Creating Work Orders for Configured Items

Note:

Install NetSuite CPQ Manufacturing to create work orders by using materials and routing steps from NetSuite CPQ Configurator. To install NetSuite CPQ Manufacturing, your account must also have manufacturing capabilities. Contact your NetSuite representative for more information.

With NetSuite CPQ Manufacturing, you can create work orders from sales orders for configured items having an assembly as a base item (called a base generic product). To create work 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 and how to install a NetSuite CPQ SuiteApp, see Assembly Work Orders and Installing NetSuite CPQ SuiteApps.

To create work orders from sales orders for configured items, implement the following prerequisites:

Create an assembly to use as a base item following the specific requirements. For more information, see Creating Assemblies to Use as Base Items.

Note:
If you created the assembly base item with NetSuite CPQ Configurator 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 a base item to your NetSuite CPQ Configurator product. For more information, see Assigning Base Items to Products.
Enable the Convert WO button for sales orders on the NetSuite CPQ Manufacturing SuiteApp. 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.

After submitting the configuration, NetSuite CPQ Configurator adds the configured item under the Items subtab of the sales order. After saving the sales order, users can edit it and click the Convert WO button either on the sales order top or bottom or on the configured item line to create the work order. Users can click the work order number link to view the work order.

After creating the work order, users can find the materials under the Items subtab and the routing steps under the Operations subtab.

Creating Assemblies to Use as Base Items

If you want to create work orders with NetSuite CPQ Manufacturing, assemblies used as base items (called base generic products) must meet specific criteria. When creating the assembly, complete the following tasks to comply with the required criteria:

If you work with advanced bills of materials, create a bill of materials and a revision with a placeholder component by entering 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 do not work with the advanced bill of materials, add the placeholder component and the basic information required to save the assembly.
Create a placeholder manufacturing routing, check its Default box, and add the basic information required to save it. For more information, see Creating a Manufacturing Routing.
Check the WIP box on the assembly for the location selected on the sales order. Considering that this is a placeholder assembly, you can mark all the available locations as WIP.
Assign to the assembly and its placeholder component the same subsidiary as the sales order.

Enabling the Convert WO Button

With NetSuite CPQ Manufacturing, users can create work orders by clicking the Convert WO button on saved sales orders opened for editing. To enable the Convert WO button on sales orders, go to CPQ > Manufacturing > Settings. Check at least one of the following options:

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

Creating Assemblies to Use as Base Items

Enabling the Convert WO Button

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