0 20

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Manufacturing Routing Completions and Time Entry 125

Routing Completion Labor and Machine Time Entry

Enter a routing work order completion enables you to record labor and machine time completed against
an operation task. For more information, see Routing Work Order Completions.

Entering data on the completion form enables you to define the following information:

■ Starting and Ending Operation - The completed operation tasks.

■ Quantity Completed - The amount of time to be logged against each operation.

The Operations subtab shows which operations are being completed and the amount of labor and
machine time to record against each operation.

Identify Completed Operations

1. Enter the Starting Operation.

The first operation task you want to identify as being completed.
2. Enter the Ending Operation.
The last operation task you want to identify as being completed.
Operation tasks logged as completed include the indicated starting operation, the ending
operation, and all operation tasks in between the starting and ending tasks.
3. Enter the Completed Quantity.
NetSuite uses this quantity to calculate the amount of labor and machine time for completed
sequences .

Note: Enter the completed quantity in the Operation Completion section of the form. The
Completed Quantity field on the Operations subtab is read–only.

For example, enter a completed quantity of 1, with the starting operation of 10, and ending operation of
30.

Operations 10, 20, and 30, the completed quantity is multiplied against the labor and machine time
requirements set on the operation task record. The labor and machine time fields on the Operations
subtab are populated.

Labor Time and Machine Time for Completed Operations

After the operations marked as complete are identified, you can enter details about labor and machine
time for each operation.

The Operations subtab can be used as follows for each operation completed:

■ Completed Quantity displays the amount entered in the Completed Quantity field.
■ To record Setup Time:
□ If you have not recorded an operation setup time against an operation, the setup columns display
the full operation setup time. Time is based on the setup time defined on the operation task
record.
Check the Record Setup Time box.
For each operation, you have the following options:
▬ Modify the default setup time quantity.

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Manufacturing Routing Completions and Time Entry 126

▬ Clear the Record Setup Time box.

■ NetSuite automatically enters machine and labor run times for each operation based on the quantity
completed using the following formula:

Default run time = Qty completed x Run rate on the operation record

After the system enters labor and machine times for all completed operation tasks, NetSuite calculates
the progress and costs of the assembly.

■ For more information, see Time and Status Updates on Tasks.

■ For more information, see Manufacturing Routing Costing.

Time and Status Updates on Tasks

Time entered against an operation task ensures scheduling for all related tasks are updated to accurately
portray progress against each operation.

Often machine and labor resources working concurrently are fully used against a certain operation task.
In such cases, both resource types are weighted equally to determine the true time recorded on the
operation task record.

Sometimes, one resource may have a higher value than the other resource for a certain task. For
example, on a task, the machine run time is less than labor run time. In such a case, the critical path is the
labor time because it is the greater of the two. NetSuite updates the production schedule based on the
larger requirement of the two. This applies to setup time and run time.

In another example, the recorded machine time is larger than the labor time because the machine can
run without constantly being overseen by labor. In this case, the machine time is the critical path, and
NetSuite uses it to update scheduling. NetSuite uses the labor time for costing purposes.

For an operation, if the labor run time is larger than the machine run time, NetSuite uses the labor run
time as the true hours.

Note: The default values that show for machine run and labor run times can be modified to
accommodate individual run times.

After the appropriate time values are determined, the amount appears in the Actual Hours field on the
operation task record. Based on the hours recorded, NetSuite adjusts the schedule of subsequent tasks
to provide a realistic view for completions.

Operation Task Status Updates

NetSuite updates the status of an operation task based on data entered for the work order or tasks.
Possible status options include the following:

■ Not Started
□ No time is recorded against the task.
□ No quantity completed is recorded on the task.
■ In Progress
□ Some time is recorded against the task.
□ Some quantity completed is recorded on the task and the completed quantity is less than the input
quantity required.

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■ Completed
□ The completed quantity is equal to or greater than the input quantity required or the work order is
closed.

Mark a Routing Work Order as Built or Closed

For some orders, you may want to show the items as being assembled without finishing all the individual
steps for each operation task. In such a case you can do one of the following:

■ Mark an Order Built

When you mark an order as built, the required items are marked built and added to inventory. Note
that associated variances are not created.
To mark a work order built, go to Transactions > Manufacturing >Mark Work Orders Built.
For more information, see Marking Work Orders Built.
■ Mark an Order Closed
When you mark an order as closed, the required items are marked built and added to inventory. Note
that associated variances are created.
To mark a work order closed go to Transactions > Manufacturing >Mark Work Orders Built..
For more information, see Marking Work Orders Closed.

After you mark an order as built or closed, the operational task record associated with that order displays
a task status displays as Completed.

Manufacturing Routing Costing

Values for assets and expenses associated with a routing work order post to the designated Work In
Process (WIP) account during the assembly process.

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Time Updates and Costing

When time is logged against an operation task for an assembly, NetSuite uses this time to calculate costs
associated with the assembly. For example, when completion time is logged against an operation task,
NetSuite generates the following accounting entries:

Account Formula

CR Labor Rate x Resources x Hours

DR WIP account for assembly Rate x Resources x Hours

■ Hours - time logged on a completion record

■ Resources - sourced from the completion record
■ Rate - sourced from the operation task record

The result of these calculations posts to the WIP account for the assembly. Costs can be one of two types:
setup costs or run costs.

Setup Costs
Costs need to be logged for expenses related to setting up for an assembly run. These costs are defined
on the operation task record and are based on time logged against the task.

Note: Setup costs are only time dependent, not based on quantity produced.

For example, the operation task Staging defines costs on the Cost Detail subtab. One cost category
defined is Labor Setup. Using this category on a task defines the following:

■ The Labor Setup cost category record indicates the item Other Charge for Purchase - Labor Setup.
■ The task record defines the fixed rate for using the item Other Charge for Purchase - Labor Setup at
$30 .
■ The item record for Other Charge for Purchase - Labor Setup indicates the Assembly Staging
Expense expense account.
Therefore, when you log time against the Staging task, the appropriate amount posts to the
Assembly Staging Expense account. This amount is calculated as Expense amount = Setup time
logged x Labor setup fixed rate.
If 2 hours of time are logged against the Staging task, $60 is logged to the Assembly Staging
Expense account.

Labor Setup Account

CR Labor Setup Rate x Resources x Hours

DR WIP account for assembly Rate x Resources x Hours

Similar calculations are made for other categories that may be defined on a task record. For example,
overheads (Overhead expense amount = Setup time logged x overhead rate).

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Labor Setup Overhead Account

CR Labor Overhead Setup Account Rate x Resources x Hours

DR WIP account for assembly Rate x Resources x Hours

Run Costs
Costs need to be logged for expenses related to processing an assembly run. These costs are defined on
the operation task record and are based on quantity completed during the assembly run.
For example, the operation task Staging defines costs on the Cost Detail subtab. One cost category
defined is Labor Run. Using this category on a task defines the following:

■ The Labor Setup cost category record indicates the item Other Charge for Purchase - Labor Run.
■ The task record defines the run rate for using the item Other Charge for Purchase - Labor Run at
$65 .
■ The item record for Other Charge for Purchase - Labor Setup indicates the Assembly Staging
Expense account.
Therefore, when you log time against the Staging task, the appropriate amount posts to the
Assembly Staging Expense account. This amount is calculated as Expense amount = Setup time
logged x Labor setup fixed rate.
If 10 units are completed for the Staging task, $650 is logged to the Assembly Staging Expense
expense account.

Labor Run Account

CR Labor Run Rate x Resources x Hours

DR WIP account for assembly Rate x Resources x Hours

Similar calculations are made for other categories that may be defined on a task record. For example,
overheads (Overhead expense amount = Run quantity logged x overhead rate).

Labor Run Overhead Account

CR Labor Overhead Run Account Rate x Resources x Hours

DR WIP account for assembly Rate x Resources x Hours

Costing Lot Size

If you use Standard Costing and Manufacturing Routing and Work Center, the Costing Lot Size field
appears on the assembly item record’s Locations subtab. The default value for this field is 1, and the
minimum value for this field is 0.01.
If you also use Multiple Units of measure, the value is in base units of measure.
During the cost rollup process, NetSuite calculates the routing cost of assemblies as follows:

Setup Cost Run Cost

# of Resources x Setup Time x Manufacturing Charge Item # of Resources (work center) x Run Rate (routing
Unit Cost / Standard Cost Lot Size (assembly item - item record) x Manufacturing Charge Item Unit Cost (item
location map) record)

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Setup Cost Run Cost

Resources are work centers. The Setup Time is from the
routing record. Manufacturing Charge Item Unit Cost is from
the item record.

