Manage BOM Items#

BOM.Edit

Overview#

This operation is used to manage the items that compose a specific BOM.

Setup#

No specific setup is required other than to meet the precondition of the transaction.

Preconditions#

• The BOM exists and is in state Created.

Sequence of Steps#

Step 1: Manage BOM Items#

1. Select an appropriate BOM, navigate to the BOM Items section and select Manage to display a wizard that allows you to add Products to the BOM.

2. Add as many entries as needed by selecting on the top right of the grid to add an entry or to remove one. You need to specify at least one item, and depending on the chosen scope, provide the following information for each item:

   MaterialsDurablesPackingPartsWeigh And DispenseCompose Map

   • Product - choose the Product being consumed in the BOM.
   • Bin Code - specify the bin location where the product is stored. This field is only required when the selected Product demands one.
   • Quantity - define the amount required to produce one unit of the target Product. Supports decimal values.
   • Units - indicate the unit of measurement for the BOM Product (optional).
   • Location - define a specific storage or usage location for the BOM item (optional).
   • Position - indicate the physical placement of the item in an assembly process (optional).

   • Named Position - provides a named reference for the item’s position in an assembly process (optional).

     Info

     You can either specify the Position or the Named Position, but never both. Similarly, you can either specify a Location or a Named Position, but never both.

   • Source Step - define the Step where the source Product must reside.

   • Designator - list designators for the product, separated by a semi-colon (for example: Designator1;Designator2).
   • Assembly Step - define the Step where the consumption must take place (optional).
   • Logical Flow Path - define the logical flow path for the BOM item (optional).
   • Reference - define if the current BOM item should be set as Reference. Reference items are not consumed; they are used for display purposes only.

   • Product Mix Allowed - define whether it will be possible to mix source Products with substitute Products. If set to false, only one Product (either source or substitute) can be used.

   • Material Reservation Mode - define whether the BOM Products include Material Reservations, and how Material Reservations are handled for the BOM Item. Select from:

     • Material Dependency - the Material is reserved based on its dependencies.
     • None - no material reservation is applied (default).
     • Production Order - the Material is reserved per Production Order.

     Note

     For more information, see the Material Reservation Mode tutorial.

   • Characteristic - assign a characteristic for each BOM Product (optional). If you select the Browse button, a new dialog will be displayed where you can choose the Product, a Characteristic associated with that Product and and its corresponding Value. Once you choose the Select button, the Characteristic and Value fields in the Manage BOM items wizard will be automatically populated.

     

   • Value - define the value of the selected Characteristic. The value must be chosen from the corresponding source Lookup Table.

     Note

     If BOM scope is Materials and BOM defines a Product with Characteristics, you can only reference characteristics and values that match one of those Product Characteristics. For more information, see Product Characteristics.

   • Product - choose the Product being consumed in the BOM. The Product must be present when tracking in a Material.
   • Bin Code - specify the bin location where the product is stored. This field is only required when the selected Product demands one.
   • Source Step - define the Step where the source Product must reside.
   • Position - indicate the physical placement of the item in an assembly process.
   • Usage Step - specify the Step where the consumption must take place (optional). *Logical Flow Path** - define the logical flow path for the BOM item (optional).

   • Optional - define whether the BOM item is optional.

   • Material Reservation Mode - define whether the BOM Products include Material Reservations, and how Material Reservations are handled for the BOM Item. Select from:

     • Material Dependency - the Material is reserved based on its dependencies.
     • None - no material reservation is applied (default).
     • Production Order - the Material is reserved per Production Order.

     Note

     For more information, see the Material Reservation Mode tutorial.

   • Product - choose the Product being consumed in the BOM.
   • Bin Code - specify the bin location where the product is stored. This field is only required when the selected Product demands one.
   • Quantity - define the amount required to produce one unit of the target Product. Supports decimal values.
   • Units - indicate the unit of measurement for the BOM Product (optional).
   • Location - define a specific storage or usage location for the BOM item (optional).
   • Position - indicate the physical placement of the item in an assembly process (optional).

   • Named Position - provides a named reference for the item’s position in an assembly process (optional).

     Info

     You can either specify the Position or the Named Position, but never both. Similarly, you can either specify a Location or a Named Position, but never both.

   • Source Step - define the Step where the source Product must reside.

   • Reference - define if the current BOM item should be set as Reference. Reference items are not consumed; they are used for display purposes only.
   • Assembly Step - define the Step where the consumption must take place (optional).

