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Create a template BOM

You can create a template bill of materials (BOM) by using any of the following methods. For all methods, the From date and To date fields are optional and for information only.

Create a template BOM manually

  1. Go to Service management > Setup > Service objects > Template BOMs.
  2. Select New to open the Create template BOM page.
  3. Under Copy BOM lines from reference, select the Manual option.
  4. In the Item number field, enter an item of the type BOM.
  5. In the Name field, enter a name for the template.
  6. In the From date and To date fields, enter a date interval in which the template BOM is active.
  7. Select OK.

A new, blank template BOM is created.

Create a template BOM based on another template BOM

  1. Go to Service management > Setup > Service objects > Template BOMs.
  2. Select New to open the Create template BOM page.
  3. Under Copy BOM lines from reference, select the Template BOM option.
  4. In the Reference number field, select an existing template BOM to copy to your new template BOM.
  5. In the Name field, enter a name for the template.
  6. In the From date and To date fields, enter a date interval in which the template BOM is active.
  7. Select OK.

A new template BOM is created by using lines that correspond to the lines in the original template BOM.

Create a template BOM based on an item BOM

  1. Go to Service management > Setup > Service objects > Template BOMs.
  2. Select New to open the Create template BOM page.
  3. Under Copy BOM lines from reference, select BOM.
  4. In the Reference number field, select a BOM version. An item of the type BOM is copied to the Item number.
  5. In the Name field, enter a name for the template.
  6. In the From date and To date fields, enter a date interval in which the template BOM is active.
  7. Select OK.

A new template BOM is created by using lines that correspond to the lines of the BOM listed in Bills of materials.

Create a template BOM based on a production BOM

  1. Go to Service management > Setup > Service objects > Template BOMs.
  2. Select New to open the Create template BOM page.
  3. Under Copy BOM lines from reference, select Production.
  4. In the Reference number field, select a production BOM.
  5. In the Name field, enter a name for the template.
  6. In the From date and To date fields, enter a date interval in which the template BOM is active.
  7. Select OK.

A new template BOM is created by using lines that correspond to the lines of the BOM listed in BOM.