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Outsourced Manufacturing 131

Outsourced Manufacturing
Outsourced Manufacturing helps customers manage their subcontracted manufacturing processes by
purchasing outsourced assembly production from vendors. This feature enables NetSuite to automatically
consume production components, and then after production, transfer them to a specified location.
Automating Outsourced Manufacturing synchronizes NetSuite procurement and production transactions.

Outsourced Manufacturing automates the following features:

■ Creating subcontracting orders for assemblies

■ Managing ordering components for subcontracted production
■ Simulating the manufacturing sub-contractor production
■ Transferring half finished assemblies to other sub-contractors
■ Drop-shipping the assembly to the customer, or shipping it to the brand-owner's warehouses

Setting up Outsourced Manufacturing

Before the Outsourced Manufacturing feature can be enabled, an administrator must enable prerequisite
features, if they are not already enabled. After the prerequisite features are enabled, an administrator can
then enable Outsource Manufacturing.

To enable Outsourced Manufacturing:

1. Go to Setup > Company > Enable Features (Administrator)

2. Ensure that the following features are enabled:
■ Purchase Orders - Transactions subtab, Basic Features section
■ Advanced Receiving - Transactions subtab, Shipping & Receiving section
■ Multi-Location Inventory - Items & Inventory subtab, Inventory section
■ Assembly Items - Items & Inventory subtab, Inventory section
■ Advanced Bill of Materials - Items & Inventory subtab, Inventory section
■ Work Orders - Items & Inventory subtab, Inventory section
3. Click Save.
4. Go back to Setup > Company > Enable Features (Administrator)
5. Click the Items & Inventory subtab.
6. In the Inventory section, check the Outsourced Manufacturing box.
7. Click Save.

Now you can define an outsourcing location for the vendor who will outsource manufacturing for you.

Configuring Outsourced Manufacturing

After Outsourced Manufacturing is enabled, you must define an outsourcing location for the vendor who
will outsource manufacturing for you.

To define an outsourced manufacturing location:

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Setting up Outsourced Manufacturing 132

1. Go to Lists > Relationships > Vendors.

Important: You must have locations defined before you can configure your outsourced
manufacturing location. For more information, see the help topic Creating Locations.

2. On the Vendors page, click Edit next to the vender who will outsource manufacturing for you.
3. Click the Outsourced Manufacturing subtab.
4. Beside the Manufacturing Locations field, click the arrow icon.
5. In the Choose Manufacturing Location list, select the location or locations, for the outsourcing
vendor.

Note: Each location can be used by one vendor, but a vendor can use multiple locations.

6. Click Done.
7. Click Save.

Configuring Outsourced Assembly Bins for Locations

If you are using bins, the outsourced assembly needs to have preferred bins set up for your locations.

To setup outsourced assembly for locations:

1. Go to Setup > Accounting > Accounting Preferences.

2. Click the Items/Transactions subtab.
3. Check the Use Preferred Bin on Item Receipts box.
4. Click Save.
5. Create a new Locations for each bin.
To learn more, see Configuring Outsourced Manufacturing.
6. Create an Outsourced Vendor.
Add your new locations to this vendor.
7. Create an Outsourcing Charge Item.
To learn more, see the help topic Creating an Outsourced Manufacturing Item.
8. Create an Inventory Item.
a. On the Purchasing/Inventory subtab, check the Use Bins box.
b. Click Save.
To learn more, see the help topic Creating Item Records.
9. Create an Assembly Item.
a. On the Purchasing/Inventory subtab, check the Use Bins box.
b. In the Bin Numbers section, select a Location.
c. Add the new Bin Number.
d. Clear the Preferred (per Location) box.
e. Click Save.
To learn more, see the help topic Assembly Items.
10. Create a Bill of Materials (BOM).
To learn more, see Create a BOM.

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Setting up Outsourced Manufacturing 133

a. Assign the BOM to the assembly item.

To learn more, see Linking a BOM to an Assembly.
11. To ensure a bin is available on the Item Receipt Component line, adjust inventory for the new
inventory item.
To learn more, see the help topic Entering an Inventory Adjustment.

Creating an Outsourced Manufacturing Item

Outsourced manufacturing items are the goods and services you sell to customers that have been
produced in cooperation with your outsourcing vendor. You need to define the charge item used in the
purchasing transaction.

To create an outsourcing charge item:

1. Go to Lists > Accounting > Items > New.

2. On the New Item page, click Other Charge for Purchase or Service For Purchase.
3. Enter a unique Item Name/Number.
For example, Bike Production charge.
4. Complete the other fields in the page.
5. On the Purchasing subtab, enter a Purchase Price.
6. In the Cost Category field, select Outsourcing Charge.
NetSuite recognizes this as an outsourcing charge item.

Note: When you select Outsourcing Charge, the Can Be Fulfilled/Received box on the
Preferences subtab is checked and cannot be cleared.

7. In the Vendors section, select a Vendor.

8. To designate this vendor as your default vendor, check the Preferred box.
9. On the Accounting subtab, select a Tax Schedule.
10. Click Save.

After you create the outsourcing charge item, you must perform the following tasks:

■ Create a Bill of Materials (BOM). For example, Outsourced BOM. For more information, see Create a
BOM.
■ Create a BOM Revision. For more information, see the help topic Creating BOM Revisions.
1. On the Bill of Materials Revision page, in the Item list, select the components you keep in
inventory and will provide to the vendor. For example, bike seats and bicycle wheels.
2. Select the Outsourcing Charge item.
3. Enter the BOM Quantity per assembly. For example, 1 seat, 2 wheels, and 1 charge item.
4. Click Save.
■ Create an Assembly Item. For more information, see the help topic Creating Item Records.
1. On the Manufacturing subtab, select the Bill of Materials.
2. Optionally, click the Master Default box to designate this as your default BOM for this
assembly.
3. Click Save.

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Outsourcing Production 134

Outsourcing Production
NetSuite enables customers to outsource their manufacturing efforts to vendors. Customers can
outsource from either a purchase order or from a work order.

To outsource production from a purchase order:

1. Go to Transactions > Purchases > Enter Purchase Order.

2. On the Purchase Order page, in the Custom Form field, select the Standard Outsourced
Purchase Order.
3. Select the outsourcing Vendor.
The Subsidiary field is populated.
4. Complete the remaining fields.
For more information, see the help topic Entering a Purchase Order.
5. On the Items subtab, click Items.
6. From the Assembly list, select the outsource item.
7. Select the outsourcing Location.
8. In the Item field, select the item charge. For example, Bike Production Charge.
9. Enter the Item Quantity.
NetSuite automatically completes the Rate, Amount, and Production Dates fields, but you can
modify the values.
10. Select the Bill of Materials.
11. Select the Bill of Materials Revision.
12. Click Add.
Continue to add lines based on what you are building in-house, and what you are outsourcing.
13. To automatically create work order, check the Create WO box.
14. Click Save.
After you save the purchase order, a link to the new work order appears on the Items subtab.
15. Click the Work Order number link to display the work orders details.
The Outsourcing subtab displays the following outsourcing information:
■ A checked outsourced box denotes that this order is outsourced
■ The vendor name
■ Outsourcing charge type
■ A link to the original purchase order
16. You can also click the Create WO link to let NetSuite automatically create a work order.
17. On Purchase Order page, click Receive.
On the Item Receipt page, you can receive all the items, or some of the items.
18. On the Items subtab, in the To Location field, select where you want to receive the final product.

Note: NetSuite automatically creates an Inventory Transfer and not a Transfer Order.

19. Click Save.

NetSuite creates assembly build transactions for the received number of items.

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Outsourcing Production 135

Click an Assembly Build link to review assembly build details.

The Assembly Build Helper

NetSuite enables you to use the Outsourced Manufacturing feature with the Assembly Build Helper to
override existing production data.

