table of contents - jason industrialjason2.jasonindustrial.com/docs/bill_of_material.pdf · 2015....

BILL OF MATERIAL

Table of Contents

BILL OF MATERIAL ....................................................................................................... 1

BILL OF MATERIAL- INTRODUCTION AND OVERVIEW ................................................................ 3 BOMM- .................BILL OF MATERIAL MAINTENANCE .................................................................... 5 BMWU- .................BILL OF MATERIAL WHERE USED INQUIRY ................................................... 10 BMPL- ...................BILL OF MATERIAL PICK LIST ........................................................................... 11 BMEX- ..................BILL OF MATERIAL EXPLOSION ENTRY .......................................................... 14 BMEXR- ................BILL OF MATERIAL EXPLOSION ENTRY REGISTER ...................................... 18 BMCL-...................MATERIAL COST LIST-SINGLE LEVEL ............................................................. 19 BMICL- ..................BILL OF MATERIAL INDENTED COST LIST ...................................................... 20 BMCRU- ................BILL OF MATERIAL COST ROLLUP/UPDATE ................................................... 21 BMINQ- .................BOM AVAILABILITY INQUIRY............................................................................. 22 BMHR- ..................BILL OF MATERIAL HISTORY REPORT ............................................................ 23

Next Generation® Bill of Material

Release NGS-6.40 BOM- 2

Proprietary Notice

This manual contains information which is proprietary to Munics Information Systems, Inc. and all rights are reserved. No part of this manual or its contents may be used or reproduced by any means without the express written permission of Munics Information Systems, Inc. Disclaimer of Warranty The material contained herein is subject to change without notice. Munics Information Systems, Inc. makes no warranty, express, implied or by description, regarding the information set forth herein. Munics Information Systems, Inc. does not guarantee, warrant or make any representation regarding the use of, or the results of the use of, the programs in terms of correctness, accuracy, reliability, currency or otherwise, and the purchaser relies on the programs and the results solely at his/her own risk. NEXT GENERATION® is a registered trademark of Munics Information Systems, Inc. Copyright 1987-2006 Munics Information Systems, Inc.



BILL OF MATERIAL- INTRODUCTION AND OVERVIEW Introduction The Bill of Material module is designed to allow the user the ability to create finished and semi-finished goods inventory from lower level components and sub-assemblies. This module is fully integrated to the General Ledger and Inventory control modules of Next Generation software. The Bill of Material module has the capability to set up to 99 Bill Of Material levels, providing users with tremendous multi-level assembly flexibility. When creating new Bill of Material records using the Bill of Material Maintenance (BOMM) program, a duplicate function may be used thus saving the user time. The Explosion entry and Explosion entry register reduces the on hand of the components when building similar types of Bills and optionally puts the finished good into stock. Bill of Material versus Kits Unlike the Kit module, the BOM module does not integrate with the Order Entry program. BOM is used when the customer is building finished or semi-finished goods to stock inventory, as opposed to building finished goods to an order with the Kit module. The inventory on a BOM item is kept on a finished goods and components level, with Kits the inventory is not kept on finished goods, just the component level. BOM material allows multi-level BOM items. General Operation The general theory of operation for this set of programs is as follows: Bill of Materials are entered through the program BOMM by creating a Bill of Materials header record and assigning detail item components and their quantities to that Bill of Material header. The Bill of Material Header and all the item components must be a set up in the Item Master File before creating these header and detail records (i.e. must be a valid items). Once the Bill of Material has been entered, Pick Lists can be created through the BMPL program and given to the workers for picking and assembling the finished good product. When the finished good product is completed, programs are available to recalculate costs and roll up the cost to the finished product thru the program BMCRU. Once the job has been completed, the user can update the inventory tables increasing the quantity for the finished good product and decreasing the quantity for the item components by executing the BMEX program (acf option bm006, controls whether or not to increase inventory quantities in the BOM header field when exploding the bill of materials. If you don’t increase it automatically, you must use the inventory adjustments program ITE to adjust the inventory). Various reports and inquiries are available. The functions of the individual programs follow. BOMM The Bill of Material Maintenance program enables the user to ADD and UPDATE bills of

materials. The user is required to build item masters for all BOM's and components prior to maintaining BOM records. Each component record contains information such as component quantity, effective dates for components, a (usage code) to distinguish inventory items from phantom items, and control flags (pick ctrl cd) which regulate the components for picking and explosion purposes. The key to the BOM file is the BOM ID and its revision level. The BOM file offers several optional fields when building the component line items. Please note that with Revision Level capability you can maintain more than one copy of the same BOM.

