How to Pull a Complete List of Bill of Materials in NetSuite

Attention all NetSuite users! Are you struggling to keep track of your organization’s bill of materials? Do you find yourself spending endless hours manually compiling lists? Fear not, because this article is here to help. In just a few simple steps, we will guide you through the process of pulling a complete list of bill of materials in NetSuite. Say goodbye to tedious tasks and hello to efficiency. Let’s get started, shall we?

What Is a Bill of Materials ?

A bill of materials (BOM) is a crucial document used in manufacturing and production. It contains a comprehensive list of all the necessary components, parts, and raw materials needed to construct a product. The BOM includes important details such as part numbers, quantities, and descriptions, which are essential for manufacturers to effectively plan and manage their production processes. By having a thorough understanding of the BOM, manufacturers can make accurate cost estimations, monitor inventory levels, and ensure a seamless production flow. Essentially, the BOM serves as a guide or roadmap for assembling a product and helps streamline the manufacturing process.

What Is the Purpose of a BOM?

The main objective of a Bill of Materials (BOM) is to provide a comprehensive list of components and materials required for the production of a product. It serves as a vital point of reference for production planning, inventory management, and cost estimation. The BOM specifies the precise quantities, descriptions, and specifications of each item needed, guaranteeing accurate and efficient assembly. Moreover, the BOM aids in identifying potential sourcing issues, managing supply chain logistics, and promoting collaboration among various departments involved in the manufacturing process.

Overall, the primary purpose of a BOM is to ensure the smooth and successful execution of the production process.

What Information Is Included in a BOM?

A Bill of Materials (BOM) includes vital information for production, such as item names, quantities, and assembly instructions. Additional details, such as part numbers, descriptions, and revision numbers, may also be included. The BOM is a crucial tool in ensuring accurate material ordering and assembly, minimizing errors and optimizing efficiency.

For example, a real-life story highlights the importance of a comprehensive BOM. A manufacturing company once faced delays due to missing crucial information in their BOM. This resulted in incorrect components being ordered, leading to production halts and increased costs. The company learned the valuable lesson of including all necessary information in their BOM to avoid future setbacks.

How to Access the BOM List in NetSuite

If you’re looking to streamline your manufacturing process, having a complete list of Bill of Materials (BOM) is crucial. Luckily, NetSuite offers a simple way to access this information. In this section, we will walk through the steps on how to pull a complete list of BOM in NetSuite. From logging into the system to filtering the results, we’ll cover everything you need to know to efficiently access your BOM list. Let’s get started.

Step 1: Log into NetSuite

To access your NetSuite account, follow these steps:

1. Go to the NetSuite login page.
2. Enter your email address and password in the respective fields.
3. Click on the “Sign In” button to log into NetSuite.

Fact: NetSuite is a cloud-based business management software that helps companies streamline their operations and improve efficiency.

Step 2: Navigate to the BOM List

To easily access the BOM list in NetSuite and perform any necessary actions related to your bill of materials, follow these steps:

1. Step 1: Log into NetSuite.
2. Step 2: Go to the main navigation menu and click on the BOM List.
3. Step 3: Once on the BOM List page, you can view and manage your bill of materials.

By following these steps, you can easily navigate to the BOM List in NetSuite.

Step 3: Filter the BOM List

To effectively filter the BOM list in NetSuite, simply follow these steps:

1. Log into NetSuite
2. Navigate to the BOM List
3. Select the desired filter criteria, including the newly added Step 3: Filter the BOM List
4. Apply the filter to the BOM list

By implementing these steps, you can easily narrow down the BOM list based on specific requirements, such as item type, quantity, or status. This not only allows for a more efficient and targeted view of the bill of materials but also makes it easier to manage and analyze the data.

How to Export the BOM List in NetSuite

If you’re looking to efficiently export a comprehensive list of your company’s bill of materials in NetSuite, you’ve come to the right place. In this section, we will guide you through the simple steps to export the BOM list in NetSuite. From selecting the BOMs to choosing the desired file format and saving the exported file, we’ll cover everything you need to know. So let’s get started and make the BOM exporting process a breeze.

Step 1: Select the BOMs to Export

To export the Bill of Materials (BOM) list in NetSuite, follow these steps:

1. Step 1: Log into NetSuite
2. Step 2: Navigate to the BOM List
3. Step 3: Filter the BOM List
4. Step 4: Select the desired BOMs to export
5. Step 5: Click on the Export Button
6. Step 6: Choose the Desired File Format
7. Step 7: Save the Exported File

By following these steps, you will be able to export the desired BOM list from NetSuite.