To change data using the Assembly Build Helper:

1. On the Purchase Order page, on the Items subtab, click the Items subtab.
2. Click the link in the Assembly Build Helper column.
The Assembly Build Helper page displays the assembly items with editable fields. You can change
the field values, as needed. For example, the vendor built 5 bicycle seats in production, therefore,
twenty–seats were consumed. The Quantity field shows that twenty seats were consumed in the
assembly build. You can change that number to twenty-five.
3. In the Quantity field, accept the default number, or enter a new number.
If you use serial lot numbers for consumed or produced final production, you can edit these field
values on the Assembly Build Helper page.
When you override a purchase order rate for a line, NetSuite automatically uses the new rate in the
final assembly charge.
4. Click Save.

Outsourcing Production from a Work Order

Customers who rely on supply planning, or are in a manufacturing environment usually create
outsourced items from work orders.

To outsource production from a work order:

1. Go to Transactions > Manufacturing > Enter Work Orders.

2. Complete the required fields on the Work Order page, and other fields, as needed. For more
information, see the help topic Entering an Individual Work Order.
3. On the Items subtab, select the item to be outsourced.
4. Select an outsourcing location.
5. Click the Outsourcing subtab.
Depending on the outsourcing BOM, NetSuite checks the Outsourced box and completes the
following selections:
■ Outsourced Vendor
■ Outsourcing Charge
■ Linked Purchase Order
6. Click Save.

Outsourced Manufacturing Consolidator

The Outsourced Manufacturing Consolidator lists all pending work orders.

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Note: Before the Outsourced Manufacturing feature can be enabled, an administrator must
enable prerequisite features. To learn more, see Setting up Outsourced Manufacturing.

To access the outsourced manufacturing consolidator:

1. Go to Setup > Manufacturing > Outsourced Manufacturing Management.

This page enables you to learn work order specific information, such as:
■ Last Successful Run
■ Next Scheduled Run
■ Pending Work Orders
2. To update the work order information, click Run Consolidator Now.

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SuiteAnalytics Manufacturing Workbook 137

SuiteAnalytics Manufacturing Workbook

SuiteAnalytics Workbook offers many workbook and dataset templates, each with predefined source data,
criteria, pivot tables, and charts.
This chapter contains the information for the SuiteAnalytics Manufacturing workbook in NetSuite. For
more information about SuiteAnalytics Workbook, see the help topic Workbook and Dataset Templates.

■ Manufacturing Dataset
■ Manufacturing Workbook
■ Manufacturing Analytical Record Types

The SuiteAnalytics Workbook user interface enables customers with little record schema and query
language knowledge to create complex workbooks using drag-and-drop editing. New customization
options provide ways to display your data using rich formatting. For more information, see the help topic
SuiteAnalytics Workbook Overview.

Manufacturing Dataset
This Manufacturing dataset combines fields from the Manufacturing Transaction record type and one
custom formula. This dataset enables you to analyze the status of bills received during the last month. It
forms the source data for the Manufacturing Workbook.

Dataset Configuration
The Manufacturing dataset combines fields from one record type, one custom formula, and multiple
criteria filters. To edit the dataset, see the help topic Defining a Dataset.

Root Record Type Joined Custom Formula Field Data Grid Criteria Filers
Record Type

Manufacturing (none) The following custom formula is The following fields are The following criteria is
Transaction included in the dataset: included in the dataset. used to filer the dataset:

■ cost/unit - CASE WHEN Manufacturing ■ Transaction Type

{quantity} > 0 THEN TO_ Transaction: any of Assembly Build,
NUMBER({transaction^ Work Order Close
transaction.transactionlines. ■ Assembly
■ Transaction Line:
foreignAmount})/{quantity} ■ Date Main Line is true
END
■ End Date ■ Date on or after 2
■ Location Years ago
■ Memo
■ Posting Period
■ Quantity
■ Start Date
■ Transaction
■ Transaction Type

Manufacturing Workbook
NetSuite provides a Manufacturing Transaction data source, which introduces the analytics transactions
concept for manufacturing-specific transactions. The following transaction record types are available in
the Manufacturing Transaction data source:

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Manufacturing Workbook 138

■ Transaction/Manufacturing Transaction – Transaction Header information

■ Transaction Line/Manufacturing Component – Standalone lines related to transaction

For more information, see Manufacturing Transaction and Creating a Manufacturing Workbook.

Manufacturing Transaction
Manufacturing Transaction is a modified transaction record that improves manufacturing data searches
for the following manufacturing transactions:

■ Work Order
■ Assembly Build
■ Assembly Unbuild
■ Issue Components
■ Work Order Completion
■ Work Order Completion with Backflush
■ Work Order Close

These searches are filtered so that specified transaction types return results faster than generic
transaction searches. The data set is optimized for manufacturing by making the assembly field available
in the manufacturing transaction.

When you join a manufacturing component transaction line, the results return only components as
displayed on the form with positive quantities. Joining generic transaction lines can cause the main line to
behave as a component. Providing results with negative quantities (consumed during the production).

If you need a field from the larger generic transaction data set, you can join it to a Manufacturing
Transaction/Component. This join provides an expanded list of available fields.

Creating a Manufacturing Workbook

The following procedure provides details for creating a manufacturing workbook.

To create a manufacturing workbook:

1. Enable SuiteAnaytics Workbook.

For more information, see the help topic Enabling SuiteAnalytics Workbook in Your NetSuite
Account.
2. Select a workbook root record:
a. Click the Analytics tab.
b. Click New Workbook.
c. In the Search Record Types field, enter Manufacturing.

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Manufacturing Workbook 139

d. Click the Manufacturing Transaction [Beta] record.

The Data tab opens with preselected fields on the Data Grid based on the manufacturing
record.

You can use only those fields that you add to the Data Grid to generate a pivot table or
chart. By default, the Data Grid displays preselected fields, based on the root record selected
for the workbook.
3. To select source data, use one of the following options to add fields from the Manufacturing
Transaction record root to the data grid:
■ From the Manufacturing Transaction record, drag a field to the Data Grid
■ Double-click a field
■ In the Search field, enter the field name and then drag or double-click the field
a. To add fields to the data grid from the Manufacturing Transaction related record, click the
Join Record icon ( ).

b. Select a Join record.

The Fields list updates to include the related record fields. Double–click or drag fields to the
data grid.
4. To create formula fields, click the Formula Fields tab.
a. Enter the Formula Field Name.

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Manufacturing Workbook 140

For example, Buildable – Enhanced.

b. Select an Output Type.

For example, String.
c. In the Formula field, enter the field IDs and SQL formula functions to use in the formula
expression.
Alternatively, in the Functions and Fields sections, double–click the field IDs or formula
functions to add them to the expression.
d. Click Validate.
e. If there are no errors, click Apply to add the formula field to the workbook.
f. To filter the data source, click the Criteria tab.
g. Drag a record or formula field.

h. In the Filter window, select the filter conditions to apply to the field.

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Manufacturing Workbook 141

i. Repeat these steps for each filter you want to define.

By default, filters are added using an AND operator. To change the relationship between
filters and filter groups, click the AND link and select OR from the popup window.
j. Click OK.
k. When you finish defining filters, click the Data tab.
The Data Grid displays only values that match your selected filter conditions, and a Criteria
Summary appears above the grid.
5. To create a pivot table, click Add Pivot.
Drag fields into the Rows, Columns, or Values section in the Layout panel.
For example, the Assembly row, Date (Year) and Date (Month) columns, and Quantity (Sum)
measure.

a. Select the summary type and format options for any date or numerical fields.
1. Beside the next to the field you want to format, click the Field Menu icon ( ).
2. Select Summary Types.
b. Add totals and grand totals to the pivot table:
1. In the menu bar, click the totaling icon ( ).

2. In the Totaling window, for each field, select where you want the totals or grand
totals to appear.
3. Check the Set Individually box to select where the totals for each field will appear
on the pivot table.
4. Click OK.
c. Click Refresh ( ) to generate the pivot table.

