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Feature Overview: Customer Part Number

Posted by Jose Moreno, Consultant on Feb 6, 2024 11:00:00 AM

The Supply Chain Management SuiteApp offers a toolbox of useful features which can help you streamline and centralize operational activities within NetSuite. One of the many tools within the Supply Chain Management bundle is the Customer Part Number feature. 

This feature allows you to meet certain trading partner requirements such as those from trading partners who require you to list their part number on transactions. In those scenarios, you may have an internal part number in NetSuite, but the trading partner has their own unique part number which they require to be listed on sales order or packing slip documents. 

Using the Supply Chain Management bundle, you can quickly meet these requirements in a streamlined fashion. 

Feature Setup

Enabling the feature is fairly straightforward once you have installed the Supply Chain Management bundle. 

    1. Enable the Customer Part Number Feature by navigating to Transactions > Management > Supply Chain Management > Preferences.
    2. Click Edit
    3. Check the Customer Part Number box. 
    4. Click Save
    5. Next, enable the customer part number feature by updating your existing roles. 
      1. Navigate to Setup > User/Roles > Manage Roles
      2. Select a role and click Edit to open it in Edit Mode. 
      3. Check the Enable Customer Part Number box. 
      4. Click Save
    6. Finally, add the Customer Part Number permission to your existing roles. 
      1. Navigate to Setup > User/Roles > Manage Roles
      2. Select a role and click Edit to open it in Edit Mode. 
      3. Under Permissions > Custom Record, set the Customer Part Number permission to Full
        1. This permission allows users using this role to create and modify customer part numbers you’ve created. 
      4. Click Save
Using Customer Part Number

After enabling the feature, you’ll need to set up your customer part numbers. Note that CSV import is supported and recommended. However, for our purposes, I’ll list the steps for creating customer part numbers manually to introduce the key concepts. 

Finally, note only inventory items and assembly items currently support the customer part number feature. 

To add a customer part number, do the following: 

    1. Navigate to Lists > Accounting > Items
    2. Select an item you’d like to add a customer part number for and open it by clicking Edit
    3. Navigate to the Customer Part Number tab. 
    4. Click New Customer Part Number
    5. On the Customer Part Number Form, enter the following. 
      1. The Customer Part Number.
        1. Note that the NetSuite item has already been selected. 
      2. The Customer.
      3. Click Save

Customer Part Numbers can be used right away and will appear on your sales order forms as a new transaction line field. Depending on your forms, you may need to update those forms to make that field visible. As you enter items to a sales order, NetSuite will automatically source any applicable customer numbers to the form. Note that NetSuite will not update any transactions you’ve already created. 

However, you have the option of updating those to set the customer part number by using CSV import. Finally, the customer part number field can be mapped to your Advanced PDF documents such as Sales Orders, Packing Slips, and Invoices. Using these tools, you can have the customer part numbers printed on your documents thereby satisfying any trading partner requirements.

 

 

 

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Tags: NetSuite, ERP, Project Management, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Saved Search, Netsuite ERP, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference

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