BOM Record View
- Emma Greenwood
- Tom Williams
A Bill of Materials (BOM) is a centralized source of information containing a list of both 'Inventory Items' and 'Cost Items' used in production. BOMs specify a target output quantity and the quantities and scaling method of each of the inputs required to product the target quantity. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2024.01.31 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete |
WARNING: Records cannot be recovered once they are deleted! |
| Help |  Opens the online WIKI help page for the current page. |
| New |
|
Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| BOM Class | A single select lookup to identify the class of the BOM record. This defaults from the Class selected from the New button when the record was created but can be changed prior to the initial save. This is required and is not editable after the initial save. The lookup contains the list of all 'Active' BOM Classes. Transaction Classes are used to differentiate transactions within a Transaction Type. For example, Transaction Classes of Fresh and Frozen can be setup for the Transaction Type of 'Sales Order'. Transaction Classes are used in all functional areas throughout the application. Database Field: ERPx_IMBOM.BOMClassSK |
| BOM ID | A textbox that identifies the unique ID for the BOM record. This can be manually entered on new but if not specified, it will be auto assigned from the 'Doc Prefix' + 'Next Num.' from the BOM Class that was selected when the record was created. This is only editable prior to the initial Save. This must be unique and no duplicates are allowed, else the message "[BOM ID]: BOM ID has already been used." will display on Save. Transaction numbers are system assigned IDs to differentiate unique transactions. Transaction ID's are unique by the unique combination of 'Transaction Type' + 'Transaction Class'. Database Field: ERPx_IMBOM.BOMID |
| BOM Item | Identifies the Item, displayed as Item ID: Item Description. Identifies the BOM Item, displayed as Item ID: Description. This is a text box that is required. It defaults as blank but is required, if missing the message "BOM Item is required." is displayed on Save. It is only editable prior to the initial Save then it is disabled.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMBOM.ItemSK |
| BOM Units | A numeric textbox to identify the target units of a typical Batch of a BOM Item. This defaults to blank and is not required. If entered the value must be > 0 else the message "BOM Units must be blank or greater than 0." will be displayed on save. This is formatted to the # of decimals specified on the BOM Item's 'Unit Decimal Places' in the Item Master. This is only editable for BOM Items with a 'Manage Items By' property value of "Units Only" or "Units and Weight". If a BOM Item is typically produced in batches of 300 cases then this would be set to 300. This quantity is then used to scale each of the 'Inventory Items' and 'Cost Items' if the BOMs scaling UOM is the Units UOM. Database Field: ERPx_IMBOM.Units |
BOM Units UOM (There is no label for this field) | Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This defaults to the Item's default Inventory Unit UOM and is always disabled. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOM.UnitsUOMSK |
| BOM Weight | A numeric textbox to identify the target weight of a typical Batch of a BOM Item. This defaults to blank and is not required. If entered the value must be > 0 else the message "BOM Weight must be blank or greater than 0." will be displayed on save. This is formatted to the # of decimals specified on the BOM Item's 'Weight Decimal Places' in the Item Master. This is only editable for BOM Items with a 'Manage Items By' property value of "Weight Only" or "Units and Weight". If a BOM Item is typically produced in batches of 2,000 lbs then this would be set to 2,000. This quantity is then used to scale each of the 'Inventory Items' and 'Cost Items' if the BOMs scaling UOM is the Weight UOM. Database Field: ERPx_IMBOM.Weight |
BOM Weight UOM (There is no label for this field) | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This defaults to the Item's default Inventory Weight UOM and is always disabled. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOM.WeightUOMSK |
| Fixed Cost | A numeric textbox to specify a fixed cots rate for the BOM Item. This defaults to blank and is not required. If entered, the value must be >=0, else the message "Fixed Cost must be greater than or equal to 0." is displayed on Save. It is editable while the record is in 'Open' Status. BOM Items are typically valued from the sum of the costs of all the 'Inventory Items' and 'Cost Items'. However, in some cases the BOM Item needs to be assigned a standard or fixed cost. This is most commonly used to cost By-Products and/or waste items. This is editable from the record view. Database Field: ERPx_IMBOM.FixedCostRate |
| Scaling UOM | A single select lookup to identify the scaling UOM for the BOM Item. This defaults based on the Item's 'Manage Items By' property on the Item master file as follows:
The selected value must be either the BOM Units UOM or BOM Weight UOM else the message "Scaling UOM must match either BOM Units UOM or BOM Weight UOM." will be displayed on Save. For example, if the BOM Units UOM is 'Case' and the BOM Weight UOM is 'Lbs', the Scaling UOM can only be set to either 'Case' or 'Lbs'. It cannot be set to 'Kg' for example, even if 'Kg' exists on the BOM Item's UOM Schedule. This is editable while the BOM is in a status of Open. The lookup contains a blank value, the current assigned value, and a list of all 'Active' UOM's on the BOM Item's UOM Schedule. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOM.ScalingUOMSK |
