Copying a BOM

HelpID: 699222036

Create a new ME by copying an existing GP Manufacturing BOM, or an existing ME.

Source: select the BOM Type (one of the GP Mfg BOM Types, or Mfg Est BOM). Select the made Item. If the BOM Type is Archived BOM or Mfg Est BOM you will also have to select the BOM ID (which is the BOM Name for an Archived BOM).

If you are copying an existing Mfg Est BOM, it is easier to lookup the BOM by using the BOM ID lookup rather than by selecting the Item Number first.

Destination

If the ME was started from Sales Transaction Entry, the ME window will have required enter of all of these fields on the ME window prior to opening the Copy window. Since the Destination Item information is linked to the Sales Transaction, this information cannot be changed.

If creating a new ME not linked to a Sales Transaction, the ME window had to be empty prior to opening the Copy window, so the Destination Item Number, Description, BOM ID and BOM Description must be entered. All are required prior to starting the Copy process.

Copy Options

By default all options are marked. When copying an existing GP Manufacturing BOM all levels will be copied into the ME, and all levels will be assigned the same BOM ID. This creates a copy of the entire BOM structure where any aspect of any subassembly can be changed. When the ME is Accepted and new records are created in GP Manufacturing, a set of new, named, archived BOMs will be created so that the changes made in the ME apply only to the new item.

To copy only the top-level of a BOM, unmark the All Levels box.

Notes from the Routing Sequences, the BOM Lines and the BOM Header are also copied. The note from the source is copied to a new note on the ME record. The ME record has its own copy of the notes, so changes made do not affect the original source records. When the ME is Accepted, the new BOM and Routing in GP Manufacturing will have the notes from the ME.

If you select to copy both the Bill of Materials and the Routing, and BOM-Routing Links exist, the BOM-Routing Links will be copied too. ETO supports linking only by quantity, whereas GP Manufacturing provides three linking options: All, Percent of Total, Number of Total. When the BOM-Routing Links are copied all quantities will be calculated and coverted to Number of Total. Likewise, when BOM-Routing Links are later created from the ME, the links will be created using “Number of Total.”

If you are copying a Mfg Est BOM the BOM Status of the new BOM will always be set to Design.