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> Bill of Materials / Working with BOM records / Creating a BOM / Operations

Operations (BOM record)

Important! Read this if you are using, or plan to use all Manufacturing modules

Some of the information that you can enter and use in the Bill of Materials module cannot be used in the Estimating, Planning and Works Orders modules.

If you plan to use the Bill of Materials module with the Manufacturing modules, follow these guidelines for creating operations.
  • On the Operation Record Details tab, do not use Overlap Quantity or enter seconds values for the resource.
  • On the Operation Record Resources tab do not enter seconds values for the resource. Ensure that you add only the following resources with the following settings:

    • Phase

    How many Resource Types?

    Resource Type

    Primary/Secondary

    Fixed Length

    Setup

    Two

    Select no more than two resources for this phase. One must be a Machine Resource or a Machine Resource Group. The other can be a Labour Resource or Labour Resource Group.

    Note: Adding a Labour Resource or Labour Resource Group updates the Include in Labour Requirements check box on the works order operation when a works order is created from the BOM record.

    Select Primary or Secondary for one or the other resource.

    		 You must select Fixed Length for the resource.

    Runtime

    Three

    Select one Labour Resource or Labour Resource Group.

    Select one Machine Resource or Machine Resource Group.

    Select one Tool Resource or Tool Resource Group.

    Note: Only select a tool resource or resource group if you have also selected a labour and a machine resource or resource group.

    Select Primary for your labour Resource Type and Secondary for your machine Resource Type or vice versa.

    Note: Do not select either Primary or Secondary for your tool Resource Type selection.

    		 Do not select Fixed Length for the resource or resource group.

    Teardown

    None

     

     

    		  
  • On the Operation Record Subcontract tab, add only one supplier and no more than five Quantity Breaks. The supplier must use base currency.

Important! If the BOM has been created by converting a one-off works order, an operation is listed in the BOM record as a result of the conversion. Do not rename this operation. If you do, you will not be able to update information between the BOM and the Works Order.

About the operations tab

You can add operations in the following ways:

When you add operations to a BOM, you can also add comments or links to documents.

Important! If the BOM has been created by converting a one-off works order, an operation is listed in the BOM record as a result of the conversion. Do not rename this operation. If you do, you will not be able to update information between the BOM and the Works Order.

Open: Bill of Materials > Records > New Bill of Materials | Operations.

  1. Add operations in one of the following ways:
    2. Add from Operations Register

    Note: This is the default way of adding operations.

    • Click Add.

      • The Select Operation(s) window appears.

    • Select the Reference of all the items you want to add.

      • Note: You can reduce the items displayed in the list by entering the first few letters of the Reference. For example, entering BA will list all operations that start Ba.

    • Click OK.

      • The Reference, Description and Type of all selected items are displayed in the operations list.

    Add New Operation
    • Click in the Add button and select Add New Operation.

      • The Operation Record window appears for you to enter the operation information for the BOM.

      Note: This operation will only be available for use in this BOM.

  2. Irrespective of how you add operations, you may want to change the operation details. To change operation details, select the operation and click Edit (or you can double-click on the operation line).

    3. The Operation Record window appears.

    Note: Important! If the BOM has been created by converting a one-off works order, an operation is listed in the BOM record as a result of the conversion. Do not rename this operation. If you do, you will not be able to update information between the Bill of Materials and the Works Order.

  3. Add or edit comment lines.
  4. Add or edit document links.
  5. To delete a line, select the line, click Delete Line and confirm that you want to do so at the prompt.
  6. Click Resequence to apply the default sequencing of numbers to the components and confirm that you want to do so at the prompt.

    7. Components are resequenced based on the default BOM resequencing settings.

    Note: If the default is to resequence in stock code order and the list contains a combination of component, document and comment lines, the comments are grouped at the top of the list, followed by documents, followed by component lines in stock code order.

  7. To continue entering BOM information, click the Notes tab.
  8. To save your BOM details, click Save.

    9. Note: If you are using all Manufacturing modules, you have selected Perform Compatibility Checks in Manufacturing System Manager system settings Environment tab and you have compatibility issues, the Compatibility Warnings prompt appears.

See also

Steps in this task

Entering BOM operation details

Maintaining BOM comment lines

Maintaining BOM document links

Saving a BOM

Overview

Creating a BOM

Amending a BOM

Other tasks

Notes (BOM record)

Reference

Operations Register

Resequencing (BOM settings)

Compatibility warnings prompt

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