| Status | A single select lookup to identify the status of the BOM. This defaults to "Open" for new records, is required, and is always editable, even after the record has been 'Closed'. Status is used to identify where a transaction, Purchase Order, Price List, BOM, or Master File record is in its life cycle. Records start in a Status of 'New' and progress sequentially through additional statuses until they are 'Posted' or 'Closed'. The list of potential Statuses changes depending on the transaction type. The list of potential Statuses for a BOM include:
Database Field: ERPx_IMBOM.StatusSK |
Inventory Items Tab
The Inventory Items tab is where Inventory tracked items, that will be backflushed, are added to the BOM. This tab is always editable when the BOM Status = "Open" but is not editable when the BOM Status = "Closed".
This tab also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. 'Items' attributes are not included in the help documentation.
Toolbar Icons | Description |
|---|---|
| Add Item |  Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item. |
| 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. |
| 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. |
| 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. |
| More Actions |
|
| 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. |
| Remove Items |  Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'. |
| Saved Layouts |  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. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Include in Yield | A Yes/no lookup to identify whether the Item is included in the yield calculation or not. This defaults to 'Yes' and is required. This is editable while the record is in 'Open' status. This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMItem.IncludeInYield |
| Item | Identifies the Item, displayed as Item ID: Item Description. This is a text box that is required to save a line item. It defaults as blank and is not editable once the line item has been saved to the transaction. When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button. This is never editable on BOM with a Status = "Closed". Items represent objects that you sell, produce, and/or purchase that are tracked within the system. They are used on Sales, Inventory, Fisherman Accounting and Purchasing transactions. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_IMBOMItem.ItemSK |
| Ln. | Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. This is an editable text box that defaults to the next available base-10 number. It is required and editable while the record is in 'Open' status. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values. For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30). This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMItem.LineNumber |
| Lot Tracked | Identifies if the line item is Lot Tracked or not. This is a non-editable Yes/No field that is automatically assigned from the Item master file setup. This is never editable from the BOM record. Database Field: ERPx_IMItem.TrackMethodEN |
| Scaling Method | Identifies the method in which the item scales, based on the scheduled or actual produced quantity of the BOM Item. This is a single select lookup that defaults to 'Variable', is required and is always editable. The lookup contains the following options:
This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMItem.ScalingMethodEN |
| Units | A numeric textbox to identify the target units of the Item when used on this BOM. This defaults to blank and is not required. If entered the value must be >= 0 else the message "Units and/or Weight must be greater than or equal to 0." will be displayed on save. This is formatted to the # of decimals specified on the BOM Item's 'Units Decimal Places' in the Item Master. This is only editable for Items with a 'Manage Items By' property value of "Units Only" or "Units and Weight". This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMItem.Units |
| Unit UOM | A single select lookup to assign the Unit UOM for the Item. This defaults from the Item's Inventory Units UOM and is only required and editable for Items with a 'Manage Item By' property value of "Units Only" or "Units and Weight". If editable, the lookup contains all Unit UOMs on the Items UOM Schedule. This is never editable on BOM with a Status = "Closed". Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOMItem.UnitsUOMSK |
| Weight | A numeric textbox to identify the target weight of the Item when used on this BOM. This defaults to blank and is not required. If entered the value must be >= 0 else the message "Units and/or Weight must be greater than or equal to 0." will be displayed on save. This is formatted to the # of decimals specified on the BOM Item's 'Weight Decimal Places' in the Item Master. This is only editable for Items with a 'Manage Items By' property value of "Weight Only" or "Units and Weight". This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMItem.Weight |
| Weight UOM | A single select lookup to assign the Weight UOM for the Item. This defaults from the Item's Inventory Weight UOM and is only required and editable for Items with a 'Manage Item By' property value of "Weight Only" or "Units and Weight". If editable, the lookup contains all Weight UOMs on the Items UOM Schedule. This is never editable on BOM with a Status = "Closed". Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOMItem.WeightUOMSK |
Cost Items Tab
The Cost Items tab is where Cost Items that impact the cost of a produced item are added to the BOM. This tab is always editable when the BOM Status = "Open" but is not editable when the BOM Status = "Closed".