BMWU The Bill of Material Where Used Inquiry enables the user to locate where a component item

is used in the BOM structure. The “where used” function allows the user to query and create reports on both single and multi-level bills of material records. The user may query on the



screen or view output to the printer or hold file. The user can also make selections on current revision level or all revision levels for a bill of material.

BMPL The Bill of Material Pick List report enables the user to enter BOM data for several BOM's

and produce a pick list worksheet showing what is required to pick an order to produce the quantity specified of the BOM's. There are a variety of output reports geared to the picking and assembling of the component items. The program can print a Pick List for a single assembly or it can print a summarized version for a batch of assemblies.

BMEX The Bill of Material Explosion Entry Program allows the user to explode the components of

a bill of material. User may explode BOM's and process one at a time or enter several BOM's and perform several explosions in one control. When the Bill of Material explosion program is run, the system will reduce the component on-hand inventory and increase the finished goods on-hand inventory automatically. The explosion program allows users to pull component inventory from multiple branches. The explosion program also allows users to change the cost on the finished product at the time the finished-goods item is added in inventory. The Bill of Material Explosion Entry Register program will update your General Ledger accounts reflecting the proper asset account changes. (acf option bm006, controls whether or not to increase inventory quantities in the BOM header field when exploding the bill of materials. If you don’t increase it automatically, you must use the inventory adjustments program ITE to adjust the inventory).

BMEXR The Bill of Material Explosion Entry Register enables the user to output an audit register of

all entries made through the BMEX program. BMCL The Bill of Material Cost List - Single Level enables the user to output a cost listing of the

components of a bill of material. BMICL The Bill of Material Indented Cost List allows the user to output an indented multi-level cost

listing. BMCRU The Bill of Material Cost Rollup/Update program offers several techniques for recalculating

costs for bills of material. The user may enter new cost data and recalculate BOM costs based on this new cost data without affecting the current item costs. At some point, the user has the option to rollover the new component and BOM costs into the item cost master.

BMINQ The BOM Availability Inquiry program allows the user to review BOM component availability

with an indication of how many BOM’s can be produced at a given point in time. The Inquiry program provides the ability to check available component inventory against a requested explosion quantity in order to calculate how many finished-goods items can be made based on current inventory level.

BMHR The Bill of Material History Report program provides the user with the ability to produce a

report on Bill of Material explosion data history. The user has the ability to select by either Bill of Material header or component criteria. The report may be viewed on screen, sent to a hold file, or sent directly to the printer.



BOMM- BILL OF MATERIAL MAINTENANCE Introduction The Bill of Material Maintenance program enables the user to ADD and UPDATE bills of materials. The user is required to build item masters for all BOM's and components prior to maintaining BOM records. The key to the BOM file is the BOM ID and its revision level. The BOM file offers several optional fields when building the component line items. There are a list of options available from the main menu, these include Add, Update, View, Query, Duplicate, Calculate Low Level, Where Used Regenerate, Set Default, Help, Run and Exit Program. The Calc. Low Level button allows the user to recalculate the item master low level code (IM field 93). The Where_used_Regen. button allows the user to rebuild the Where Used file. Procedure From the main menu enter the "BOMM" program.

The following fields may be entered when in ADD mode: BOM Header Data Field Definitions BOM ID

Enter the BOM ID assigned to this record. Please note that prior to creating a bill of material, the ITEM ID must be contained in the Item Master File.

BOM REV LVL

Enter the Bill of Material revision level. The user may optionally assign revisions levels to BOM's.

DESC

The primary description of the BOM from the item file. User may search on this field.

DESC 2

The secondary description of the BOM from the item file. User may search on this field.

