Entering a Standard Work Order

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

To enter as standard work order:

Go to Transactions > Manufacturing > Enter Work Orders.
In the Custom Form field, select Standard Work Order.
The Order # increases the largest work order number by one.
1. To enter another order number, go to Setup > Company >Auto-Generated Numbers.
2. On the Transactions subtab, next to Work Order, check the Allow Override box.
3. Click Save.
  
  You can enter another number, however the next order number will revert to the standard pattern.
Select a Customer to associate this work order with.
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.
NetSuite automatically populates the Revision based on the effective date.

The selected assembly can disable this field.

If you use Advanced Bills of Materials, the related Bill of Materials is automatically selected.

If you use Advanced Bills of Materials, the related Bill of Materials Revision is automatically selected.
To build member assembly items to complete the work order, check the Mark Sub-Assemblies Phantom box.

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.
To designate the work order to use WIP instead of a standard assembly build, check the WIP box.

This option is only available when the order status is Released.
Select the related Manufacturing Routing.

This list is only available when the WIP box is checked.
To calculate lag times for operation tasks, check the Auto-Calculate Lag box.

For more information, see Operations Overlap
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 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.
Enter a new, or accept the default Date.
The default Status is Released.
To firm the order, check the Firmed box.

This box is checked by default for Released orders.
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.
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.

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.
On the Items subtab, complete the following steps:
1. 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.
2. 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.
3. 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 Identifying Special Orders.
4. Select the Work Order option in the Item Source list to create a special order work order for a component or sub-assembly.
5. Click the arrows below to view steps for each subtab.
If you use the Outsourced Manufacturing feature, click the Outsourcing subtab and then complete the fields, as required. For more information, see Outsourced Manufacturing.
Click the Relationships subtab, and then follow the steps below, as required.
1. Check the Update Customer box to update the sales team on the customer's record with changes made.
2. Select a Partner and partner role, if necessary.
3. Check the box in the Primary column if this partner is the lead.
4. In the Contribution % column, enter the contribution percentage for each team member.
5. Click Add.
If you use Team Selling, click the Sales Team subtab, and then complete the following steps, as required.
1. 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.
2. 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.
3. 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.
4. Check the Update Customer box if you want to update the sales team on the customer's record with changes you make here.
5. Select an Employee and Sales Role if necessary.
6. Check the box in the Primary column if this employee is the lead.
7. In the Contribution % column, enter the contribution percentage for each team member.
8. Click Add.
Click the Communication subtab, and then complete the following steps, as required.
1. On the Events subtab, enter events.
2. On the Tasks subtab, view or enter CRM tasks records.
  
  For information about tasks, see Working with CRM Tasks.
3. On the Phone Calls subtab, view or enter new phone calls.
4. 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.
5. On the User Notes subtab, add and track notations.
Click Save.

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

To enter as standard work order:

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