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Manufacturing Workbook 142

6. To create a chart, click Add Chart.

a. Drag fields into the X-Axis, Series, or Measure section in the Layout panel.
For example, create an Area Chart, with Date (Year) and Date (Month) on the X-Axis, for
the Assembly Series, with Quantity (Sum) Measures.

b. Select the summary type and format options for any date or numerical fields.
1. Beside the next to the field you want to format, click the Field Menu icon ( ).
2. Select Summary Types.
c. In the Layout panel select a chart type.
d. Click Refresh ( ) to generate the chart.
e. In the Workbook Menu ( ), click Save As.
f. In the Save Workbook As window, enter a name and description for the workbook.
g. Click Apply.

Manufacturing Analytical Record Types

The Manufacturing workbook offers two analytical record types:

■ Manufacturing Transaction Analytical Record Type

■ Manufacturing Component Analytical Record Type

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Manufacturing Analytical Record Types 143

Manufacturing Transaction Analytical Record Type

The manufacturing transaction analytical record type combines fields from the transaction and
transaction line record types. This record type includes data for transactions that meet the following
criteria:

Transaction type is one of WorkOrd, Build, Unbuild, WOCompl, WOIssue, WOClose

AND
Transaction line ID is 0

This record type is the root record type on the Manufacturing Dataset. To access the record type or the
dataset, you must have the Assembly Items feature enabled. Some fields in the record type are also
feature dependent, or display values based on custom formula definitions.
For more information about the fields included in the manufacturing transaction analytical record type,
see the following table:

Field Source Record Source Field Custom formula or feature dependency

Type

Actual Production Transaction Date N/A

Start Date

Actual Production Transaction Date N/A

End Date

Assembly Transaction Line Item N/A

Bill of Materials Transaction Bill of Materials Displayed only with the Advanced BOM
feature enabled

Bill of Materials Transaction Bill of Materials Revision Displayed only with the Advanced BOM
Revision feature enabled

Buildable Transaction Line Buildable Displayed only with the Work Orders
feature enabled

Built Transaction Line Quantity Shipped/Received/ CASE WHEN TransactionLINE.QUANTITY IS

Picked Up NULL

THEN NULL ELSE

TransactionLine.QUANTITY_SHIP_RECV

Class Transaction Line Class Displayed only with the Classes feature
enabled

Date Transaction Date N/A

Department Transaction Line Department Displayed only with the Departments

feature enabled

End Date Transaction End Date Displayed only with the Manufacturing
Routing and Work Center, Demand
Planning, or MRP features enabled.

Location Transaction Line Location Displayed only with the Locations feature
enabled

Memo Transaction Memo N/A

Posting Period Transaction Posting Period Displayed only with the Accounting Periods
feature enabled

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Manufacturing Analytical Record Types 144

Field Source Record Source Field Custom formula or feature dependency

Type

Note: This field displays no

values for work orders.

Quantity Transaction Line Quantity N/A

Reference Transaction Document Number N/A

Routing Transaction Manufacturing Routing Displayed only with the Manufacturing

Routing and Work Center feature enabled

Start Date Transaction Start Date Displayed only with the Manufacturing
Routing and Work Center OR Demand
Planning or MRP features enabled.

Subsidiary Transaction Line Subsidiary Displayed only with NetSuite OneWorld

where subsidiaries are defined

Transaction Transaction Internal ID

Note: This field displays the
Transaction Display Name instead
of the internal field ID.

Transaction Type Transaction Type N/A

Units Transaction Line Units Displayed only with the Multiple Units of
Measure feature enabled

WIP Transaction WIP Displayed only with the Manufacturing Work

In Process feature enabled

Manufacturing Component Analytical Record Type

The manufacturing component analytical record type combines fields from the transaction, transaction
line, and transaction accounting line record types. This record type includes data for transactions that
meet the following criteria:

Transaction type is one of WorkOrd, Build, Unbuild, WOCompl, WOIssue, WOClose

The manufacturing component analytical record type is included in the field list on the Manufacturing
Dataset. To access the record type, you must have the Assembly Items feature enabled. Some fields in the
record type are also feature dependent, or display values based on custom formula definitions.

For more information about the fields included in the manufacturing component analytical record type,
see the following table:

Field Source Record Source Field Custom formula or feature dependency

Type

Build Variance Transaction Line Build Variance Displayed only with Work Orders feature enabled

Item Transaction Line Item N/A

Line Number Transaction Line Line Number N/A

Quantity Transaction Line Quantity abs(Quantity)//always positive

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Manufacturing Analytical Record Types 145

Field Source Record Source Field Custom formula or feature dependency

Type

Quantity N/A - calculated N/A - Calculated “CASE transaction.” + TransactionTypeFragment.FieldId.TYPE

Available + “ WHEN ‘WorkOrd’ “ +

THEN get_item_avail(componentLine.” +
TransactionLineCommonFragment.FieldId.ITEM + “,
componentLine.” + LocationSelectFragment.FieldId.LOCATION
+ “) “ +

“ELSE NULL END”

Quantity Back Transaction Line Back Ordered N/A

Ordered

Quantity On N/A - calculated N/A - calculated “CASE WHEN transaction.” +

Hand TransactionTypeFragment.FieldId.TYPE + “ IN (‘WorkOrd’,
‘Unbuild’) “ +

“THEN get_invtitem_onhand(componentLine.”
+ TransactionLineCommonFragment.
FieldId.ITEM + “, nvl(componentLine.” +
LocationSelectFragment.FieldId.LOCATION + “, —1)) “ +

“ELSE NULL END”

Quantity Used Transaction line Quantity Shipped/ “CASE WHEN transaction.” +

In Build Received/Picked Up TransactionTypeFragment.FieldId.TYPE + “ = ‘WorkOrd’ “ +
OR Quantity
“THEN “+

“-sign(nvl(nullif(componentLine.” +
TransactionLineQuantityFragment.FieldId.QUANTITY + “, 0),
—1))” +

“ * “ +

“decode(“ +

“componentLine.” + TransactionLineCommonFragment.FieldId.
ITEM_TYPE + “, ‘Group’,NULL, “ +

“nvl2(“ +

“accountingLine.” + TransactionAccountingLineAccount
Fragment.FieldId.ACCOUNT + “, “ +

“decode(“ +“componentLine.” +
TransactionLineQuantityFragment.FieldId.QUANTITY + “, NULL
“, “ +

“componentLine.” + TransactionLine.FieldId.QUANTITY_SHIP_
RECV + “)” +

“, NULL)) “ +

“ELSE NULL END”

Units Transaction Line Units Displayed only with Multiple Unit of Measure feature enabled

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Engineering Change Order 146

Engineering Change Order

The Engineering Change Order feature is part of the Supply Chain Management SuiteApp V4.0. For more
information, see the help topic Installing the Supply Chain Management SuiteApp.

The Engineering Change Order feature lets you generate engineering change order (ECO) records. These
records document changes to your Bills of Materials (BOMs) and authorize the implementation of those
changes.

■ Using the ECO record, you can list item and bill of materials to be updated, and specify reasons for the
change.
■ Through the SuiteApprovals workflow, you create approval rules for your ECO records.
■ Each ECO record is evaluated and routed for approval through the applicable approval rule.
■ After approval, changes entered on the ECO record are automatically or manually implemented, and
affected records are modified.
■ You can keep track of revisions to items and BOMs using ECO lists and implementation logs.

Refer to the following concepts before enabling Engineering Change Order:

■ Advanced Bill of Materials - List the quantities of raw materials, assemblies, sub-components, and
parts needed to manufacture a product at one or multiple facilities. After your administrator enables
the Advanced Bill of Materials feature, the Advanced BOM replaces the Assembly/Bill of Materials
record. For more information, see Advanced Bill of Materials.
■ Approval Routing - When you use approval routing, transactions that are entered are not processed
until they are approved. This gives provides oversight to persons of authority who can reject some
transactions if they do not wan them to continue being processed. For more information, see the help
topic Approval Routing.

Availability
The Engineering Change Order feature is available in the Supply Chain Management SuiteApp. For
information about this SuiteApp, see the Availability section of Supply Chain Management Reports. You
may also contact your NetSuite account manager.

