Amending a BOM

It is important to maintain accurate BOM A stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. records. Details such as markup and valid from or to dates can change over time.

You can amend active versions of the BOM without incrementing the version number, if version control is in use and either of the following is true:

  • The Allow Active BOMs to be amended BOM setting is selected in the General tab.
  • You belong to a role (in System Administration) that can amend the BOM, using Amend (Elevated Privileges) instead of Amend (recommended).

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.

How to

Amend a BOM

Open: Bill of Materials > Records > Amend Bill of Materials.

Open: Bill of Materials > Records > Amend Bill of Materials (Elevated Privileges).

  1. Select the Stock Item required.

  2. If you are using version control, select the BOM version that you want to amend.

    You can amend:

    • New versions, if these are not checked out to other users.
    • Active versions, if you have selected Allow Active BOMs to be amended in the BOM Settings General tab and these are not being amended by other users.
    • Active versions, if you belong to a role with permissions to amend active versions using the Amend (Elevated Privileges) feature.

    You cannot amend:

    • Obsolete versions.
    • Active versions, if you have not selected Allow Active BOMs to be amended in BOM Settings General tab.
    • Active versions, if you do not belong to a role with permissions to amend active versions using the Amend (Elevated Privileges) feature.

    However, you can create new BOM versions in these circumstances.

    • Click Create New Version from the BOM version drop-down list.

      The Record Selection window appears.

    • Select the BOM Version that you want to base the new version on.
    • Click OK.

    The BOM version number is incremented to the next available version number, based on the Version Number Increment value in the BOM Settings General tab.

  3. Make the changes you require to the BOM.

    Important! If the BOM has been created by converting a one-off works order, an operation is listed in the BOM as a result of 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.

    Note: The Bill of Material Details tabs function in the same way as when creating the BOM.

    • Confirm that you want to continue to amend it.

      If you are using version control, a new version will be created. If you are not using version control, you can continue to amend the BOM.

      Note: You can change the BOM on hold status by selecting the BOM and selecting Change Status in the toolbar. Alternatively, use the Change Status option in the BOM Records menu.

  4. To edit sub-assemblies, click Edit Sub-Assembly on the Components tab.

  5. To change the images saved with the BOM, click Image.

  6. To save your changes, click Save.

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

    Depending on your BOM settings, you may also need to enter revision details or choose whether to recost the BOM.

  7. If you selected Calculate and write weight to Stock Control in the BOM settings General tab, the weight of the built item is calculated and saved to the stock record when you save the active version of the BOM.

    Note: If the BOM is a subassembly, weight is not calculated for higher level BOMs. To ensure that the weight of higher level BOMs is calculated, you must use the Update Bills of Materials Weights option.

Save a BOM with version control

If you are using version control, click Save and Clear to save your changes.

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

  • If you have used the Amend (Elevated Privileges) option to make changes to an active BOM, the changes are saved immediately.

  • If you have used Amend Bill of Materials without elevated privileges, you'll be prompted to enter the details in the Save Revision window.

To enter the revision details:

  1. Enter a comment about the changes you have made.

  2. Select the Action Required.

    • Undo Check-Out: Click Undo Check-Out to cancel any changes you have made and close the BOM. This will leave the BOM details as they were before you began to make any changes.

    • Activate: Click Activate to make the BOM revision active.

      Note: In order to build the item, you must make one of the BOM revisions active if you are creating the BOM for a stock item component. You must also select Built/Bought for the BOM details on the stock item record Details tab in the Stock Control module. You can only do this if one of the BOM revisions is active.

      If there is already an active version of the BOM for the stock item, you will be prompted to make the existing active BOM obsolete before making this version active.

      When you save the BOM revision with a status of Active, you can allocate items to the BOM revision.

    • Keep Checked Out: Select this so that other users cannot make changes to the BOM A stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. revision. The BOM is saved with a status of new but is only available for you to update. To allocate items to the BOM, you must check in the record and then activate it.

    • Check In: Select this to make the BOM revision available to any user. It is saved with a status of new and can then be updated by all users. To allocate items using the BOM revision, you must activate it.

    • Cancel: Select this to return to the BOM record and continue making additions or amendments to it.

  3. The BOM revision number is incremented.

    Note: Date of change, version number, type, reference, comment and user are stored in the History tab of the Amend Bill of Materials Record window.

Save and recost a BOM

You'll be asked if you want to cost the BOM when you save, if you selected Recost when saving on the BOM settings Costing tab.

To confirm if you want to cost the BOM:

  1. Click Yes if you want to calculate costs. The calculated costs are stored on the Costing tab of the BOM record.

    The Enter Bills of Material to Cost window appears.

  2. Enter the Cost Quantity for a BOM and click Cost.

    The Component Costs window appears if:

    • The Prompt when stock level has zero costs setting is selected on the Costing tab and the components have zero costs.

    • The Prompt when stock level is zero setting is selected on the BOM settings Costing tab and the components stock level is zero.

      This window indicates that there is no cost, or there is a zero stock level, stored in the stock record for a component on the BOM.

      • Enter the Cost Price and click OK.

      The window clears to allow you to enter the Cost Quantity for another BOM.

  3. When you have finished, click Close.

See also

Steps in this task

Details (BOM record)

Components (BOM record)

Operations (BOM record)

Notes (BOM record)

Add attachments to BOM records

Drawings (BOM record)

Costing (BOM record)

Analysis codes (BOM record)

History (BOM record)

Saving a BOM

Overview

About Bill of Materials

Other tasks

Working with BOM images

Compatibility warnings prompt

Update Bills of Materials Weights

Reference

Introducing version control

General (BOM settings)

Costing (BOM settings)

Add role

Changing BOM status

Details (stock record)

Allocating stock