Installation and use

1. Installation of OpenBOM NetSuite bundle
2. Using OpenBOM integration
3. Support and help
4. Appendix
   1. Enabling Advanced BOM
   2. Update the OpenBOM bundle

Installation of OpenBOM NetSuite bundle

For installation you should select the Administrator role and click Customization -> SuiteBundler -> Search & Install Bundles

Then enter OpenBOM in the Keywords field and click search.

As a result, it will find OpenBOM bundle. And we need to click on it.

There is information about OpenBOM bundle. To install OpenBOM bundle we need to click the “Install” button.

On the next page, you should click Install Bundle.

Confirm installation in dialog.

Then we will be redirected on installed bundles pages. There is a list of all installed bundles. Let’s find OpenBOM and we can see the status column.

There we can check the progress of installation of our bundle.  

** TIP: You will need to refresh your browser periodically to see the status change.  NetSuite does not automatically update the status.

When bundle will be successfully installed status will change the icon.

Next, we will open the list of Scripts and set users’ roles so they can use this plugin.

On Script Deployments page open filters and select OpenBom Tab, three scripts will be listed as shown below:

The following example demonstrates the remaining scripts (OpenBom Configuration Api, OpenBomExportApi, OpenBomExportApi SL, OpenBomGetAvailableBOM)

In all cases above use the following procedure to set the Roles for each script:

Click Edit.

Then we need to select role audience. By default, it should be engineering role and click save.

So, should have Engineering AND Administrator ROLES set.  

**TIP: You may have other Roles (like Accountant or Manager) so use this as an example.

Additional step required for API Role:

For OpenBomExportApi SL deployment you should additionally set execute as role administrator.

Save and click OK.

From Script dropdown Please select OpenBOM Process Items.

Click Edit

There you can define concurrency limit, timeout time and buffer size for multithread data processing. Set values as below:

1. Concurrency limit is a count of processors available to process data (bigger is better).
2. Yield after minutes is timeout time of processing scripts. You can set this value between 3 and 60 minutes. Set to 60.
3. Buffer size by default should be 1.  

Click Save and OK.

OpenBOM will now automatically set the best threading option  – single or multi based on conditions and licenses.

Finished: You have successfully setup OpenBOM bundle.

Using the OpenBOM integration

OpenBom bundle adds Engineering tab for Assembly/Bill of Materials create/update form.

You can see Engineering tab only with role previously entered on OpenBOM audience tab.

Simple BOM

When you will open Assembly/Bill of Materials form. You will see next:

1. In the item name/number field enter the Exact part number of the BOM in OpenBOM you wish to bring to NetSuite.
2. OpenBOM tab is called Engineering. And you can find it in tab list.
3. Jump to Creating the BOM to continue

Advanced BOM

1. For advanced BOM you should user create/update revision.

After that, you can enter revision name (it will be OpenBOM BOM Part Number). And click on Engineering tab.

Steps above are defined below:

1. Name you are giving this revision of the BOM
2. The Exact part number of the BOM in OpenBOM you wish to bring to NetSuite
3. Click here to open the OpenBOM integration window

On the engineering tab, you will see the login screen. It’s OpenBOM login form. You should enter there OpenBOM credentials.

Creating the BOM (same for Simple and Advanced BOM)

After Clicking on Engineering tab, and if you have not previously signed in, you will be greeted with the OpenBOM user interface as shown below.

If you already signed in to OpenBOM you will be taken directly to OpenBOM.

The OpenBOM UI loads with your BOM displayed where you may make changes to the BOM items as needed.

Before you will upload changes to NetSuite you should check relations parameters.

First, click on relations button.

Then verify that all fields set correctly and confirm relations settings.

Setting Property Relations

Important! Part Number field is a mandatory field. So it should always have a relation with OpenBOM property.

When you successfully confirm relations between OpenBOM columns and NetSuite fields. You should click the Update NetSuite Manufacturing BOM button.

After clicking on Update, you will see processing spinner.

On completion, you will receive a success message with some details about the processing.

Following this message

1. you should make any changes to the component list as needed (usually none are needed), then

1. Save the Created/Updated NetSuite BOM or Revision using the Save button as shown above.

Congratulations! You have created or updated a NetSuite BOM from OpenBOM.

Result Messages

row number – line number in OpenBOM BOM table

part number – component part number

Allowed date/time types

Support and help

Contact support@openbom.com

SuiteApp site: http://suiteapp.com/OpenBOM?fragment=/OpenBOM

Useful videos:

Advanced BOM end-to-end : https://www.youtube.com/watch?v=UH1pq0559C4

Appendix:

Enabling Advanced BOM

Please, switch to Administrator role.

Then open Enable Features page (Setup -> Company -> Enable Features).

Select Items & Inventory tab (1). Find Inventory list (2), set checkmark on Advanced Bill of Materials (3) and click save (4).

Advanced BOM was enabled. You can go to Advanced BOM chapter.

Update the OpenBOM bundle

Please, switch to Administrator role.

Then open Suite Bundler page (Customization -> Suite Bundler -> Search and install -> List).

There you should find OpenBOM bundle.

When available new version you can find “!” icon in version column (1).

Hover gear icon near OpenBOM name (2) and click update (3).

On next page you should click Update Bundle.

Then we will be redirected on installed bundles pages. There is a list of all installed bundles. Let’s find OpenBOM and we can see the status column.

There we can check the progress of updating of our bundle.  

** TIP: You will need to refresh your browser periodically to see the status change. NetSuite does not automatically update the status.

When bundle will be successfully installed status will change the icon.

Finished with update.

Uninstall Bundle

Please, switch to Administrator role.

Then open Suite Bundler page (Customization -> Suite Bundler -> Search and install -> List).

There you should find OpenBOM bundle.

Hover gear icon near OpenBOM name (1) and click uninstall (2).

Confirm uninstallation in dialog

Then we will be redirected to the installed bundles pages.

Finished with uninstall.

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