Limitations
■ Engineering Change Order supports Inventory and Assembly Items only.
■ Use of the feature requires Advanced Bill of Materials.
■ Custom workflows for ECO approval are not currently supported.
■ A User Event (UE) script execution threshold is associated with successful loading of ECO records. ECO
records are successfully loaded when the account has no more than 80,000–90,000 active assembly
and inventory items per subsidiary.
■ Support for SOAP web services and CSV import is currently not available with the feature.
■ The feature does not support Legacy BOM. For more information, see Enabling Advanced BOM.

Setup Requirements for Engineering Change Order

Complete instructions or perform procedures in the following setup topics:

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Setup Requirements for Engineering Change Order 147

■ Prerequisite for Engineering Change Order

■ Installing the Supply Chain Management SuiteApp
■ Set Up the SuiteApprovals SuiteApp for Engineering Change Order
■ Enabling Engineering Change Order
■ Roles and Permissions for Engineering Change Order
■ Setting Engineering Change Order Preference

Prerequisite for Engineering Change Order

An administrator must enable the Advanced Bill of Materials feature at Setup > Company > Setup Tasks
> Enable Features (Administrator). On the Items & Inventory subtab, check the Advanced Bill of
Materials box and then save. For more information, see the help topic Enabling Features.

Installing the Supply Chain Management SuiteApp

Install the Supply Chain Management SuiteApp with the following details:

■ Bundle Name - Supply Chain Management

■ Bundle ID - 47193

For instructions, see the help topic Installing Supply Chain Management.

For information on installing bundles, see the help topic Installing a Bundle.

Set Up the SuiteApprovals SuiteApp for Engineering

Change Order
SuiteApprovals provides the workflow for ECO approvals.

You must perform this setup before Enabling Engineering Change Order.

Important: Custom workflows for ECO approvals are not currently supported.

Installation
For instructions, see the help topic Installing the SuiteApprovals SuiteApp.

Deploying the Required Script

After the SuiteApprovals SuiteApp is installed, deploy the required script to the Engineering Change Order
record.

To deploy the required script for engineering change order:

1. Go to Customization > Scripting > Scripts.

2. Search for SAS Supported Records UE in the list.
3. Click the View link for the script.
4. Click Deploy Script.
5. In the Applies To field, select Engineering Change Order.

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Setup Requirements for Engineering Change Order 148

6. In the ID field, enter a unique ID for the deployment.

7. In the Execute as Role field, select Administrator.
8. Under Audience subtab, check the Select All box for Roles.
9. Click Save.

Enabling Engineering Change Order

After the Supply Chain Management SuiteApp is installed, you must enable the Engineering Change
Order feature.

Important: Access to the Supply Chain Preferences page is supported only for users with
Administrator roles.

To enable Engineering Change Order:

1. Go to Transactions > Management > Supply Chain Management.
2. On the Supply Chain Management page, click the Preferences link.
3. On the Supply Chain Preferences page, click Edit.
4. On the Features subtab, check the Engineering Change Order box.
5. Click Save.

After the feature is enabled, set up the role records of those who will use engineering change order. For
more information, see Roles and Permissions for Engineering Change Order.

Roles and Permissions for Engineering Change Order

By default, the prebuilt custom forms and records for Engineering Change Order are enabled for the
following roles:

■ Accountant (View)
■ CEO
■ CFO
■ Warehouse Manager
■ Administrator

Note: Administrator role is not available for selection in approval matrices. For more information,
see Setting Up SuiteApprovals Workflow for Engineering Change Order.

Other roles need additional permissions to use the feature. The table below outlines the permissions
required for using Engineering Change Order and SuiteApprovals. For information about customizing
roles, see the help topic Customizing or Creating NetSuite Roles.

Permission Level

To allow a custom role to set up approval rules:

Approval Rule record Full

Approval Matrix record Full

To allow a custom role to set up approval information and delegation:

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Setup Requirements for Engineering Change Order 149

Permission Level

Lists > Employees Edit

To allow a custom role to set up roles, departments, or groups:

Setup > Bulk Manage Roles Full

Lists > Departments Full

Lists > CRM Groups Full

To allow a custom role to set up Department Approvers:

Department Approver record Full

Lists > Custom Record Entries Full

Lists > Departments Full

Lists > Subsidiaries Full

Lists > Employees Full

To allow a role to create engineering change order types:

Engineering Change Order Type Full

To allow a role to create, view, or edit engineering change orders:

Engineering Change Order Type View

Engineering Change Order Full

Custom Record Entries View

To allow a role to access ECO implementation status:

ECO Implementation Log record View

After you customize a role to access SuiteApprovals and Engineering Change Order lists and records, an
administrator must add the role to script deployments.

Adding Approval Rule Access to Custom Roles

Use the following procedures to add approval rule access to custom roles.

To add access to approval rule records for a custom role:

1. Go to Customization > Scripting > Script Deployments.
2. Click Edit next to SAS Approval Rule SU.
3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval
Rule records.
You can select multiple roles by holding down the Ctrl key when selecting each role.

Note: Ensure that the Execute as Role field is set to Administrator.

4. When you finish, click Save.

To add access to the approval rule list for a custom role:

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Setup Requirements for Engineering Change Order 150

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to SAS Approval Rule List SU.
3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval
Rule list records.
You can select multiple roles by holding down the Ctrl key when selecting each role.

Note: Ensure that the Execute as Role field is set to Administrator.

4. Optionally, under the Links subtab, add a menu link for the center of the custom role.
5. When you finish, click Save.

To add access to the approval rule assistant for a custom role:

1. Go to Customization > Scripting > Script Deployments.
2. Click Edit next to SAS Approval Rule Assistant.
3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval
Rule Assistant records.
You can select multiple roles by holding down the Ctrl key when selecting each role.
4. When you finish, click Save.

To add access to approval delegation for a custom role:

1. Go to Customization > Scripting > Script Deployments.
2. Click Edit next to SAS Approval Delegation SU.
3. On the Audience subtab, in the Roles field, select the roles you want to have access to Approval
Delegation records.
You can select multiple roles by holding down the Ctrl key when selecting each role.
4. When you finish, click Save.

To use SuiteApprovals, you must also set up the following requirements for users and approvers:

■ Assign the Employee Center role to approvers.

■ Keep email addresses up to date to be sure that users and approvers receive the notifications.

For more information about assigning roles, see the help topic Assigning Roles to an Employee.

To add access to Implement Engineering Change Order records for a custom role:
1. Go to Customization > Scripting > Script Deployments.
2. Click Edit next to ECO Implement SU.
3. On the Audience subtab, in the Roles field, select the roles you want to have access to Implement
Engineering Change Order record.
You can select multiple roles by holding down the Ctrl key when selecting each role.
4. When you finish, click Save.

To add access to ECO Implementation Status for a custom role:

1. Go to Customization > Scripting > Script Deployments.
2. Click Edit next to ECO Implement Log SU.
3. On the Audience subtab, in the Roles field, select the roles you want to have access to Implement
Engineering Change Order record.

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Setup Requirements for Engineering Change Order 151

You can select multiple roles by holding down the Ctrl key when selecting each role.
4. When you finish, click Save.

Setting Engineering Change Order Preference

You can manually implement approved engineering change orders, or allow the system to do it
automatically using a preference.

To enable the engineering change order preference:

1. Go to Transactions > Management > Supply Chain Management.

2. On the Supply Chain Management page, click the Preferences link.
3. On the Supply Chain Preferences page, click Edit.
4. On the Engineering subtab, check the Implement Engineering Change Order Upon Final
Approval box.
5. Click Save.

Note: If you do not want to use the preference, refer to the instructions in Implementing
Engineering Change Orders.

Setting Up Engineering Change Order Types

With Engineering Change Order, you can support change management processes across your
organization. An issue may involve a product change, component update, document revision, or
modifications to work instructions. You can record these issues so that the change details they define can
be approved and implemented.

Before you set up engineering change order types, identify the departments and business processes that
would require control of change activities.

There is no limit to the number of change types you can create. The only requirement is that each type is
unique.

Important: Engineering Change Order supports the following actions in an ECO regardless of
ECO type: Add, Replace, and Remove.

To set up an engineering change order type:

1. Go to Lists > Engineering > Engineering Change Order Type > New (Administrator).
2. On the Engineering Change Order Type page:
a. In the Code field, optionally enter a unique code for the ECO type. If you enter a code, the
code will prefix the name of the ECO type.
b. In the ECO Type field, enter a unique name for the ECO type.
c. Optionally, enter additional information about the ECO Type in the Description field.
3. When you have finished, click Save.

