Work with the BOM designer

  • 20 minutes

Create a BOM with BOM designer

When you open the BOM designer page from the Released products page, it displays the hierarchy of bills of materials (BOMs) that are active and approved for the selected item, the default order site of the item, and the actual date.

Product information management > Products > Released products > Engineer > BOM > Designer

Screenshot of the BOM designer page showing the BOM line details tab.

The BOM designer has two sections:

  • The Tree view of the BOM structure.

  • The Details section, which shows details of the selected data. When you select a node in the tree view, the FastTabs in the details section are updated based on that node:

    • BOM line details - Shows the details of the BOM line that is selected in the tree view.
    • Item data - Shows the details of the main item or the item that is used in the selected node. You can select Edit released product to maintain the selected item.
    • BOM - Shows the header of the BOM that is related to the selected node.
    • Route - Shows the header of the route that is related to the selected node.
    • Route operations - Shows a preview of the operations for the route. When a BOM line that is assigned to a specific operation is selected, the operation is selected as Component needed at operations.

Use the designer to perform the following actions:

  • Create new BOM versions or edit the existing ones.
  • Edit and delete BOM lines.
  • Check BOMs for errors, for example, BOM circularity.
  • Check which BOM versions (if there are any) are attached to the selected BOM.
  • Check at which sites the BOM versions are assigned.
  • Print BOM and BOM lines for the selected BOM.
  • Verify the site to which the BOM line belongs.
  • Add and edit BOMs and BOM lines.

Use the BOM lines or BOM functions to modify the BOM lines or BOM. When you select a node in the tree, the type of node determines the functions that are available. The following is a list of the nodes and their descriptions and conditions.

  • BOM lines > Edit - Opens a dialog box where you can edit the BOM line attributes. This function is available when a BOM lines node is selected.
  • BOM lines > Delete - Deletes a BOM line from the selected BOM. This function is available when a BOM lines node is selected and the BOM isn't locked for editing.
  • BOM lines > Add before line - Opens a dialog box where you can select a product variant to include before the selected BOM line. This function is available when a BOM lines node is selected.
  • BOM lines > Add to component BOM - Opens a dialog box where you can select a product variant to include at the end of the selected BOM. This function is available when the node that is selected has a selected BOM. If this function isn't available, a BOM version might be missing for the selected item variant. In this case, you can select BOM > Create version to create the missing version for the selected node.
  • BOM lines > Add after line - Opens a dialog box where you can select a product variant to include after the selected BOM line. This function is available when a BOM lines node is selected.
  • BOM > Create version - Creates a new BOM version or BOM for the product variant of the selected node. This function is available when the BOM lines node that is selected is linked to an item that has a production type of BOM or Formula.
  • BOM > Calculation - Opens a dialog box where you can run the cost or sales price calculation for the selected product variant. This function is available when the node that is selected is related to a BOM version.
  • BOM > Check - Validates and checks the selected BOM. This function is available when the node that is selected is related to a BOM version.

The following is an overview of the process to create a BOM:

  1. Create all products that are included in all BOM versions that include the BOM itself.
  2. Create a BOM.
  3. Create BOM version(s), and then approve and activate it. This is performed either before or after the component products are added.
  4. Add products to specify which items to include in the BOM.
  5. If necessary, create configurations and associated rules for the BOM.
  6. Create site-specific BOM/routes to allow for the automatic selection of the correct BOM and route version, in addition to the item dimensions, when you are working with multiple sites.

Watch this video to see how to create a new bill of materials.

Create a simple BOM without a version

You can create and modify as many simple BOMs as you want to without having to worry about attaching any items to them.

Product information management > Bills of materials and formulas > Bill of materials Screenshot of the Bill of materials list page.

You can use the BOM designer page to design and work with tree structures for bills of materials (BOMs). You can select Setup to select different configurations and specify what information appears on the lines of the tree.

Select Filter to change the initial selection in the view. By setting the display principle to Selected/Active or Selected, you can select individual BOM or route versions to use in the view. You can select non-approved and non-active BOM versions to show or maintain in the BOM designer.

Note

If you open the BOM designer from the Bill of materials list page, it doesn't display route information. The selection of a BOM or route version is a property of the BOM and route version and applies to all instances of the BOM designer.

Create a BOM for dimension-based product

Use the following steps to create a BOM for dimension-based products:

Select the product

  1. Go to Product information management > Products > Released products.

  2. Select the product you want to work with in the grid.

    • Find the released product master with dimension-based configuration technology that you created in the first procedure in this sequence of eight.

  3. Select the Engineer tab in the Action Pane and select BOM versions.

Create new BOM and BOM version

  1. Select New > BOM and BOM version on the Action Pane.

  2. In the Name field, type a value.

  3. Select OK.

  4. Select New from the Bill of materials lines FastTab toolbar.

    • In this procedure we will add four lines to the BOM. Two lines represent cable options and two lines represent cabinet options.

  5. Make the following settings for the new line:

    • Item number – Select item number A0001, HDMI 6' Cables.

    • Configuration group – Select the cable configuration group created in the fourth procedure in this sequence.

  6. Select New from the Bill of materials lines FastTab and update the settings for the new line:

    • Item number – Select item A0002, HDMI 12' Cables.

    • Configuration group – Select the cable configuration group created in the fourth procedure in this sequence.

  7. Select New from the Bill of materials lines FastTab and update the settings for the new line:

    • Item number – Select item number D0002, Cabinet.

    • Configuration group – Select the cabinet configuration group for this BOM line.

  8. Select New from the Bill of materials lines FastTab and update the settings for the new line:

    • Item number – Select item number M0007, StandardCabinet.

    • Configuration group – Select the cabinet configuration group for the newly created BOM line.

Approve and activate

  1. Close the page.

  2. Select the BOM version tab in the Action Pane and select Approval.

  3. In the Approved by field, enter or select a value.

  4. Set Do you also want to approve the bill of materials? to Yes.

  5. Select OK.

  6. Select Activate.

Selecting a BOM and route

The filter that is applied for the BOM and route is displayed in the header of the BOM designer. You can change the filter by using the Filter dialog box. The following list describes the fields in the Filter dialog box:

  • Configuration - If the selected finished product is a product master, you can define the active product dimensions for the main selection. Note: If you open the BOM designer for a product that isn't a product master, no product dimensions can be selected in the Filter dialog box.
  • Site - Change the site that the BOM tree is displayed for. The default site is the default inventory site of the finished item.
  • Display principle - Select the version display principle that applies to the current BOM structure and the current route:
    • When the principle is set to Active or Selected/Active, the valid BOM or route version for this date is found.
    • When the principle is set to Selected/Active or Selected, you can select a BOM version or route version by selecting BOM > BOM versions or Route> Route versions.
  • Version date - Enter the version date for the BOM and route. The version identifies which BOM version is used on a specific date, as determined by the version dates in the BOM version setup.
  • From quantity - Filter the versions by selecting a specific from quantity. If you set a value, different BOM and route versions might be selected.
  • Show valid only - When you select the check box, the tree structure shows only BOM lines that have valid dates. Right-click or double-click a BOM line to open the Edit BOM line page, where you can view the validity dates for that BOM line.

When you use the BOM designer to review or edit BOMs that consist of one or more levels of phantoms, the route that is associated with the top item typically spans the complete BOM hierarchy.

To simplify the overview, you can lock the top-level route in the display by selecting View > Lock route. To unlock the route, select View > Unlock route.

If the Resource consumption check box is not selected and the Warehouse field is blank, the picking warehouse is taken from the item master data.