Creating Routings and Bills of Material

A routing is a group of operations, or steps, that must be done to assemble an item (such as "paint bike frame"-->"attach gear assembly"->"attach handlebars"). A bill of material (BOM) is the set of materials needed to complete each of the operations (paint, gears, handlebars). The BOM can be multi-level, which means one of the materials required for operation xyz is a subassembly that has its own routing and BOM.

You can add routings and BOMs to an inventory item, job, estimate job, or production schedule using these methods (click on each for detailed steps):

Adding Routing/BOM Information with Engineering Workbench
Adding Routing/BOM Information Manually
Copying Routings/BOMs

Note: If the ECN Use for Job BOM/Routings inventory parameter is set to All, you cannot add or make changes to job materials or operations. If the ECN Use for Current BOM/Routings is set to All, you cannot add or make changes to current materials or operations. If the ECN Use for Estimate BOM/Routings inventory parameter is set to All, you cannot add or make changes to estimate materials or operations.

Current Routing/BOM Notes

When creating a routing (that is, set of operations) and BOM (set of materials) for an item, you must define the operations before you can add materials.

Job Routing/BOM Notes

The job routing and bill of material (BOM) are required before you can release a job and post transactions for the job (such as issuing materials to the job or moving its finished supply to inventory).

In addition to the above methods, you can copy the current job routing to a new job when you change the job's status to Released.

Production Schedule Routing/BOM Notes

In some previous versions of CloudSuite Industrial, you were prevented from changing the production schedule item BOM after the system processed a complete or scrap transaction against any release for a production schedule item. Now, provided that no transactions have been posted against that specific release, you can modify the production schedule release routing/BOM using the Production Schedule Release Operations and Production Schedule Release Materials forms, if desired.

After you add routing and bill of material, you can create complete or scrap transactions for the production schedule.