Bill of Materials

Maintenance | Proforma | Chart of Account

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
  • 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.