Download as doc, pdf, or txt
Download as doc, pdf, or txt
You are on page 1of 58

System Process Document

Creating a Bill of Material

Department
Responsibility/Role
File Name 27760369.doc
Revision
Document Generation Date 18/01/2010 09:36:00
Date Modified 1/18/2010 09:36:00 AM
Last Changed by
Status

Creating a Bill of Material


Trigger:

Concept
A bill of material contains information on the parent item, components, attachments, and
descriptive elements. Each standard component on a bill can have multiple reference designators
and substitute components. You can create an engineering, manufacturing, or asset (maintenance)
bill, copy an existing bill, or reference a common bill. When you create a bill, it exists only in the
current organization. To use a bill in another organization, you must either copy it or reference it
as a common one.

As a prerequisite to this topic, you must define the parent item and all components as inventory
items and set the BOM Allowed attribute to Yes and BOM Item Type to model, option class,
planning or standard.

In this topic, you will create a bill of material.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

Last changed on: 1/18/2010 09:36:00 AM Page 1


System Process Document
Creating a Bill of Material

Procedure

Step Action
1. Begin by navigating to the Bills of Material page.

Click the vertical scrollbar.

Page 2 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
2. Click the Manufacturing and Distribution Manager link.

Last changed on: 1/18/2010 09:36:00 AM Page 3


System Process Document
Creating a Bill of Material

Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Bills link.

Page 4 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
5. Use the Organization page to select your organization.

Last changed on: 1/18/2010 09:36:00 AM Page 5


System Process Document
Creating a Bill of Material

Step Action
6. Click the M1 Seattle Manufacturing list item.

Step Action
7. Click the OK button.

or Press [Alt+O].

Page 6 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
8. Use the Bills of Material page to create a bill. You can create an engineering,
manufacturing, or asset bill, copy an existing bill, or reference a common bill.

Last changed on: 1/18/2010 09:36:00 AM Page 7


System Process Document
Creating a Bill of Material

Step Action
9. Click in the Item field.

Step Action
10. Enter the desired information into the Item field. Enter "RT1000".

Page 8 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
11. Click in the Revision field.

Last changed on: 1/18/2010 09:36:00 AM Page 9


System Process Document
Creating a Bill of Material

Step Action
12. Click in the Component field.

Step Action
13. Enter the desired information into the Component field. Enter "CM38060".

Page 10 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
14. Click in the Item Description field.

Last changed on: 1/18/2010 09:36:00 AM Page 11


System Process Document
Creating a Bill of Material

Step Action
15. Click the horizontal scrollbar.

Step Action
16. Click in the Quantity field.

Page 12 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
17. Enter the desired information into the Quantity field. Enter "10".

Last changed on: 1/18/2010 09:36:00 AM Page 13


System Process Document
Creating a Bill of Material

Step Action
18. Click in the Inverse Usage field.

Step Action
19. Click in the Item Seq field.

Page 14 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
20. Click in the Component field.

Last changed on: 1/18/2010 09:36:00 AM Page 15


System Process Document
Creating a Bill of Material

Step Action
21. Enter the desired information into the Component field. Enter "CM08830".

Step Action
22. Click in the Item Description field.

Page 16 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
23. Click the horizontal scrollbar.

Last changed on: 1/18/2010 09:36:00 AM Page 17


System Process Document
Creating a Bill of Material

Step Action
24. Click in the Quantity field.

Step Action
25. Enter the desired information into the Quantity field. Enter "100".

Page 18 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
26. Click in the Inverse Usage field.

Last changed on: 1/18/2010 09:36:00 AM Page 19


System Process Document
Creating a Bill of Material

Step Action
27. Click in the Item Seq field.

Step Action
28. Click in the Component field.

Page 20 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
29. Enter the desired information into the Component field. Enter "CM00043".

Last changed on: 1/18/2010 09:36:00 AM Page 21


System Process Document
Creating a Bill of Material

Step Action
30. Click the horizontal scrollbar.

Step Action
31. Click in the Item Description field.

Page 22 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
32. Click the horizontal scrollbar.

Last changed on: 1/18/2010 09:36:00 AM Page 23


System Process Document
Creating a Bill of Material

Step Action
33. Click in the Quantity field.

Step Action
34. Enter the desired information into the Quantity field. Enter "100".

Page 24 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
35. Click in the Inverse Usage field.

Last changed on: 1/18/2010 09:36:00 AM Page 25


System Process Document
Creating a Bill of Material

Step Action
36. Click in the Item Seq field.

Step Action
37. Click in the Component field.

Page 26 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
38. Enter the desired information into the Component field. Enter "CM67433".

Last changed on: 1/18/2010 09:36:00 AM Page 27


System Process Document
Creating a Bill of Material

Step Action
39. Click the horizontal scrollbar.

Step Action
40. Click in the Item Description field.

Page 28 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
41. Click the horizontal scrollbar.

Last changed on: 1/18/2010 09:36:00 AM Page 29


System Process Document
Creating a Bill of Material

Step Action
42. Click in the Quantity field.

