Sub-contracting BOMs
Use this function to define the structure of what is referred to as a "bill of materials" or a "BOM". A BOM contains structured information for making a product. It defines the components that make up a product, and given this, the cost of the product.
A BOM is an assembly, a finished product, made up of assemblies and components. If an assembly is used as a component of a final product it is referred to as a subassembly or semi-finished product. Any number of subassemblies can exist in an assembly's component list. Each subassembly will itself have a list of components, and this list can also contain subassemblies. Progressing in this way, you can create up to 999 levels of assembly below the final assembly (the product). The levels are counted from level 1 (the final assembly or parent product) down to the lowest level component.
You can use a generic BOM or reference model to define multiple BOMs for the same product. Each additional BOM is stored as an alternative, enabling a variety of different models of the same generic product to be created. You define alternative BOMs using the function BOM codes (GESTBO).
You assign the context in which a BOM code is used as the BOM "type" when you create the BOM code record. Once defined, the "type" cannot be amended.
- Commercial BOMs are used on sales orders.
- Production BOMs are used in cost calculations, work order management, Material Requirements Planning (MRP) and the Master Production Schedule (MPS).
- Subcontracting BOMs are those used on subcontract orders, in cost calculations, MRP and the MPS.
Prerequisites
Refer to documentation Implementation
Screen management
The Sub-contracting BOMs function contains three sections. One that describes the parent product, one that describes the details of the components that make up the parent product, and one that describes the service items required to assemble the product.
Header
Presentation
The Home section provides the details of the parent product and key tracking information. The critical field in the Home section is the Use status field. This field indicates the current assembly status of this BOM.
Close
Fields
The following fields are present on this tab :
Parent
| This parent product code describes what is referred to as a "Bill of Materials" or a "BOM". A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product. The parent product code is a stock code. It is the assembly or finished goods code. |
| This warning is displayed if this parent product is still in design mode, that is this parent product has been created from a product design BOM revision that has only been released as a prototype product. It is not yet released as a full production BOM. |
| A site code is displayed if defined for the selected BOM alternative code. If this field is blank the BOM alternative code is not site-specific indicating, therefore, that this assembly can be used at all sites. |
| Multiple bills of materials (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning). Use this field to assign a BOM alternative code to this parent product code.
|
| Today's date becomes the reference date for this parent product. It is assigned when you create the record but can be amended. The reference date must fall between the defined validity start date and end date. It will be used when this product is being selected.
|
| Use this field to indicate if this assembly (BOM) is for a specific major version of this product. Major versions might be used where there have been increased or significant changes in functionality. If you are creating a new BOM and this product code is version managed, type in a major version code. You can create a BOM for any version of this product you choose. You are not bound by the versions stored against the stock record as you are assembling this product. The format of your code, however, must match the format for the sequence number counter defined on the stock record. If you are revising an existing BOM the version is incremented according to the selected revision type. This field is not available for entry if the product code defined in the Parent product field is not version managed.
|
| Use this field to indicate if this assembly (BOM) is for a specific minor version of this product. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. If you are creating a new BOM and this product code is version managed, type in a minor version code. You can create a BOM for any version of this product you choose. You are not bound by the versions stored against the stock record as you are assembling this product. The format of your code, however, must match the format for the sequence number counter defined on the stock record. If you are revising an existing BOM the version is incremented according to the selected revision type. This field is not available for entry if the product code defined in the Parent product field is not version managed.
|
| This field displays a change request ID if this product, or the specific version or revision of this product is associated with an 'active' change request. An active change request is a change request at the planning or implementation stage of the processing cycle. A warning icon is displayed adjacent this field. If a warning icon is displayed you should consider delaying the creation or amendment of this assembly (BOM) until the change request identified is closed. At that point a change to this product will have either been seen through to its conclusion and the change delivered, or the change request rejected. You will not, however, be prevented from creating or amending this BOM should you decide to do so. |
Block number 2
| Use this field to identify this product. |
| This field displays the unit for the parent product, as defined on the Stock record. It cannot be amended. |
| Use this field to define how the quantities of the components needed to make this parent product are made up:
The selected management unit determines if the field Base quantity (field BASQTY) is initialized or available for entry. |
| Entry of a base quantity is determined by the defined Management unit, as follows:
|
| Use this field to define the start date of this parent product's validity period. Alternatively, leave blank if this BOM is valid until the defined validity end date.
