Setup Requirements for Customer Part Number

Before you set up customer part numbers, review the following sections:

Prerequisites for Customer Part Number

Before you install the Supply Chain Management SuiteApp, you must enable the required feature. To print transactions with the customer part number, you must enable the Advanced PDF/HTML Templates feature. For more information, see Enabling the Advanced PDF/HTML Templates Feature.

Install the Supply Chain Management SuiteApp

Install the Supply Chain Management SuiteApp with the following details:

Bundle Name: Supply Chain Management
Bundle Id: 47193

For more information, see Installing Supply Chain Management.

Enabling Customer Part Number

After you install the Supply Chain Management SuiteApp, you must enable the Customer Part Number feature.

Important Access to the Supply Chain Preferences page is supported only for users with Administrator roles.

To enable Customer Part Number:

Go to Transactions > Management > Supply Chain Management.
On the Supply Chain Management page, click the Preferences link.
On the Supply Chain Preferences page, click Edit.
On the Features subtab, check the Customer Part Number box.
Click Save.

An administrator can now set up the roles records for those who want to use customer part numbers. For more information, see Roles and Permissions for Customer Part Number.

Roles and Permissions for Customer Part Number

You must enable Customer Part Number for all standard and custom roles who are going to use the feature. Go to Setup > Users/Roles > User Management > Manage Roles. Edit or customize the record to set up the following:

On the role record, check the Enable Customer Part Number box.

By default, the prebuilt custom forms and records for Customer Part Number are enabled for the following standard roles:

CEO and CFO
Sales Vice President
Accountant and Accountant (Reviewer)
Bookkeeper

Setting Up Custom Forms for Printing

To include customer part numbers on the printout of sales orders or invoices, set up the SCM custom forms provided in the SuiteApp. Before you set up these forms, review the required features for printing in Prerequisites for Customer Part Number.

Note You must set up custom transaction forms because their default printing type is set to Basic. This is true even if you use the Advanced PDF/HTML Templates feature.

To set up the custom forms for printing:

Go to Customization > Forms > Transaction Forms.
On the Custom Transaction Forms list, click the Customize or Edit link for either of the SCM custom forms:

SCM Invoice – Customer Part No.
SCM Sales Order – Customer Part No

On the Custom Transaction Form page, do the following:
In the Printing Type field, choose Advanced.
In the Print Template field, select the appropriate sales order or invoice print template:

SCM Invoice – Customer Part No.
SCM Sales Order – Customer Part No.

Click Save.

If you want to use your own advanced print templates, you can add the Customer Part Number column manually. Use the following procedure to add the column to the Standard Sales Order PDF/HTML Template, as a sample. You can also use the instructions as a guide if you want to customize the existing print templates for the customer part number.

Note To update advanced PDF/HTML templates, you must have sufficient CSS and HTML knowledge. For more information, see Source Code Editing in the Template Editor.

To add the Customer Part Number column to advanced print templates:

Go to Customization > Forms > Advanced PDF/HTML Templates.
On the Advanced PDF/HTML Templates list, click the Customize link for the Standard Sales Order PDF/HTML Template.
On the Advanced PDF/HTML Template page, click Source Code to transfer to this mode.
Insert the following codes to display the column header and value for the customer part number:
To display the Customer Part Number column header before the Item column, insert this code in line 87:

<th align="left" colspan="3" style="padding: 10px 6px;">${item.custcol_scm_customerpartnumber@label}</th>

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To display the customer part number column value, insert this code in line 95:

<td align="left" colspan="3">${item.custcol_scm_customerpartnumber}</td>

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Note On your template, you can insert the Customer Part Number column before or after the Item column. Insert the code in the line that corresponds to the location of the column header where you want to display the customer part number. You can do the same when customizing the existing print templates: SCM Invoice – Customer Part No. or SCM Sales Order – Customer Part No.
Click Save.
Click Preview if you want to view the changes before saving. For more information, see Advanced PDF/HTML Templates.

