| 1. Adding BOM Line Items & BOM Copy |
Bills of Material may be built up using one of three methods:
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| 1.1. Drag & Drop Procedure | ||||||||||||
1. Procedure for Drag & Dropping The Drag and Drop Operation allows the user to select components in the Summary screen of Inventory Control Management and drag the items into the Integrated Bill of Material & AVL Main screen to add them as line items in the BOM. Use this procedure as an alternative to Manually Adding Line Items to a BOM. Open the Inventory Control Mgt. Summary screen and use Find to display the desired components.
Size the Inventory Control display by placing the cursor on the far right hand side of the display. Wait until it turns into an arrow. Holding the mouse button down, move it to the left until just the following displays:
The following selection screen will appear: Choose Drag and Drop. The following message will appear: Move the cursor to the Inventory window. Highlight the desired component. Use the left mouse button to select an item in the Inventory Control Management screen. Release the left mouse button. RIGHT click on the mouse button and CONTINUING TO HOLD THE RIGHT MOUSE BUTTON DOWN, move the mouse cursor over to the BOM screen. Release the right mouse button. Note: When you drop (release the mouse button), be sure that you have the cursor over the white area,. Drag each component into the BOM in Line Item # sequence. Enter the quantity of the part per assembly when prompted. Select the Work Center. Type in the prefix for the Reference Designator. Type in the Reference Designator Start Number. Depress the Calculate button. The Number and Reference Designator Fields will fill in.  Depress the "OK" button to Save or the "Cancel" button to abandon changes. User may also click on the X button to save the changes and close the screen. Depress the Save button in the BOM screen when finished dragging and dropping. Depress the Item Detail tab in the BOM module. The following screen will appear:
Review the detail. If you want to make any changes, depress the Edit button while this screen is open. Type in your password. You may change Item Number, Work Center, Quantity, Production Offset days, Used in Kit, and may add Effectivity Date and Obsolete Date. Depress the Save button. All the AVL's will default in as approved and require the user to deselect as desired. If no AVL's are approved a popup will appear forcing the user to approve at least one AVL.
When the BOM for the assembly has a customer assigned to it, then ManEx will pull the approved AVL's from the customer side NOT the internal side. For example: Part “XYZ” may have several AVL’s and several different customers linked to it. Each customer may approve different AVL’s. So when the part is linked to a specific customer’s BOM only the AVL’s linked to that customer part will be displayed on the BOM as approved. The AVL screen looks at the accepted AVL’s for that customer on the “consigned” or “Customer” side of each part whether it was added to the BOM as a “BUY”, “MAKE” or “Consigned”. If no customer is assigned to the BOM then the AVL’s will be pulled from the internal side. NOTE: If "GENR" is approved on the BOM MRP will consider any inventory for that part even if the AVL is NOT approved on the BOM. For further detail refer to Article #2560 . If you want to add alternate parts, depress the AVL and Reference Designator tab. Depress the Edit button. Enter your password. Depress the Add button next to the alternate parts section of the screen.
Information regarding the alternate part will display in the bottom section, as displayed below:
Depress the Save button. |
| 1.2. Manual Entry | ||||||||||||||||
Procedure for Manually Adding Line ItemsUse this procedure as an alternative to Drag and Dropping from the Inventory Summary screen. Open the Integrated Bill of Material & AVL BOM Main screen and Find desired Header.
To add a component, click on the Add Record button, enter password.
The item detail screen will appear:
When building a BOM and you enter the source as a “Phantom”, then when entering the part number that is a “Make/Phantom”, the source changes to a Make” part. The reason the source field shows at all is to limit the number of part numbers that are available to choose from. But you can enter any valid part number and the source will change to the source of the part number entered. So, yes, the source of the sub-assemblies will show as a “Make” part, even though they are actually “Make/Phantom” parts. The details of the BOM will also show they are “Make/Phantoms”. We allow nested phantoms, of either the “PHANTOM” or the “Make/Phantom” variety. In kitting, we have the code to blow down through the first level of make/phantoms, so that the parts included in the first sub-assembly level down are listed as kit requirements. We have extended this further so that if there are Make/Phantom parts in the first sub-assembly level, those also break down to the components in the second sub-assembly level. This process extends as long as there are “Make/Phantoms” in the indented BOM. Either enter the item number by typing it directly into the Part Number field or select Part Class and Part Type, as illustrated below:
Select the Part Class. Select the Part Type. Depress the down arrow next to the Part Number box. A list of all of the inventory parts within the selected Class and Type will appear. Type the Part Number into the Red box or highlight and double click to select. If the item is a Consigned Item, enter either the Customer part number OR the Internal Part number, in the respective fields If you added an internal part and if there is a matching Customer part number in the Inventory Customer screen, it will automatically appear as soon as the internal inventory part is selected. Conversely, if you typed in a customer part number, the internal part number information will automatically appear. Enter the Quantity of the item required for each assembly produced. (Note: Extra parts for setup or run losses should be added in the Inventory Control Mgt. Item Master Run Scrap % or Setup Scrap Qty. field, not in the Bill of Material.) Enter the production offset days by toggling on the up and down buttons. If the component is to be pulled in the kit, leave the Y in the Kit box.If not, remove it. Enter the effectivity and obsolete dates, if desired.
Depress the AVL & Reference Designator tab
All the AVL's will default in as approved and require the user to deselect as desired. If no AVL's are approved a popup will appear forcing the user to approve at least one AVL.
When the BOM for the assembly has a customer assigned to it, then ManEx will pull the approved AVL's from the customer side NOT the internal side. For example: Part “XYZ” may have several AVL’s and several different customers linked to it. Each customer may approve different AVL’s. So when the part is linked to a specific customer’s BOM only the AVL’s linked to that customer part will be displayed on the BOM as approved. The AVL screen looks at the accepted AVL’s for that customer on the “consigned” or “Customer” side of each part whether it was added to the BOM as a “BUY”, “MAKE” or “Consigned”. If no customer is assigned to the BOM then the AVL’s will be pulled from the internal side. NOTE: If "GENR" is approved on the BOM MRP will consider any inventory for that part even if the AVL is NOT approved on the BOM. For further detail refer to Article #2560 . Enter the Ref designators manually in the table or enter the prefix letter, Start No and End No and depress the Calculate button to auto-number.
If you want to add alternate parts, depress the AVL and Reference Designator tab. Depress the Add button next to the alternate parts section of the screen.
If you select Consigned Part Number, select a Customer from the pull down list, enter in the Customer Part Number in the Red Box. Information regarding the alternate part will display in the bottom section, as displayed below.
Once user has completed entering all information for line item number, depress the Save button.
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| 1.3. Copy an Existing BOM | ||
Procedure for Copying from an Existing BOM A new assembly may have a BOM applied to it by copying the bill of material from an existing assembly. To simplify changing a Bill of Material, while maintaining the original version of the assembly, users can copy the parts list into a new assembly and make changes as needed.
Depress the Copy button and enter the user’s password will prompt the user for the existing bill of materials from which to copy the components. The user may find the existing assembly from which to copy either by part number or by part class.
MANEX will populate the new assembly with all of the part information from the existing assembly, except for parts belonging to a customer. Those items will have to be added manually. The filled in BOM is displayed below:
Depress the Edit button to add the customer name and any other needed changes, in any of the screens. |