   • Logical Flow Path - define the logical flow path for the BOM item (optional).

   • Material Reservation Mode - define whether the BOM Products include Material Reservations, and how Material Reservations are handled for the BOM Item. Select from:

     • Material Dependency - the Material is reserved based on its dependencies.
     • None - no material reservation is applied (default).
     • Production Order - the Material is reserved per Production Order.

     Note

     For more information, see the Material Reservation Mode tutorial.

   • Characteristic - assign a characteristic for each BOM Product (optional). If you select the Browse button, a new dialog will be displayed where you can choose the Product, a Characteristic associated with that Product and and its corresponding Value. Once you choose the Select button, the Characteristic and Value fields in the Manage BOM items wizard will be automatically populated.

     

   • Value - define the value of the selected Characteristic. The value must be chosen from the corresponding source Lookup Table.

     Note

     If BOM scope is Materials and BOM defines a Product with Characteristics, you can only reference characteristics and values that match one of those Product Characteristics. For more information, see Product Characteristics.

   • Product - choose the Product being consumed in the BOM. The BOM Product quantity must be consumed entirely when performing the Maintenance Activity Order.
   • Bin Code - specify the bin location where the product is stored. This field is only required when the selected Product demands one.
   • Quantity - define the amount required to produce one unit of the target Product. Supports decimal values.
   • Units - indicate the unit of measurement for the BOM Product (optional).
   • Source Step - define the Step where the source Product must reside (optional).
   • Optional - define whether the BOM item is optional.

   • Product - choose the Product being consumed in the BOM.
   • Bin Code - specify the bin location where the product is stored. This field is only required when the selected Product demands one.
   • Quantity - define the amount required to produce one unit of the target Product. Supports decimal values.

   • Units - indicate the unit of measurement for the BOM Product (optional).

     Info

     If the scope is Weigh And Dispense and the Formula Type is Relative, the units of the BOM Products will always be set with the BOM Units.

   • Source Step - define the Step where the source Product must reside.

   • Lower Tolerance - specify the minimum acceptable deviation from the defined quantity. Required if Use Tolerances is enabled when creating the BOM. Only applicable to Assembly Types Explicit, Explicit Add and Explicit Long Running.

   • Upper Tolerance - specify the maximum acceptable deviation from the defined quantity. Required if Use Tolerances is enabled when creating the BOM. Only applicable to Assembly Types Explicit, Explicit Add and Explicit Long Running.

     Info

     The Lower Tolerance is defined as a percentage of quantity if the Formula Type is Relative or as an absolute value if the Formula Type is Absolute. The Upper Tolerance is defined as a percentage of quantity if the Formula Type is Relative or as an absolute value if the Formula Type is Absolute.

   • Assembly Step - define the Step where the consumption must take place (optional).

   • Logical Flow Path - define the logical flow path for the BOM item (optional).
   • Instrument Type - choose the instrument type from the InstrumentType Lookup Table.

   • Quantity Calculation Rule - choose a Rule to be called when the BOM item requires calculation of the tolerance values to be used in the Weigh and Dispense operation.

   • Material Reservation Mode - define whether the BOM Products include Material Reservations, and how Material Reservations are handled for the BOM Item. Select from:

     • Material Dependency - the Material is reserved based on its dependencies.
     • None - no material reservation is applied (default).
     • Production Order - the Material is reserved per Production Order.

     Note

     For more information, see the Material Reservation Mode tutorial.

   • Product - choose the Product being consumed in the BOM. The BOM Product quantity must be consumed entirely when performing the Maintenance Activity Order.
   • Bin Code - specify the bin location where the product is stored. This field is only required when the selected Product demands one.
   • Source Step - define the Step where the source Product must reside (optional).
   • Optional - define whether the BOM item is optional.
   • Position - indicate the physical placement of the item in an assembly process.

This table summarizes the input needs for each type of BOM:

Table: Input needs for each BOM

Select Next to continue.

Step 2: Substitutes#

1. If the scope is Durables, Materials, Packing, or Parts, it is also possible to specify substitute products which can be used as alternatives for each source Product. Add as many substitutes as needed (select in the top right of the grid to add, and to remove). You can order the items with the and arrows, and provide the following information for each item:

   • The substitute Product.
   • The substitute Product Source Step.
   • The substitute Product Quantity, which is necessary to make a unit of the target Product (can be Decimal).
   • The substitute Product Units (if not already set).
   • The substitute Product Designator (optional).

2. Select Update to complete the transaction and update the BOM.