Map Additional Lot and Serial Fields with CSV Import

Using CSV import in NetSuite allows you to efficiently map additional lot and serial fields to items, facilitating better inventory control. This capability is especially useful for organizations dealing with complex inventory structures, such as matrix items. Here’s a detailed guide on how to use this functionality.

How to Map Additional Lot and Serial Fields

To map additional lot and serial fields through CSV import:

1. Select Data Handling Option: Make sure to choose Add as the data handling option during the import process.
2. Enable Scripting: Check the box for Run Server SuiteScript and Trigger Workflows if you need to utilize any custom scripts or workflows after the import.

Guidelines for Matrix Items

When dealing with matrix items, keep in mind the following points:

• Parent-Child Mapping: If you include the parent item in your import, the subitems will be automatically mapped to the corresponding lot or serial fields in the import file.
• Field Propagation: Additional lot or serial fields set in the Item Additional Fields sublist of the parent item are propagated to all child items, making it unnecessary to map each child individually.
• Existing Relations: CSV import can only map lot or serial information for matrix items and subitems that already exist in the system. If a parent-child relationship isn't established before the import, the information cannot be mapped during this process.
• Child Item Limit: During the import of a parent matrix item, the system can handle mapping up to 499 child items.

Best Practices

• Data Preparation: Always scrub your data before importing to ensure accuracy and avoid potential errors during the import process.
• Use Import Assistant: Utilize the Import Assistant for a guided import process, which can save time and reduce errors.
• Save Import Job: Consider saving your import job as a mapping configuration for future imports and to facilitate easier sharing with other users.

Additional Resource Links

For further information on the CSV import process, refer to these resources:

• Importing CSV Files with the Import Assistant
• Guidelines for CSV Import Files
• Additional Import and Export Options

By following these guidelines and utilizing the mapping capabilities of the CSV import feature, you can enhance your efficiency in managing lot and serial items within your NetSuite account.

Key Takeaways

• Use the CSV import feature to map additional lot and serial fields effectively.
• Matrix items inherit properties from their parent item in CSV imports.
• Ensure that all data is prepped and scrubbed for import accuracy.
• The Import Assistant facilitates a guided CSV import process, improving user experience.