---
alias: user-guide-create-bom-for-product
tags:
- bom
- product
description: "This documentation outlines the process for creating bills of materials for products"
---

# Create BOM For Product

:lock: 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

{% include-markdown 'includes/pages/step_one_versioned_entities.md' %}

### 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-lt]] Lookup Table.
      * Units - from the [[units-lt]] 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.
            * Mixed - specify the Track In Check Mode (None, Product, Quantity).

    ![Screenshot showing a Bill of Materials (BOM) creation step with options to specify Track In Check Mode as None, Product, or Quantity.](images/create_bom_for_product_02.png)

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 :material-plus: to add as many BOM Steps as needed providing for each:

      * Step - the description is automatically filled.

    ![Screenshot showing a step to create a Bill of Materials (BOM) for a product.](images/create_bom_for_product_03.png)

    !!! note
        You can delete BOM Steps by using the :material-trash-can: 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 :material-trash-can: icon:

    ![Screenshot showing a step to create BOM components for a product.](images/create_bom_for_product_04.png)

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:

    ![Screenshot showing a user interface with "Create BOM For Product" and other related components.](images/create_bom_for_product_05.png)

!!! note
    Reference Designators usually consist of one or two letters followed by a number (accepts numbers, letters, underscores or dots, but not spaces).