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Create BOM#

🔒 BOM.Create

🔒 BOM.CreateTemplate

🔒 BOM.CreateFromTemplate

Overview#

This operation is used to create a BOM.

Setup#

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

Preconditions#

  • The BOM does not currently exist in the system.

Sequence of Steps#

There are several ways to create a new versioned object. Depending on the level, follow these steps to get started:

  • Entity - in the landing page of this entity type in the Business Data menu or in the details page of an existing entity of the same type, select New on the top ribbon. For more information, see Creating Entity Objects.
  • Revision - if you want to create a new revision, go to the New dropdown button on the top ribbon and select Revision. For more information, see Revisions.
  • Version - if you want to create a version associated to an existing revision, go to the New dropdown button on the top ribbon and select Version. For more information, see Versions.

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: General Data#

  1. Provide a name for the BOM.
  2. If you are creating a new version, the revision that was selected when you started the process will be the revision to which this version will be associated. If you are creating a new entity or revision (with a new version associated to it), provide a name for the revision or it will be automatically generated for you. For more information, see Revision Naming.
  3. Optionally, provide a description of the BOM.
  4. Select the BOM type. The list of possible values is taken from the BOMType Lookup Table.
  5. Select the scope of the BOM: Compose Map, Durables, Materials, Packing, Parts or Weigh And Dispense.

  6. Depending on the scope, you may need to provide the following information:

    • Positions - specify the number of positions in the BOM.
    • Orientation - specify if the positions will be arranged from Bottom To Top or from Top To Bottom
    • Drawing - optionally, specify a BOM drawing (associated with the versioned portion). Select the drawing to import by dragging a file from the file explorer or by selecting the Browse Files button and selecting a file manually. File information will be displayed on screen after the file is loaded and analyzed by the system. Selecting the button on the right hand side of the entry will remove the file from the import queue.

    Screenshot showing a Create New DOM dialog with fields for "ean one" and "nm am", along with a filename hint to select a BOM drawing.

    • Drawing - optionally, specify a BOM drawing (associated with the versioned portion). Select the drawing to import by dragging a file from the file explorer or by selecting the Browse Files button and selecting a file manually. File information will be displayed on screen after the file is loaded and analyzed by the system. Selecting the button on the right hand side of the entry will remove the file from the import queue.

    Screenshot showing a UI with options for creating a new Bill of Materials (BOM).

    • Product - the selected Product will allow you to link the BOM to that specific Product and to reuse the Product CAD, Drawing, and Schematic files.
    • Base Quantity - specify the Base Quantity (defaults to 1) for the BOM.
    • Units - specify the Units of the BOM (from the Units Lookup Table). The units will be matched against the Material primary units.

    • Use Tolerances - enables the ability to register the actual consumed quantity when it differs from the theoretical value. This property is disabled by default. When enabled, it also allows you to override the predefined quantity during the assembly operation.

      Note

      Even when Use Tolerances is enabled, the consumed quantity cannot exceed the available raw material quantity.

    • Use Mixed Assembly - specify whether the BOM allows Mixed Assembly Type consumptions.

    • Mixed Assembly Type - if Use Mixed Assembly is enabled, specify the type of Explicit Assembly (Explicit, Explicit Add and Explicit Long Running) that is considered the main Assembly Type.

      Note

      Before setting a new BOM version as Effective, ensure the Use Mixed Assembly setting matches the current effective version. If not, any active references in Experiments, Product Rules, or BOM Contexts must be removed.

    • Drawing - optionally, specify a BOM drawing (associated with the versioned portion). Select the drawing to import by dragging a file from the file explorer or by selecting the Browse Files button and selecting a file manually. File information will be displayed on screen after the file is loaded and analyzed by the system. Selecting the button on the right hand side of the entry will remove the file from the import queue.

    Screenshot showing a user interface for creating a new Bill of Materials (BOM) with an input field labeled "create bom materials".

    • Product - the selected Product will allow you to link the BOM to that specific Product and to reuse the Product CAD, Drawing, and Schematic files.
    • Base Quantity - specify the Base Quantity (defaults to 1) for the BOM.
    • Enforce Package Quantity - specify if you want to Enforce Package Quantity for the BOM (optional). This property is set to false by default.
    • Units - specify the Units of the BOM (from the Units Lookup Table). The units will be matched against the Material primary or secondary units to determine on which quantity the assemble will take place.
    • Drawing - optionally, specify a BOM drawing (associated with the versioned portion). Select the drawing to import by dragging a file from the file explorer or by selecting the Browse Files button and selecting a file manually. File information will be displayed on screen after the file is loaded and analyzed by the system. Selecting the button on the right hand side of the entry will remove the file from the import queue.

    Screenshot showing a UI for importing a BOM drawing.

    • Resource - optionally, specify a Resource that has Resource Parts defined.
    • Drawing - optionally, specify a BOM drawing (associated with the versioned portion). Select the drawing to import by dragging a file from the file explorer or by selecting the Browse Files button and selecting a file manually. File information will be displayed on screen after the file is loaded and analyzed by the system. Selecting the button on the right hand side of the entry will remove the file from the import queue.

    Screenshot showing a user interface with a file explorer and a drag-and-drop area to import a BOM drawing.

    • Product - the selected Product will allow you to link the BOM to that specific Product and to reuse the Product CAD, Drawing, and Schematic files.
    • Units - specify the Units of the BOM (from the Units Lookup Table). The units will be matched against the Material primary or secondary units to determine on which quantity the assemble will take place.
    • Drawing - optionally, specify a BOM drawing (associated with the versioned portion). Select the drawing to import by dragging a file from the file explorer or by selecting the Browse Files button and selecting a file manually. File information will be displayed on screen after the file is loaded and analyzed by the system. Selecting the button on the right hand side of the entry will remove the file from the import queue.
    • Weigh and Dispense Label - specify the Printable Document to be used as label.

    • Formula Type - specify if the formula used will be:

      • Absolute - Quantities are entered with absolute values in their respective units. In this case, the sum of BOM quantities can add to any value and tolerances are entered in absolute mode. Example: for a 1000g batch a certain ingredient quantity is defined as 100g with a lower tolerance of 2 (g) and a upper tolerance of 1 (g); if the target batch quantity is 1000g, the valid range of dispensed quantity will be between (100-2 and 100+1), that is between 98g and 101g.
      • Relative - Quantities entered refer to percentages. In this case, the sum of BOM quantities must be within 99 and 101 and tolerances are also entered in a percentage mode. Example: if a certain ingredient quantity is 10 (%) with a lower tolerance of 2 (%) and a upper tolerance of 1 (%); if the target batch quantity is 1000 g, the valid range of dispensed quantity for this ingredient will be (1000g x 10% - 1000g x 10% x 2%) and (1000g x 10% + 1000 x 10% x 1%), that is between 98g and 101g.

    Screenshot showing a user interface with a field labeled "BOM quantities" and another for "tolerances".

  7. Select Create to complete the transaction and a new object will be created.