Alternately, you can open the Engineering Change Order Type page by clicking New Engineering
Change Order Type. This button is located on the Engineering Change Order Type List page at Lists >
Engineering > Engineering Change Order Type.

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Setting Up Engineering Change Order Types 152

To edit an engineering change order type:

1. Go to Lists > Engineering > Engineering Change Order Type (Administrator).

2. Click the Edit link for the ECO Type you want to update.
3. On the Engineering Change Order Type page:
■ Enter the changes you want to make and then proceed to Step 4.
■ Check the Inactive box if you want this record not to show up on lists.
■ To remove the ECO Type record, click Delete under Actions.
4. When you finish, click Save.

Setting Up SuiteApprovals Workflow for

Engineering Change Order
Before you set up the SuiteApprovals workflow, consider your current change management processes as
they relate to ECO approvals across your organization. For each change type you define, you can create
distinct approval rules in terms of criteria and approvers list.

■ You define the criteria of a rule based on your change management process, the ECO Types you
created, and approval schedules.
■ You then create an approval list composed of employees required to act on ECO records defined by
the criteria.

The following procedures must be completed to set up the SuiteApprovals workflow for engineering
change order:

■ Assign a Supervisor to an Employee

■ Setting Up Department Approvers for Engineering Change Order
■ Set Up Group Approvers for Engineering Change Order
■ Set Up Role Approvers for Engineering Change Order
■ Setting Up Approval Delegation for Engineering Change Order
■ Approval Rules for Engineering Change Order

Assign a Supervisor to an Employee

If supervisor approvals are required in your approval rules for engineering change orders, note the
following. Every employee who uses Engineering Change Order has a supervisor set up in their employee
record. For more information, see the help topic Assigning a Supervisor to an Employee.

Setting Up Department Approvers for Engineering Change

Order
Important: Only administrators or roles with custom permissions can set up Department
Approver records. For more information, see Roles and Permissions for Engineering Change
Order.

When you create an approval rule, you can require approval from an employee who is authorized to
approve ECOs for a department. To select an employee as department approver, you must first set up a

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Setting Up SuiteApprovals Workflow for Engineering Change Order 153

record for that employee. You can set up only one department approver per department, or combination
of department and subsidiary.

To set up a department approver for engineering change orders:

1. Go to Setup > Workflow Manager > Set Up Department Approver > New.
2. Select a department and a subsidiary. For NetSuite OneWorld, the combination of department and
subsidiary must be unique.
3. In the Approver field, select the employee you want to assign as department approver.
4. When you finish, click Save or Save & New to create another record.

Important: Setting up of department approver records through SOAP web services or CSV
import is not currently supported.

To edit a department approver record:

1. Go to Setup > Workflow Manager > Set Up Department Approver.

2. Click Edit next to the record you want to edit.
3. Select new values on the Department Approver page. Check the Inactive box if you do not want
this approver to be available for selection as department approver in any approval rule.
Under Actions, select Delete and click OK in the confirmation message to remove the record.
4. When you finish, click Save.

Set Up Group Approvers for Engineering Change Order

Important: Only administrators or roles with custom permissions can set up Department
Approver records. For more information, see Roles and Permissions for Engineering Change
Order.

When you create an approval rule for ECOs, you can require approval from one or all members of a
specific group of employees. To add approvers of the types Group (Any) and Group (All) to an approval
list, you must first set up group records. For steps to create group records, see the help topic Working
with Groups.

Ensure that employee records of group members are active to avoid errors when adding these approver
types in approval lists.

Note: Inactive employees, employees from different subsidiaries, or those without login access
are considered invalid members. These employees will not be added as approvers when the group
they belong to is selected as group approver.

Note: You do not need to create groups based on roles. For more information, see Set Up Role
Approvers for Engineering Change Order.

Set Up Role Approvers for Engineering Change Order

When you create an approval rule, you can require approval of ECOs from one or all employees with a
specific role. You can add approvers with standard and custom roles by selecting the approver types Role
(Any) and Role (All) in the approval matrix. For more information, see the help topic Assigning Roles to an
Employee.

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Setting Up SuiteApprovals Workflow for Engineering Change Order 154

Ensure that role records are active to avoid errors when adding these approver types in approval rules.

Note: Only active employees in the same subsidiary of the approval rule will be added as
approver for any of the Role approver types.

Setting Up Approval Delegation for Engineering Change

Order
You can delegate your approval of ECO records indefinitely or for a period of time, specified by start and
end dates. When you delegate your approval, ECO records requiring your approval are routed to your
delegate.

Note: You can only delegate approval to another employee within your subsidiary.

To delegate approval:

1. Got to Lists > Employees > Employees.

2. Click Edit next to your name in the employees list.
3. Click the Human Resources subtab.
4. Click the Approval Delegation subtab.
5. Check the Delegate Approval box.
6. In the Delegate To field, select the employee you want to delegate your approval to.
7. Select start and end dates. Do not select a date range if you want to delegate indefinitely.
8. When you finish, click Save.

You can return to your record anytime to change your approval delegation details.

To delegate approval using your Employee Center role:

1. Log in to NetSuite using your Employee Center role.

2. Under My Information, click Approval Delegation.
3. In the Delegate To field, select the employee you want to delegate your approval to.
4. Select start and end dates. Do not select a date range if you want to delegate indefinitely.
5. When you finish, click Save.

Approval Rules for Engineering Change Order

Important: Ensure that you have set up ECO types before creating approval rules for
engineering change orders. See Setting Up Engineering Change Order Types.

You can create approval rules using the Approval Rule page or the Approval Rule Assistant.

Guidelines for Creating Approval Rules

■ The combination of Subsidiary (NetSuite OneWorld), Priority, Record Name, and Saved Search (if any)
must be unique.

Manufacturing
Setting Up SuiteApprovals Workflow for Engineering Change Order 155

■ If you want to use a saved search in an approval rule, create saved searches of ECO records before
you create approval rules. For more information, see the help topic Saved Searches.
■ By default, an approval rule locks ECO records that are in Approved or Pending Approval status. An
ECO record may be edited and resubmitted for approval only if its status is set to Rejected. For more
information, see Resubmitting Engineering Change Orders for Approval.

Approval Rules Workflow on Engineering Change Order

Records
1. The system checks the record name, and then the subsidiary (if any).
2. The system checks for running approval rules. If there are multiple, the rules are evaluated by
priority. The one with the highest priority is activated.
3. The rule checks if the ECO record passes any saved search criteria.
■ If the rule matches, then the workflow proceeds.
■ If the rule does not match, the system runs the rule with the next highest priority.
■ If no rule is found, the record exits the approval workflow. Approve the ECO record manually.

Creating an Approval Rule Using the Approval Rule Page

Use the following procedure to create an approval rule from the Approval Rule page.

To create an approval rule using the Approval Rule page:

1. Go to Setup > Workflow Manager > Approval Rule List.

2. On the Approval Rule List page, click New Approval Rule.
3. In the New Approval Rule popup window, click Use the New Approval Rule page.
4. On the Approval Rule page:
Under Primary Information:
■ In the Name field, enter a unique name for the rule.
■ Enter additional information about the rule in the Description field.
■ Select Engineering Change Order in the Record Name field.
■ Select start and end dates for this approval rule.
An approval rule becomes active on the date it starts. The start date can be before the current
date, today’s date, or a future date. After an approval rule starts, its status is set to Running.
The end date can be the same as the start date or a future date, but not earlier than the start
date.
■ Select a subsidiary.
This is mandatory for NetSuite OneWorld.
■ To use a saved search in the rule, select it in the Saved Search Condition field.
If you use a saved search, the approval workflow filters ECO records for approval based on the
saved search criteria. For more information, see the help topic Saved Searches.
■ Enter the approval rule’s priority in the Priority field. Use an integer. The highest priority is
always 1.
Under Approval Routing:

Manufacturing
Setting Up SuiteApprovals Workflow for Engineering Change Order 156

Note: Engineering Change order does not use amount validation. The amount validation
fields are disabled on the approval rule record.

