Information about a 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:

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

Step

Type or select a step to link the part item to a particular step in the production routing. This is a mandatory field. It denotes a specific stage in a manufacturing process. This field is available only if the following conditions are met:

• The Use routings and operations check box is selected under Manufacturing settings at System à General à Settings.
• The Explode - Fulfillment check box is not selected under the Purchase/Sales tab in the item maintenance (go to Manufacturing à Setup à Items, select the relevant item and click Open).

Condition

Type or select a condition required for the part item (subassembly item or raw material) you want to add to the structure of the BOM. This information is mandatory. Conditions specify how the required part item quantity is calculated to produce the finished product batch quantity. The following are the available conditions:

• Always — This condition specifies that the required quantity of the part item is a multiple of the BOM batch quantity. For example, the BOM for one item A (batch quantity of 5) requires 2 units of item B. To manufacture one production order for one batch of item A, 10 units of item B are required. This condition can be applied to all items and item types except the finished product itself.
• Once per debtor — This condition specifies that the required quantity is the same as that specified in the Quantity column, regardless of the finished product batch quantity. This condition applies during a sales order fulfillment, and allows you to fulfill the required quantity only once for a specific debtor.
• Once per delivery — This condition specifies that the required quantity is the same as that specified in the Quantity column, regardless of the finished product batch quantity. This condition applies during a sales order fulfillment.
• Once per production order — This condition specifies that the required quantity is the same as that specified in the Quantity column regardless of the finished product batch quantity. For example, the BOM for one item A (batch quantity of 5) requires 2 units of item C. To manufacture one production order for one unit of item A, 2 units of item C are required. This condition can be applied to all items and item types except the finished product itself.
• Phantom — This condition specifies that the part item’s BOM is visible but not the part item. For example, if item B is a subassembly item consisting of item D, E, and F, you will not see item B but item D, E, and F instead. This condition can be applied to all standard and bulk items with a BOM except hour items. 
• Phantom zero lead time — This condition is similar to the Phantom condition with an exception that it will take zero lead time during explosion.

Note: If you have selected the Explode - Fulfillment check box in the finished product’s item maintenance (go to Manufacturing à Setup à Items, select the relevant item and click Open) under the Purchase/ Sales tab, then the available conditions are Always, Once per debtor, Once per delivery, Phantom, and Phantom zero lead time. Otherwise, the available conditions are Always, Once per production order, Phantom, and Phantom zero lead time. 

Item

Type or select (by pressing F2) an item code of the part item you want to add to the structure of the BOM. This information is mandatory.

Item description

By default, the item description displayed is the description for the corresponding item code defined in the Item column.

Status

By default, the status displayed is the item status of the part item. This information cannot be edited. The status is based on the Status defined in the item maintenance (go to Manufacturing à Setup à Items, select the relevant item and click Open).

Make

By default, the Make check box is selected if the part item selected in Item is a manufactured item (subassembly item). This information cannot be edited. You can define an item as a manufactured item in the item maintenance under the Manufacturing tab (select the Make check box). For more information, see Creating and maintaining items – Manufacturing tab.

Buy

By default, the Buy check box is selected if the part item selected in Item is a purchased item. This information cannot be edited. You can define an item as a purchased item in the item maintenance under the Purchase/ Sales tab (the Buy check box is automatically selected when you link a supplier to the item). For more information, see Creating and maintaining items – Purchase/ Sales Tab.

Backflush

Select the Backflush check box if you want to automatically issue the part items (standard item, machine hour, labor hour) during the fulfillment of the production order for the finished product. Backflush is the process of deducting the inventory records of the part items used to produce the finished product. This function is useful in the manufacturing of finished products with a BOM that consists of fixed materials and quantity. If you select the Backflush check box, the part items will automatically be issued when you do a receipt of the finished product. You cannot apply the backflush function on by-products and serial or batch items.

Note: The check boxes in the Backflush and the By-product columns can now be selected together. To enable this, go to System à General à Setting à Manufacturing settings and select the By-products check box under the Backflush section.

By-product

Select the By-product check box if you want this part item to be a by-product of the finished product. By-products are materials of value that are produced as a result of manufacturing the finished product. The quantity of by-products is usually predictable, and it can either be used for other purposes or sold. In Exact Globe Next, by-products are received together with the finished product at the end of the production process.

Note: The check boxes in the Backflush and the By-product columns can now be selected together. To enable this, go to System à General à Setting à Manufacturing settings and select the By-products check box under the Backflush section.

Quantity

Type the quantity needed to manufacture one production run of the item. If there is a change in the batch quantity in the BOM header. For more information, see Creating and maintaining Bills of Materials, the quantity for a part item will be automatically calculated to reflect the new batch quantity. Recalculation applies to all types of items (make, buy, by-products) except for by-product items with the condition set to Once per production order, Once per debtor, and Once per delivery.

Unit

By default, the unit displayed is the unit of the part item. This information cannot be edited. The unit is based on the Sls. unit, Price defined in the item maintenance (go to Manufacturingà Setup à Items, select the relevant item and click Open).

Waste %

Type the waste in percentage to define the relative amount of the part item that contributes to the production waste. Waste materials are a by-product of the production process to manufacture the finished product that does not add value to the finished product. Waste materials result in an increase in the total cost price of a part item because additional materials are needed to make up for the waste percentage. For non-divisible part items, the specified waste percentage might lead to fractions but the waste quantity will be rounded to the next integer. However, the cost price will be calculated by multiplying the cost price per unit and the quantity (including waste quantity) of the part item per batch amount.

Cost price

The cost price displayed is defined in the item maintenance (go to Manufacturing à Setup à Items, select the relevant item and click Open) at Cost price under the Basics tab.

Manual cost price

Type the cost price in this column to define the appropriate cost price for the part items.

Note: Manual cost price is not allowed for machine/labor hour item. It will override the cost price defined in the item maintenance when calculating the total cost price.

Total cost price

This is automatically calculated with formula cost price / manual cost price * quantity.

Cur.

By default, Cur. displays the default currency you defined at Default currency, under General settings at System à General à Settings. The amount for the part item (subassembly or purchased item) is displayed in this currency.

Warehouse

Type or select the warehouse you want to issue the part items from, when issuing a production order.

Note: When fulfilling a sales order for the item, the warehouse defined for the sales order will be used.

CCtr.

Type or select a cost centre to allocate the cost of this part item to the cost center.

From day

Type a day within the production lead time period when the part item is required. By default, From day is "1".

To day

Type a day within the production lead time period when the part item is issued to production.

Pos. no

Type the position number to refer to the relevant structural and design documents for this BOM. The position number is used as a reference (for further information) in the BOM for the part item specified at this particular process step.

Extra

Click Extra to define additional information for the BOM. To specify the additional information, click within the Extra column and you will see the Extra – BOMs screen. You can type or select additional information in the free fields. For detailed instruction on how to customize free fields, see Maintaining free fields.

Attachment

Click the Attachment column to select a file as an attachment to the BOM. In the Attachment screen, click  to select the source file and click Save to save changes, followed by Close to exit.

Note

Click the Note column to type a note to include further instructions, comments, or information for the BOM. Add the information you want and click Save to save changes, followed by Close to exit.