Defining Materials for the Configurable Item

Note:

Install NetSuite CPQ Manufacturing to use materials from NetSuite CPQ Configurator in work orders.

Configurable items can be made of materials or components. For example, if your configurable item is a desk, you can have the top surface and side panels as materials.

With NetSuite CPQ Configurator, you can specify materials by selecting an existing item in NetSuite, obtaining the item number or number from the user interface with a resolve expression, or by selecting an item creation record that provides the information for automatically creating the item.

If you use a resolve expression to specify a material, you can have one material record to retrieve multiple items without having to manually create a material record for every possible combination of options and features. If you specify the material through an item creation record, NetSuite CPQ Configurator automatically creates the material when users submit the configuration.

NetSuite CPQ Configurator adds materials to configurations and later to work orders only if questions or answers in its rule match questions or answers selected by users on the interface. For more information, see Activating Building Blocks with Rules.

When users select item features or options on the interface, NetSuite CPQ Configurator adds the related materials to the configuration. Users can view the materials under the Materials option of the Audit menu on the user interface.

When users click the Convert WO button on the sales order or the configured item line, NetSuite CPQ Manufacturing adds each material as a line item on the work order under the Items subtab. For more information about creating work orders, see Creating Work Orders for Configured Items.

You can set line fields for the material when added as a component to the work order by selecting mapping records in the Apply Column Mappings field. In the Common Column Mappings field, you can view the mapping records automatically applied to the material. The mapping records displayed in the Common Column Mappings fields have checked the Apply to all materials box. For more information about mapping records, see Setting Transaction Body or Line Fields Based on Configuration Data.

Note:

Before mapping records, you could set transaction line fields through the WO Column Mapping field. If you want to switch from this field to mapping records, move the information to mapping records and clear the field. After clearing the field, NetSuite CPQ Configurator will hide it.

To create a material:

In NetSuite, go to CPQ > Configurator > Product Maintenance.
Click Edit next to the product you want to modify.
On the Materials subtab, click New CPQC Material.
Enter a descriptive name for the material.

This name is displayed under Materials in the Audit menu of the user interface.
Assign a routing step to the material to specify the task in which this material will be used.
(Optional) To define a date range in which the material is active and NetSuite CPQ Configurator can add it to configurations and later to work orders:
- In the Effective Date field, select a start date.
  
  Before this date, the material is inactive.
- (Optional) In the Cancel Date field, select an end date.
  
  After this date, the material is inactive.
Note:
If you define a date range, the material must meet the date range and the conditions expressed in the rule to be active.
To specify the material, three options are available:
- In the Item field, select an item from NetSuite.
  
  When you select this option, NetSuite CPQ Configurator automatically completes a series of fields if the information is available on the item record selected: Image, Display Description, UOM, Average Cost, Purchase Price.
- In the Item from Q/A field, enter a resolve expression to obtain the item name or number of the material from questions or answers on the user interface.
  
  To write a resolve expression, use question and answer codes separated by the forward slash character and enclosed in curly braces. For example, {A/1}. NetSuite CPQ replaces question and answer codes with the corresponding answer value. For more information, see Obtaining Answer Data with Resolve Expressions.
- In the Item Creation field, select the item creation record that stores the information to create the material if the conditions expressed in the rules of the item creation record and the material are met. For more information, see Creating Items Required by the Configuration.
In the Quantity field, enter a number or a resolve expression to define how many units of this material are required by the configuration.

NetSuite CPQ multiplies this value by the multiplier. The result is displayed under the BOM Quantity column on the Items subtab of the work order. The BOM Quantity field indicates the component quantity used to build an item, assuming no loss. For more information, see Setting the Use Component Yield Preference.
To have more flexibility in defining the quantity, you can enter a number or a resolve expression in the Multiplier field.

If you leave this field blank, the assumed value is 1.
(Optional) In the Component Yield field, enter the percentage of the material or component that survives the manufacturing process.

This value is displayed under the corresponding column in the work order. Do not include the percentage symbol. For more information, see Component Yield Examples.
(Optional) In the Units field, enter the internal ID of the type of units you use to purchase, stock, and sell this material if you have enabled the multiple units of measure feature in your account. Examples of unit types may be length, volume, and time. The value is displayed on the work order under the Units column. For more information about using multiple units of measure, see Multiple Units of Measure.
If the material is a phantom assembly item to be built by assembling the components in the account, check the Phantom BOM box. If you check this box, the Mark sub-assemblies phantom box on the work order becomes checked. Use this option when building subassemblies of the main assembly item. For more information about phantom assemblies, see Phantom Assemblies.
(Optional) In the Apply Column Mappings field, select the mapping records you want to use to set line fields for the material when added as a component to the work order. For more information about mapping records, see Setting Transaction Body or Line Fields Based on Configuration Data.
In the Item Rule field, provide the question and answer combination that determines whether NetSuite CPQ Configurator can add the material to configurations and later to work orders.

Enter question and answer codes separated by the forward slash character. For example, A/1. Use operators to combine multiple question and answer sets. For example, A/1&B/2. For more information, see Activating Building Blocks with Rules.
(Optional) To include an additional rule in the material rule, select a category. NetSuite CPQ Configurator adds the material to the configuration and later to the work order if its rule and the category rule match questions or answers selected by users. For more information, see Working with Categories in NetSuite CPQ Configurator.
Click Save.

To copy or delete materials, see Working with Product Building Blocks.

To create a material:

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