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Walkthrough: Create a New Production BOM and BOM Version

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In this article, we take you through the steps to use the Contoso Coffee demo data to work with bills of material (BOM) in production processes.

Scenario

Contoso Coffee has decided to add another coffee maker to their product line: SP-SCM1008 Airpot Lite. This coffee maker is identical to the existing item SP-SCM1009 Airpot, except that it does not include the warming plate, SP-BOM1104. In a separate step, the on/off light, SP-BOM1106 is removed for a version of the Airpot Lite BOM.

Oscar, the process engineer at Contoso Coffee, must set up a new production BOM to define the initial component requirements for the Airpot Lite. Oscar must then set up a new BOM version, with a start date of July 01, to align with further plans on releasing another edition.

Steps

  1. Create a new production BOM for the Airpot Lite.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter production BOM, and then choose the related link.

    2. Choose the New action, and then fill in the fields as described in the following table.

      Field Value
      No. SP-SCM1008
      Description Airpot Lite
      Unit of Measure Code PCS

  2. Copy the BOM components from production BOM SP-SCM1009.

    1. Choose the Copy BOM action.

    2. In the Production BOMs page, choose the line for SP-SCM1009, Airpot, and then choose the OK button.

  3. Change the components for the new production BOM as described in the scenario.

    1. On the Lines FastTab, select the line for the item SP-BOM1104, and then choose the Delete Line action.

  4. Certify the new BOM.

    1. In the Status field, choose Certified.

  5. Create a production BOM version for the Airpot Lite.

    1. Choose the Versions action.

    2. On the Prod. BOM Version List page, choose the New action, and then fill in the fields as described in the following table.

      Field Value
      Versions Code 02
      Description Airpot Lite, v2
      Unit of Measure Code PCS
      Starting Date July 01

  6. Copy the component lines from the production BOM into the new BOM version.

    1. Choose the Copy BOM action, and then choose the Yes button to copy the components from the original production BOM.

  7. Remove the item SP-BOM1106, On/off light from the version components.

  8. Certify the new BOM version.

    1. In the Status field, choose Certified.

    2. Close the BOM Version

The new coffee maker is now set up as a production BOM with one version.

See also

Introduction to Contoso Coffee Demo Data