Printing a Sales Order

To print sales orders in PDF format, you need a PDF viewer such as Adobe® Acrobat® Reader. Visit the Adobe website to download the latest version at no charge.

To print a single sales order:

When creating a new sales order, enter all the sales order information and then click Save & Print. To enter a sales order, go to Transactions > Sales > Enter Sales Orders.
When viewing an existing sales order, hover over the Print icon and then click Print.
If you are viewing the sales orders list, click Print next to the sales order you want to print. To view the sales orders list, go to Transactions > Sales > Enter Sales Orders > List.

When you enter a sales order, you can add it to a print queue, which you can then print at a later stage. On the Sales Order page, click the Communication subtab, select Messages, and then check the To Be Printed box. When you go to the Print Sales Order page, the sales orders you added to the print queue are displayed on the page.

To print multiple sales orders:

Go to Transactions > Management > Print Checks and Forms.
On the Print Checks & Forms page, click Sales Orders.
In the Form field, choose the transaction form you want to use to print these orders.
To be able to reprint previously printed transactions, check the Allow Reprinting box.
When you check this box, all documents appear at the bottom of the page in segments.
For each sales order you want to print, check the box in the Print column.
Click Print.
If you have not enabled the Download PDF Files preference on the Set Preferences page, a preview of your sales orders pops up in the default Adobe application.
If you have enabled the Download PDF Files preference, you must first save your sales orders and then open them with the Adobe application.
In the Adobe application frame, click the printer icon.
Select the desired print options and then click Print or Save.
If required, select a save location and enter a filename.
Click OK or Save.

Printing an Invoice

When printing, invoice formats you can use are PDF or HTML. Invoice formatting depends on your set preferences:

If you have not enabled the Download PDF Files preference at Home > Set Preferences page, a preview of your invoices pops up in the default Adobe application.
If you have enabled the Download PDF Files preference, you must first save your invoices and then open them with the Adobe application.

To print invoices in PDF format, you need Adobe® Reader®. Visit the Adobe Web site to download the latest version at no charge.

To print a single invoice:

Go to Transactions > Sales > Create Invoices.
On the Invoice page, complete the information as appropriate.
Click Save & Print.
NetSuite shows the printout for your invoice in an Adobe application document.
Click the printer button in the Adobe application frame.
If you want to print multiple copies, specify the number on the print message that appears.
Click OK.

You can also print invoices by going to Transactions > Sales > Create Invoices > List. Then, on the Invoices page, click Print next to the invoice.

When printing an invoice through Advanced PDF/HTML Template, all items, time, and billable items are listed in the Items sublist. For more information, see Advanced PDF/HTML Templates.

You can print invoices for more than one transaction at a time. To save an invoice in your print queue to print later, on the Communication subtab, check the To Be Printed box. Then, follow these steps to print invoices in bulk.

Tip The page sequence of the printed document depends on how the list appears on the Print Invoices page. Before printing, you can sort the list based on your preference by clicking any of the column headers.

To bulk print invoices from multiple transactions:

Go to Transactions > Management > Print Checks and Forms.
On the Print Checks and Forms page, click Invoices.
On the Print Invoices page, select the invoices you want to print from the list.
(Optional) If you use the Locations feature, choose the location you want to print invoices from.
(Optional) To customize the Print Invoices page view and filter the results, click Customize. Use the following subtabs to show the list of fields available on the invoice record.

Additional Columns – To include a field as a column in the sublist, check the Include box for the field, then click Save.
For example, if you want to display the status of the invoices you want to print, select the Status field.
Additional Filters – To include a field as an additional search filter on the page, check the Include box for the field, then click Save.
For example, if you want to print only paid invoices, select the Status field. On the Print Invoices page, you can use the status filter to show only the invoices with Paid In Full status.

Check the Print box next to each invoice you want to print.
Click Print.

Print Transactions with Customer Part Numbers