Hi @User_6YI1X, This sounds like a use case for Outsourced Manufacturing. The discussion below may be beneficial to you. Please let us know if you have additional questions. John

Hi Fabs, Glad you were able to resolve the issue. Best Regards, John

Hi @BM136, Check in Set up/Accounting/Set Up Shipping to see if UPS is set as your Default Shipping Carrier. If so, temporarily change it to FedEx and those options should be available for selection. Best Regards, John

Hi @User_D4XL9, My first thought, is that there may be a date issue. I would compare the work order dates and the BOM/Revision dates to ensure the new serialized assembly is in effect. John

Hi @User_D4XL9, My experience is that you must use multiple files to perform CSV Imports of Serial/Lot Number detail. Here is my documentation of how this is performed using 3 CSV files. Note that positive and negative adjustments must be performed separately. Please let me know if any clarification is needed. John

Hi @User_HWW8S, This should be on the Linked Forms tab when customizing the sales order form. John

Good to hear you got it worked out! John

Hi @User_IQB52, If you have not already done so, you can look to see if it is somehow allocated to something else. Transactions/Order Management/Reallocate Items. John

Glad it worked out Rick. John

As a point of interest... I made no changes to my files or mapping and re-ran the same test I did last week and everything imported as expected. John

Good luck! John

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