Changing BOM status

You can put BOMs on hold and release them from hold. If they are on hold they cannot be used.

If you use version control, you have more control over the changes made to a 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. and which revision of the BOM is used.

To use version control, you must select Use version control when creating or editing BOMs on the General tab in Bill of Material Settings.

You can use several different revisions of a BOM in the system at once. For example, you can create many new revisions, without having to delete the current active revision.

When you create a BOM, the system checks out the BOM to you. No one else can make changes to it until you check it in. This prevents other users making changes to the BOM whilst you are making changes to it. You can change BOM statuses using this window, but you cannot check a BOM out. You can only check out a BOM when you add a BOM or edit a BOM.

To change BOM status

Open: Bill of Materials > Records > Change Status.

  1. Select the BOMs that you want to change status for.

  2. If you are using version control and you want to show retired BOMs, select Show retired BOMs.

    Note: This increases the list of BOMs on display.

  3. Select the action that you want to perform.

    This lets you check in BOM records that are checked out to you.

    Note: If version control is not in use, this action is not available.

    This lets you undo check out on BOM records that are checked out to you.

    Note: If version control is not in use, this action is not available.

    This releases selected BOM records from being on hold.

    This puts selected BOM records on hold.

    The Reason for Hold window appears.

    • Select a Code for putting the BOMs on hold.

      • The Description is displayed automatically.

    • Click OK to return to the Change Status window.

    This makes the selected BOM active if there is not an active BOM already available for the stock item.

    There can be only one active version of a BOM at a time.

    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.

    If you are making many BOMs active at once, you will be prompted to specify if you want to make all active BOMs obsolete.

    • If you click Yes, all active BOMs will be made obsolete without further prompts.
    • If you click No, you will continue to receive a prompt for each active BOM to confirm that you want to make it obsolete.
    Note:

    You will not be able to make the existing active BOM obsolete if:

    • It is a subassembly on another BOM record.
    • Use specific version was selected on the BOM record subassembly component details.

    Note: If version control is not in use, this action is not available.

    This retires the BOM records.

    Note: You cannot retire BOMs that are associated with a group, or BOMs that are already retired.

    This makes selected BOM records obsolete.

    Note: If version control is not in use, this action is not available.

  4. Click Close.
See also

Reference

Introducing version control

General (BOM settings)

Entering BOM component details