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3.1. Enter New Bill of Materials

To create a new bill of materials (BOM), go to Products > Bill of Materials > New. The following screen will appear:

Create new Bill of Materials

When creating a new BOM, you are presented with the following options:

Item Number

Enter the item number of the manufactured item you want to create a BOM for.

UOM

Inventory unit of measure (UOM).

Show Expired Components

Select to display expired components in the BOM display. Expired components are components that have been expired from the BOM.

Show Future Components

Select to display future components in the Bill of Materials display. Future components are components that will be added to the BOM at a future point in time.

Revision

If revision control is enabled at your site, specify the BOM revision number you want to view. If none exists, simply enter a value to create one. The status of the revision will also be displayed. The following statuses apply to revisions:

Active

This is the current, default revision used for costing and material requirements planning (MRP). Only one revision can be active at the same time. Active revisions may be modified. However, once a revision has been deactivated, it may only be reactivated if you have enabled the configuration option to allow for substitute revisions.

Tip

The active revision becomes inactive when a pending or substitute revision is activated. To activate a pending or substitute revision, right-click on the magnifying glass next to the item number and select Activate. Inactive revisions cannot be modified.

Pending

This is a revision that has never been used, but is under development or consideration. You may store multiple pending revisions. When a pending revision is entered in the Revision field, an option to activate the item will dynamically appear in the context menu after you right-click on the magnifying glass next to the item number. Select Activate from this context menu to convert a pending revision to the active revision.

Substitute

If you have enabled the configuration option to allow for substitute revisions, this status will be available. If enabled, any active revision will become a substitute revision when it is deactivated. Substitute revisions serve as alternate revisions which can be activated at a later date.

Inactive

This is a formerly active revision. Inactive revisions cannot be modified—only viewed. They are stored to provide historical, point-in-time build information, which may be used for various purposes throughout the application. For example, privileged users may select inactive revisions when processing work orders or purchase orders. There is no limit to the number of inactive revisions you may save.

Document #

If desired, enter a document number to further identify the BOM.

Revision Date

Indicates the date of the revision.

Batch Size

The batch size is used to determine per unit setup cost when costing manufactured items which have routings. For example, if you have $100 in setup costs and a batch size of 100, then your per unit setup cost would be $1. Batch size also impacts material costs when component items are specified as using fixed quantities on a BOM. For example, let's say you have a BOM component listed as having a fixed quantity of 10 and the batch size for the manufactured item is 100. Dividing the batch size by the fixed qty. (100/10) gives you a material requirement of 10 component items. This material requirement is added to the qty. per requirement for the component item, thus having an impact on the material cost of the assembly.

Bill of Materials

Display lists component items for the BOM. Some line items may be color-coded for ease of use. Manufactured subcomponents will display in green text, expired components will be red, and future components will be blue.

Pick List Items

Displays the total number of component items which are also pick list items. Items may be marked as pick list items on the Item master.

Non-Pick List Items

Displays the total number of component items which are not pick list items.

Totals

Displays the total number of component items.

Current Std. Material Cost

Displays the current standard cost for the component items. The displayed cost includes all standard costs associated with the component items. Any non-material costs associated with manufactured subcomponents (e.g., labor and overhead) would also be included in this total.

Current Act. Material Cost

Displays the current actual cost for the component items. The displayed cost includes all actual costs associated with the component items. Any non-material costs associated with manufactured subcomponents (e.g., labor and overhead) would also be included in this total.

Maximum Desired Cost

Displays the maximum desired cost for the component items. The maximum desired cost is defined on the Item master. It provides a visual guide to help determine whether component item costs—either standard or actual—have exceeded the maximum desired cost.

Total Qty. Per should equal

Select if you want to require the total qty. per units to equal a certain number. Enter the number you want the total qty. per units to equal. If selected, you will not be able to save the BOM until the total qty. per requirement is met. To remove the requirement, simply de-select this option.

Documents

To associate documents with a BOM, select the Documents tab.

When associating documents, you are presented with the following options:

NEW

Select to create a new document and associate it with the current record. You may create the following document types:

Image

Select to create a new image association.

Fixed Asset

Select to create a new fixed asset association.

Maintenance Order

Select to create a new maintenance order association.

Incident

Select to create a new incident and associate it.

Project

Select to create a new project and associate it.

Opportunity

Select to create a new opportunity and associate it.

To Do

Select to create a new to-do and associate it.

EDIT

Enables you to edit associated documents. The Edit screen is the same as that for creating a new document—except that when editing, the fields will contain document information. Double-clicking on a document will also bring you to the editing screen.

VIEW

Highlight a document and then select this button to reach a read-only view of the Edit screen.

ATTACH

Select to associate already-existing documents. The following document types may be attached: contact, account, customer, employee, file, image, incident, item, opportunity, project, purchase order, sales order, vendor, web site, work order.

DETACH

Highlight a document and then select this button to remove the association.

To associate already-existing documents, select the ATTACH button. The following screen will appear:

Attach a Document

When associating already-existing documents, you are presented with the following options:

Relationship

Indicate how the document is related to the current record. The following relationship options are available: related to, parent of, child of, duplicate of.

Type

Specify the kind of document you want to associate. The following document types may be attached: contact, account, customer, employee, file, image, incident, item, opportunity, project, purchase order, sales order, vendor, web site, work order. When associating files, you will also be given the option to save the file to the database.

Tip

There is no file size restriction when saving files to the database. However, excessively large files could cause storage and performance issues.

Notes

Leave any notes on the document file as needed.

Document

Use the lookup tool to identify the specific document you want to attach. The data entry options will vary depending on the document type you select.

Comments

To associate comments with a BOM, select the Comments tab.

When adding or reviewing comments, you are presented with the following options:

Verbose Text

Select to display all comments in the list in an expanded view which includes the entire text of each comment. To edit a comment, simply select the EDIT link next to the comment. That link will not be shown for changelog comments, which can't be edited. If the Verbose Text option is not selected, the comment list will display only header level information for each comment.

Comments

Display lists comments related to the record.

The following buttons are available:

NEW

Opens screen for creating a new comment.

VIEW

Highlight a comment and then select this button to reach a read-only view of the Edit screen.

EDIT

Enables you to edit highlighted comments—as long as the comments are not changelog comments. ChangeLog comments are system-generated and may not be edited. The Edit screen is the same as that for creating a new comment—except that when editing, the fields will contain comment information. Double-clicking on a comment will also bring you to the editing screen.

To enter a new comment, select the NEW button. The following screen will appear:

Create new Comment
Comment Type

Select a comment type from the drop-down list to classify the comment. This is a required step. Comment types may be system-defined (i.e., changelog and general) or user-defined, as described in Section 13.2.3, “Comment Types”. Once you have specified a comment type, begin typing your comment in the main text area. The text area features word-wrapping and scroll-bar support for longer comments.

The following buttons are unique to this screen:

MORE

Select to show the complete list (i.e., thread) of comments associated with the record. To hide the list, simply select the MORE button again. The comment thread will show the most recent comment first.

The following buttons are unique to this screen:

EXPIRE

Highlight a component and then select this button to expire the item from the BOM.

Tip

If your site is configured to allow the deletion of BOM items, you will see a Delete option in the right-click menu on this screen.

MOVE UP

Highlight a component item and then select this button to move the component up the BOM list. Sequence numbers are automatically adjusted to reflect the change in position.

MOVE DOWN

Highlight a component item and then select this button to move the component down the BOM list. Sequence numbers are automatically adjusted to reflect the change in position.