Creating a bill of materials

Bill of Materials Version

This is used to distinguish between bill of materials in the same parent item and is automatically sequentially numbered. You can only change this version number before the bill of materials has been saved.

Short Heading

The Short Heading is a shortened version of the description to be used instead where space is limited.

Lookup

A Lookup Code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes.

Approval Status

Options are: Approval Unset, Approved, Rejected, Not Approved.

Note: This approval system is separate to the approvals system in SunSystems and is bill of materials specific.

Note: A bill of material must be set to Approved for it to be used in SunSystems transactions.

Base Quantity

A component can be defined as being a proportional or a fixed quantity in relation to the parent item. If it is defined as a Proportional Quantity, then the quantity of the component required is proportional to the base quantity of the parent item entered in this field. This ratio is entered as the Quantity Required on the component.

For example, 4 is entered as the base quantity and 2 is entered as the quantity required on the component, and it is defined as a proportional quantity. So, for every 4 of the parent item ordered on the sales order, 2 are required of the component item.

Base Unit of Measure

This is taken from the Item Master record and is shown for information only. It is a non-enterable field.

Bill of Materials Type

Options are: Sales Kit or Manufacturing.

Note: If this is set to Sales Kit, then when the parent item code is entered in Sales Order Entry the bill of material is exploded and order lines for the components are generated in the bill of materials. If any of the components have sales kits then they are also exploded. This continues down to the bottom level.

Comment

You can add any comments regarding the bill of materials in this field. For example, the reason why the bill of materials has been rejected.

Engineering Change Number

The number of the change made in the engineering/design stage of the bill of materials. Used for information.

Pricing Option

You can select whether the bill of materials is to be priced at the header level or component level.

Primary Bill of Materials

This indicates whether the current bill of materials is the primary bill of materials for the parent item. Only one bill of materials can be defined as such for the parent item. The bill of materials must be set as the primary bill of materials for it to be used in sales order processing in SunSystems.