Creating Work Orders for Configured Items

Note:

Install NetSuite CPQ Manufacturing to create work orders using materials and routing steps from configured items. For more information, see Installing NetSuite CPQ SuiteApps. Your account also needs manufacturing capabilities to install NetSuite CPQ Manufacturing. Contact your NetSuite representative for more information.

With NetSuite CPQ Manufacturing, you can create work orders for configured items that use an assembly as the base item (formerly called the base generic product). When creating work orders from sales orders, NetSuite CPQ Manufacturing uses materials and routing steps from configured items added to the sales order by NetSuite CPQ Configurator. For more information about work orders in NetSuite, see Assembly Work Orders.

To create work orders for configured items, follow these steps:

Implement prerequisites. For more information, see Implementing Prerequisites.
Create work orders from sales orders by clicking the Convert WO button. Alternatively, automatically create work orders based on custom conditions using a script.

For more information, see Creating Work Orders from Sales Orders and Creating Work Orders for Configured Items Using Scripts.
Verify that work orders are correctly created. For more information, see Testing and Debugging Work Orders for Configured Items.

Implementing Prerequisites

Before creating work orders for configured items, follow these steps:

Always maintain enabled the Build WO field (field ID: custcol_cpqm_item_col_buildwo) on sales orders. During the installation, NetSuite CPQ Manufacturing automatically creates and enables this custom line field on sales orders to let users create work orders.
Create an assembly to use as the base item by following the specific requirements. For more information, see Creating Assemblies to Use as Base Items.

Note:
If you created the assembly base item through an item creation record, you must create the work order following the standard NetSuite process. For more information, see Creating Work Orders From a Sales Orders.
Assign the assembly as the base item to your NetSuite CPQ Configurator product. For more information, see Assigning Base Items to Products.
In NetSuite CPQ Manufacturing, enable the Convert WO button for sales orders. For more information, see Enabling the Convert WO Button.
Create materials and routing steps to build the configured item with NetSuite CPQ Configurator. Items used as materials must have the same subsidiary as the sales order. For more information, see Defining Materials for the Configurable Item and Defining Routing Steps to Build the Configurable Item.

Creating Work Orders from Sales Orders

After submitting the configuration, the configured item is added under the Items subtab on the sales order.

After saving the sales order, users can edit it and click the Convert WO button to create a work order. This button is available at the top and bottom of the sales order, as well as on each configured line item. If users click the Convert WO button at the top or bottom, a work order is created for each configured item on the transaction. If users click the button on the configured line item, a work order is created only for that specific configured item.

When converting configured line items to work orders for an entire sales order:

Configured line items without work orders are converted.
Configured line items with up-to-date work orders are disregarded.
Outdated work orders are removed, and configured line items with outdated work orders are converted again.

Note:
A work order becomes outdated when users edit and save the related configuration.

After creating the work order, users can click the work order number link in the Create WO line field to view its details. In the work order, materials are under the Items subtab and routing steps are under the Operations subtab.

Creating Assemblies to Use as Base Items

If you want to create work orders for configured items, assemblies used as the base item (formerly called the base generic product) must meet specific criteria. When creating the assembly, complete the following tasks to comply with the requirements:

If you use an advanced bill of materials, create a bill of materials and a revision with a placeholder component. Enter only the basic information required to save them. NetSuite CPQ Manufacturing uses this bill of materials and this revision as placeholders only. For more information, see Creating a New BOM Record and Creating BOM Revisions.

If you don't use an advanced bill of materials, add the placeholder component and the basic information required to save the assembly.

Note:
The assembly and its placeholder component must have the same subsidiary. Make sure you let users know the subsidiary used because they must use the same subsidiary when creating the sales order.
Create a placeholder manufacturing routing, check the Default box, and add the basic information required to save it. For more information, see Creating a Manufacturing Routing.
On the assembly, check the WIP box for the location selected on the sales order. Considering this is a placeholder assembly, you can mark all the available locations as WIP.

Enabling the Convert WO Button

Users can create work orders by editing a sales order and clicking the Convert WO button. To enable the Convert WO button on sales orders, go to CPQ > Manufacturing > Settings. Check at least one of these options:

Top/Bottom – Displays the Convert WO button at the top and bottom of sales orders. If users click one of these buttons, a work order is created for each configured line item on the transaction.
Line Item – Displays the Convert WO button on the configured line item. If users click this button, a work order is created only for that specific configured line item.