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Creating and maintaining bill of material - Operations tab

Information about a bill of material (BOM) can be divided into several categories

Introduction 

Information about a bill of material (BOM) can be divided into several categories. Each category is represented by a tab. You can use these tabs to define specific attributes about an item. The tabs are:

  • Operations
  • Step relation
  • BOM
  • Extra charges
  • Production
  • Extra

Operations tab

The BOMs screen will be displayed after you have clicked New to register a new BOM for an item. By default the BOM tab will be displayed for you to define the details of the items for the BOM. First you must define the Operations, so that the operation step can be selected for the part items being defined in the BOM tab. But if the operation has not been defined, then you can select the default operation step (DFOP001) for the part items being defined in the BOM tab. The Operations tab stores information about the operations required for a BOM.

Note: The Operations tab is enabled if you select the Operations check box under the Operations section in the Manufacturing settings at System ➔ General ➔ Settings. Operations can be setup at Manufacturing ➔ Setup ➔ Operations, by clicking New.

Add

Click Add to add an operation to the BOM.

Edit

Select an existing operation and click Edit to view or modify the operation of the BOM.

Note: Clicking Add or Edit will switch the Operation tab screen to display the smaller operation steps involved in an operation.

Step

The step number of the operation is automatically generated in sequence with a factor of ten in ascending order. You may change the step number by typing a unique step number. The step number must be unique for each operation within a BOM. However, the same operation can have different step number within a BOM.

Note: The step number can be edited when you click Add to add an operation. After defining the operation and when the items in the selected operation setup had been populated, then the step number cannot be edited once you have saved the record. But it is possible to edit the step number provided that you have not saved the record. Upon saving the step number also cannot be edited if you click Edit to view or edit an existing operation. However, it is possible to modify the step number by clicking Recode.

Operation

Type or select the operation code. You can type or select only unblocked operation to the BOM, which is maintained at Manufacturing ➔ Setup ➔ Operations. Each operation that you define will be linked to the unique step number.

Note: This is mandatory and can be edited. Operations are the processes that are defined in a BOM which the production floor should follow in order to produce the finish goods.

Lead time

The lead time cannot be edited. This is automatically pre-filled based on the lead time per operation. This lead time is calculated deriving from the From day and To day information of machine and labor hours belonging to an operation.

Upon selecting the operation, the machine and labor hours belonging to the setup of the operation will be populated at the columns below displaying its condition, item type, item status, item attributes, quantity, unit, cost price, manual cost price, total cost price, currency, item’s warehouse, item’s cost center, the usage of item on from day and to day, position number, extra fields, attachments, notes, item’s use at work center, machine and resource.

You may change the operation code, and the populated information will be removed and will be repopulated based on the newly selected operation. Click Close to save the defined operation and to switch to the previous view mode.

Note: You may add more machine or labor hours apart from the populated ones to the BOM as and when required by selecting the machine/labor hour item in the Item column available below. You may also delete the populated machine/labor hour item by clicking Delete located at the toolbar of the BOMs screen.

Note: Only the default operation can have empty operation lines (without machine/labor hours). Other operations must at least have 1 machine/labor hour item. Other than the default operation, if the operation is without machine/labor hour items, then it is considered as an invalid operation.

The following columns are displayed in the Add or Edit mode of the Operations tab:

Condition

You can only select either Always or Once per production.

Item

This displays the item code. Only active hour items are allowed. The system populates the required machine/labor hours quantity according to the setup of the operation.

Item description

This displays the description of the item which is retrieved from the item maintenance at Inventory ➔ Items ➔ Maintain. This information cannot be edited.

Type

This displays the type of the item which is retrieved from the item maintenance at Inventory ➔ Items ➔ Maintain. This information cannot be edited.

Status

This displays the status of the item which is retrieved from the item maintenance at Inventory ➔ Items ➔ Maintain. This information cannot be edited.

Make

This check box indicates whether the item is a make (sub-assembly) item. This attribute is retrieved from the item maintenance at Inventory ➔ Items ➔ Maintain. This information cannot be edited.

Buy

This check box indicates whether the item can be purchased. This attribute is retrieved from the item maintenance at Inventory ➔ Items ➔ Maintain. This information cannot be edited.

Backflush

This check box indicates whether the machine/labor hour item can be backflushed when performing receipts of finish good as planned, extra receipts of finish good or when completing the production order (via Manufacturing ➔ To be processed ➔ Complete) . This can be edited and you may select or deselect to determine whether to backflush the machine/labor hours. The default value for this is derived from the Manufacturing settings under the Backflush section at System ➔ General ➔ Settings.

