PRODUCTION MANAGER - Add / Edit Template (BOM)

Create Templates or recipes to be used in new Production Orders

 

1. Add New Production Template Manually:
   • create your manufactured item in Inventory, making sure it is identified as a Manufactured Inventory Type:

             

• establish components in one of two ways:

    1.   from the Production Order List > Templates tab

• • • click New

• • • Template No is displayed, the sequence for which is established in Company Settings > Sequence Numbers > Production Orders tab
    • Priority selection - for filtering, sorting and reporting purposes (this can be changed when creating a live Production Order)

                         

• • • option to enter a Ref No of your choice and significance
    • option to enter or browse for a related Customer if this is a Customer-specific Production Template
    • option to make this the Default Template for the selected Inventory Manufactured Item (ie: PPBARCPC48PK), whereby you can use the same Manufactured Inventory Item, but with multiple ‘recipes’
    • enter or browse for the Manufactured Inventory item you created earlier, to insert into the top line
    • accept or change components list as established in Inventory > Bill of Materials tab (see Inventory - Bill of Materials)

      2.   from the Inventory details > Bill of Materials tab:     

• Add New Production Template by Copying From an Existing Template

• • select the Template in the Production Templates tab
  • click on Copy
  • make desired changes to the newly created Template

Edit a Production Template in one of 3 ways:

1. From inside an existing Template
   • Production List > Templates tab
   • select the desired Template
   • click on Edit
     • or double-click to open
     • or right-click and select Edit
   • make desired changes as explained in sections above
   • option to Update Orders with any changes just made
2. From inside the Inventory Item > Bill of Materials tab
3. From inside an existing Production Order
   • Push To Template to update the Template with changes have been made to components details from within the Production Order
   • option to Update Orders (Sale Orders) currently in the system, with any changes just made