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Creating and maintaining bill of materials - Planning tab

Creating a New Bill of Materials – Planning tab

 

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 of a BOM. The tabs are:

Planning tab

The BOMs screen will be displayed after you have clicked New to register a new BOM for an item. Click the Planning tab to define the details of the BOM structure.

Standard

Select the Standard check box to display the part items that are categorized as a standard type item. You can view and maintain standard type items in Manufacturing/Setup/Items.

Labor hour

Select the Labor hour check box to display the part items that are categorized as a labor hour type item. You can view and maintain labor hour type items in Manufacturing/Setup/Hours.

Machine hour

Select the Machine hour check box to display the part items that are categorized as a machine hour type item. You can view and maintain machine hour type items in Manufacturing/Setup/Hours.

Phantom

Select the Phantom check box to display the part items that are categorized as a phantom type item. You can view or maintain phantom type items in Manufacturing/Setup/Extra charges.

Bulk issue

Select the Bulk issue check box to display the part items that are categorized as a bulk issue type item. You can view or maintain bulk issue items in Manufacturing/Setup/Items.

Quantity

By default, Quantity displays the batch quantity for the finished product per production run.  This is specified in the header details for the BOM, see Related document: Creating and maintaining bills of materials.

Refresh

Click Refresh to view the mapping of the finished product into its part items.

Simple/Advanced

Click Advanced to view the details of the sales margin, total cost of production, standard cost price (cost price of the finished product defined in the item maintenance under the Basics tab at Manufacturing/Setup/Items ) and calculated cost price (price per unit finished product). Click Simple to hide the details.

Scale

Click the Minus or Add icons to define the unit of measurement for displaying the lead time planning, such as daily, weekly or monthly.

After defining the criteria, click Refresh to display the part items (raw materials and subassembly items). The part items are displayed according to the respective levels (as indicated by the Level column), depending on where the part items are required (as part items for lower level subassembly items). The quantity required is displayed according to when it is needed per planning period (by day, week, or month depending on the option selected at Scale).

You can also see a summary of the production cost below. The summary displays the sales price, total cost, sales margin, item cost, machine hour cost, labor hour cost, extra charges, by-product cost, standard cost price, and calculated cost price.

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 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.922.144
 Assortment:  Date: 11-02-2025
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