BOM Class List View

BOM Classes are used to group and identify different types of BOMs (Bills of Material) together for reporting and data selection purposes. BOM Classes can be separate by product line, process, or anything else desired. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2023.11.30 and newer

Page Header

Toolbar IconsDescription
Column Filter Show/Hide Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Delete Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted! 

Excel Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. 
Favorites Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Group By Show/Hide Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. 
HelpOpens the online WIKI help page for the current page. 

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New Inserts blank lines that allow adding multiple new records.
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Save Saves all changes made on the page.
Saved Layout Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).  Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected.  

Please note that existing saved grid layouts will display the Filter Row as hidden by default.

CheckboxUsed to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
BOM Class ID

Identifies the unique identifier of the BOM Class record.  This is an editable text box that is required, if missing the message "BOM Class ID is required." will be displayed on Save. This defaults to blank for new records and must be unique. If not, the message "Duplicate BOM Class values are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. 

Database Field: ERPx_IMBOMClass.ClassID

Doc Prefix

Identifies the prefix that will combine with the 'Next Num.' field to create the BOM IDs for BOMs belonging to the BOM Class This is required, if missing the message "Doc Prefix is required." will be displayed on Save.  This field defaults to blank and must be unique by Company. It is always editable. 

Database Field: ERPx_IMBOMClass.DocPrefix


Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. It defaults to 'No' and is always editable.  Note: "No" values display as blank. 

Database Field: ERPx_IMBOMClass.IsInactive

Next Num.

Identifies the numerical suffix that will be appended to the 'Doc. Prefix' to create unique BOM IDs for BOMs belonging to the BOM Class. This is a counter that increases by 1 every time a new BOM is created for the BOM Class. This defaults to 1000, is required, and must be >=0. If missing the message "Next Num. is required." will be displayed on Save. If negative, the message "Next Num. must be greater or equal to 0." will be displayed on save. If the value entered is not a whole number, the change will not be made.  This field is always editable.

Database Field: ERPx_IMBOMClass.NextDocNumber

Related Topics

 Page Definitions

Page Definitions

 Technical Details

Technical Details