INVENTORY - Bill of Materials

Build your Manufactured Items so you can sell them

• Components structure established here can also be accessed in the Production Manager module (if purchased and active) in the Templates tab (see Production Manager - Add New Production Template)
• create your finished (built) item in Inventory, selecting Manufactured Inventory Type
•   Save
• click on the now accessible Bill of Materials tab

• • add Components by clicking on New or clicking into the grid to select the Inventory items
  • accept or change the Description
  • identify the Quantity of this component that will be consumed to manufacture one of this Inventory item
  • option to enter the Unit Cost on this component if it is a Non-Inventory Item (not setup yet)
  • select the Unit of Measure (UOM) that you want to consume this component by
  • confirm the Conversion Factor on that UOM
  • Inventory Usage will be the same as Quantity unless you are using a UOM that consumes multiples (pack, pallet, etc)
  • use the bottom scroll bar to access additional settings to the right
  • enter the Lead time it takes to receive / produce this component / sub-component
  • accept or change Vendor No that supplies you with this component
  • browse for a Category or create one on-the-fly from the browse list (also accessed
    in the Production text menu) - Categories are used to filter lists and reports for components
         
         

• • enter the Expected Yield % for the top assembly item, whereby the system will re-calculate the Extended Qty and the Assemble Qty
  • enter the Expected Scrap % or Expected Scrap Qty for the components whereby the system will re-calculate the Extended Qty and the Inventory Usage
  • insert a New item component above the line item selected
  • Delete the line item component selected
  •   Subassemblies have a square identifier to the left
    • Components View
      • Toggle Selected will display the Expand chevron for the Subassembly selected
      • ***if the BOM is saved in this state, building it will consume the Subassembly components, not the subassembly (because of this, the Subassembly does not need to be pre-built and in stock)

• • • • Expand Unavailable will display the Expand chevron for the Subassemblies that have a shortage on stock
        • click to view their components
      • Expand All / Collapse All to display / hide the Subassembly components
        • click to view their components 
    • Component identifiers
      • Green Square - Subassembly where all components are in stock
      • Yellow Square - Subassembly where some components are overcommitted on Sales Orders or other Production Orders
      • Orange Square - Subassembly where there is insufficient stock but are on a Production Order waiting to be built
      • Red Square - Subassembly where no components are in stock
      • Green Circle - Inventory component item in stock
      • Yellow Circle - Inventory component item overcommitted on sales orders
      • Orange Circle - Inventory component has insufficient stock but is on a Purchase Order waiting to be received
      • Red Circle - Inventory component item not in stock
  •   Switch to Alternate if the component stock is insufficient and there is an Alternate Part Number assigned in Inventory > Details tab (you can use a UPC code here also)

• • Copy Components will present your list of existing Manufactured Inventory items for you to copy the components from, to insert into a new Manufactured Inventory item
  • Manufacturing Notes apply to production of the entire item and will appear in the Production Order
    
  • Instructions apply to the component selected and will also appear in the Production Order
    • Component Quantity Information displays for the component selected
    • Top Assembly Quantity Information displays for the completed manufactured item
  • Component List Column Customization - see Inventory List Column Customization
  • Build a Manufactured item (can also be done in Production Orders, if purchased and active - see Production Manager - Templates)
    • enter Build Date
    • enter Receive Quantity for the number you want to build
    • option to enter Assembled Quantity to account for scrap or loss encountered in the manufacturing process and change the actual Unit Cost and Extended Cost
    • click on Build to bring stock into finished item and deplete component quantities