By default, approval routing is set to custom approval. Build your approval hierarchy using the
matrix. You can add approvers of the following types:
■ Employee Supervisor - The direct supervisor of the employee who submits the ECO record.
See Assign a Supervisor to an Employee.
■ Specific Approver - Any employee that belongs to the same subsidiary as the approval rule.
■ Department Approver - You can only select an employee as department approver if a record is
already set up for that employee. For more information, see Setting Up Department Approvers
for Engineering Change Order.
■ Group (Any) - Select a group to require that at least one of its members takes action on the
ECO record. See Set Up Group Approvers for Engineering Change Order.
■ Group (All) - Select a group to require that all its members take action on the ECO record.
■ Role (Any) - Select a role to require that at least one employee with the role takes action on the
ECO record. See Set Up Role Approvers for Engineering Change Order.
■ Role (All) - Select a role to require that all employees with the role take action on the ECO
record.

Important: When adding approvers, consider the sequence by which you add each one.
Make sure the hierarchy you build meets your approval process and requirements.

■ The employee’s supervisor is the first approver, by default. Click the Delete icon to remove the
supervisor from the approval chain, or to add back in another place in the sequence.
■ Click Add Approver, and select the Approver Type and Approver. Repeat these instructions to
add more approvers.
■ Ensure that you add all the required approvers, and that the sequence is correct.

Note: The maximum number of approvers you can add is twenty.

5. When you finish, click Save.

Creating an Approval Rule Using the Approval Rule Assistant

Use the following procedure to create an approval rule using the Approval Rule Assistant.

To create an approval rule using the Approval Rule Assistant:

1. Go to Setup > Workflow Manager > Approval Rule List.

2. On the Approval Rule List page, click New Approval Rule.
3. In the New Approval Rule window, click Use the Approval Rule Assistant.
4. Under Step 1 Enter Basic Information:
■ In the Name field, enter a unique name for the rule.
■ In the Record Name field, select Engineering Change Order.
■ Select a subsidiary.
This is mandatory for NetSuite OneWorld.
■ Enter additional information about the rule in the Description field.

Manufacturing
Setting Up SuiteApprovals Workflow for Engineering Change Order 157

■ Select start and end dates for this approval rule.

An approval rule becomes active on the date it starts. The start date can be before the current
date, today’s date, or a future date. After an approval rule starts, its status is set to Running.
The end date can be the same as the start date or a future date, but not earlier than the start
date.
■ To use a saved search in the approval rule, select it in the Saved Search Condition field.
■ Enter the approval rule’s priority in the Priority field. Use an integer. The highest priority is
always 1.
When you finish, click Next.
5. Under Step 2 Define Approval Routing:

Note: Engineering Change order does not use amount validation. The amount validation
fields are disabled on the approval rule record.

By default, approval routing is set to custom approval. Build your approval hierarchy using the
matrix.
You can add approvers of the following types:
■ Employee Supervisor - The direct supervisor of the employee who submits the ECO record.
See Assign a Supervisor to an Employee.
■ Specific Approver - Any employee that belongs to the same subsidiary as the approval rule.
■ Department Approver - You can only select an employee as department approver if a record is
already set up for that employee. For more information, see Setting Up Department Approvers
for Engineering Change Order.
■ Group (Any) - Select a group to require that at least one of its members takes action on the
ECO record. See Set Up Group Approvers for Engineering Change Order.
■ Group (All) - Select a group to require that all its members take action on the ECO record.
■ Role (Any) - Select a role to require that at least one employee with the role takes action on the
ECO record. See Set Up Role Approvers for Engineering Change Order.
■ Role (All) - Select a role to require that all employees with the role take action on the ECO
record.

Important: When adding approvers, consider the sequence by which you add each one.
Ensure the hierarchy you build meets your approval process and requirements.

Note: The maximum number of approvers you can add is twenty.

When you finish, click Next.

6. Under Step 3 Review Approval Rule, review the details of your approval rule. Go back to the
previous pages to make changes, as needed.
Click Finish to create the approval rule.

You can copy, edit, or set an approval rule to Inactive.

Manufacturing
Setting Up SuiteApprovals Workflow for Engineering Change Order 158

Copying an Approval Rule

Use the following procedure to copy an approval rule.

To copy an approval rule:

1. Go to Setup > Workflow Manager > Approval Rule List.

2. Click View next to the approval rule record you want to copy.
3. Click Make Copy.
4. In the Name field, enter a unique name for the rule.
5. By default, the start date is the current date. Select another date from the calendar, as needed.
6. Select an end date.
7. Select a subsidiary, if other than the copied value.
8. Optionally, select a saved search.
9. Enter the approval rule’s priority in the Priority field. Use an integer. The highest priority is always
1.
10. When you finish, click Save.

Important: You can make extensive changes to an approval rule only if it is not currently
running. If it is running, you can update only the rule’s end date. The system validates the updated
rule for uniqueness.

Editing an Approval Rule

To edit an approval rule:

1. Go to Setup > Workflow Manager > Approval Rule List.

2. Click Edit next to the approval rule record you want to edit.
3. Make the changes to the approval rule.
Check the Inactive box if you do not want the rule to run against any ECO records for approval.
Click Delete to remove the approval rule record.
4. When you finish, click Save.

Important: You cannot delete an approval matrix if there is an ECO record in Pending Approval
that is using the approval matrix.

Using Engineering Change Order

See the following help topics about how to use an engineering change order.

■ Creating Engineering Change Orders

■ Approving or Rejecting Engineering Change Orders
■ Resubmitting Engineering Change Orders for Approval
■ Implementing Engineering Change Orders
■ Viewing Implementation Status
■ Viewing Approval History

Manufacturing
Using Engineering Change Order 159

Creating Engineering Change Orders

Create an engineering change order to list changes in an assembly item’s bill of materials. You can also
use the ECO record to enter process changes for documentation. When created, NetSuite validates the
ECO record for uniqueness and enters the SuiteApprovals workflow.

To review how approval rules work, see Approval Rules for Engineering Change Order.

Guidelines for Creating Engineering Change Orders

The feature supports bulk processing of ECO records:

■ Multiple Add actions for one or more items in one ECO record.
■ Multiple Remove actions for one or more items in one ECO record.
■ Multiple Replace actions for one or more items in one ECO record.
■ A mix of Add, Remove, and Replace actions for one or more items in one ECO record.
■ Add, Remove, and Replace actions for the same BOM and BOM revision are processed together.

NetSuite sends an email notification to coordinators of ECOs when bulk processes complete. The email
body contains a link to the ECO record and error details, if any occurred during implementation.

Note: During manual or automatic implementation, you can view the Implementation Status
of any ECO and track the status of each change action. For more information, see Viewing
Implementation Status.

To create an engineering change order record:

1. Go to Lists > Engineering > Engineering Change Order > New (Administrator).
2. Use the following table to complete the Primary Information section.

Field Description

ECO Type Select the type of change order.

Problem Enter the reason for the change order.

Description Enter details of the reason for the change order.

Date Creation date is set to today’s date by default. You may set this to a future
date.

Effective Start Date Use the calendar to set the date when the change order becomes effective.

Effective End Date Use the calendar to set the date when the change order becomes obsolete.
The effective end date is not mandatory.

Subsidiary If you use NetSuite OneWorld, select a subsidiary.

Approval Status This is set to Pending Approval, by default.

Next Approver Displays a value after the ECO enters the approval workflow, depending on
the approval rule.

Implementation Status Displays a value when the ECO is approved or implemented.

For more information, see Setting Engineering Change Order Preference
and Implementing Engineering Change Orders.

Inactive Leave this box clear to keep the ECO record active.

Manufacturing
Using Engineering Change Order 160

Note: Ensure you selected a subsidiary (NetSuite OneWorld) before entering product
change details. You can select only those items and assembly items associated with the
selected subsidiary.

You enter BOM change details on the Product Changes subtab.

3. Click Add BOM Changes.
4. In the Add Change popup window, in the Action list, select the change action you want to add.
Refer to the following table for instructions on each change action.

Action Procedure

Add 1. In the Item field, enter the name of the item you want to add to a BOM.

Note: The field returns search results as you enter text.

