Creating a Bill of Materials

Uwaga:  In Bill of Materials Manager, you can only use those items to which you have access rights. That is, those available to your Data Access Group (DAG). Data access groups are maintained in User Manager.

Bills of Materials are created in the BOM Structure window as follows:

  1. First add the item that is to be the parent item to the BOM Structure window. That is, the item that is to contain the BOM. To do this, you can use the Item Selection window and then drag and drop the item from the Item Selection Result window into the BOM Structure window. You can also double-click the item in the Item Selection Result window to add it to the BOM Structure window.
  2. Select New Version from the toolbar or File menu to add a new BOM version to the parent item. This is displayed in the BOM Structure window.
  3. Specify the BOM information as required in the following fields in the Detail Info Window:
    Approval Status
    Options are: Approval Unset, Approved, Rejected. A Bill of Materials must be approved by the relevant person before it is made available to users.
    Uwaga: This approval system is separate to the approvals system in SunSystems v6.3, and is Bill of Materials specific.
    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 not a user entry field.
    Bill of Materials Type
    Options are: Sales Kit or Manufacturing.
    Uwaga: If this is set to Sales Kit, then only level one of the BOM is exploded and displayed on the sales order entry form.
    Bill of Materials Version
    This is used to distinguish between BOMs in the same parent item and is automatically sequentially numbered by the system. You can only change this version number before the BOM has been saved.
    Comment
    You can add any comments regarding the BOM in this field. For example, the reason why the BOM has been rejected.
    Description
    The full name or description of the BOM.
    Engineering Change Number
    The number of the change made in the engineering/design stage of the BOM. Used for information.
    Look Up
    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.
    Parent Item Code
    This is shown for information and is a not a user entry field.
    Pricing Option
    You can select whether the BOM is to be priced at the header level or component level.
    Primary Bill of Materials
    This indicates whether or not the current BOM is the primary BOM for the parent item. Only one BOM can be defined as such for the parent item. The BOM must be set as the primary BOM in order for it to be used in sales order processing in SunSystems.
    Short Heading
    The Short Heading is a shortened version of the Description to be used instead where space is limited.
    Status
    The BOM status.
  4. You can now add the required component items to the BOM.
  5. When you have created the BOM, you must save it. Select Save All (non-reversible) from the toolbar, or Save BOM from the File menu.
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