BOM workspaces

Open: Workspaces drop-down list.

• Select Bill of Materials > Bill of Materials Dashboard.

This provides lists of BOM records, allocations and build records. The Bill of Materials Record List is displayed by default. If you want to switch to the Bill of Materials Allocations List or Bill of Materials Build Record List, select the list from the drop-down list.

You can:

• Desktop only - Complete related tasks from the lists of Actions, such as new or amend.
• Sort and filter the lists.
• Find a specific BOM. For example, you can use the toolbar filters to find a BOM by number or reference.
• Print a list of the BOM records that you are interested in.
• Export the list of BOM records that you are interested in to an Excel spreadsheet.

Open: Workspaces drop-down list.

• Select Bills of Material > Bills of Material List.

This provides a list of BOMs.

You can:

• Desktop only - Complete related tasks from the list of Actions, such as cost or calculate maximum build.
• Sort and filter the list of BOMs.
• Find a specific BOM. For example, you can use the toolbar filter to find a BOM by reference number or by version number.
• Print a list of the BOMs that you are interested in.
• Export the list of BOMs that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Bills of Material.

This provides an overview of your BOM records with associated components and operations.

You can:

• Highlight a BOM record and see the components and operations for the BOM as well as the BOM details, costing details, analysis codes and drawings.
• Highlight a component for the selected BOM and see the component's operations as well as its details and references.
• Highlight an operation and see its details, resources, suppliers, quantity breaks and operation components.
• Desktop only - Complete related tasks from the list of Actions, such as amend a BOM record, calculate maximum build quantity or record built items.
• Sort and filter the list of BOM records, components or operations.
• Find a specific BOM record, component or operation. For example, you can use the toolbar filter to find BOM records by reference and/or version.
• Print a list of the BOM records, components or operations that you are interested in.
• Export the list of BOM records, components or operations that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Costing.

This provides information about your BOM costing sessions. The associated cost breakdown is shown in chart and list form.

You can:

• Highlight a BOM cost session and see:

  • A chart showing breakdown of costs for the selected session.

  • A list showing breakdown of costs for the selected session.
• Desktop only - Complete related tasks from the list of Actions, such as view the BOM record or costing breakdown.
• Sort and filter the list of cost sessions. use the filter options to see information such costing sessions by reference or date costed.
• Find a specific costing session. For example, you can use the toolbar filter to find a costing session by reference and/or version.
• Print a list of the costing sessions that you are interested in.
• Export the list of costing sessions that you are interested in to an Excel spreadsheet.

Open: Workspaces drop-down list.

• Select Bill of Materials > Bill of Materials Allocations List.

This provides a list of BOM allocations.

You can:

• Desktop only - Complete related tasks from the list of Actions, such as undo or print or amend picking list.
• Sort and filter the list of allocations.
• Find a specific allocation. For example, you can use the toolbar filter to find an allocation by reference number or by allocation number.
• Print a list of the allocations that you are interested in.
• Export the list of allocations that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Processing > Allocations.

This provides information about finished items and components for BOM record allocations .

You can:

• Highlight an allocation and see a list of finished items and a list of components for the selected allocation, as well as selected warehouses for the allocation.
• Highlight a finished item and see its details, components, operations, costing details, analysis codes and drawings.
• Highlight a component and see its allocations by location and traceable allocations.
• Desktop only - Complete related tasks from the list of Actions, such as amend a picking list, view component balances or view finished item balances.
• Sort and filter the list of allocations, finished items or components.
• Find a specific allocation, finished item or component. For example, you can use the toolbar filter to find an allocation by reference number or by allocation number.
• Print a list of the allocations, finished items or components that you are interested in.
• Export the list of allocations, finished items or components that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Processing > Allocations by item .

This provides information about your allocation by stock code, along with details of associated finished items and components.

You can:

• Highlight an allocation and see a list of finished items and a list of components for the selected allocation, as well as selected warehouses for the allocation.
• Highlight a finished item and see its details, components, operations, costing details, analysis codes and drawings.
• Highlight a component and see its allocations by location and traceable allocations.
• Desktop only - Complete related tasks from the list of Actions, such as amend a picking list, view component balances or view finished item balances.
• Sort and filter the list of allocations, finished items or components. Use the filter options to see information such as allocations by number or by the date and time they were allocated.
• Find a specific allocation, finished item or component. For example, you can use the toolbar filter to find an allocation by stock code or by number.
• Print a list of the allocations, finished items or components that you are interested in.
• Export the list of allocations, finished items or components that you are interested in to an Excel spreadsheet.

Open: Workspaces drop-down list.

• Select Bill of Materials > Bill of Materials Build Records List.

This provides a list of BOM build records.

You can:

• Desktop only - Complete related tasks from the list of Actions, such as reverse build or view the build record.
• Sort and filter the list of build records to see information such as BOM records by build number, allocation number or status.
• Find a specific build record. For example, you can use the toolbar filter to find build records by build number.
• Print a list of the build records that you are interested in.
• Export the list of build records that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Processing > Build Records

This provides information about your BOM build records, along with details of finished items and components for each build record.

