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<< Click to Display Table of Contents >> Set Up Bill of Materials |
  
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<< Click to Display Table of Contents >> Set Up Bill of Materials |
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In the Bill of Materials Maintenance function window, you can specify the components of an inventory item that you want to produce or manufacture.
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To set up a bill of materials record, perform the following steps:
1.Access the Bill of Materials function function from the Bill of Materials group in the Maintenance menu of the Manufacturing module. Click the New button to create a new bill of materials record.
2.Enter in the Parent Item # field the number of the inventory item for which you want to create a bill of materials record. Alternatively, you may click the Lookup button to display the Search window where you can select an inventory item number. Once a valid parent item # is entered, the corresponding item description is displayed in the Description field.
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3.If the parent item entered in the Parent Item # field is with specification, click the List box button in the Specification field and select the item specification for which you want to create the bill of materials record; otherwise, you cannot proceed.
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4.Enter in the Warehouse field the storage location of the parent item when it is finished. Alternatively, you may click the Lookup button to display the Search window where you can select a warehouse code. The warehouse codes that will show in this window are those with active status and those that the user has access rights. Refer to the Access Restrictions section in Warehouse Maintenance for the details on warehouse access rights.
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5.Enter in the Version field the version # of the bill of materials record that you are trying to create. The system will use this number when creating work order transactions for the parent item to determine which bill of materials version will be used when processing job orders.
6.Accept or amend the date in the Effective Date field. Different bill of materials version may have different effective dates. The date entered in this field signifies the date when the bill of materials version is in effect when creating work orders. The default value is the current system date.
7.If the item entered in the Parent Item # field is assigned Phantom category, the Phantom checkbox is marked and fields discussed below are disabled and read-only. If the item is assigned Item category, perform these steps:
7.1. Click the List box button beside the Schedule Type field and select whether Forward or Backward option. Selecting the Forward option allows you to calculate the production end date moving forward from a specified start date. Backward option usually applies to seasonal products wherein you first specify an end date (or when you must have the products ready); then calculate the start date of when you must start production moving backward from the specified end date. |
7.2. The Manufacturing Lead Time field is read-only and is system calculated for Parent Items assigned with Item category. This is displayed in hours:minutes format. |
7.3. If the Batch Size is Known checkbox is marked, enter in the Overlap Rate field the percentage rate based on the batch size wherein the next step in the production process can be started. The value in this field becomes the default rate for all the routing steps in the bill of materials. You have the option whether or not to allow overlap at each routing step.. |
For example, if the batch size is 100 and enter 50% at Step #20. This means that you can proceed to perform the next step if production at Step #20 reaches 50% of its batch size. On the other hand, enter in the field "100"% if all the batch size quantity must complete the current step before it can proceed to the next step or enter "0" if you want to proceed to the next step as soon as an item is done with the current step regardless of the batch size. |
7.4. The BOM Batch Count field is displayed for reference only and always shows as "1" which means that the bill of materials is good as one (1) batch run. |
7.5. Mark the Batch Size is Known checkbox if the item units produced is easily identifiable. The default setting comes from the MA Module Setup function. This setting cannot be changed once bill of materials record is saved. |
7.6. Mark or unmark the Exclude in Prod Plan checkbox. Default is unmarked if the Batch Size is Known checkbox is marked. Marking this checkbox configures the system not to include thie bill of materials in production planning. This setting can be changed anythime. |
7.7. Accept enter in the Batch Size field the default batch size for the bill of materials version. The number of decimal places allowed depends on the quantity decimal setting in the parent item's maintenance record. The value in this field can be changed at anytime. |
7.8. Accept or amend the value in the U of M field. Default value is the Stock U of M for the selected Parent Item. This setting cannot be changed once bill of materials record is saved. |
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8.In the Routing Steps page, set up all the necessary processes involved in manufacturing the parent item. Refer to the discussion in the Routing Steps Page for more details.
9.Enter in the Component Items page all the components necessary in creating the parent item. For more details, refer to the Component Items Page topic.
10.In the Remnants page, set up all the remnant pomponent items that will be left over from manufacturing the parent item. Refer to the Remnants Page topic for more information.
11.You may review all the components that are used across all steps for the bill of materials version in the Item Summary page.
12.In the Profit Margin page, you may view the bill of material's projected materials costs, finished item unit price and other information. For more details, refer to the Profit Margin Page topic.
13.When you are ready, click the Save button in the function toolbar to save the bill of materials record; otherwise, click the Cancel or Close button.
Copy, Update or Delete Bill of Materials
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