Recording built items (BOM)

Note: If you have reserved specific stock components by allocating stock, use the Confirm Build routine to build from the allocation.

Note: You can only build an active BOM.

To record build items

Open: Bill of Materials > Processing > Record Built Items.

1. A unique, system-generated Build Number is displayed. This number is made up from: user number : date (ddmmyyyy) : time (hhmmss).

2. Enter the Build Details.

   • The build Date defaults to today's date. Change the date if required.
   • Enter a Reference for the build if required.

3. Add the Bill of Materials to Build.

   You can do this in the following ways:

   • Add individual BOMs

     • Click Add.
     • Select the Stock Code from the drop-down list.
   • Add groups

     • Click Add Group.

     The Select Bill of Materials Group window appears.

     • Select the Group from the drop-down list.
     • Click OK.
   • Add multiple BOMs

     • Click Select Multiple.

     The Select Multiple Bill of Materials window appears.

     • Select the BOMs.
     • Click OK.
   • To delete a BOM from the list, select the Stock Code and click Delete.
   • To change the order of items in the list, select the Stock Code and click either the up or down arrows.
   • If your stock system is set to use warehouses, you can specify the component warehouses. Click Warehouses and select the warehouses from the list.

   • To change the default build options, if required, click Options and select the options from the drop-down list.

     The values for these come from the Build tab in BOM Settings. Any changes you make here apply in this build session only.

   Note: To ensure end to end traceability searching, using the Traceability Enquiry window, we recommend you add only one individual BOM.

4. Set up the values for each stock item.

   1. If version control is in use and more than one version exists, select the Version.
   2. Enter the Quantity to manufacture. This defaults to the Default build quantity value set in the Bill of Material Settings General tab.

   Note: If you enter a quantity which does not match the unit of measure The quantity in which a stock item is measured for purchase, sale or storage., the quantity is automatically adjusted to the nearest appropriate value.

5. Check if you have sufficient components to build the BOMs by clicking Process.

   The results are calculated and displayed in the following ways:

   • The Can be built? column displays Yes or No to indicate whether the BOMs can be built. Not Processed may be displayed if you did not select the Continue option if shortages were found.
   • The Components list displays the shortages of the components required to build the BOMs that display No in the Can be built? column.

   The quantities are converted to stock units.

   Note: The Quantity Required value will include the scrap percentage if you have selected to calculate scrap in Record Built Items on the BOM Settings Scrap tab.

   Sub-assemblies are highlighted in colour (blue by default).

   Shortages are highlighted in colour (red by default).

   • If the item allows negative stock levels and the options Report Shortages for Components or Report Shortages for Sub-Assemblies have not been selected, then N/A is displayed in the Shortage column for components or sub-assemblies.
   • If the item is a miscellaneous stock item, N/A is displayed in the Shortage column.
   • If the item is a single batch item, N/A is displayed in the Shortage column.

6. Make changes to the component list, if required.

   Whether you can do the following, depends on whether you have the required settings selected in the Build tab of BOM Settings.

   • Add components.
   • Amend component quantities.
   • Delete components.
   • Substitute alternative components.

   Note: If you make changes to the component list, the Can be built? value is not updated.

7. To print the build report, select Print Build Report.

   Note: This defaults to what you have set in the Build tab on BOM Settings.

   The report shows:

   • The items built and their costs.
   • The items used.
   • The costs posted to the Nominal Ledger.
   • The nominal accounts the costs have been posted to.
8. Click OK.
9. If your built item is traceable

   The Confirm Traceable Built Item Details window appears. The window is used to assign batch or serial numbers to built items.

   1. Select a Stock Code in the Finished traceable items list.
   2. Enter the traceable numbers:
   • If the item is batch traceable, enter the Batch No and a Quantity.
   • If the item is serial traceable, enter the Serial No.

   Note: You must enter the Quantity required.

   3. Click OK.
10. If your components are traceable

    The Select Traceable Components for Build window appears. The window is used to assign batch or serial numbers to components used in building the BOMs.

    1. Select the batch or serial item Stock Code that you want to choose the numbers for.
    2. Click Edit.
    3. If the item is batch traceable

       1. Select the check box next to the Batch No you want to build from.
       2. Enter the Qty to Allocate.

       3. Repeat until the Batch quantities selected value matches the Total quantity value.

          Note: You can build quantities from different batches unless the item is a single batch item. If it is then you must build the Total quantity from one batch.

       4. Click OK.
       If the item is serial traceable

       1. Select the check box alongside each Serial No you want to use in the build.

          Note: The number of Serial numbers selected must match the Total Quantity.

       2. Click OK.
    4. Click Close.
11. If your built item is traceable with full component traceability

    Note: Full component traceability is chosen by selecting the Component association required box on the BOM record Details tab.

    The Confirm Component Association window appears. The window is used to match the traceable components to the traceable built items.

    1. Select the Stock Code/Identification No. in the Traceable Assemblies and Components list.
    2. Click to expand the Code and display the components.

    3. Select a component.

       All traceable numbers for the component are listed in the lower part of the window.

    4. Enter the serial/batch details for each component in each assembly:
    If the item is batch traceable

    1. Select a Batch No by selecting the required check box.
    2. Enter the amount in the Quantity column.

    Note: The total stock quantity entered must be the same as the amount specified in the Quantity required box.

    If the item is serial traceable

    • Select the Serial No by selecting the required check box.

    Note: You must select the same amount as that specified in the Quantity required box.

    Note: The items selected must match the Quantity for the traceable assembly.

    5. Click OK.

12. If Print Build Report was selected, the Build Report appears.

    • Click Close to complete the Record Built Items process.