John Griffin Silver Trophy

Hi @Dext3r, Just a couple of thoughts on this. Within the Item records, do you have a Preferred Vendor indicated? This may help some by limiting the planning function suggestions to the Preferred Vendors on the first pass. I do not know if a third party application is available for NetSuite, but some type of EDI set up…

Hi @Amberleask, The address should be pulling from the Addresses Tab under Setup/Company/Company Information. John

Hi @JoshPNW, Here is a simple CSV Import that works for this. As you mentioned, auto calculate must not be checked. Also, if you have lot or serial numbered items, they will need to be imported separately with the appropriate item type. Let me know if you need more detail. John

The supporting documents are file attachements In this scenario, only the top level assembly item is listed. John

@Dext3r, If you already have a standard PO form and PDF template for Inventory Items, they will work for an Assembly Item you are purchasing complete, with the vendor supplying its components. That is assuming you do not need to show the component detail, which is not required from a system standpoint unless you are…

Hi @Dext3r, Are you simply purchasing a complete assembly from a vendor, or are you supplying some or all of the components to the vendor for an outsourced assembly build? John

Hi @Joy Noreen Magoling-Oracle, Can someone confirm that we should be able to import multiple BOM Revision records; either creating new revisions or replacing the existing component sublist? I am fairly certain the templates I have used for some time, successfully performed in the past. At this time, my templates will…

Hi @Rick Cobb_2, Thank you for sending the file and field mapping screenshots in response to my PM. I do not see an issue with your set up, so I performed some testing on my end and found that the templates I have used for years do not work when importing multiple BOM Rev records. They work fine with one record, but only…

Hi @User_IOZ5E, You should be able to change this by navigating to Set up / Accounting / Shipping and then modifying the Reference fields on the Preferences tab. Best Regards, John

I may have added confusion in my initial answer, where I erroneously said "To Bins", but immediately went back in and edited it to "Bins." I thought I caught it soon enough, but you probably already received an email notification. I probably should have annotated what was edited... John

Hi @User_CA6YI, Here is a previous discussion that should help you out. The main thing is, perform the negative transactions separately and they will use the "Bin" and "Issue Inventory Number" fields. Please let me know if you have additional questions on this. John

Hi @User_MJC7X, The steps I took are as follows: Create a custom Item field Checkbox. From within the Planned Standard Cost Rollup and Revalue Standard Cost Inventory forms, select Customize and add the custom checkbox to the Additional Filter parameter. Additionally, add the field to the Additional Column parameter if you…

Hi @User_MJC7X, Let me put together some screen shots and I will get back to you; probably will not be until tomorrow morning, though. John

You're welcome - let us know how it works out.

Hi @KNason76, Below is what I have used in the past to disassociate BOMs from Assemblies. The CSV file contains a listing of the Assemblies and the BOM column does not contain any info. By choosing to overwrite sublist data, the existing BOM is removed from the Assembly. Once the Assembly items are corrected you can import…

Hi @Ben Belzer, There are probably other ways, but the first one that comes to mind is the Quantity Back Ordered field on the Item's Location Tab. I believe that field reflects all open SO quantity, unless the Item is also used on work orders. Would that work for what you? John

@Dwight Schrute, My original version did not have the formula, as I was looking for TOs in transit, and the results showed multiple lines for each item on the TO, but only one of them with the actual quantity fulfilled. The extra lines are probably because there are multiple items on the TO and no way to return distinct…

@Dwight Schrute, That is good to know, thanks for sharing. Also, in your previous search, I believe the the numeric formula is excluding any TO that is fulfilled because it resolves to 0 if the lines are completely filled. John

I performed a couple of checks and the headers for these location will not even show on the results without the Summary Type Group. John

You are welcome. Glad it helped Happy New Year, John

Hi @FazeprooF, You can create a new Transaction Saved Search as shown in the screenshots below and modify the selection criteria and sort order to hopefully show the transaction detail you need. This search was just created and not very refined, but should give you some idea how to proceed. I use the Classic Dashboard and…

Hi @Dwight Schrute, This works for me within a Main Line is "FALSE" Transfer Order search I have. John

Hi @AhmedM, My first thought is that you probably want the UOM for your Assembly items to be EACH, since they are made up of items with varying UOMs; Rice pack (Inventory Item with UOM Kg), Bag(Inventory Item with UOM EACH), OUTSIDE PROCESS Item(Service for Purchase item with undefined UOM). I may not fully understand the…

In my case, RMAs are repaired/replaced and returned, so it makes sense to bring them into stock and return them on an associated SO. The other advantage is the RMA provides the data to track Quality Performance Metrics or KPIs. In my experience I have always used an RMA process, so I am not sure if there are other…

Hi @User_KWKGU, I am using Advanced Inventory Management and when transacting an RMA receipt, there is a checkbox to restock the item. There is also an Accounting Preference under the Order Management tab that can be set to check the checkbox by default; otherwise it must be checked at time of receipt. Hope this helps, John

Hi@Asher_123, I am at a loss to see any reason for your TO Packing Slip not to show up in the drop down list. Perhaps take it into edit mode, save, and submit again, ignoring the warning that nothing changed, in case there was some sort of glitch the first time. @Kristoffer Viray-Oracle, do you see a reason this packing…

Hi @Asher_123, Once you have created these custom forms: -Transfer Order, Transfer Order Item Fulfillment, Transfer Order Packing Slip, and -Transfer Order Packing Slip Layout Configure your custom Transfer Order form, including the Linked Forms tab, to point to your custom Item Fulfillment and Packing Slip forms. You will…

HI @Asher_123, Yes, you can modify your existing transaction and layout forms and save them under new names, leaving their Preferred checkboxes unchecked. Your new transfer order transaction form will specify using your new layout form. After modify these forms to achieve the look you want and assigning where they are…

Hi @Jack Daryl Espiel-Oracle, Thank you for your response. I originally used the Visual Builder and ended up going to the custom formula. Your Condition screenshot allowed me to realize what I did wrong within the Visual Builder - I selected Sales Order under Record, thinking that I had to select a Record to be able to…

Hi @Benjamin Paul - USA, This info is pulled in from the PO. The expenses are entered and edited on the PO and are received within the receipt transaction. Best Regards, John