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.

     Note

     The BOM Product Quantity can be negative, which indicates that it is a by-product or co-product. In cases where the Quantity is negative, it is not possible to add substitutes.

   • Fixed Quantity - specify if you want to use a fixed quantity for a given BOM Product. If set to true, the system will always use the specified quantity per batch, regardless of the number of units to be assembled during the production run. Substitute Products will inherit the same configurations as Parent BOM Products.

     Warning

     Do not set the Fixed Quantity property to true if you intend to use assembly types other than Explicit Long Running, Automatic at Track-In, or Automatic at Track-Out.

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

   • 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.
   • 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). If provided, the value must be unique for the Main BOM Product and left blank for any Substitute Products, as they inherit it from the Parent Product.
   • 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).
   • Assembly Type - specify the Assembly Type applied to the BOM Item (Automatic At Track In, Automatic At Track Out). If set to Automatic At Track Out, provide the Track in Mode. Required if Use Mixed Assembly is enabled when creating the BOM.
   • Track In Mode - define a different Track In Mode which overrides the default Track In Mode at the BOM Context. This is only applicable when the Assembly Type is Automatic At Track Out.
   • 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.

   • Information Capture Required - define whether it will be necessary to capture information when assembling the BOM. If set to true, specify the Information Capture (for example: Serial Id). This is only applicable when the Assembly Type is Explicit, Explicit Add, and Explicit Long Running.

   • Condition - define a condition for BOM assembly using a valid JSONata expression that references Product characteristics. For more information, see Product Characteristics ⧉. To create the condition, select the icon.

     

     A dialog will open where you can select a Product and access its defined characteristics. Specify the values for each condition — either by selecting from the associated Lookup Table or entering free text — and choose the Select button.

     

     The condition supports a subset of the JSONata query syntax, which can be reviewed by selecting the icon.

     

     Note

     The system validates only characteristic values defined in Lookup Tables, and autocomplete suggestions during condition editing are available only for characteristics linked to those Lookup Tables.

   • 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.

   • Condition - define a condition for BOM assembly using a valid JSONata expression ⧉ that references Product characteristics. To create the condition, select the icon.

     

     A dialog will open where you can select a Product and access its defined characteristics. Specify the values for each condition — either by selecting from the associated Lookup Table or entering free text — and choose the Select button.

     

     The condition supports a subset of the JSONata query syntax, which can be reviewed by selecting the icon.

     

     Note

     The system validates only characteristic values defined in Lookup Tables, and autocomplete suggestions during condition editing are available only for characteristics linked to those Lookup Tables.

   • Product - choose the Product being consumed in the BOM. The BOM Product quantity must be consumed entirely when performing the Maintenance Activity Order.

     Note

     If a Resource is specified when creating a BOM with scope set to Parts, only Products configured as Resource Parts Products can be selected. Additionally, each Main BOM Product (excluding substitutes) must match exactly one Resource Part. The match is based on:

     • Product alone, if no Designator is provided and the Product is unique among the Resource Parts;
     • Product + Designator, if a Designator is provided.

     The total quantity of these matches must not exceed the quantity of the Resource Parts.

   • Designator - list designators for the product, separated by a semi-colon (for example: Designator1;Designator2). If provided, the value must be unique for the Main BOM Product and left blank for any Substitute Products, as they inherit it from the Parent Product.

     Note

     The Designator may only include letters, digits, underscores (_), and dots (.).

   • 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.

     Info

     If the Part Type is set to Repairable, the BOM Product Quantity must be equal to 1.

   • 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.
   • Information Capture Required - define whether it will be necessary to capture information when assembling the BOM. If set to true, specify the Information Capture (for example: Serial Id).

   • 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 needed 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.