BM-A  Enter Bills of Material

Purpose of Program

Use this program to enter your bill of materials.  The inventory items you have created in IN-B, Enter Inventory, will be used here to define your parent and component parts.

Each bill of materials must have a parent part.  This is the inventory item number used to reference this bill of materials.  Below the parent part are the components.  These are the individual elements of the bill of materials.  Components may be purchased parts, subassemblies, phantom assemblies, non-inventory items, make-from parts, labor, and outside processing.  Subassemblies and phantom assemblies will be defined with their own bills of material.

Field Explanations

Parent Part

This is the item number in the inventory file for this finished good, subassembly, phantom assembly, make-from, or selling kit.  This item number  is used to identify this bill of material.  The inventory type, product description, and total standard cost are displayed automatically after the item number.

Lin

This is an optional field and refers to the line number.  The line number determines the sort order in which components are to be listed on the shop traveler or viewed on the screen.  If you leave this field blank, components will be sorted in item number order.  You can enter duplicate line numbers; within the same group of line numbered items the components will sort in item number order.  Line numbers can be assigned automatically after a bill has been entered by clicking on the Auto Assign Lin Nums button (or press F7).  This will preserve the order in which the components were entered. Lin is a three character, numeric field.

Component

This is the item number from the inventory file for a component in the bill of materials.

T

The inventory type of each component (N=non inventory, R=regular, F=finished good, A=subassembly, M=make-from, L=labor, T=outside processing, B=phantom assembly, O - Option).  This field is displayed automatically when the component is entered.

Description

The inventory description for the component.  This is filled in automatically when the component is entered.

Quantity Per

This field designates how many units of each component are required to make one unit of the parent part.

Scrap

This is an optional field.  You may specify a scrap percentage or fixed quantity.  Some users prefer to build the scrap amount into the quantity per for the component; however, if you wish to show the scrap as a separate item, use this field.  The scrap quantity will be added to the quantity required when a Print/Rollup Standard Costs is performed.  When a work order is firmed, the component's quantity required will be increased by the amount of the scrap.  Scrap can be entered as a % or as a fixed quantity of parts (Q).  Ten percent scrap is entered as 10.00.  Depending on default setting, this can be a margin or a markup calculation.  Be aware that the scrap calculation does not round up to the nearest whole on-hand number and you can end up with fractional on-hand quantities so using the scrap percentage is not well suited to discrete components.

Seq

This is an optional field. Seq refers to the sequence in the parent part's routing in which this component is needed or used.  If a sequence is specified, the material will optionally print on the shop traveler (long form only) within that particular sequence.  The system supports backflushing by sequence in which the components tied to a particular sequence are automatically relieved from on-hand inventory when completed parts are reported for that sequence.

Rt#

The routing number.  This is an optional field.  The system allows multiple printed routings for the same work order.  Bill of material components and routing sequences can be assigned to print on a particular routing.  Multiple printed routings are used in shops where it is desired for certain departments to only see the sequences and components that pertain to their department and not the entire work order.

Reference

A memo field to provide additional information about the component, such as for a drawing bubble number.  This is a 20 character, alphanumeric field.

Include when backflushing parent assembly

Enter N to exclude this component from backflushing at WO-I  Enter Finished Production  for a scrapped parent item, such as in the case of packaging materials which would not be used on a scrapped item.

General Program Operation

New Bill of Material Entry

You must first enter a parent item number.  You may type in the item number or select a item number from a lookup window by clicking on the Lookup button (or press F2).  Only F, A, B, K, or M type items are allowed as parents.  R, L, or T type inventory items cannot have bills of material.  If the item cannot be found, use IN-B  Enter Inventory to create the item first.

If the item is found, the inventory type and product description will automatically be displayed.  If a bill of material exists for the item number entered, the components will automatically be displayed.

To add a component, click on the Add button.  The cursor will now be at the Lin field.  Enter a line number or press <Enter> to skip the field.  Line numbers will determine the sort order when components are viewed on the screen or printed on the shop traveler.

Type in the component item number or select a item number from a lookup window by pressing the F2 key (or clicking on the Lookup button).  The inventory type and product description will automatically be filled in from the inventory file.

You are asked to enter a quantity per (quantity required per each unit of the parent part).  The default value is 1.00000000, but you may change this as needed.

Next enter a scrap percentage, if desired.  This is an optional field.  A ten percent scrap percentage is entered as 10.00.

If you are using routings and you know which specific sequence this component is used in, you can specify the sequence number in the Seq field so that the component can print on the shop traveler within that operation, or you so that you can use backflushing by sequence to relieve inventory components as production gets reported in WO-F  Enter Labor.  If these features do not apply to you, leave this field blank.

If you are using multiple printed routings for the same work order, you can enter the routing number this component is to be printed on in the Rt# field.  You may leave this field blank.

The Reference field may be used for any purpose; such as for a  bubble number on a drawing.

Next indicate whether the item is to be included when backflushing scrap assemblies.  The default is Yes.

You may enter the same component twice within a bill of material.  The program will issue a warning first, but will allow the entry.

You will remain on the entry screen until you click Exit, which will return you to the list of components, from which you can add or edit components or exit to enter another parent part or close the program.

If you want to limit access to make changes to items released for Production, then you can assign users Security Code E (Engineer) in PS-A  System Users/Passwords which limits those users to only creating and editing Bills of Materials for parent items with Active Status E.

Entering Remarks

You can enter up to 15 lines of remarks on each component.  To do so, while a component is highlighted in the components listing, click on the Line Remarks button. Remarks will optionally print on the shop traveler and bill of material reports.

Entering BOM Notes

You can enter up unlimited notes against the parent part of any bill of material.  To do so, click on the Notes button while on the components listing or editing screen.  BOM notes will optionally print on the shop traveler and bill of material reports.

Copy Feature

A copy feature is available which allows you to copy all or selected components from another bill of material.  Many product structures are similar and differ only by a few components or quantities.  The copy feature can save many hours of work in setting up bills of material.

While on the components listing screen, click on the Copy button.  You can enter the parent part from which you wish to copy components.   You can then choose to copy the BOM notes, all or selective components, and whether accompanying remarks are to be copied or not.

You are not restricted to one copy.  You can copy components from multiple bills of material.  After one copy procedure is completed, you can perform another.  In this manner several bills of material can be merged into one bill of material.

Automatic Line Numbering

Sometimes it is desirable to have a bill of material sorted in a specific sequence rather than in item number order.  Enter the components in the desired order and the Line number will automatically be assigned.

Deleting a Bill of Material Component

If you want to delete component from a bill of materials, click on the Delete button at the bottom of the components listing screen while the cursor is highlighting the component you wish to delete.

Deleting a Complete Bill of Materials

If you want to delete an entire bill of materials, click on the Delete button at the upper left of the components listing screen.