I am coming to the realization that my Netsuite as...
# administration
a
I am coming to the realization that my Netsuite assemblies are sloppy, I have lots that don't have "Department" field entered or the BOM name is the same as the item # which has been very difficult to navigate on saved searches and sometimes coming up blank. Can someone assist in the process of export all my assemblies so I can fill in or edit what needs done and re-import? We are moving to WIP and Routing and I have been fighting tooth and nail trying to get ALL assemblies I have in one spot the process the data
m
Do you have advanced bill os materials enabled?
a
yes
for some reason it's not pulling the correct name of BOM...like ever lol
m
What do you mean by this? The BOM name is a free text field; you define the name
a
this is my search critera, am I using the correct one to pull BOMs?
m
Yes name should be the correct field unless your company has created a custom field you consider to be the name of the BOM I’m use to the revision bieing called bill of material revision.name. Not revision.name But every account is different
a
well and we also use a thing called Blend for some items
like what would be a reason I have no external ID?
m
If the record was created manually in the UI, then most likely it won't have an external ID> usually the external ID is used when a record is created via CSV import or External Integration
🫡 1
What do you want your naming convention to be. There are 3 records involved here. 1. Assembly Item 2. Bill of Materials 3. Bill of Materials Revision Usually I see it as: Assembly Item - user defined name/ID Bill of materials - Assembly Item ID + "Bom" Bill of Mateirals Revision - this depends on your engineering practices. If you are trying to manage revision control then use 0, A, B, C, D etc or 1, 2, 3, 4 etc If you don't have multiple revisions for your assemblies then just use a similar syntax to the BOM
(ie. Assembly Item ID + "Rev")
When you would perform CSV imports to update the existing records and clean up the names. 1. Export all BOM records with a Join to the Assembly Item ID
2. Update the BOM Name in Excel to be consistent 3. import the BOM mapping Internal ID and Name to update
THen repeat this process for the Bill of Material Revision record
Also usually the Department is driven from the Assembly record so you would want to update all your assembly items to set the departemnt correctly on those
a
saving this for after I get through WIP and Routing implementation. It's been kind of a nightmare
I have also never done a CSV update. Do you have a dummy proof link to the process by chance?
m
The routings also pose a similar issue. I would try to come up with the naming syntax for all these records in advance, so you can implement WIP with the correct naming.
For example I've ususally done 1. Assembly ITem ID = A12345 2. BOM = A12345 Bom 3. Revision = A12345 Rev 1 4. Routing - A12345 Loc A, A12345 Loc B, A12345 Loc C (and so on)
As you make a routing per location
a
this is what we the NS rep had me do
m
Are these routings?
a
yes
m
is 58-0567 an item number?
Also is Mixer 13, Mixer 30, Mixer 23 all "work stations"?
a
yes and used as the BOM name 🤮
yes all work stations
m
werid
a
its been slapped together before I got here
m
Usually the work center is in the routing step, not the overall routing
a
I plan on getting through wip and routing and then going through it again to clean it up in Sandbox and dragging over to production side
my NS rep hasn't been my favorite. Kind of just threw templates at me with examples and I've been struggling to match shit up
m
You can do imports for all these records. In the past I usually create 1 master template for all these records and do multiple imports to create/update them. It usually takes about 4 - 5 imports to create 1 assembly
a
Why wouldn't you just have all the fieldID's you need as headers and just do one big one?
m
Because it's 4 separate record types and you can only upload 1 record type at a time First is create the Assembly Item, Then create the BOM record Then create the Revision record and assign components Then assing the BOM to the Assembly record (usually as the Master BOM) Then create the Routing record and assign the Assembly and BOM
1
a
makes sense!
m
One caveat to the routing record is that if you have multiple locations you need to make one per location (i think)
a
so I would need to export them out one record type at a time and then go through and tidy up and then re-import
m
You can do each import in bulk
So all Assemblies at once, all BOMs at once, all revisions at once
a
I was worried about the mulitple locations and routing but there is only one step that won't happen at "plant 2"
m
(netsuite does have a 25,000 row limit to CSV imports but you can do multiple files)
the more you know 1
a
I don't think anything I would do would be that big but good info
m
Most of the "Master Spreadsheets" i've built for this end up with like 80-90 columns when all said and done
It a lot to manage but once you get it setup it's pretty repeatable if you are creating assemblies frequently
a
I think I would rather split it by sheets?
4 sheets for your master
m
If you are just doing a one time clean up effort then that works...but if you are creating a lot of assemblies frequently then it might be good to just make one master file and upload it 4 times (1 for each record type)
that way you can reuse fields for each record like name/naming, location names/ID's, subsidiaries, etc
a
I've also been learning alot about excel lol. Figuring out how to multiply cells x4 onto another sheet and such
m
yeah that helps
a
I may DM you later on for a rundown on CSVs if you don't mind when I'm trying to clean this up
m
yes that works...reach out anytime
ty1 1
a
I've already looked at forms to figure out what I'm going to make mandatory fields because these people never fill everything out
m
CSV's can be a little tricky/frustrating at first, but once you get the hang of them its not too bad
a
I feel like CSVs and knowing fieldIDs is the only reason we pulled a NS rep in