2. Click Add BOM Change.

3. In the change line-item:
■ Click the field under Assembly Item and enter the assembly affected by the change.
The field returns search results while you enter text.
■ Under Quantity, enter the quantity of the item you want to add. The default value is
1.
■ Update the Change Component Yield field, as necessary. The field has no value if
the Use Component Yield feature is not enabled for the affected assembly item.
For more information, see Component Yield Preferences.
■ Select the BOM to which the item will be added.
All BOMs associated with the affected assembly items are available for selection.
■ Select the affected Revision of the BOM.
■ Enter the New Revision of the BOM after the change is implemented.
■ Repeat Steps 2 and 3 to enter more Add change lines for the same item.

Important: Changing the action or item removes any change line-items

already added. To enter a replacement change or remove an item from a BOM,
first save the open Add Change popup window. Refer to the Remove and
Replace procedures in the following rows.

4. Click Save.
5. Review the change details and click Save.

Remove 1. In the Item field, enter the name of the item you want to remove from a BOM.

Note: The field returns search results as you enter text.

2. Click Add BOM Change.

3. In the change line-item:
■ Click the field under Assembly Item and enter the assembly affected by the change.
The field returns search results while you enter text.
■ The Quantity and Change Component Yield fields are disabled by default.
■ Select the BOM from which the item will be removed.
All BOMs associated with the affected assembly items are available for selection.
■ Select the affected Revision of the BOM.

Manufacturing
Using Engineering Change Order 161

Action Procedure
■ Enter the New Revision of the BOM after the change is implemented.
■ Repeat Steps 2 and 3 to enter more Remove change lines for the same item.

Important: Changing the action or item removes any change line-items

already added. To add or remove an item from a BOM, first save the open Add
Change popup window. Refer to the Add and Replace procedures in this table.

4. Click Save.
5. Review the change details and click Save.

Note: This change action removes the entire quantity of the item. The feature does
not allow removal of partial quantity.

Replace 1. In the Item field, enter the name of the item you want replaced in a BOM.
2. In the Item Replacement field, enter the replacement item.

Note: The Item and Item Replacement fields return search results as you
enter text.

3. Click Add BOM Change.

4. In the change line-item:
■ Click the field under Assembly Item and enter the assembly affected by the change.
■ Enter the Quantity of the item to be replaced.
■ Enter the Change Component Yield value. The field is disabled if the Use
Component Yield feature is not enabled for the affected assembly item.
For more information, see Component Yield Preferences.
■ Select the BOM in which the item will be replaced.
All BOMs associated with the affected assembly items are available for selection.
■ Select the affected Revision of the BOM.
■ Enter the New Revision of the BOM after the change is implemented.
■ Repeat Steps 2 and 3 to add more Replace change lines for the same item.

Important: Changing the action or item removes any change line-items

already added. To add or remove an item from a BOM, first save the open Add
Change popup window. Refer to the Add or Remove procedures in this table.

5. Click Save.
6. Review the change details and click Save.

Important: You can update the product change details in the Add Change popup
window. However, the primary information values on the ECO record cannot be changed.

Note: Use the Process Changes, Notes, and Documentation / Files subtabs, as needed.
Instructions are available in the following steps.
Use the Process Changes subtab of the ECO record to enter process change information
for documentation and approval purposes.

5. Click the Process Changes subtab.

6. In the Process Description field, enter details of the process change.
7. The Date/Time field displays the timestamp of the record at save.

Manufacturing
Using Engineering Change Order 162

If you edit the ECO record, the timestamp adjusts to the current date and time.

Note: ECO records for process changes go through approval. Ensure that you create
approval rules for these change types. For more information, see Approval Rules for
Engineering Change Order.

8. Click the Notes subtab.

9. Name the information you are adding under the Title column.
10. Add details under the Memo column.
11. Select the Type of your note as needed.
12. Select the Direction of your note as needed.
13. Click Add.
14. Repeat steps 9 through 13 to add more notes.
15. Click the Documentation / Files subtab.
16. Attach required or relevant documents and materials about the ECO. For information about
attaching files, refer to Working with Files.
17. Click Save when the ECO record is complete.

Copying an Engineering Change Order Record

Use the following procedure to copy an engineering change order record.

To copy an engineering change order record:

1. Go to Lists > Engineering > Engineering Change Order.

Important: The Make Copy function for ECO records does not support the duplication of
Product Changes entries onto the copy.

2. On the Engineering Change Order List page, locate the ECO record you want to copy.
3. Click the View link for the ECO record.
4. On the ECO record, select Make Copy under Actions.
5. Make changes in the Primary Information fields, as needed.
6. Click Save.

Approving or Rejecting Engineering Change Orders

Note: Only approvers from the subsidiary of the creator of an ECO can access and approve the
ECO.

You use the email notifications generated by SuiteApprovals to view and take action on the ECO records
for your approval.

To approve or reject an engineering change order:

1. Open the email message.

Manufacturing
Using Engineering Change Order 163

2. Review the ECO Number and Problem Statement.

3. Click View Record on the email body.
4. On the ECO record, click the button for the action you want to take on the ECO.
■ Approve - If you are the only approver or the final approver, the ECO becomes approved.
Otherwise, the record is routed to the Next Approver.
■ Reject - The ECO is rejected. You must enter a reason for your rejection of the record.
5. Click Submit.

Resubmitting Engineering Change Orders for Approval

Within the SuiteApprovals workflow, ECO records in Approved or Pending Approval status cannot be
edited. You can update and resubmit only a Rejected ECO record. Note the following when resubmitting
ECO records for approval:

■ The ECO creator and users with access to the ECO, except the current approver, can update and
resubmit the record.
■ The user who originally submitted the ECO record cannot be an approver.

To resubmit an engineering change order for approval:

1. Go to Lists > Engineering > Engineering Change Order (Administrator).

2. Search for the ECO record you want to resubmit using filters and sorting tools, as needed.
3. Click the Edit link for the ECO record you want to edit and resubmit for approval.
4. On the ECO record, click Resubmit.

The resubmitted record is revalidated and either exits the workflow, or is routed for approval. Email
notifications are sent to specific recipients depending on the changes applied to the record and the
workflow state the record is in.

Implementing Engineering Change Orders

If you have not set the feature’s Implement Engineering Change Order Upon Final Approval
preference, an ECO administrator must manually implement approved ECO records.

To implement approved engineering change orders:

1. Go to Lists > Implement Engineering Change Order (Administrator).

2. Use filters to search for approved ECO records:
■ Use the calendar to search by effective date range. Today’s date is the default date.
■ Select a subsidiary.
3. The page lists matching records, if any.
■ To implement all records in the list, click Mark All. To implement only specific ECO records,
check the Select box for the record.
■ Use the pagination controls as needed to make selections.
4. Click Implement.
To view the implementation status of an ECO record, see Viewing Implementation Status.

Manufacturing
Using Engineering Change Order 164

Note: Set the Implement Engineering Change Order Upon Final Approval preference to
automatically implement approved ECOs. See Setting Engineering Change Order Preference.

Viewing Implementation Status

The Engineering Change Order Log section lets an ECO administrator view the implementation status of
any approved ECO.

To view the implementation status of engineering change orders:

1. Go to Lists > Engineering > ECO Implementation Status (Administrator).

2. The Engineering Change Order Log section lists all active ECO records.
3. Select a value in the Implementation Status list to filter the list:
■ Pending - Approved ECO records that have yet to be implemented
■ In Process - Implementation is in progress for approved ECO records
■ Completed - Implemented ECO records
■ Error - Approved ECO records with implementation error
4. Click Go to Main to return to the full list from a filtered list. Click Refresh to display the most recent
data.

To view the implementation status of action changes in approved engineering

change orders:

1. Go to Lists > Engineering > Engineering Change Order (Administrator).

2. On the Engineering Change Order List page, search for the ECO record you want to view. Use the
filters or sorting tools, as needed.
3. Click the View link of the ECO record.
4. Click the Product Changes subtab.
5. View the implementation status of each change line-item under the Is Implemented column.

Note: You may need to click the collapse (-) icon for a change line to view its
implementation status.

Viewing Approval History

Use the following procedure to view approval history.

To view the approval history for an engineering change order:

1. Go to Lists > Engineering > Engineering Change Order (Administrator).

Manufacturing

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