BOM Maintenance

Bill of Materials Maintenance

HelpID: 519722008

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BOM Type

Regular bills are standard, discreet BOMs. The list of components (Inputs) will be used (removed from inventory) to create the parent item. A Regular BOM usually has one output (made) item, and one or more inputs (raw materials).

As shown below, the green arrow pointing “out” indicates that 100XLG is the output. The black arrows pointing “in” are inputs. This is a typical Regular BOM structure.

Reverse & Disassembly bills consume the top-level item (remove it from inventory) and produce into inventory the list of components. Compared to the Regular BOM the arrows are reversed: the made item is a black arrow pointing IN (meaning it is consumed), and the components have green arrows pointing out (meaning they are returned to inventory).

Batch bills allows specifying a finished good quantity (such as 1000 grams) and basing the component quantities relative to the batch quantity of 1000 grams. For example, you may produce a 1000 gram mixture which requires 300 grams of sugar per 1000 gram batch. Such a recipe will often not work well with a Discrete-type Bill of Materials where the components must be specified in relation to a single unit of output. For example, the recipe might be for making a 1000 gram batch of “nutrition bar mix”, which produces several bars. If the ingredients had to be specified on a per-bar basis the quantities would be too small to record accurately.

Multi-Product bills allows specifying multiple inputs and multiple outputs. This is often used in a process that has as its starting input a natural material, such as cow hide. Since natural materials are rarely a consistent size/weight/dimension/etc., the quantity or type of products that can be produced will vary based on the starting material.

Quote bills can be used for estimating. When the BOM Type is set to Quote the Item Number fields will not validate entry into those fields. This allows you to create a Quote BOM entering Item Numbers which do not exist in GP (you can type anything into the Item Number fields). Quote BOMs can be copied only to other Quote BOMs. Quote BOMs cannot be used in MO Entry.

Item Number: enter or select the Item Number. This is the made item for Regular and Batch bills, or the item-to-be-disassembled for Reverse and Disassembly bills. For Multi-Product bills the Item Number will be locked and left blank.

BOM ID: enter a Bill of Materials ID. An item can have an unlimited number of named BOMs.

BOM Description: enter a plain text description of the BOM.

Quantity: for Batch BOMs specify the formula quantity, or batch quantity. Otherwise this field will be locked, and default to 1.

U of M: for Batch BOMS specify the Unit of Measure for the parent item’s batch quantity.

Issue From Site: this is the default site from which components are drawn. This can be changed on the MO.

Post To Site: this is the default site to which the finished good is produced. This can be changed on the MO.

Cost Allocation: when using a Multi-Product BOM the Cost Allocation method determines how the system spreads the cost of the inputs across the cost of the outputs. This setting is not used by the other BOM Types.

  • By Quantity: the total quantity of items produced is summed, then the total costs are allocated to each produced item based on a ratio of the number of a specific Item produced over the total quantity of all items produced.
  • By Fixed Percent: a fixed allocation percent is specified on the BOM Output Lines, which must total 100%. Using this method, a certain amount of cost can be allocated to each type of item produced.
  • By Weight: using the Item Maintenance Shipping Weight field multiplied by the quantity produced, the input costs are allocated based on a ratio of the weight of a specific item produced over the weight of all items produced. NOTE: the following setup must be performed for this method to work correctly:
    • The Shipping Weight Unit of Measure must be specified on Item Engineering for each item.
    • The Shipping Weight of each item must be specified on Item Maintenance. This should be recorded as the weight of 1-unit of the item (in its Base Unit of Measure) using the Shipping Weight Unit specified on Item Engineering.
  • Manual: prior to posting the MO, a user must manually enter the cost allocation to each made item. The allocation must equal the total cost of the consumed Inputs.

Total Input Allocation %: when using the Fixed Percent cost allocation method, this field displays the total allocation percent of all the Output line items.

Total Input Cost: displays the total cost of the inputs.

Total Input Weight: uses the Item Maintenance Shipping Weight field, and the Item Engineering Shipping U of M field to calculate the total weight of all the Inputs in the Shipping U of M specified for the Output item. If the made item is tracked in pounds, the input weight will be converted from whatever U of M is assigned (ounces, pounds or grams, for example) to pounds, so that the total weight is displayed in pounds.

Primary: a BOM for an item can be marked as Primary. If “Default to Primary BOM on new MOs” is marked in System Setup, new MOs for an item will default to use the Primary BOM.

BOM Locked: this field is not editable. See BOM Lock Maintenance for more information about locking BOMs. BOMs can be manually locked to prevent use.

Phantom: when a Phantom BOM is added as a component in another Bill of Materials, the phantom components will be pulled into a Manufacturing Order rather than the parent item. Using 100XLG, if BA100G is a phantom, an MO for 100XLG will pull the components for BA100G (i.e. BELL100), rather than pulling BA100G out of inventory. All BOM Types, except for Multi-product, can be marked as Phantoms.

BOM Status: the BOM Status setting is used by the “Allow MFG with BOM Status” settings in System Setup. BOMs of certain statuses can be excluded from use in manufacturing.

Attachments: click the expansion button to open the BOM Attachments window. A Bill can have an unlimited number of associated files (such as spec docs or standard operating procedures), that will print automatically when printing a BOM or work order. See BOM Attachments for more information.

