Bill of Materials Maintenance

Use this form to set up the bill of material for a manufactured item. You define bill of material component items, and establish cost and lead time estimates, based on manufacturing the batch quantity of the item.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Item code

Select the inventory item code that the bill of material is being defined for. This code is the parent item of the bill of material.

Description

Enter part (or all) of the description of an inventory item in this field. The default value is the description of the item selected in the Item code field.

Batch size

Enter a batch size, up to four decimal places. This represents the quantity of the parent item being made, using the quantity required of each component. The default value is 1.

Note: When you create a factory order, for each component line if Fixed Cost is not selected, Greentree Desktop calculates the component quantity required based on the ratio of the factory order quantity to the batch size.

If you select the component line Fixed Cost, the component quantity required is equal to the bill of material line quantity, regardless of the batch size.

Create MRP order per batch size

Select this option to create factory orders on the MRP Review form, which takes the batch size into account.

Use this when the net requirements for an item have been accumulated into one planned factory order on the MRP Generation form, but individual factory orders per batch size are required for the manufacturing process.

Is a Phantom

Select this option to not generate a requirement for the parent item. The components are included in determining requirements. Phantoms are added as a component to a higher-level bill of material.

If the component quantities or values for the phantom change, you only need to update them once at the bill of materials phantom level. If you assign a phantom as a component within a bill of material, the component line displays in yellow.

When defining a manufactured item as a phantom:

The item cannot be serial/lot controlled.
The item cannot be superceded.
All on-hand quantities for the item must be zero.
The item must be a non-diminishing item.
The item status must be set to inactive it cannot be available for transactions).
The item cannot be a factory order parent item.

Allow additional materials

Select this option to enable users to add component items that are not defined in the bill.

Bill costing method

Select the bill costing method for this bill of material. This method defines the inventory costing method (last, average or standard) that determines the unit cost of each inventory item component line. When you create a new bill of materials, this is taken from the Manufacturing Module Control form.

Total estimated batch cost

This field displays the total estimated cost to make the batch quantity of the parent item. It is calculated using the quantity and unit cost values entered for each component line.

This field is read only.

Total lead time

This field displays the accumulated total of work centre lead-times assigned using the Route Plan. It represents the total lead-time associated with manufacturing the batch size of the parent item. Lead times are always represented in hours.

This field is read only.

Stocking unit

This field displays the stocking unit of the parent item.

This field is read only.

Modified by

This field displays the user who was logged in when the bill of material was last maintained.

This field is read only.

Last change date

This field displays the date that the bill of material was last changed or edited.

This field is read only.

Notes: Print on factory order

Select this option to print notes on factory orders for this bill of material. You can enter notes specific to the selected bill of material into the text box on this form.

Details: Print line narration on factory order

Select this option to include component line narration on the factory order. Component line narration is taken from the Notes tab on the Inventory Item Maintenance form, but you can change it on each bill of material or factory order.

Route Plan

Click this button to enter a route plan for the bill of material. A route plan indicates which work centres a manufactured item passes through during the manufacturing process. You can enter a lead time (in hours) for each work centre, which indicates how much time the item spends in the work centre before moving on to the next work centre.

Re-calculate cost

Click this button to recalculate the total estimated batch cost for the bill of material. Greentree Desktop recalculates the cost by adding the inventory unit cost x line quantity for each component line.

If the unit cost for a component item has changed since the bill was created, or the re-cost process was last run, the unit cost for each component line updates when this process runs. To re-cost multiple bills at one time, use the Recost Process form.

Details Table

Use this table to add component lines to the bill of material. You can add, edit, or delete lines.

BOM Structure

This area of the form displays a graphical representation of the selected bill, or all bills, if the Load BOM structure for all bills option on the Manufacturing User Preferences form is selected.

The content of each line is formatted as:

Parent (top level) item - (Parent item code) Parent Item Description, Batch Size
Component (lower level) item - (Component item code) Component Description, Component Line Quantity

Click + to view its component detail. Expanded lower level quantities are relative to the batch size of the expanded parent/component. You can double click any item in the structure to display the Inventory Item Maintenance form for the item.

Note: If you select the Load BOM structure for all bills option, click Show to display the graphical representation for all bills. If the Load when form loads option is also selected, the Show option is selected and all bill of materials load in graphical format when the Bill of Materials Maintenance form first loads.