Operations (BOM record)

Some of the information that you can enter and use in the Bill of Materials module cannot be used in the Estimating, Planning and Works Orders modules.

  • On the Operation Record Details tab, do not use Overlap Quantity or enter seconds values for the resource.
  • On the Operation Record Resources tab do not enter seconds values for the resource. Ensure that you add only the following resources with the following settings:

    • Phase

    How many Resource Types?

    Resource Type

    Primary/Secondary

    Fixed Length

    Setup

    Two

    Select no more than two resources for this phase. One must be a Machine Resource or a Machine Resource Group. The other can be a Labour Resource or Labour Resource Group.

    Note: Adding a Labour Resource or Labour Resource Group updates the Include in Labour Requirements check box on the works order operation when a works order is created from the BOM record.

    Select Primary or Secondary for one or the other resource.

    		 You must select Fixed Length for the resource.

    Runtime

    Three

    Select one Labour Resource or Labour Resource Group.

    Select one Machine Resource or Machine Resource Group.

    Select one Tool Resource or Tool Resource Group.

    Note: Only select a tool resource or resource group if you have also selected a labour and a machine resource or resource group.

    Select Primary for your labour Resource Type and Secondary for your machine Resource Type or vice versa.

    Note: Do not select either Primary or Secondary for your tool Resource Type selection.

    		 Do not select Fixed Length for the resource or resource group.

    Teardown

    None

     

     

    		  
  • On the Operation Record Subcontract tab, add only one supplier and no more than five Quantity Breaks. The supplier must use base currency.

Important! If the BOM has been created by converting a one-off works order, an operation is listed in the BOM record as a result of the conversion. Do not rename this operation. If you do, you will not be able to update information between the BOM and the Works Order.

You can add operations in the following ways:

  • Add from Operations Register.

    • Note: This is the default way of adding components.

  • Add new operation.

    • Note: This adds a new operation to the BOM, but it is not available for use in other BOMs. If you want an operation to be available for use in all BOMs, create the operation in the Operations Register.

When you add operations to a BOM, you can also add comments or links to documents.

Important! If the BOM has been created by converting a one-off works order, an operation is listed in the BOM record as a result of the conversion. Do not rename this operation. If you do, you will not be able to update information between the BOM and the Works Order.

Add operations

Open: Bill of Materials > Records > New Bill of Materials | Operations.

  1. Add operations in one of the following ways:

    2. Note: This is the default way of adding operations.

    • Click Add.

      The Select Operation(s) window appears.

    • Select the Reference of all the items you want to add.

      Note: You can reduce the items displayed in the list by entering the first few letters of the Reference. For example, entering BA will list all operations that start Ba.

    • Click OK.

      The Reference, Description and Type of all selected items are displayed in the operations list.

    • Click in the Add button and select Add New Operation.

      The Operation Record window appears for you to enter the operation information for the BOM.

      Note: This operation will only be available for use in this BOM.

  2. Irrespective of how you add operations, you may want to change the operation details. To change operation details, select the operation and click Edit (or you can double-click on the operation line).

    The Operation Record window appears.

    Note: Important! If the BOM has been created by converting a one-off works order, an operation is listed in the BOM record as a result of the conversion. Do not rename this operation. If you do, you will not be able to update information between the Bill of Materials and the Works Order.

  3. Add or edit comment lines.

  4. Add or edit document links.

  5. To delete a line, select the line, click Delete Line and confirm that you want to do so at the prompt.

  6. To continue entering BOM information, click the Notes tab.

  7. To save your BOM details, click Save.

    Note: If you are using all Manufacturing modules, you have selected Perform Compatibility Checks in Manufacturing System Manager system settings Environment tab and you have compatibility issues, the Compatibility Warnings prompt appears.

Resequence operations

You can resequence the items in the operations list to make the Sequence numbers follow a regular interval. For example, if your items in the operations list have sequence numbers 1, 4, 6, you might resequence them to use 0, 5, 10.

You can set the start number and the interval between the operation numbers in the in BOM settings Resequencing tab. See Resequencing (BOM settings).

  1. Select Resequence.

  2. The Sequence number of items in the list will be adjusted according to the settings BOM settings Resequencing tab:

    • The number of the first item will use the Starting at number.

    • The numbers of the remaining items will be spaced out at the specified interval.

    • If the BOM setting Resequence in stock reference order is enabled, the order of items in the list will also be changed so that comments are grouped at the top of the list, followed by documents, followed by the operations in order of their reference.

      If this setting is not enabled, the order of items in the list will not be changed.

Change the order of operations

To change the order of items in the operations list, you can manually change the Sequence number of the items.

For example, to move an item with number 15 in between item numbers 5 and 10, you could change its sequence number to 7.

Note: Changing the sequence number will not automatically refresh the order of items in the operations list. But when you save the BOM and open it again, items in the list will be displayed in the correct order. Do not use Resequence if you want to refresh the list.

If you also want to Resequence the operations list to adjust the intervals of the numbers, you must first save the BOM to keep your changes. After you've saved the changes, reopen the BOM before you use Resequence.

See also

Steps in this task

Entering BOM operation details

Maintaining BOM comment lines

Maintaining BOM document links

Saving a BOM

Overview

Creating a BOM

Amending a BOM

Other tasks

Notes (BOM record)

Reference

Operations Register

Resequencing (BOM settings)

Compatibility warnings prompt