Step Action
43. Enter the desired information into the Quantity field. Enter "100".

Page 30 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
44. Click in the Inverse Usage field.

Last changed on: 1/18/2010 09:36:00 AM Page 31


System Process Document
Creating a Bill of Material

Step Action
45. Click the horizontal scrollbar.

Step Action
46. Click the Date Effectivity tab.

Page 32 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
47. Click in the To field.

Last changed on: 1/18/2010 09:36:00 AM Page 33


System Process Document
Creating a Bill of Material

Step Action
48. Enter the desired information into the To field. Enter "05-NOV-2009 00:00:00".

Step Action
49. Click in the To field.

Page 34 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
50. Enter the desired information into the To field. Enter "05-NOV-2009 00:00:00".

Last changed on: 1/18/2010 09:36:00 AM Page 35


System Process Document
Creating a Bill of Material

Step Action
51. Click in the To field.

Step Action
52. Enter the desired information into the To field. Enter "05-NOV-2009 00:00:00".

Page 36 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
53. Click in the To field.

Last changed on: 1/18/2010 09:36:00 AM Page 37


System Process Document
Creating a Bill of Material

Step Action
54. Enter the desired information into the To field. Enter "05-NOV-2009 00:00:00".

Step Action
55. You can use the ECO tab to enable the Implemented check box to indicate
whether the component is implemented.

• Unchecked: Component is on a pending Engineering Change Order (ECO).


• Checked: Component is on an implemented ECO or was added directly to the bill.

If the component is part of a pending or implemented ECO, the ECO field displays
this ECO.

Page 38 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
56. Click the Component Details tab.

Last changed on: 1/18/2010 09:36:00 AM Page 39


System Process Document
Creating a Bill of Material

Step Action
57. Use the Components Details tab to enter the planning percent, the yield, and the
Enforce Integer Requirement.

You can also indicate whether the component should be included in cost rollups. If
enabled, the material cost of this component, but not the routing cost, is included in
the cost of the parent item.

Step Action
58. Use the Material Control tab to enter the supply type.

Click the Material Control tab.

Page 40 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
59. Click in the Subinventory field.

Last changed on: 1/18/2010 09:36:00 AM Page 41


System Process Document
Creating a Bill of Material

Step Action
60. Enter the desired information into the Subinventory field. Enter "Stores".

Step Action
61. Click in the Subinventory field.

Page 42 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
62. Enter the desired information into the Subinventory field. Enter "Stores".

Last changed on: 1/18/2010 09:36:00 AM Page 43


System Process Document
Creating a Bill of Material

Step Action
63. Click in the Subinventory field.

Step Action
64. Enter the desired information into the Subinventory field. Enter "Stores".

Page 44 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
65. Click in the Subinventory field.

Last changed on: 1/18/2010 09:36:00 AM Page 45


System Process Document
Creating a Bill of Material

Step Action
66. Enter the desired information into the Subinventory field. Enter "Stores".

Step Action
67. Use the Order Management tab to enter the minimum and maximum sales order
quantities.

Click the Order Management tab.

Page 46 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
68. Click in the Minimum field.

Last changed on: 1/18/2010 09:36:00 AM Page 47


System Process Document
Creating a Bill of Material

Step Action
69. Enter the desired information into the Minimum field. Enter "1".

Step Action
70. Click in the Maximum field.

Page 48 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
71. Click the Check ATP option.

Last changed on: 1/18/2010 09:36:00 AM Page 49


System Process Document
Creating a Bill of Material

Step Action
72. Click in the Minimum field.

Step Action
73. Enter the desired information into the Minimum field. Enter "1".

Page 50 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
74. Click in the Maximum field.

Last changed on: 1/18/2010 09:36:00 AM Page 51


System Process Document
Creating a Bill of Material

Step Action
75. Click the horizontal scrollbar.

Step Action
76. Use the Check ATP check box to indicate whether the component is Available to
Promise.

Click the Check ATP option.

Page 52 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
77. Click in the Minimum field.

Last changed on: 1/18/2010 09:36:00 AM Page 53


System Process Document
Creating a Bill of Material

Step Action
78. Enter the desired information into the Minimum field. Enter "10".

Step Action
79. Click in the Maximum field.

Page 54 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
80. Click the horizontal scrollbar.

Last changed on: 1/18/2010 09:36:00 AM Page 55


System Process Document
Creating a Bill of Material

Step Action
81. Click in the Minimum field.

Step Action
82. Enter the desired information into the Minimum field. Enter "10".

Page 56 Last changed on: 1/18/2010 09:36:00 AM


System Process Document
Creating a Bill of Material

Step Action
83. Click in the Maximum field.

Last changed on: 1/18/2010 09:36:00 AM Page 57


System Process Document
Creating a Bill of Material

Step Action
84. Click the Save button.

Step Action
85. You have completed the Creating a Bill of Material procedure.
End of Procedure.

Page 58 Last changed on: 1/18/2010 09:36:00 AM

You might also like