Step 2: Click on the Export Button

To export the Bill of Materials (BOM) list in NetSuite, follow these steps:

1. Step 1: Log into NetSuite.
2. Step 2: Navigate to the BOM List and click on the Export Button.
3. Step 3: Filter the BOM List.
4. Step 4: Select the BOMs to Export.
5. Step 5: Click on the Export Button.
6. Step 6: Choose the Desired File Format.
7. Step 7: Save the Exported File.

Suggestions:

• Ensure you are selecting the correct BOMs for export.
• Verify that the file format you choose is compatible with your needs.
• Save the exported file in a location that is easily accessible.

By following these steps, you can successfully export the BOM list in NetSuite.

Step 3: Choose the Desired File Format

When exporting the BOM list in NetSuite, you have the flexibility to choose the desired file format. Here are the steps to follow:

1. Select the BOMs to export.
2. Click on the Export button.
3. Step 3: Choose the Desired File Format
4. Save the exported file.

Consider saving the BOM list as a CSV file for easy data manipulation or as a PDF for a more visually appealing format. Remember to choose the file format that best suits your needs and preferences.

Step 4: Save the Exported File

To save the exported file in NetSuite, follow these steps:

1. Select the exported file from the designated download location on your computer.
2. Choose a convenient and organized location on your computer to save the file.
3. Click on the “Save” button to save the file to the selected location.

Suggestions:

• Make sure to choose a location on your computer that is easily accessible and organized.
• Consider creating a specific folder for exported files to keep them organized and easily searchable.
• It’s a good practice to give the exported file a descriptive and meaningful name to easily identify its contents later on.

How to Customize the BOM List in NetSuite

To easily customize the BOM list in NetSuite, please follow these steps:

1. Go to Customization > Lists, Records, & Fields > Transaction Body Fields > Assembly Item
2. Click on the “List” tab and select “Bill of Materials”
3. Click on “Customize” to add or remove columns from the BOM list
4. To add a column, click on “Add Column” and select the desired field
5. To remove a column, click on the gear icon next to the column and select “Remove”
6. Save the customization and refresh the BOM list to see the changes

In 2019, NetSuite introduced the ability to easily customize the BOM list, providing users with the flexibility to tailor their view according to their specific needs. This highly appreciated feature has allowed NetSuite users to streamline their workflows and access the most relevant information for their operations.

What Are the Available Customization Options?

When working with a Bill of Materials (BOM) list in NetSuite, there are various customization options available to tailor the view to individual needs and preferences. These options include:

• Adding or removing columns
• Sorting and grouping the data
• Saving customized views for future use

Customizing the BOM list in NetSuite not only helps improve efficiency and productivity, but also provides users with a personalized view of their bill of materials data.

How to Add/Remove Columns in the BOM List?

When working with a Bill of Materials (BOM) list in NetSuite, it is essential to know the process of adding or removing columns to create a personalized view. Here are the steps to follow:

1. Step 1: Access the BOM List in NetSuite.
2. Step 2: Navigate to the desired BOM list.
3. Step 3: Click on the “Customize View” option.
4. Step 4: In the customization window, select the “Columns” tab.
5. Step 5: Check or uncheck the respective boxes to add or remove columns.
6. Step 6: Click on “Save” to apply the changes to the BOM list.

A manufacturing company found it incredibly helpful to customize their BOM list by adding columns for lead times and supplier information. This allowed them to easily track and manage their inventory, leading to improved efficiency in their production process.

How to Sort and Group the BOM List?

To effectively sort and group the BOM list in NetSuite, follow these steps:

1. Step 1: Log into NetSuite.
2. Step 2: Go to the BOM List.
3. Step 3: Click on the “Sort By” or “Group By” button.
4. Step 4: Choose the desired column to sort or group by.
5. Step 5: Save the changes to apply the sorting or grouping to the BOM list.

For an improved user experience, consider these suggestions:

• Customize the view to display columns that are relevant to your needs.
• Utilize the search function to filter the BOM list based on specific criteria.
• Take advantage of the Export feature to save the sorted or grouped BOM list for further analysis.

How to Save the Customized View?

To save a customized view in NetSuite, follow these steps:

1. Access the BOM List in NetSuite.
2. Customize the view by adding or removing columns, sorting, and grouping.
3. Once the view is customized, click on the “Save” button.
4. Enter a name for the customized view and choose to save it as personal or public.
5. Click “Save” to save the customized view with a descriptive name and the option to make it public for other users to access and benefit from. This way, you can easily switch between different views based on your specific needs.