• NetSuite will be the system of record for items and pricing. Any reason this will not work?
• Will you enter your items manually or import them via CSV?
• Gather examples of types of inventory and stock items
• Will you use assembly items? If yes, give examples.
• You can use lot and serialized assembly items as well. Discuss your requirements.
• You can record assembly production by entering an assembly build. When you physically manufacture assemblies in a production run, you increase your stock of the assembled items. • Will you use non-inventory items? If yes, give examples
• Will you want to have non-inventory items for purchase, sale or resale? • Will you use service items? If yes, give examples – how will they be used?
• Discuss all the ways service items can be used, as well as with non-inventory items (services, fees, etc.) • Will you use discount items? Markups?
• Will you apply discounts or markups to the header level, or line level? Both?
• Discuss the difference between applying the discount at the header level and the line. • Do you currently use kits? Do you plan to use kit items in NetSuite? If yes, name some examples.
• Discuss kit pricing vs. group pricing
• The sales price is set at the parent level and the item is not tracked in inventory
• Do you currently use kits? Do you plan to use kit items in NetSuite? If yes, name some examples. • Matrix Items are not leading practice. Discuss requirement if necessary
• What item options will you use for your matrix items?
• Will you use the Matrix Item Assistant, or set up Matrix Items manually? Will you CSV Import the items?
• Matrix items cannot be used for groups or kits
• The maximum number of total combinations of matrix options is 2000. • Will you use other charge items? If yes, for purchase, resale or for sale? Give examples.
• Leading Practice is to use other charge items for landed cost template and cost categories for manufacturing resources. • Do you require serialized inventory to track finished goods? If yes, give examples.
• What item type will you serialize?
• You can create new items to add serial numbers, but you can also add serial in the following methods: using CSV import, entering a purchase or receipt, when adjusting inventory, building assemblies or issuing a credit memo. • Do you require lot numbered items? If yes, give examples.
• What item type will you assign lot numbers?
• You can set expiration dates on the lot item record. NetSuite can warn when you sell a lot item close to its expiration. Will you use this functionality? • If multiple currencies are used, establish a purchase price for each currency/item/vendor combination. • What price levels will you use, and what are their discounts?
• Will you use quantity pricing schedules? If yes, discuss requirements.
• What are the quantities and associated discounts?
• How many different items do you offer quantity pricing schedules for? • You can associate Price Levels to specific customers for pricing. Would you need this in NetSuite? • Will you use the Effective Dated Pricing SuiteSolution? Discuss requirements. • Discuss the customizations needed for item pricing configuration. What are your requirements? • Will you use standard costing? Discuss requirements
• Once set on the item record, the cost method cannot be changed • Discuss requirements if you will use Average Costing
• Using any costing method, the cost for items is calculated based on the cost shown on the transaction that brings the item into inventory. • Discuss requirements if you will use Lot/Serial Costing • What costing method will you use? • Will you use Cost Categories? This is leading practice with Standard Costing.
• Inventory items can have only one material cost category.
• Service items can have only one service cost category.
• Assembly items can have more than one cost category because assembly costs are defined by the component members.
• Limit the number of cost categories used in the setup of Resource cost templates to setup and run costs • Standards should be updated and inventory revalued twice a year; any reason this will not work? • Will you use Time-Phased Planning?
• You should use this when manufacturing is enabled to allow for proper assembly and component planning (both quantity and time) • Will you use Reorder point planning?
• It is recommended to implement NetSuite with manual values and update after sufficient history has been accumulated.
• When using multi-location inventory and auto-calculate reorder point is turned on, set the inventory management preferences based on the item/location and not the overall item. • Do you purchase, stock and sell in different units?
• What units do you purchase, sell and stock inventory?
• Leading Practice is to set the base UOM at the least common unit produced (eg. If building/selling in boxes of 6, but making eaches, set the base to EA). For component items, set the base unit of measure to the unit used in the Bill of Material. • Use Non-Inventory items to represent outside processing or contracted manufacturing costs
• If advanced manufacturing will be used, remove Labor Cost items from the BOM to when a route is used. Are you using Advanced Manufacturing? • Revision Control is the Leading Practice Method to maintain BOMs. New Advanced BOM (17.2) feature does not support component effective date control. Any reason you will not use Revision Control? • Revision Control is the Leading Practice Method to maintain BOMs. If you require Effective Date, discuss requirements. • Component Yield helps so you do not have to manually adjust raw material purchase quantities to account for issues such as quality of material/defects or machine processing/scrap
• Accounting for material variances enables you to plan for the usable quantity you need when ordering a quantity that is higher than what you need.
• Will you set yield at the component level? • Will you set yield at the overall assembly level? The following are item sources for the various component item types:
• Item Type = Assembly, Item Source = Work Order, Stock, Purchase Order, and Phantom
• Item Type = Inventory Item, Item Source = Stock and Purchase Order
• Item Type = Non-Inventory Item, Item Source = Stock and Purchase Order
• Item Type = Other Charge, Item Source = Stock and Purchase Order • Will you configure Routings in NetSuite? If yes, define the steps associated with the manufacturing process (ex. Assembly, Finishing, Extrusion, etc.).
• How many processes does an average assembly go through?
• Limit the number of operations on a Routing to the operations which are required to be scheduled and/or have a reporting point.
• Leave a number gap between routing steps to enable the capability to insert additional operations. (10 – Assembly, 20 – Extrusion, 30 – Finishing, etc.). This allows for insertion of new reporting points into the sequence when necessary • Will you use a Work Calendar? This is Leading Practice
• If you use NetSuite OneWorld, the time zone of the schedule is based on the time zone of the subsidiary selected on the work order. • Define the actual number of resources needed to build one unit. An assembly work center, for example, may be comprised of 20 machines with 20 people. To produce one unit, only 1 machine and 1 resource will be used.
• You can assign a work calendar to a work center. Once you create the Work Center, you can select the appropriate Work Calendar to assign to the Manufacturing Work Center in Settings. • Are you currently costing work centers, or is the costing an averaged figure built into the make of the assembly?
• There are four cost categories to use with MFG Routing: Labor Setup, Labor Run, Machine Setup, and Machine Run.
• Leading Practice is to use Cost Categories and not Overhead Categories.
• Minimize the number of cost templates required by grouping cost charge items between work centers. This reduces the difficulty in troubleshooting costing issues • Leading Practice is to NOT use overhead categories. Any reason this won’t work?
• There are four overhead categories to use with MFG Routing: Labor Setup Overhead, Labor Run Overhead, Machine Setup Overhead, and Machine Run Overhead. • Leading Practice states that the run rate should be based off the base UOM. • Will you outsource operations? If yes, assign a lag time to outsourced routing steps to account for transit time as well as processing time to account for proper overall lead time calculation. • Will you track and record WIP?
• Enable WIP on assembly item at location level where Work in Process is tracked and reported • Assign BOM Components to the appropriate consuming Routing step, to drive consumption at the proper time during manufacturing. • Customer should have reviewed the reports in NetSuite’s UI prior to the session. Discuss any required changes to the form. • Customer should have reviewed the reports in NetSuite’s UI prior to the session. Discuss any required changes to the form. • Customer should have reviewed the inventory item form in NetSuite’s UI and entered test data prior to the session (per the Personalization Session Prep Guide). Discuss any required changes to the form. • Customer should have reviewed the non-inventory item form in NetSuite’s UI and entered test data prior to the session (per the Personalization Session Prep Guide). Discuss any required changes to the form. • Customer should have reviewed the discount item form in NetSuite’s UI and entered test data prior to the session (per the Personalization Session Prep Guide). Discuss any required changes to the form.