Exact Globe

EN Strukturen anlegen und verwalten (Stückl.)

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Introduction

You can create a new BOM, a new version of an existing BOM, and maintain an existing BOM in this screen.

Menu path

Go to Manufacturing/Setup/BOM, select a BOM and click Open.

Description

Information about a BOM is 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:

Item

Type or select the code of the item for which you want to create a BOM. This information is mandatory. If you are editing an existing BOM, this field will display the item code the BOM is for and cannot be edited.

Version

Type a description for the BOM version. The version number is displayed automatically. You can create more than one version for the BOM. If this is the first BOM for the item, then "1" is displayed by default, and if this is the subsequent versions then the number displayed will be incremented automatically. If you are editing an existing BOM, you can type or select the version number if there is more than one version for the BOM.

Main version

By default, the Main version check box is selected if this is the first version created for the BOM of an item. If you are editing an existing BOM, the Main version check box is disabled because you can only have one main version (the first version).

Note: You can assign another BOM version as the main version under the Manufacturing tab at Manufacturing/Setup/Items. To make a BOM version the main version, select the BOM version, and click  Select: Main version.

Warehouse

Select a warehouse to create a BOM for the item in the warehouse only. Select All if you want to create a BOM for the item in all warehouses.

Note: If you are editing the main version of an existing BOM, this field is disabled because the main version is applicable to all warehouses.

Effective date

Type or select a date, from which the BOM is valid. The effective date must be earlier or on the same date as the current date. After the effective date, the BOM is available for use.

Expiry date

Type or select a date, from which the BOM is no longer valid. The expiry date is optional. After the expiry date, the BOM is no longer available for use.

Note: This box is enabled only if the BOM is not the main version as the main version cannot have an expiry date.

Status

By default, the BOM status will be displayed depending on whether the BOM is still valid. This information cannot be edited. The following are the statuses and their corresponding meanings:

• Future — This indicates that the BOM is only valid at a future date, starting from the date specified at Effective date.
• Active — This indicates that the BOM is currently valid at a present date that is between the dates specified at Effective date and the Expiry date (if any).
• Historical — This indicates that the BOM is no longer valid since the date specified at Expiry date.

Drawing

Type the drawing number to refer to the relevant structural and design documents for this BOM. The drawing number is only used as a reference in the BOM.

Cost center

Type or select a cost center to link the BOM to the cost center if you want to allocate the cost to the specific cost center for the BOM.

Instructions

Click  to attach a document with instruction to the BOM. This instruction document may be used as reference to use the BOM in production orders.

Cost price

By default, the cost price is derived from the cost price of the part items you define as part of your BOM. If you have not selected any part items in your BOM yet, the price displayed is "0". Click  Cost price to display the cost price information. An example of the Costs information screen is displayed as below:

Lead time

By default, the system will pre-fill the total lead time deriving from the total lead time of the BOM structure. The lead time is the total time needed to issue the part items such as machine setup, labor hours, subassembly lead times, and purchase lead time. This includes the purchase lead times for purchased materials and manufacturing lead time for subassembly items.

Note: This can be edited so that the lead time is equal to or greater than the total lead time derived from the BOM structure. In addition, the value entered here must be greater than the earliest day for the individual parts of the items as specified at the From day column in the BOM tab. This total lead time serves as a buffer lead time when using the BOM version in the production order. This buffer lead time from the BOM header will be used when copying the BOM to a production order. For example, if the BOM lines have a lead time of 3 days and the BOM header has a lead time of 5 days, when copying the BOM to a production order, the production order lines will have 3 days lead time with an additional 2 days after the production order lines end date. When you add more production order lines and the lead time becomes 7 days in the production order, then the lead time deriving from the BOM header will be consumed. This means the end item will have the same end date as the materials latest end date.

Margin

This will display the price margin derived from the sales price and cost price.

Sales price

By default, this is obtained from the Sls. unit, Price field under the Basics tab when you go to Manufacturing/Setup/Items, select an item, and click Open.

Batch quantity

Type the quantity to be manufactured for one production run for the item. Batch quantity is applicable in certain manufacturing industries, where a batch of items or material will be made according to a single recipe. If you are editing the batch quantity, a message will prompt you whether to recalculate the quantity for part items. The respective part item quantity will be recalculated according to the new batch quantity. For more information, see Creating and Maintaining Bills of Material - Structure.

Show graphical display

Click  Show graphical display at the upper right corner of the BOM screen to display the entire tree structure of the BOM in a graphical representation. By default, this graphical representation is not displayed when you click Open to edit an existing BOM. In this graphical representation, you can click the ‘+’ sign to expand and click the ‘-‘ sign to collapse the tree structure to view the details. An example of this is shown below:

Note: The system will switch the tab screens accordingly when you click an item in the graphical representation. For example, if you click an operation, then the Operations tab will be displayed. If you click an item, then the BOM tab will be displayed.

Button

Engineering change

Click this to view a list of engineering change activities. An engineering change activity records the reason for creating and/or editing BOM information. The engineering change activity is triggered by one of the following actions:

• If you select the Use engineering change management check box in the Engineering change section under Manufacturing settings at System/General/Settings.
• When you edit changes in an existing BOM and then click Save or Close. This is applicable only when the changes are done in the BOM tab in the BOM maintenance screen.
• When you create a new BOM. This is only applicable if you select the Engineering change for new BOM check box under Manufacturing settings at System/General/Settings.

A project is generated if you select the Generate project check box under Manufacturing settings at System/General/Settings. After an engineering change is recorded and saved, the next step is to approve the engineering change activity. The new or edited BOM can only be used in production order if you have already approved the open engineering change activity. You can approve an engineering change activity by clicking this button, selecting an activity in the ECM screen and clicking Open. In the Activities screen, click Approve or Reject.

Note: This is available only if you select the Use engineering change management check box in the Engineering change section under Manufacturing settings at System/General/Settings. You can also edit, approve, or reject the engineering change at Manufacturing/Entries/Engineering change. For more information on editing and approving the engineering change, see Maintaining Engineering Change.

Explode

Click this to explode a selected subassembly item in the BOM tab. This will list the individual items that make up the subassembly item.

Item

Click this to view the item's information.

BOM

Click this to maintain the BOM for a subassembly item found in the BOM tab. To maintain the BOM for the subassembly item, select the subassembly item and click BOM.

Save

Click this to save the information defined for the BOM.

New

Click this to save the BOM version of the current item selected in Item, and create a new BOM version for the same item.

Close

Click this to exit.

Related document

• Overview of Bill of Materials
• Maintaining Engineering Change