Entering BOM operation details

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

Some of the information that you can enter for an operation can be used in the Bill of Materials module but 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

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 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.

Note: As you enter operation details, the total costs by category appear.

In the Operation Record window, enter the same details that you enter in the Operations Register. Note that in the BOM Operation Record window, there is an additional tab: Components.

Note: If you are using Manufacturing, not all the information in the operation entered here or in the Operations Register can be used in Works Order Processing.

On the Components tab, link componentsRaw materials used to manufacture finished goods. from the BOM with the BOM operation by clicking Add.

If you are using Manufacturing, when you create a works orderThe authority to produce a part using the components specified on a BOM and the process specified on the routing. from Trial Kitting, the components are copied to the works order. They can be printed on subcontract operations Work tasks that are subcontracted to external organisations or to other internal departments within the organisation.advice notesA note to a purchaser advising on the intended purchase..

Note: If the component quantity does not match the unit of measureThe quantity in which a stock item is measured for purchase, sale or storage., the quantity is automatically adjusted to the nearest appropriate value.

To cost the operation, click Cost.

Costs are calculated using base currencyThe operating currency used by your company and the Nominal Ledger; other currencies are regarded as foreign.. If subcontract suppliers use foreign currency, the values are converted to base currency for costing. However, you define the costs in the supplier's currency.

Note:

By default, the assumption is that one person performs Manufacturing operations. If you want costing to reflect that more than one person performs the operation, ensure that you select Use manning level in the BOM Settings Costing tab.

By default, the cost rate stored on the operation is used when costing BOM operations. You can choose always to use the cost rate set on the resource or resource group instead. Or you can choose to use the cost rate on the resource unless it has been overridden on the operation. You make the choice by selecting the Resource Cost Rate Source setting in the BOM Settings Costing tab.

When you have entered all details, click OK.