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Create BOM For Product#

🔒 Product.CreateBOMs

Overview#

This operation is used to create one or more BOMs for a Product along with their respective BOM Items, that specify where each component will be assembled. Multiple BOMs can be created to support different revisions of the Product.

Setup#

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

Preconditions#

  • The Product exists in the system and it is not a Template.
  • The State of the Product is Effective.
  • The Product has at least one BOM Item.

Sequence of Steps#

The Create BOM For Product wizard can be called from the Product page by selecting the Create BOM button on the top ribbon.

Step 1: Change Set#

  1. Choose an existing Change Set or select Create to create a new Change Set. If configured to support implicit Change Sets, it is also possible to check the Use Automatic Change Set option.
  2. Optionally, select an Approval Role.
  3. Optionally, set the Make Change Set Items Effective on Approval to true so that the Change Set items become effective when the Change Set is approved.

Info

For more information, see Create Change Set.

Step 2: BOM#

  1. In the General Data section provide the following information:

    • Create:

      • New BOM (default)
      • New Version From Existing BOM

      Note

      If you select New Version From Existing BOM, you need to provide a BOM, and the BOM Defaults section will not be available.

    • Name

    • Description

    • Scope:

      • Materials (default)
      • Weigh and Dispense

      Info

      If you select Weigh and Dispense for the Scope, and Create or Replace Records in the BOM Context section is true, the Assembly Type will automatically be filled with Weigh and Dispense, and you will have to fill the Weigh And Dispense Mode field (Attach or Consume).

  2. In the BOM Defaults section provide the following information:

    Note

    This section is only available if New BOM was selected.

    • Type - from the BOMType Lookup Table.

    • Units - from the Units Lookup Table.

      Info

      If previously defined, the Units will be those of the Product.

  3. In the BOM Context section provide the following information:

    Note

    Depending on what you select, you may need to complete other mandatory information.

    • Create or Replace Records:
      • true
      • false (default)
    • If set to true, select:
      • Assembly Type:
        • Automatic At Track In - no further information is needed.
        • Automatic At Track Out - specify the Track-In Check Mode (None, Product, Quantity), and the Track-Out Losses Mode (After Assembly or Before Assembly).
        • Explicit - no further information is needed.
        • Explicit Add - no further information is needed.
        • Explicit Long Running - no further information is needed.

    create_bom_for_product_02

  4. Select Next to continue.

Step 3: BOM Steps#

This is where the assembly steps are defined, and you need at least one assembly step.

Note

If the Product has a Default Start Flow Path, you will only be able to choose steps from that flow. And you can also select steps using the Browse button.

  1. Use to add as many BOM Steps as needed providing for each:

    • Step - the description is automatically filled.

    create_bom_for_product_03

    Note

    You can delete BOM Steps by using the icon.

  2. Select Next to continue.

Step 4: Step Components#

This is where you associate the Product Components with the Assembly Steps that were defined to create BOM Items. Additionally, you must create at least one BOM Item per Assembly Step.

  1. Select the Product Component.
  2. Use the arrow at the top of the panel to transfer the component to the selected Assembly Step and the entire quantity of the component will be transferred (default).

  3. You can delete BOM Items by using the icon:

    create_bom_for_product_04

  4. Select the BOM Item to see its details.

  5. For each BOM Item you must provide/edit the following:

    • Source Step

      Note

      You can use the Apply to All button to apply the Source Step to all of the components in the same Assembly Step.

    • Quantity - by default the quantity will be the remaining quantity of the component.

      Note

      You can use the Set Remaining Quantity button to set the remaining quantity of the component in the BOM Item.

    • Units - if the Source Step has the property Set Units equal to true the Units of the BOM Item will be the same as the Primary Units of the Source Step.

  6. In the Advanced Details you can define the following:

    • Position - relates to the position of the BOM Item.
    • Designator - these values must be delimited by a semi-colon.
    • Reference - whether or not the BOM Item is a reference.

  7. Select Create to complete the operation:

    create_bom_for_product_05