|
| Use this field to define the final date this parent product is valid. Alternatively, leave blank if this BOM is valid indefinitely (from the defined validity start date).
|
| This field indicates the assembly status of this BOM. This field will be set to one of the following values:
|
| This field displays the start date of the displayed version's (major and minor) validity period. |
| This field displays the final date of the displayed version’s validity period. This field is blank if the displayed version is the current, or active version. |
| Click the PLM document icon to open a Uniform Resource Locator (URL) to the technical BOM data in the Product Life Management (PLM) directories from @UDROS.
|
| This field displays allergen codes for the parent product.
|
| This field displays a rollup date if the rollup code corresponds with this parent product code. If the rollup code and this parent product code are different this rollup date is blank. |
| This field displays the BOM value of the parent product. An unmatched value indicates that a rollup has not been carried out on the current structure of this BOM. |
Close
Tab Materials
Presentation
You use this section to define the list of components that make up this product. You can include an assembly as a component. This will be referred to as a subassembly or semi-finished product.
A single component can exist multiple times in a BOM by assigning a different sequence number to each instance of the component.
Linked information provides associated quantities and validity dates, rejection rates and the replenishment source for a component.
You can define a component as requiring valuation (Valuation field). This results in the provisional cost and cost price calculations providing the component cost from the cost of the finished product.
Close
Fields
The following fields are present on this tab :
Grid
| This field identifies the sequence number of this component in this BOM (bill of materials). It identifies a component where multiple components with the same product code are defined as variants or options. The BOMSTE - Component sequence increment parameter (TC chapter, BOM group) defines the first sequence number and the increment applied to subsequent component sequence numbers. |
|
|
| Use this field to define the component product code.
|
| Use this field to indicate which major version of this component applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the component code defined in the Component field is not version managed. |
| Use this field to indicate which minor version of this component applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the component code defined in the Component field is not version managed. |
| This field displays a change request ID if this component, or the specific version or revision of this component is associated with an 'active' change request. An active change request is a change request at the planning or implementation stage of the processing cycle. A warning icon is displayed adjacent this field. If a warning icon is displayed you should consider delaying the creation or amendment of this assembly (BOM) until the change request identified is closed. At that point a change to this component will have either been seen through to its conclusion and the change delivered, or the change request rejected. You will not, however, be prevented from creating or amending this BOM should you decide to do so. |
| This field displays the replenishment source for this component. This might be 'Internal', made available to a subcontractor or supplied by a subcontractor. |
| This field displays the unit of measure (volume or mass) for this component. |
| This is the conversion coefficient between the operation unit for this component and the storage unit. This coefficient is initialized from the conversion factor table if the combination exists. |
| Use this field to define the quantity of this component in the selected unit (field BOMUOM) that is needed to make the parent product. The sum of the quantity of each component must equal '100' if the defined management unit (field QTYCOD) for this BOM is 'Percentage'. |
| This field displays the quantity of this component in the stock unit that is needed to make the parent product. The default quantity is calculated from the entered quantity using the UOM-STK coefficient (field BOMSTUCOE). You can amend it if necessary. The sum of the link quantity of each component must equal '100' if the defined management unit (field QTYCOD) for this BOM is 'Percentage'. |
| This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
| Use this field to define how the quantity of this component in the stock unit that is needed to make the parent product is determined:
|
| Use this field to define the rounding rule to be applied to adjust the calculated quantity of this component to the number of decimal places defined for the stock unit of the parent product. You can set this field to one of the following values:
|
| Type in a short description of the component. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.
|
| Type in the percentage of the component that you expect to be scrap (lost during the production process). Inquiries can display the following figures:
|
| Use this field to define the start date of this component's validity period. Alternatively, leave the default date. This is defined as the start date of the parent product's validity period.
