The NetSuite Advanced Projects module has a configuration switch under Setup, Accounting, Accounting Preferences, Item/Transactions, Sales & Pricing: Consolidate Projects on Sales Transactions that affect the way that Sales Orders and Invoices work with Projects.
The NetSuite documentation does a good job explaining how this switch works. Here is the simple explanation:
- Switch On: Each Sales Order can reference Projects by Line Item (Multiple projects per Sales Order)
- Switch Off: Each Sales Order can reference Projects by Header (One project per Sales Order)
- Find all related open sales orders and invoices that have multiple projects referenced. These will need to be modified to reference only one project.
- Copy all the line item project references to the header (NetSuite mainline).
- Turn the Consolidate Projects switch off.
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i was wondering, do you know how to assign items to non-inventory items, in a csv file? this is to assign my inventory products to a non-inventory product.
Can you offer a bit more detail? You can use a CSV import to constitute inventory and non-inventory items. But assigning items to non-inventory items doesn’t quite make sense. Did you end up creating a non-inventory product but now you want to track inventory? If so, then consider making the item inactive and then constitute a new item of the proper type.
Here is an example of what I do:
https://www.flexibleindustrial.com/FI-Products/FI-Industrial-Hoist/Ingersoll-Rand-MLK-Series
I manually create the non-inventory item (Ingersoll Rand MLK Series)
below where the models are such as the ML250K-1C10-C6, those are related items that I import via CSV.
After a successful import, I have to manually assign them to be the related item to that non-inventory item.
As you can see, with uploading hundreds of products to all three websites each day is daunting but if I can figure out how to do the assigning of my imported items to be related to the non-inventory item, then it would make my uploading more efficient.
I event experimented with the “item group” tab on the import/export part. Purchase item online, resale, etc. I was able to select my non-inventory item and uploaded successfully. They somehow did not assign. I used only the mappings to get the item name/number and the group they would be assigned to as a related item.