Print Files: if Print Files is marked, when the BOM Report is printed it will initiate automatic printing of linked files that are marked to Print. BOM Attachments and first-level component Item Attachments will print automatically if the linked file is marked to print. See BOM Attachments and Item Attachments for more information.

Current Cost: displays the Current Cost field from Item Maintenance.

ECO Number: record an ECO Number for the BOM. This is informational.

Effective Date: record an Effective Date. This is informational.

Revision: record a Revision Level. This is informational.

Tree View

The tree view of the BOM (shown above) is a summary view of the components. The Black Arrows pointing to the right are INPUTS, or items that will be taken OUT of inventory by the MO. The Green Arrows pointing to the left are OUTPUTS, or items which will be put INTO inventory by the MO.

List View

Use the List View tab to add/remove/edit components.

Expand the scrolling window line to see additional fields.

BOM Line: unless specified otherwise in System Setup, the default spacing is 10. A BOM Line Number can be manually changed to any other number that is not already in use.

Component Item: enter an Item Number or select an Item from the Lookup. Discontinued Items and Kits cannot be used. Misc. Charges, Services, and Flat Fees must be INPUTS. Add Labor, overhead, and other non-material costs to the made item through the use of Misc. Charges, Services and Flat Fees.

For subassembly items, if a BOM is marked Primary, it will default into the BOM Type and BOMID fields.

Icon Meaning
Item is serial/lot controlled.
Subassembly is a phantom.
Regular subassembly.

BOM Type: BOM Type/BOM ID are not needed in most circumstances. Subassemblies must be the same BOM Type as the Parent Item. So, if the BOM for 100XLG is a Regular type, it must contain only other Regular BOMs.

BOM ID: Enter a BOM ID or select one from the Lookup.

Quantity: Enter the quantity. If is either the quantity to use, or the quantity to produce, depending on whether the Material Type is set to Input or Output.

U of M: enter the Unit of Measure for the component.

Item Description: when BOM Type is Quote, Item Description is editable. Otherwise, this field displays the Item Description from Item Maintenance.

Phantom: any subassembly can be marked as a Phantom on the BOM Line, without needing to have the Phantom option marked on the Component’s BOM.

Material Type: any component can be an Input or an Output. Inputs will be consumed by the MO and their costs allocated to the Outputs.

Fixed Qty: If Fixed Quantity is marked, the Quantity specified on the BOM Line will be used regardless of the MO Quantity. For example, if an MO is created for 10 or 50, the same “fixed quantity” of the component will be used.

Allocation Percent: for Multi-Product BOMs using a Fixed Percent Cost Allocation method, specify the allocation percent in this field. The total must be 100%.

Quote Vendor ID: This field is informational. When creating a Quote BOM, Enter the Vendor ID that will be used to purchase an Item.

Vendor Item Number: This field is informational. Enter the Vendor’s Item Number.

Item Description: This field is informational. Enter the Vendor Item Description.

Quoted Unit Cost: This field is informational. Enter the quoted unit cost.

Extended Cost: This field is informational. For Quote BOMs only, the Extended Cost will be calculated based on the Unit Cost and item quantity, and the Current Cost field will also be set to this amount. For other BOMs this field will display the Extended Cost based on the Current Cost multiplied by the Quantity.

Reference Designators: click the expansion button to open the Reference Designators window.

Enter Reference Designators for the selected component. The number of reference designators and quantity do not need to match the component quantity.

ECO Number: This field is informational. When a part is added to a BOM the ECO will be set to the value from the Item Engineering window. It can be changed on the BOM Line. Changing it on the BOM Line does not affect the value on Item Engineering.

Effective Date: This field is informational. When a part is added to a BOM the Effective Date will be set to the value from the Item Engineering window. It can be changed on the BOM Line. Changing it on the BOM Line does not affect the value on Item Engineering. Depending on System Setup, items with an effective date in the future cannot be used on a Manufacturing Order.

Revision Level: This field is informational. When a part is added to a BOM the ECO will be set to the value from the Item Engineering window. It can be changed on the BOM Line. Changing it on the BOM Line does not affect the value on Item Engineering.

Source Method: This field is informational.

Draw From Site: enter a site to pull inventory from for “input” components. This defaults to the Issue From Site on the BOM Header. When a Manufacturing Order is created, a Draw From Site here will override a site entered on the Manufacturing Order.

Post To Site: enter a site to receive inventory into for “output” components. This defaults to the Post To Site on the BOM Header. When a Manufacturing Order is created, a Post To Site here will override a site entered on the Manufacturing Order.

BOM Copy

BOM Copy will make a complete copy of the selected BOM to a new BOM ID, or to a new Item Number and BOM ID. Use BOM Copy to simplify setting up new BOMs for similar items, or to support Revision Tracking. To use BOM Copy for revision tracking, include the Rev Level in the BOM ID, such as REV1, REV2, etc.

Select the BOM you want to copy, then click the COPY button.

BOM Type: select the new BOM Type

Item Number: this will default to the “From Item Number”, but it can be changed to a different Item.

New BMD: enter the new BOM ID. The BOM ID cannot already exist for the Item.

Click the COPY button when ready to copy the BOM.