Proposal summary
This proposal describes the auto-population of data in item records, including item location configuration and setting values in appropriate fields in sales order to automatically create a Work order or Purchase order from the sales order update and update in the work order.
Requirement
The client would like to complete the following requirements:
- Update the values in the item record
- Set up the item location configuration for items data integrated from Windchill
- To set required values in the sales order and work order to create a Purchase order and Work order from the sales order
- Needs to set the item source column in the item line level in the work order.
Our Solution
Standard Assembly Work Order Workflow
We have attached the standard flow of assembly work order handling below:
Item record
Field update and Item location configuration setup
The requirement can be achieved by customizing the existing windchill integration script to update the values in the windchill item record and create item location configuration in the creation of the item record.
The script will enable the “USE BINS” checkbox in the item record and uncheck both the “preferred stock level” and “reorder point” checkboxes in the item record.
And the script will create item location configuration for windchill items based on source value from windchill.
Item Location Configuration record – Field Mapping:
| NetSuite Field | Value |
| Name | Item name + “- SI-MB” |
| Subsidiary | Static value “eVersum technologies d.o.o.” |
| Location | Static value “SI-MB” |
| Supply type | If windchill.source = Make, then ”Build” Else “Purchase” |
| Preferred stock level | 1 |
| Reorder point | 0 |
- Supply type:
In the Supply Type list, we can select a method for procuring more stock: Purchase or Assembly.
On assembly items, if we have enabled the Allow Purchase of Assembly Items preference, we can choose whether to build an additional supply or purchase it. - Preferred stock level
The preferred stock level is the optimum quantity to maintain in stock of an item. And it is used to calculate the quantity of items to be ordered on the Order Items page. - Reorder point
The Reorder Point is the quantity level at which you need to reorder or build more of this item.
Sales order
We will deploy the script in the Sales order which will check “Create WO” or “Create PO” in the sales order item line in the creation of the sales order based on the supply type from the item location configuration.
If the item is back-ordered and the supply type is “Build” then the checkbox “Create WO” will be checked, and if the item is back-ordered and the supply type is “Purchase”, then the checkbox “Create PO” will be checked.
Note:
- This customization only applicable only to Assembly item
- If it is a special-order item/dropship, the purchase order will be created automatically, and we will not interfere with standard functionality and the script will not alter this value
- If there is no item location configuration record, we will not complete any update in the sales order regarding the “Create PO” and “Create WO” columns
- If the “Special work order” checkbox in the item record is checked, a work order will be created automatically
Work order
We will deploy the script in the creation of the work order in order to set the “ item Source” column in the item line as “Stock” or “Work Order”.
The script will update the values based on the following conditions:
- For assembly items, if the supply type in the item location configuration is “Build” and the item is back ordered, then the item source in work order will be “Work order”
- For assembly items, if the item is back ordered and the supply type is “Purchase”, then the item source will be set “Stock” in the save of work order
- For inventory item records, the item source will always be “stock”.
Assumptions:
- The script in the sales order and work order will trigger only on the creation/update of the sales order and work order and it is a backend script. So, the update in the sales order and work order will show after the save of the record.
- The script will consider only items from windchill for item location configuration, and “USE BINS”, “preferred stock level” and “reorder point” checkboxes update. For other item records, need to handle it manually.
- We assume that there will be only one location SI-MB in the item record always
- Applicable only to Assembly items
- Some assembly items will be purchased or build in the inhouse centre
- “Allow purchase of assembly items” feature should be enabled in manufacturing preferences.
Risk:
- The script to update values in the item record will work when the item is created/updated through the windchill integration script. So, if the user updates the value in the item record, the new values given by the user will be set on the item record. And if the windchill integration script runs for that item, then the script will overwrite those values based on this requirement.
- The script deployed in the sales order and work order will work on the creation and update of the record. So, if the user changed the value after the save of the record, the script will trigger and overwrite the values entered by the user with new values based on this requirement.
- If the process starts for the items by creating a sales order or work order, then we cannot delete that item.