I'm afraid that I'm no longer doing the demand planning and cannot find my old files. The outlined steps I have above are pretty much the way to do it though. Sorry I couldn't help!

Are any other companies actually using Advanced Manufacturing, as opposed to just having it installed? If so, what works/doesn't work?

For our purchased items, we use the manufacturer's lot number. This makes it easier to communicate back in the event of a recall. For our manufactured items, we used a concatenation of the year + julian date + work order number. Year (2 digit) and julian date (3-digit) are based on the planned work order start date. This…

It's a defect and you aren't the only company affected. --Chris

Uncheck the Units Type. Save. Go back in and check it again. Save again. That worked for us. --Chris

This issue isn't related to a transaction. We noticed, same as you, that the various units were missing from the item form following the 2020.1 update. --Chris

Yes, we were affected by this too. The different units disappeared from our inventory item form (but not the assembly items form). One of our engineers solved it; refer to Answer ID 63788. Basically, the 2020.1 update turned off the visibility of the Units Type. You might have to toggle it on-off-on to get them to…

I was in the same position recently. The Estimated GP field should be so simple, especially since our company uses standard costing. Just compare the sales price to the standard cost, right? NetSuite won't do that. It will let us use 'Last Purchase Price', which is actually the last production price for an assembly. It's…

You'll need to create the list or record first. Look at the help topic "Creating a Custom List" to get started. Then, you have to add it to your transaction form. Look at the help topic "Custom Transaction Body Fields". By luck, the example they show is for adding a field to a PO! --Chris

I suggest using a workflow. First, create a new workflow. You should do some testing before moving it to Released status Then, create a state that will 'Set Field Value'. Choose the Memo field and enter whatever value you want as the default. Test it thoroughly before releasing and make sure that the workflow fulfills the…

Create a saved search with these criteria: What you want in the results is up to you. --Chris

Yes, that's the same thing we see. The line item is the base unit, usually "each" for us too. I think it is normal behavior, just really confusing. Early on, our buyers often entered the wrong value and the impact on inventory was $millions. --Chris

The problem with a generic conversion (i.e. every case quantity in a single Units Type) will start to show once you have a several different items set up and try to make a transaction. That conversion isn't always shown on every transaction and your team will get hopelessly lost. It is true that you cannot import to the…

P/N 200-430 should be setup as an inventory item P/N 200-431 and 200-432 need to be setup as assemblies. * Assembly 200-431 includes the 200-430 component + the grinding router line * Assembly 200-432 includes the 200-431 component + the painting router line This work orders to build 200-431 will reduce your inventory of…

We have been very happy with RF-SMART as a WMS. Like most companies, they will give you a demo and help evaluate how well the application fits your business. If you are considering changing solutions, start by seeing what is available on the market. Make sure to get references and see the product in practice at a current…

I meant to add that I am happy to share the full list of the UOM that we are using. There's nothing proprietary about the number of units in a box! Send me a PM with your e-mail address and I'll shoot it over. --Chris

Several questions there: * We looked into validating NetSuite, but the cost was prohibitive. So, the only system we have not integrated is the Quality Management System (QMS). That has another advantage; if we are audited by the FDA, we only have to open up the QMS. If it was all in NetSuite, then the entire ERP would be…

I am heavily in favor of multiple units of measure. Here's how I configured ours and it's been working well for the last 3 years: * Think of the Units of Measure as a set of conversion maps * Name them as {base unit name}: {abbreviated conversion} * For the conversions, keep the names simple. The abbreviations are pretty…

Quality has a bad reputation for adding unnecessary complexity...and some of that is rightly earned. The first question for them is whether lot control of supplies is required or just "nice to have". If they claim it is required, have them show you the section. I bet they can't do that. You may also want to involve them in…

We are a medical manufacturer as well. We lot control nearly everything that goes into our kits, including labels, boxes, and bags. Labels are fairly important to lot control because they can easily be misprinted. However, consumables, such as printer ink, may not need lot control. At least our quality department doesn't…

No, completed work orders will have the finished goods inventory visible in your on-hand numbers. The result of this saved search will be the raw materials that have been picked (i.e. work order issue transaction), but not yet converted. --Chris

You'll have to create a saved search that adds up all of the transactions to ever transpire in your WIP account. Here's my saved search. Note that you will probably have a different GL account number and a different inventory location. Criteria Results Hope this helps. --Chris Dobbins

Reach out to your web developer. They should have some tools for adding security to your domain. --Chris Dobbins

Available = On Hand - Committed Do you have a quantity committed? --Chris Dobbins

I was previously in the food industry also (largest bakery in the US). Don't dismiss the idea of planning with time-phased methods. We wouldn't have been able to operate without it. However, you can accomplish your stated goals in NetSuite. * First, all of your preliminary groundwork needs to be setup: BOMs, yields, raw…

I can think of two different ways to make a rolling average: * Do you make today the end point? That would be a true rolling average -- or-- * Do you end with the last completed fiscal period? This approach is more complicated and would only update once per month, but could be useful if sales are subject to change or…

The SuiteAnswers topic that @"Shamaine Chan-Oracle" references isn't actually that complicated. It is very similar to what we do. In fact, I have a weekly version for the last year...52 columns! With a saved search, you write it once and run it countless times. There is no harm in spending a bit of setup time to get it…

We ran into the same trouble here. In several industries, it is pretty common for customers to have a deposit on account. Ideally, this would be included in the standard template. We can solve it though. Two sections of the statement need to be updated: * Include the deposit balance as a line item in the details Insert…

That explains why I can print the components on the packing slip, but the same doesn't work on a picking ticket. Maybe we can solve the business need a different way-- What is the goal of printing picking tickets? We use Android handheld devices for picking and the warehouse if nearly free of paper. Besides less clutter,…

The error message states that you have to map the External ID field. I see that you are uploading the item. NetSuite needs to determine if you are loading: * one sales order with several line items -- or -- * fewer sales orders, but with multiple items per order The External ID is how the system will tell how to break up…