Toolbar Icons | Description |
|---|---|
| Add Item | Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item. |
| 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. |
| 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. |
| 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. |
| More Actions |
|
| 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. |
| Remove items | Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'. |
| Saved Layouts | 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. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Amount | A numeric textbox that displays the calculated extended amount of the Cost item. This is calculated as: [Current Rate] * [Quantity]. This defaults to blank and is updated on Save. This is never editable. This is a calculated field that is not stored in the database. |
| Cost Item | A textbox that identifies the Cost Item displayed as [Cost Item ID]: [Cost Item Description]. This defaults to blank, is required to save a line item and only editable prior to the initial Save. When the 'Add Item' icon is clicked, users may enter all or part of a Cost Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button. Note: The Cost Item lookup displays the UOM for the corresponding item in parentheses since it is possible to have the same Cost Item ID with a different UOM. Database Fields: ERPx_IMCostItem.CostItemID: CostItemDescription, ERPx_IMBOMCostItem.BOMCostItemSK |
| Current Rate | A numeric text box to show the current cost rate of the item based on the current date. On save, this is updated to show to cost rate that is applicable for the item based on the current date. This can only be edited by changing the Item's 'Cost Rate' and 'Effective Date' from the Cost Items List View. Database Field: ERPx_IMCostItem.Rate |
| Ln. | Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. This is an editable text box that defaults to the next available base-10 number. It is required and editable while the record is in 'Open' status. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values. For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30). This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMCostItem.LineNumber |
| Quantity | Identifies the quantity of the line item. This is a numeric textbox that defaults to blank, is required and is editable while the record is in Open Status. The value entered must be >=0 else the message "Cost Item [CostItemID] Quantity must be greater than or equal to 0." will be displayed on Save. This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMCostItem.Quantity |
| Scaling Method | Identifies the method in which the item scales, based on the scheduled or actual produced quantity of the BOM Item. This is a single select lookup that defaults to the Scaling Method setup for the selected Cost Item. It is required and is editable while the record is in the status of 'Open'. The lookup contains the current selected value and the options "Variable" or "By Batch". This is never editable on BOM with a Status = "Closed". Database Field: ERPx_IMBOMCostItem.ScalingMethodEN |
| UOM | A single select lookup to identify the Unit of Measure of the Cost Item. This defaults from the Cost Item selected and is never editable from this record. It can be edited from the Cost Items List View at any time. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOMCostItem.UOMSK |
Sites Tab
The Sites tab is used to specify one or more 'Sites' that are appliable for the BOM Item. If no Sites have been assigned, it is assumed the BOM is applicable for all Sites.
Toolbar Icons | Description |
|---|---|
| Add Each Site | Auto Adds all Sites to the BOM record. This is a data entry tool that is helpful in configuring BOM records that apply to a majority of Sites, but not all. In this instance, it easier to auto add them all and remove the ones you do not need. Clicking this icon adds all 'Active' Sites to the BOM record. |
| Add Item | Adds a blank line in the grid to allow for data entry of a Site. If a valid Site ID is entered, the line will be saved. If not, the 'Site Lookup' window will open allowing users to search for the Site(s). |
| 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. |
| 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. |
| 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. |
| 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. |
| Remove Items | Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'. |
| Saved Layouts | 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. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Site | Identifies which Sites are applicable to the BOM record. This is a single select lookup that displays the [Site ID] - [Site Name] for all 'Active' Sites. If no Sites have been selected there will be one row indicating "All". Database Field: ERPx_IMBOMSite.BOMSiteSK |