You can:

• Highlight a build record and see a list of finished items and a list of components for the selected build, as well as selected its warehouses.
• Highlight a finished item and see its traceable finished items, component association, details, components and operations.
• Highlight a component and see its component locations, traceable components and parent association.
• Desktop only - Complete related tasks from the list of Actions, such as reverse build or view the build record.
• Sort and filter the list of build records, finished items or components to see information such as BOM records by build number, allocation number or status, or components by stock code.
• Find a specific build record, finished item or component. For example, you can use the toolbar filter to find build records by build number or finished items by stock code.
• Print a list of the build records, finished items or components that you are interested in.
• Export the list of build records, finished items or components that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Processing > Build Records By Item

This provides information about your BOM build records by stock code, along with details of finished items and components for each build record.

You can:

• Highlight a build record and see a list of finished items and a list of components for the selected build, as well as its warehouses.
• Highlight a finished item and see its traceable finished items, component association, details, components and operations.
• Highlight a component and see its component locations, traceable components and parent association.
• Desktop only - Complete related tasks from the list of Actions, such as reverse build or view the build record.
• Sort and filter the list of build records, finished items or components. Use the filter options to see information such as BOM records by stock code or build number or components by stock code.
• Find a specific build record, finished item or component. For example, you can use the toolbar filter to find a build record by stock code or a finished item by name.
• Print a list of the build records, finished items or components that you are interested in.
• Export the list of build records, finished items or components that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Traceability> Traceable Items

This provides information about traceable items that have been consumed or produced by BOM build records. If you selected Component association required on the BOM Details tab, this shows parent or component details for a traceable item.

You can:

• Highlight a build record for a traceable item and see the build record details, traceable item attributes and traceable item dates. If you selected Component association required on the BOM record, you can see a list of components and parents for the selected build.
• Desktop only - Complete related tasks from the list of Actions, such as view the build record stock item details.
• Sort and filter the list of build records, parent items or components to see information such as traceable items by stock code or build number.
• Find a specific build record, parent item or component. For example, you can use the toolbar filter to find a traceable item by identification number, stock code or name.
• Print a list of the build records, parent items or components that you are interested in.
• Export the list of build records, parent items or components that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Traceability> Component Association

This provides information about traceable items which use component association (the Component association required option is selected on the BOM Details tab of the BOM record). It displays information about the build records and the parent and component details for the traceable item.

You can:

• Highlight a traceable item and see the parent items and component details of the traceable item, as well as the build record details, traceable item attributes and traceable item dates for the selected traceable item.
• Desktop only - Complete related tasks from the list of Actions, such as View Build Record.
• Sort and filter the list of traceable items, parent items or components to see information such as traceable items by stock code or build number.
• Find a specific traceable item, parent item or component. For example, you can use the toolbar filter to find a traceable item by identification number, stock code or name.
• Print a list of the traceable items, parent items or components that you are interested in.
• Export the list of traceable items, parent items or components that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Sales> Sales Order Built Items

This provides information about sales orders lines for items that are not yet built.

You can:

• Highlight a sales order line and see the details of the sales order as well as the item details, BOM components and operations.
• Desktop only - Complete related tasks from the list of Actions, such as create new allocations, record built items and perform trial kitting, using the following actions:
  • New Allocation (For Sales Order Line)
  • Record Built Items (For Sales Order Line)
  • Trial Kitting (For Sales Order Line)

  These actions launch the BOM - Allocate, BOM - Record Built Items and BOM - Trial Kitting windows for the selected sales order with the relevant sales order line information.

• Sort and filter the list of sales order lines. Use the filter options to see information such as sales order lines by order number, customer or stock item.
• Find a specific sales order line. For example, you can use the toolbar filter to find a sales order line by order number, stock item or description.
• Print a list of sales order lines that you are interested in.
• Export the list of sales order lines that you are interested in to an Excel spreadsheet.

Open: Bill of Materials > Enquiries > Sales> Sales Orders To Be Built

This provides information about sales orders containing items that are not yet built. It shows the sales order details and the associated built items.

You can:

• Highlight a sales order and see the items waiting to be built for the selected sales order as well as details of the sales order.
• Highlight an item and see the item's details, components and operations.
• Desktop only - Complete related tasks from the list of Actions, such as create new allocations, record built items and perform trial kitting, using the following actions:
  • New Allocation (For Sales Order Line)
  • Record Built Items (For Sales Order Line)
  • Trial Kitting (For Sales Order Line)

  These actions launch the BOM - Allocate, BOM - Record Built Items and BOM - Trial Kitting windows for the selected sales order with the relevant sales order line information.

• Sort and filter the list of sales orders to see information such as sales orders by customer or customer order number.
• Find a specific sales order. For example, you can use the toolbar filter to find a sales order by stock item or description.
• Print a list of sales orders that you are interested in.
• Export the list of sales orders that you are interested in to an Excel spreadsheet.