|
| Use this field to define the last date of this component's validity period. Alternatively, leave the default date. This is defined as the end date of the parent product's validity period.
|
| The operation lead-time is used during launch and in the MRP calculations. It is used to calculate the date of the component (material) requirement with respect to the production start date of the parent product. It is expressed in calendar days. You can enter a negative value. Example: A work order has a start date of the 26/06:
|
Close
Action icon
Record entry
Fields
The following fields are included in this window :
Component product
| This field identifies the sequence number of this component in this BOM (bill of materials). It identifies a component where multiple components with the same product code are defined as variants or options. The BOMSTE - Component sequence increment parameter (TC chapter, BOM group) defines the first sequence number and the increment applied to subsequent component sequence numbers. |
| This is the conversion coefficient between the operation unit for this component and the storage unit. This coefficient is initialized from the conversion factor table if the combination exists. |
| Use this field to define the component product code.
|
This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
| Use this field to indicate which major version of this component applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the component code defined in the Component field is not version managed. |
| Use this field to indicate which minor version of this component applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the component code defined in the Component field is not version managed. |
| This field displays a change request ID if this component, or the specific version or revision of this component is associated with an 'active' change request. An active change request is a change request at the planning or implementation stage of the processing cycle. A warning icon is displayed adjacent this field. If a warning icon is displayed you should consider delaying the creation or amendment of this assembly (BOM) until the change request identified is closed. At that point a change to this component will have either been seen through to its conclusion and the change delivered, or the change request rejected. You will not, however, be prevented from creating or amending this BOM should you decide to do so. |
|
|
Destination unit and factor
| This field displays the unit of measure (volume or mass) for this component. |
| This is the conversion coefficient between the operation unit for this component and the storage unit. This coefficient is initialized from the conversion factor table if the combination exists. |
| Use this field to define the quantity of this component in the selected unit (field BOMUOM) that is needed to make the parent product. The sum of the quantity of each component must equal '100' if the defined management unit (field QTYCOD) for this BOM is 'Percentage'. |
Quantity
| This field displays the quantity of this component in the stock unit that is needed to make the parent product. The default quantity is calculated from the entered quantity using the UOM-STK coefficient (field BOMSTUCOE). You can amend it if necessary. The sum of the link quantity of each component must equal '100' if the defined management unit (field QTYCOD) for this BOM is 'Percentage'. |
| This field displays the replenishment source for this component. This might be 'Internal', made available to a subcontractor or supplied by a subcontractor. |
| Use this field to define how the quantity of this component in the stock unit that is needed to make the parent product is determined:
|
| Use this field to define the rounding rule to be applied to adjust the calculated quantity of this component to the number of decimal places defined for the stock unit of the parent product. You can set this field to one of the following values:
|
| Type in the percentage of the component that you expect to be scrap (lost during the production process). Inquiries can display the following figures:
|
| Type in a short description of the component. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.
|
Use
| Use this field to define the start date of this component's validity period. Alternatively, leave the default date. This is defined as the start date of the parent product's validity period.
|
| Use this field to define the last date of this component's validity period. Alternatively, leave the default date. This is defined as the end date of the parent product's validity period.
|
| If this component is managed by lot, use this field to define the first/last valid lot or batch of this component that can be used to make this parent product. If the parent product is managed by lot, the From lot (field BOMSTRLOT) and To lot (field BOMENDLOT) fields determine which components are included on a work order.
Example: The parent product is released for production. Lot 'D' is assigned.
Only 'Component 2' will be included on the work order. |
|
|
| The operation lead-time is used during launch and in the MRP calculations. It is used to calculate the date of the component (material) requirement with respect to the production start date of the parent product. It is expressed in calendar days. You can enter a negative value. Example: A work order has a start date of the 26/06:
|
| Use this field to specify if this component must be printed on work order material issue slips. |
Text
| Use this free-format text field to view, enter or modify text associated with this assembly. |
Close
Click Record entry from the Actions icon to add or amend the details for this component using the standard screen display mode.
Renumber
Fields
The following fields are included in this window :
| This field identifies the sequence number of this component in the BOM (bill of materials). |
This field displays the component product code. |
| Use this field to enter a different sequence number for this component. The sequence number identifies a component where multiple components with the same product code are defined as variants or options. The new sequence number must be unique. |
Close
Click Renumber from the Actions icon to enter a different sequence number for this component. The new sequence number must be unique.
Global renumbering
Fields
The following fields are included in this window :
Block number 1
| Use this field to define the increment to be applied to the list of component sequence numbers. |
Block number 2
| Click this check box if the current component order (sequence/phases) must be retained when renumbering the list of component sequence numbers. |
Close
Click Global renumbering from the Actions icon to renumber the list of components. You must define the increment to be applied to the component sequence numbers.
This action is only available if there is no reference date for this parent product, that is, the field Reference date (field DATREF) is blank.
Line text entry
Click Line text entry from the Actions icon to view or add extra information or comments pertinent to this component line such as assumptions the production manager has made or constraints they are aware of.
Product
Click Product from the Actions icon to view or amend the details of this component product.
Component where used
Click the Component where used action to view the list of assemblies in which the selected component is used.
Product notes
Click this action in order to open a window displaying the note(s) associated with this product.
This information can relate to product availability, additional or substitute products, or a promotional message.
This window could open automatically depending on the setup defined when creating the notes.
Notes are limited to a screen inquiry and cannot be printed.
For further information, see the documentation on Notes.
Line revision
The following 'Line' actions are only available if this parent product is version managed and whilst this BOM is at status 'In development'.
Click Line revision from the Actions icon to change details of this component. When you select this action this component is duplicated. You can enter your amendments into the new component line.
Line exclusion
Click Line exclusion from the Actions icon to exclude this component line.
Line reintegration
Click Line reintegration from the Actions icon to reintegrate this component back into the list of components. This action is only available for a component you had previously selected to amend (via the Line revision action). The new component is deleted and the end date of the reintegrated component removed.
This action is only available whilst a component is being amended (via the Line revision action). It is not available after you have selected to save the BOM details (via the Save action in the Action panel).
Close
Tab Service
Presentation
You use this section to define the list of service items required to assemble this product.
All items must be defined as service items, that is the Service check box on the product category is selected, and they are not managed in stock. A single service item can exist multiple times in a BOM by assigning a different sequence number to each line.
Linked information provides associated quantities and validity dates.
You can define a service item as requiring valuation (Valuationfield). This results in the provisional cost and cost price calculations providing the component cost from the cost of the finished product.
Fields
The following fields are present on this tab :
Grid
| This field identifies the sequence number of this service item in this BOM (bill of materials). It identifies a service item where multiple service items with the same product code are defined. The BOMSTE - Component sequence increment parameter (TC chapter, BOM group) defines the first sequence number and the increment applied to subsequent sequence numbers. |
| Use this field to define the service item product code.
|
| Use this field to define the start date of this service item's validity period. Alternatively, leave the default date. This is defined as the start date of the parent product's validity period.
|
| Use this field to define the last date of this service item's validity period. Alternatively, leave the default date. This is defined as the end date of the parent product's validity period.
|
| The subcontract lead-time is used during launch and in the MRP calculations. It is used to calculate the time required to manufacture the outsourced item. It is expressed in calendar days. If this field is zero the following priority order is applied:
|
| Use this field to define how the quantity of this component in the stock unit that is needed to make the parent product is determined:
|
| Use this field to define the quantity of this service item in the selected unit (field BOMUOM) that is needed to make the parent product. |
| This field displays the unit of measure (volume or mass) for this component. |
| This is the conversion coefficient between the subcontract unit and the operation unit for this service item. This coefficient is initialized from the conversion factor table if the combination exists. |
| This field displays the quantity of this service item in the stock unit that is needed to make the parent product. The default quantity is calculated from the entered quantity using the UOM-STK coefficient (field BOMSTUCOE). You can amend it if necessary. |
| This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
| Use this field to define the rounding rule to be applied to adjust the calculated quantity of this component to the number of decimal places defined for the stock unit of the parent product. You can set this field to one of the following values:
|
| Type in a short description of the component. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.
|
Action icon
Record entry
Fields
The following fields are included in this window :
Subcon prod
| This field identifies the sequence number of this service item in this BOM (bill of materials). It identifies a service item where multiple service items with the same product code are defined. The BOMSTE - Component sequence increment parameter (TC chapter, BOM group) defines the first sequence number and the increment applied to subsequent sequence numbers. |
| Use this field to define the service item product code.
|
Block number 2
| Use this field to define the start date of this service item's validity period. Alternatively, leave the default date. This is defined as the start date of the parent product's validity period.
|
| Use this field to define the last date of this service item's validity period. Alternatively, leave the default date. This is defined as the end date of the parent product's validity period.
|
| Type in a short description of the component. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.
|
Block number 3
| Use this field to define how the quantity of this component in the stock unit that is needed to make the parent product is determined:
|
| Use this field to define the rounding rule to be applied to adjust the calculated quantity of this component to the number of decimal places defined for the stock unit of the parent product. You can set this field to one of the following values:
|
| This field displays the quantity of this service item in the stock unit that is needed to make the parent product. The default quantity is calculated from the entered quantity using the UOM-STK coefficient (field BOMSTUCOE). You can amend it if necessary. |
| This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
| Use this field to define the quantity of this service item in the selected unit (field BOMUOM) that is needed to make the parent product. |
| This field displays the unit of measure (volume or mass) for this component. |
| This is the conversion coefficient between the subcontract unit and the operation unit for this service item. This coefficient is initialized from the conversion factor table if the combination exists. |
Block number 4
| The subcontract lead-time is used during launch and in the MRP calculations. It is used to calculate the time required to manufacture the outsourced item. It is expressed in calendar days. If this field is zero the following priority order is applied:
|
Close
Click Record entry from the Actions icon to add or amend the details for this service item using the standard screen display mode.
Renumber
Fields
The following fields are included in this window :
| This field identifies the sequence number of this service item in the BOM (bill of materials). |
This field displays the service item product code. |
| Use this field to enter a different sequence number for this service item. The sequence number identifies a service item where multiple service items with the same product code are defined as variants or options. The new sequence number must be unique. |
Close
Click Renumber from the Actions icon to enter a different sequence number for this service item. The new sequence number must be unique.
Global renumbering
Fields
The following fields are included in this window :
Block number 1
| Use this field to define the increment to be applied to the list of component sequence numbers. |
Block number 2
| Click this check box if the current component order (sequence/phases) must be retained when renumbering the list of component sequence numbers. |
Close
Click Global renumbering from the Actions icon to renumber the list of service items. You must define the increment to be applied to the service item sequence numbers.
This action is only available if there is no reference date for this parent product, that is, the field Reference date (field DATREF) is blank.
Line text entry
Click Line text entry from the Actions icon to view or add extra information or comments pertinent to this component line such as assumptions the production manager has made or constraints they are aware of.
Services where used
Fields
The following fields are included in this window :
Block number 1
| Multiple bills of materials (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning). |
| This field identifies the sequence number of this service item in this BOM (bill of materials). It identifies a service item where multiple service items with the same product code are defined. The BOMSTE - Component sequence increment parameter (TC chapter, BOM group) defines the first sequence number and the increment applied to subsequent sequence numbers. |
| This field displays the level at which this subcontract service item is found in the bill of materials. |
| This parent product code describes what is referred to as a "Bill of Materials" or a "BOM". A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product. The parent product code is a stock code. It is the assembly or finished goods code. |
| Use this field to define the start date of this service item's validity period. Alternatively, leave the default date. This is defined as the start date of the parent product's validity period.
|
| Use this field to define the last date of this service item's validity period. Alternatively, leave the default date. This is defined as the end date of the parent product's validity period.
|
| Use this field to define how the quantity of this component in the stock unit that is needed to make the parent product is determined:
|
| Type in a short description of the component. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.
|
| Leave as 'Yes' if the value of this component must be taken into account when calculating the standard cost of the parent product; if the value of this component must not be included in the standard cost, set to 'No'. |
Close
Click the Services where used action to view the list of assemblies in which the selected service item is used.
Close
Specific actions
Click the Multilevel action to view details of this assembly (bill of materials) and the components that make up this assembly. |
Actions menu
Text / Header text
Click the Header text action to view, enter or modify text associated with this assembly.
Versions / Codes
Presentation
Click the Codes action to allocate the BOM codes that are to be used for this assembly if this BOM is version managed. You allocate a BOM code to be used whilst the "bill" is being defined and when it is available to use.
Close
Fields
The following fields are present on this tab :
| This product code describes what is referred to as a "Bill of Materials" or a "BOM". A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product. The BOM code matches the product code. |
Use this field to define the BOM code to be used whilst the components that make up the product are being defined (field Use status='In development'). |
| This field defines the site at which this product (BOM) is assembled (made). The 'In development' and 'Available to use' sites must be identical. |
Use this field to define the BOM code to be used for versions of this product (BOM) that have been validated and are at status 'Available to use'. |
| This field defines the site at which the assembled product (BOM) has been made 'available to use'. The 'In development' and 'Available to use' sites must be identical. |
Close
Versions / Revision
Presentation
Click the Revision action to create a revised version of this BOM. You can choose to increment the major or the minor version. The new BOM will be created with the In development status as this will enable you to change the BOM details as required. For example, to correct a component's details you might create a new minor version; to add another component you might create a new major version.
You cannot change any key elements of a BOM once it has been made Available to use. If a component is incorrect or you need to add another component, for example, create a revised version of the BOM, correct the components and revalidate.
Close
Fields
The following fields are present on this tab :
Block number 1
| The context in which a BOM code is used. The 'type' cannot be amended.
|
| This product code describes what is referred to as a "Bill of Materials" or a "BOM". A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product. The BOM code matches the product code. |
Last version
| This field displays the current or latest major version of this BOM. Major versions might be used where there have been increased or significant changes to the original or previous version, that is, the 'form, fit or function' has changed. |
| This field displays the current or latest minor version of this BOM. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. |
| This field displays the start date of the displayed version's (major and minor) validity period. |
| This field is blank to show that the final date of the validity period for the current or latest version of this BOM has not yet been defined. |
New version
| Use this field to define the start date of the new version’s validity period. The start date can be today’s date. The default date is tomorrow.
|
| Use this field to create a revised version of this BOM. Leave as 'Minor' to create a new minor version of this BOM. To create a new major version, click 'Major'.
|
Block number 4
|
|
Block number 5
| This field indicates which major version of this BOM currently applies. The default code displayed is incremented automatically if you choose to create a new major version (Revision type='Major'). The format of the new code will match the format for the sequence number counter defined on the product record. |
| This field defaults to the next incremental minor version of this BOM. The format of the new code will match the format for the sequence number counter defined on the product record. If you increment the major version (Revision type='Major'), this field will default to the first code in the sequence defined by the product sequence number counter. |
Block number 6
|
|
Block number 7
|
|
|
|
Block number 8
|
|
Block number 9
|
|
|
|
Close
Versions / Validation
Click the Validationaction to validate this BOM. This will check the definition is correct and enable you to return to the definition to correct it if necessary. Once validation is complete this BOM is activated and its status changed to Available to use. The stock record and a log file are updated accordingly.
Versions / Management
Presentation
Click the Management action to view and manage all versions of this BOM. You can use this action to do the following:
- Set the final date of the validity period for the current version of this BOM
- Add an exception date to a specific version (major or minor) of this BOM, so the version can be used outside its validity period.
Multiple major versions indicate that there has been a significant change to the original BOM, that is, the "form, fit or function" changed. Where a minor version is displayed compatibility with the major version has been maintained, there has simply been a minor change to the associated major version.
To add new versions (major or minor) of this BOM, use the Revision action.
