Discussion

Difference between revisions of "Bill of Materials"

(Module hold need to consult with Cha other functions of the module)
 
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'''Bill of Materials'''
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<div style="text-align: center;">
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[[Maintenance]] <span style="color: rgb(51, 51, 51)">|</span> [[Proforma]] <span style="color: rgb(51, 51, 51)">|</span> [[Chart of Account]]<br />
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</div>
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==Bill of Materials==
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Bill of Materials maintenance allows the user to add Items that compose a Bundled Item.
  
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This maintenance screen allows users to add and configure Bill of Materials on items to be used in transaction
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Note:
  
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'''Adding BIll of Materials'''
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[[Item Master]] should be set up in order to create a Bill of Material record and there should be an Item record that is considered a Bundle in order to proceed.
  
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'''Editing Bill of Materials'''
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=====<span class="mw-headline" id="Requirements_before_using_Exchange_Rate" style="box-sizing: inherit;">Requirements before using Bill of Materials</span>=====
  
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'''Bill of Materials Record Options'''
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*The user should setup the following [[Maintenance]] Module in order to proceed on using the Exchange Rate
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*#[[Item Master]]
  
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'''Bill of Materials View Record'''
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====='''Adding Bill of Materials'''=====
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#Go to Maintenance then click <span>[[Bill of Materials]]</span>
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#Click '''Add New BOM''' Button
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#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
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{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Field
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Description
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Expected Values
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|- style="box-sizing: inherit;"
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| style="" |1.Bundle Item Code
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| style="" |•Reference Code of the Bundle Item
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| style="" |•Item Code of an Item that is classified as bundle under [[Item Master]] Maintenance Module
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|- style="box-sizing: inherit;"
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| style="" |2.Transaction Type
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| style="" |•Transaction Type for the Proforma
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| style="" |•Alphanumeric(Auto-Generated)
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|- style="box-sizing: inherit;"
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| style="" |3.Proforma Description
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| style="" |•Description of the Proforma
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| style="" |•Item List provided on [[Item Master]] Maintenance Module
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|- style="box-sizing: inherit;"
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| style="" |4.Account Code
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| style="" |•Account Code to be use on Proforma
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| style="" |•Item List provided on [[Item Master]] Maintenance Module
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|- style="box-sizing: inherit;"
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| style="" |5.Entry Type
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| style="" |•Entry Type of the Account Code
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| style="" |•Alphanumeric(Auto-Generated)
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|-
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|6.Quantity
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|•Quantity of Items to be assigned in the bundle
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|•Numeric
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|-
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|7.Unit of Measure
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|•Unit of Measure of an Item
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|•[[Unit of Measure]] assigned on the specific item(Auto-Generated)
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|}
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 +
====='''Editing Bill of Materials'''=====
 +
 
 +
#Go to Maintenance then click <span class="ve-pasteProtect">[[Bill of Materials]]</span>
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#Select a Bill of materials record that needs to update its details. Click the drop-down arrow then click Edit.
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#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
 +
 
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;}"
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Field
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Description
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Expected Values
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|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |1.Bundle Item Code
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Reference Code of the Bundle Item
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Item Code of an Item that is classified as bundle under [[Item Master]] Maintenance Module
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|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |2.Transaction Type
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Transaction Type for the Proforma
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Alphanumeric(Auto-Generated)
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|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |3.Proforma Description
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Description of the Proforma
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Item List provided on [[Item Master]] Maintenance Module
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|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |4.Account Code
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Account Code to be use on Proforma
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Item List provided on [[Item master|Item Master]] Maintenance Module
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|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |5.Entry Type
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Entry Type of the Account Code
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |•Alphanumeric(Auto-Generated)
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|-
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|6.Quantity
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|•Quantity of Items to be assigned in the bundle
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|•Numeric
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|-
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|7.Unit of Measure
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|•Unit of Measure of an Item
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|•[https://docs.oojeema.com/Unit%20of%20Measure Unit of Measure] assigned on the specific item(Auto-Generated)
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|}
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<br />
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====='''Bill of Materials Record Options'''=====
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{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Bill of Materials Record Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |View
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
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|- style="box-sizing: inherit;"
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| style="" |'''ACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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|- style="box-sizing: inherit;"
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| style="" |'''INACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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|}
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Notes:
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*The user may edit the record under view record.
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*The item should be active in order to use it in transactions and other maintenance module
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**This can be seen under [[Item Master]] Maintenance Module
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*Activating/Deactivating and Deleting of Records can be done in two ways.
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**For single records, the user may use the drop down arrow then the action that need to perform.
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**For multiple records, the user may tick the records then click the action button that need to perform
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***Click the Yes in the confirmation to proceed on the action taken.<br />
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{| class="wikitable" style="margin: auto;"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Unit of Measure]]
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|-
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|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|}

Revision as of 14:58, 20 December 2021

Bill of Materials

Bill of Materials maintenance allows the user to add Items that compose a Bundled Item.

Note:

Item Master should be set up in order to create a Bill of Material record and there should be an Item record that is considered a Bundle in order to proceed.

Requirements before using Bill of Materials
  • The user should setup the following Maintenance Module in order to proceed on using the Exchange Rate
    1. Item Master
Adding Bill of Materials
  1. Go to Maintenance then click Bill of Materials
  2. Click Add New BOM Button
  3. Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.
Field Description Expected Values
1.Bundle Item Code •Reference Code of the Bundle Item •Item Code of an Item that is classified as bundle under Item Master Maintenance Module
2.Transaction Type •Transaction Type for the Proforma •Alphanumeric(Auto-Generated)
3.Proforma Description •Description of the Proforma •Item List provided on Item Master Maintenance Module
4.Account Code •Account Code to be use on Proforma •Item List provided on Item Master Maintenance Module
5.Entry Type •Entry Type of the Account Code •Alphanumeric(Auto-Generated)
6.Quantity •Quantity of Items to be assigned in the bundle •Numeric
7.Unit of Measure •Unit of Measure of an Item •Unit of Measure assigned on the specific item(Auto-Generated)
Editing Bill of Materials
  1. Go to Maintenance then click Bill of Materials
  2. Select a Bill of materials record that needs to update its details. Click the drop-down arrow then click Edit.
  3. Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.
Field Description Expected Values
1.Bundle Item Code •Reference Code of the Bundle Item •Item Code of an Item that is classified as bundle under Item Master Maintenance Module
2.Transaction Type •Transaction Type for the Proforma •Alphanumeric(Auto-Generated)
3.Proforma Description •Description of the Proforma •Item List provided on Item Master Maintenance Module
4.Account Code •Account Code to be use on Proforma •Item List provided on Item Master Maintenance Module
5.Entry Type •Entry Type of the Account Code •Alphanumeric(Auto-Generated)
6.Quantity •Quantity of Items to be assigned in the bundle •Numeric
7.Unit of Measure •Unit of Measure of an Item •Unit of Measure assigned on the specific item(Auto-Generated)


Bill of Materials Record Options
Actions Available base on Bill of Materials Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑ ☑

Notes:

  • The user may edit the record under view record.
  • The item should be active in order to use it in transactions and other maintenance module
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.
Categories:
Modules
Maintenance Maintenance | Item Master | Unit of Measure
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Retrieved from "https://docs.oojeema.com/index.php?title=Bill_of_Materials&oldid=5256"