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Difference between revisions of "Bill of Materials"
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| − | [[Maintenance]] <span style="color: rgb(51, 51, 51)">|</span> [[ | + | [[Maintenance]] <span style="color: rgb(51, 51, 51)">|</span> [[Item Master]] | [[Unit of Measure]] |
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==Bill of Materials== | ==Bill of Materials== | ||
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*#[[Item Master]] | *#[[Item Master]] | ||
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#Go to Maintenance then click <span>[[Bill of Materials]]</span> | #Go to Maintenance then click <span>[[Bill of Materials]]</span> | ||
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| − | ===== | + | =====Editing Bill of Materials===== |
#Go to Maintenance then click <span class="ve-pasteProtect">[[Bill of Materials]]</span> | #Go to Maintenance then click <span class="ve-pasteProtect">[[Bill of Materials]]</span> | ||
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| − | ===== | + | =====Bill of Materials Record Options===== |
{| 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: "Open Sans", 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;" | {| 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: "Open Sans", 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;" | ||
|+ 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 | |+ 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 | ||
Revision as of 14:59, 20 December 2021
Contents
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
Adding Bill of Materials
- Go to Maintenance then click Bill of Materials
- Click Add New BOM Button
- 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
- Go to Maintenance then click Bill of Materials
- Select a Bill of materials record that needs to update its details. Click the drop-down arrow then click Edit.
- 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
| 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
- This can be seen under Item Master 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.
- Click the Yes in the confirmation to proceed on the action taken.
| Modules | |
|---|---|
| Maintenance | Maintenance | Item Master | Unit of Measure |
| Sales | Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice |