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How do I create a bill of materials (BOM)?

Steps

Create a BOM

  1. Open “Bill of Materials” from the menu.
  2. Create a new BOM.
  3. In the field Product, enter a part of the name or number of the product for which you want to create a BOM and click on the matching result in the drop-down list, e.g., “Guitar”.
  4. Make sure the Search Key of the BOM is identical to the search key of the product.
  5. In the field No., enter a document number.

Add BOM components

  1. Go to the record tab “Components of the BOM & Formula” at the bottom of the page and click "Add new". An overlay window opens up.
  2. In the field Product, enter a part of the name or number of the product you want to add as a component to the BOM and click on the matching result in the drop-down list, e.g., “Body” or “Strings”.
  3. In the field Qty, enter a quantity.
  4. Click “Done” to close the overlay window and add the component to the list.

    Note: You can add any number of components to a BOM.

Note:
You can also view the individual BOM components in detail under “Components of the BOM & Formula” in the menu.

Verify BOM

To obtain a valid BOM it has to be verified first.

  1. Start the action “Verify BOM”. An overlay window opens up.
  2. Pick a Product Category.
  3. Click “Start” to confirm and close the overlay window.
  4. To check the verification status of the BOM product, jump into the field Product of the entry and confirm that the checkbox Verified is ticked off: Verified='Y'.

Example

GIF: Create BOM


View source file on GitHub.com