Details (BOM record)

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

1. Enter the Details.

   • Reference and Description are displayed automatically when you select a stock item on the header.

   • Enter a Change reference.

     If you are using Manufacturing, this can be reproduced on works order The authority to produce a part using the components specified on a BOM and the process specified on the routing. documentation, if required.

   • The Unit of measure displays the stocked unit of the stock. You cannot change this here.

   • Enter the quality standard The standard against which the quality of parts and production processes are measured during manufacturing. to which the product must be manufactured.

2. Enter the Version/Status information.

   If you selected Use version control on the BOM settings General tab

   • The Revision Number is assigned automatically when you save the BOM details.

     • If you do not want to use the BOM immediately, select the On Hold check box.

       While the BOM is on hold, you cannot allocate stock or build the BOM.

       Note: You can change the status of the BOM by selecting the BOM and clicking Change Status in the toolbar or using the Change Status option on the BOM Records menu.

   • The Status is assigned automatically as new.

   • The Version number is shown. This defaults from the version number increment value in BOM settings. You can override the version number but you must ensure that the number is unique in the BOM records created for the stock item.

3. Enter the Defaults.

   • Select the Default build quantity for use during building.

     Note: Click Default to reset the value to the default build quantity value entered in BOM Settings. The value may be modified in line with the unit of measure used.

   • Select the Default cost quantity for use during costing or trial kitting.

     Note: Click Default to reset the value to the default cost quantity value entered in BOM Settings. The value may be modified in line with the unit of measure used.

   • Calculate overheads automatically defaults to the setting on the BOM Settings Costing tab.

     Note: If you are using Manufacturing, these settings do not apply to works orders, as the overheads will be calculated automatically.

     • Select the check box to ensure that overheads are included automatically in calculations during costing.

       Selecting this option posts overhead costs against non materials type cost headings as well as materials type cost headings. Overheads are posted to the Overhead Nominal Account that is specified for each cost Type in Cost Headings in Manufacturing System Manager.

     • Clear the check box to enter an Overhead Contribution value for the BOM. The overheads for the BOM will use this value, instead of a value based on the percentages associated with the cost headings.

       Overhead costs are posted against the finished stock item's Materials cost heading, specified on the Manufacturing tab within the Stock record.

   • If you selected Obtain from top level Bill of Materials on the BOM settings Costing tab, enter a Markup % value.

     This value is used to calculate markup % during costing. The markup % on the individual component or resource cost heading is ignored.

4. Enter the Type information.

   • Select the Use only in BOM module box if you do not want to include the BOM in any calculations outside the Bill of Materials module.

     Note: This is only applicable if you are using Bill of Materials with Manufacturing. If you are using Bill of Materials by itself, you do not need to use this check box.

     For example, if you select this box, you will not be able to create a works order using the BOM.

     Note: If the BOM is used as a component on another BOM or works order, component priority comes into effect. The setting on the lower level item is ignored when processing the higher level item. You must select Use only in BOM module on the component entry on the higher level BOM.

   • If you are using traceability (and this is set within Stock Control), select Component association required if you want to use full component traceability The option to track materials through the system. This is usually by means of serial or batch numbers on the stock items. in Manufacturing. This means that you will be able to identify which individual component items are used in the finished items. This information is retained when the BOM is built or a works order created, using the BOM.

     Leave the option clear if you do not need to know which component items are used in your finished items. You will still be able to trace the components and the finished items.

     Note: You cannot select this check box if you have selected a Fixed Quantity serial traceable component on the BOM.

5. Enter the Dates information.

   • The Date entered defaults to the current system date. Enter a different date if required.

   • The date Last updated is shown automatically.

   • Enter an Effective from and Effective to date for your BOM, if applicable. You will see a warning if you try to use the BOM outside this date range.

6. Click Image if you want to store a picture of this product.

7. To continue entering BOM information, click the Components tab. Then, confirm that you want to save the BOM header The product code for the finished item or sub-assembly, and any manufacturing instructions relating to the whole build. details when prompted.

8. 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.