Close
Fields
The following fields are present on this tab :
Block number 1
| This product code describes what is referred to as a "Bill of Materials" or a "BOM". A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product. The BOM code matches the product code. |
| This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed. This field is not populated if the product code defined in the Product field is not version managed. |
| This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. This field is not populated if the product code defined in the Product field is not version managed. |
| This field indicates the assembly status of this BOM. This field will be set to one of the following values:
|
| This field displays the start date of the displayed version's (major and minor) validity period. |
| Use this field to define the final date of this version’s validity period. This field is blank if the displayed version is the current, or active version.
|
| Use this field to indicate if there is an exception to the period of validity for this version of this BOM. |
| Use this field to define a specific date outside the defined validity period that this version of this BOM is available for use.
|
| The context in which a BOM code is used. The 'type' cannot be amended.
|
Close
Limitations
You cannot use a serial numbered product as a component that has the Global received/issued management mode.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
"Product: xx...x Record does not exist"
The product number that you have entered does not exist in the product table.
"BOM: ## Record does not exist"
The requested BOM does not exist in the BOM table.
The product must be a received product to create a subcontract BOM.
This message is displayed if the product cannot be received into stock. The Received product check box is not selected on the Product-site record.
"Record already exists"
This message only appears on record creation or copy. The BOM code that you have attempted to create already exists in the table.
"Record does not exist"
This message only appears when searching for a record. The BOM code (product + code) that you have entered does not exist in the BOM table. To make the search for a code easier, a selection window is available.
"This BOM is not valid at the date indicated"
You have selected a BOM for which the validity dates in the header do not include the reference date requested for the display.
"No change authorization on this alternative"
The user profile does not have the modification rights for this code, according to the access code managed in the code table.
"Creation not possible: maximum number of levels is reached!"
The parent product requested for the creation of a new BOM is already used as a component and has a code for a lower level equal to the maximum level defined by the BOMLEV-Maximum BOM level parameter (TC chapter, BOM group).
"Caution! There are links with some dates not included in this range"
You have modified the validity dates in the header and links in this BOM have dates that do not fall within this range.
"Caution! Check link quantities"
You have modified the management unit in the header, for which link quantities have been defined. As there is no automatic conversion of the quantities you must verify and potentially revert your decision.
Messages appearing upon link entry
"Product: xxx Record does not exist"
The component product entered does not exist in the product table.
"There is no Product-Site on the site of this alternative"
(Non-blocking) warning when the parent product code has a dedicated site and there is no product-site record for the component at the code site.
"This link exists in another valid bracket"
The component product entered for the creation of a new link already exists with the same sequence number (it cannot be displayed due to its validity date not matching the reference date).
"This link causes a loop in the BOM"
The selected component has this parent product as a component in its BOM.
"Incorrect date"
You have entered a validity end date prior to the start date.
"Link validity must be included in the Retention Period of Header."
The validity date entered for the link does not fall within the validity date range of the header.
"End range is less than Start range"
You have entered an end lot number which is less than the start lot number.
Controls upon validation (after entry of all the fields)
"BOM does not have a single link"
You cannot create a header without component lines. You have tried to validate the link table although it is empty.
"BOM no longer has a link. Do you want to delete it ?"
You have deleted all the component lines, thereby removing all links in the table. This message identifies this and suggests you delete the header as well.
"Cancellation is only possible with a null reference date"
It is only possible to delete a complete BOM (header and links) if the reference date (field DATREF) is blank. This is to prevent links from being accidentally deleted.
"Total must not exceed 100 %"
The sum of the quantity of each component must equal "100" if the defined management unit (field QTYCOD) for this BOM is Percentage. Component types defined as by-products, that is the field Component type (field CPNTYP) is set to By-product are not included in the total percentage calculations.
"Distribution does not reach 100%"
The defined management unit (field QTYCOD) for this BOM is Percentage but the sum of the quantity of each component is not yet equal to "100". Component types defined as by-products, that is the field Component type (field CPNTYP) is set to By-product are not included in the total percentage calculations.
"The planned version start date has already passed. Do you want to change the version start date to today?"
If this message is displayed you can select Yes to change the Start date (DATECRE) of the new version to today’s date. The valid From / To dates for the revised BOM components and deleted components will be changed accordingly. Only when "validation" is complete is the version status set to Available to use.
This does not apply to the initial version of a BOM.