Configuring BOM settings

  1. Select Setup > Settings.
  2. Click the BOM Details icon.
  3. Specify the number of decimal places that you want to use to define BOM quantity.
  4. In the BOM Color Format section, select the way colors are shown in BOM columns.
    Option Description
    Code Select to display the color code only.
    Name Select to display the name of the color only.
    Code and Name Select to display the code and name of the color.
  5. Select With Pitch to display the color itself aside from the code or name.
  6. In BOM Details Update section:
    1. Select Enable synchronization of actual style, material or trim record values to style BOM fields. so that changes to values in a style, material, or trims are reflected on style records that contain that style, material, or trim as its BOM line.
    2. Specify this information:
    Style
    Select style BOM fields that is synchronized on actual style fields when the library record is saved.
    Material
    Select style BOM fields that is synchronized on actual material fields when the library record is saved.
    Trim
    Select style BOM fields that is synchronized on actual trim fields when the library record is saved.

    Changes are only reflected from style, material, or trim to style BOM when the style, material, or trim record is saved.

    When you add or replace the main image of a style, material, or trim, the change is automatically saved and synchronized to the style BOM.

    Note: When you add a supplier to a style, material, or trim record, the record is automatically saved but not reflected in the style BOM where that style, material, or trim is contained. You must save that style, material, or trim record manually so that the change is reflected in the style BOM.
  7. In the Replace BOM Line section, select these options:
    • Add Style/Material/Trim Free Field 3
    • Do not update Placement
  8. In the BOM to Costing Exchange Rate Defaults section, specify this information:
    Default Exchange Rate
    Select from one of these:
    • Actual - This exchange rate type pertains to current values of an exchange rate.
    • Simulated - This type pertains to forward rates that are expected to take place in the future.
    • Budget - This type pertains to an exchange rate that is set by an organization for one entire budget period.

    You still must specify the exchange rates in the application.

    The default value that you select here is always reflected in the Exchange Rate Type field of the style BOM.

  9. In the BOM Calculations section, you can configure calculations for Numeric Field 1 to Numeric Field 8.
    Note: Numeric Fields 1 to 8 are not shown in default style BOM grid lines view. You must create a view, add these fields, and assign that view to your user roles.

    See Managing views.

    Make sure that the fields that you select here are visible in your views. The BOM Calculation settings are applied on the active version or schema of the current user.

    1. To configure a specific Numeric Field, click the Add New Row icon.
    2. Specify this information:
      BOM Columns
      Select a specific Numeric Field from the list.
      Type
      Select from list.
      • Input type means the field will contain a value that the user specifies. The value of this field is used in calculations that you can define.
      • Calculated type means the field will contain the result of a calculation. The field that is defined as calculated is read-only in the BOM line grid.
      Variable Name
      Specify a name for the variable. You can use alphanumeric characters for the name of the variable and must be unique. This variable is used for formulas.
      Formula
      Specify the formula using arithmetic expressions and defined variable names. Operators that you can use include +, -, *, /, and SUM.

      The SUM operator returns the total of a column. For example, SUM (NF1) returns the total of the values of column NF1.

      For example, you want Numeric Field 3 to contain the quotient of NF1 and the sum of the column values for NF2. The formula is NF1/SUM(NF2).

      If the selected Type is Input, this field is disabled.

      Formula Evaluation
      This field (applies to columns that you define as Calculated) shows whether your defined formula is valid (a check mark is displayed) or invalid (an exclamation point is displayed).
      Note: When you make updates to calculations, these behaviors apply:
      Action Outcome: Applicable to all Style BOMS
      Deletes formula line Amounts become zero
      Updates formula Amounts change based on new formula
      Updates Type: Calculated to Input Amounts become zero
      Updates Type: Input to Calculated Amounts change based on new formula
      Adds new formula Amounts added based on new formula
  10. Click Save or press Alt+S.