Plan Automatically

This check box indicates whether the machine/labor hour item will be planned automatically or by manually assigning a resource. If this check box is selected, then the Resource column is filled with ‘-3’ and the Resource column cannot be edited. If this check box is not selected, then the Resource column can be edited and you may assign a resource to the machine/labor hour item.

Quantity

This displays the required quantity of machine/labor hour item for the operation. By default, this is pre-filled based on the operating time defined in the setup of the operation.

Unit

This displays the machine/labor hour item’s sales unit which is retrieved from the hour item maintenance at Manufacturing ➔ Setup ➔ Hours. This cannot be edited.

Cost price

This displays the cost price of the machine/labor hour item per unit which is retrieved from the hour item maintenance at Manufacturing ➔ Setup ➔ Hours. This cannot be edited.

Note: If a resource is filled in the resource column in BOM, then the resource’s cost price for the hour item will be used. If the Cost price calculation per warehouse is selected in the Inventory settings at System ➔ General ➔ Settings, and the resource column is filled with ‘-3’, then the warehouse cost price for the hour item will be used. If the Cost price calculation per warehouse is not selected and the resource column is filled with ‘-3’, then the standard cost price for the hour item will be used.

Total cost price

This displays the total cost price of the machine/labor hour item. This is based on the formula: cost price * quantity. This cannot be edited.

Cur.

This displays the currency used for the machine/labor hour item which is derived from the hour item maintenance at Manufacturing ➔ Setup ➔ Hours. This cannot be edited.

Warehouse

Type or select the warehouse for the machine/labor hour item.

Note: If Cost price calculation per warehouse is selected in the Inventory settings at System ➔ General ➔ Settings, and the resource column is filled with ‘-3’ then the warehouse cost price for the machine/labor hour item will be used. If the Cost price calculation per warehouse is not selected, and the resource column is filled with ‘-3’, then the standard cost price will be used.

CCtr.

Type or select the cost center for the machine/labor hour item.

From day

Type the start day of the machine/labor hour item which to be executed in the operations of the production floor. This must not be later than the To day.

To day

Type the end day of the machine/labor hour item which to be executed in the operations of the production floor. This must not be earlier than then From day.

Pos. no

Type the position number of the BOM line. The position number is used as reference (for further information) in the BOM for the part item specified at this particular process step.

Extra

Click to define extra information for the machine/labor hour item in the BOM.

Attachment

Click the column to attach a document to the machine/labor hour item in the BOM.

Note

Click the column and to type notes to the machine/labor hour item in the BOM.

Work center

Type or select the work center for the machine hour item. This can be edited only if the item is a machine hour item.

Machine

Type or select the machine for the machine hour item. This can be edited only if the item is a machine hour item.

Resource

Type or select the resource for the labor hour item. This cannot be edited if Plan automatically is selected or when the item is not a labor hour item.

Delete

Select an existing operation at the Operation tab and click Delete to delete the entire operation from the BOM.

Note: You cannot delete operations when there is step relation linked to the selected operation code, when there is BOM line linked with the selected operation code and when there is extra charges linked with the selected operation code. The system will check for existence of all the BOM lines that is linked to the operation step, except for machine and labor hour items. When the lines exist, the operation cannot be deleted and a message “Operation linked to items in Step relations/BOM/Extra charges” will be displayed. If these do not exist, then system will delete the operation including all its machine and labor hour lines.

Recode

Select an existing operation and click Recode to modify the step number of the operation. 

The old step number is displayed at Old and it cannot be edited. Type the new step number at New. Click Save to save the changes. Otherwise click Close to exit the Recode screen without saving.

Note: Recoding an operation step to existing step number is not allowed.

Maintain

Select an existing operation and click to view or modify the operation maintenance screen.

Note: The maintenance of an operation can also be done at Manufacturing ➔ Setup ➔ Operations by selecting an existing operation and clicking Open.

Upon defining the operations for the BOM, the following columns of information will be displayed in the view mode of the Operations tab:

Step

This displays the unique step number of the operation.

Operation

This displays the operation code which is linked to the step number.

Description

This displays the description of the operation.

Print

This displays whether the operation is enabled for printing.

Blocked

This displays whether the operation is blocked from being used in the production order. This information is derived from the operations maintenance which is maintained at Manufacturing ➔ Setup ➔ Operations.

Layout

This displays the document layout of the operation which may be used for printing of the operation.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Inserting and deleting columns.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.846.670
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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