XREF A cross reference to access this BOM ID from the item file. U/M

The primary stocking unit of measure for this BOM.



ENG. CHANGES

Enter Y or N to indicate if there are any engineering changes permitted against this BOM.

COMMENTS

Indicate if comments are to be made. If Y is indicated, insert comment lines of description that are related directly to this BOM header record.

LAST REV DATE

The date of last revision for this BOM.

LAST TRAN DATE

The date of last transaction.

DATE CREATED

The date BOM was created.

BATCH SIZE Enter the batch size for the BOM If a record has been revised, upon exiting: PROMPT: "Do you want to update Item Master Low Level Code (Y/N)?” The "Itemplan" file stores the current active revision level for a BOM record. This field can be set to the BOM revision just established. Enter Y to update or N to continue. If the user selects the Comments button from the main menu the following screen will appear.

After the user has selected the Comments screen they have various options available from the main menu. Then Select the Add button to enter new comments, Update button to amend existing comments, View button to view options. To remove existing comments use the Remove All button. The user may also transfer Standard Comments from the SCOM program into Comments. Use the help button for on-line help, Run button to run another program and Exit Comments to return to the previous screen. After the user has selected the Update button and entered a BOM ID and pressed return, they have a Detail button on the main menu.



If Detail is selected from the main menu the following screen will be displayed.

On the Main Menu you have several options available: The Add button allows the user to Add new components, the Update button allows the user to amend a Detail. Using the Insert button allows the user to insert a line number for a component. The user may Remove a detail by selecting the Remove button. The user may use the query/view (shown on page 20) buttons to check a detail. The Re_Number button allows the user to re-number a line that you may have deleted and the Set Default button allows the user to use the Default mode where certain fields have been already populated/maintained by the user. Use Help button for on-line help, Run button to run another program and Exit button to exit the program. On the next page is a brief description of the fields associated with the BOM Detail Maintenance. The fields associated with BOM Detail Maintenance. COMPONENT

Enter component ID to be selected for this BOM Detail.

DESC

Enter primary description of component to select on.

DESC 2

Enter secondary description of component to select on.

U/M

The component unit of measurement will display.

QTY REQD

Enter quantity required for this component.

USAGE CODE

Enter usage code.

Enter 1 for normal component assembly. Enter 2 for phantom assembly. Enter 3 for future use.

PICK CTRL CD Enter pick control code. This code controls information on how this BOM detail



should be handled in the picking function and in the BOM explosion function. Valid entries are: 1 - normal item for picking and explosion (default) 2 - print item for picking, explode as zero qty. 3 - gather to pick list, do not print on pick list, explode as zero. 4 - print qty. on pick list, but prompt for qty. to be exploded in

BMEX.

FLOOR STK CD

Enter floor stock code. This code controls information on how this BOM detail should be printed in the picking function. Valid entries are: 1 - normal stock item 2 - floor stock item 3 - return to stock item

EFF. FROM

Enter effective from date.

EFF. THRU

Enter effective thru date.

COMMENTS

Indicate if comments are to be made. If Y is indicated, insert comment lines of description that are related directly to this component. For a detailed explanation of how to use the ‘Comments' field, please refer to the General Information Section of this manual.

ECL REF

Enter engineering change level reference information.

ROUTE SEQ

Enter route sequence.

REV DATE

The last revision date.

The VIEW option will display the following screen from the Details screen.



This VIEW option is displayed when the user selects the View button from the initial (1st) screen that was displayed when they entered the BOMM program.

From the BOM Header Maintenance screen, the WHERE_USED_ REGEN option allows user to regenerate the entire where used file:



BMWU- BILL OF MATERIAL WHERE USED INQUIRY Introduction The Bill of Material Where Used Inquiry enables the user to locate where a component item is used in the BOM file. The user may query on the screen or view output to the printer or hold file. The user can make selections on current revision level or all revision levels for a bill of material. From the main menu use the Query button and enter the Component ID or leave blank and hit return. Then you can use the next/previous button to find the component you want and press the Accept button. Use the Change button if the user wants to change the number of levels, the date and press return and you can see the component Where Used. Procedure From the main menu enter the "BMWU" program.

Select VIEW to enter the search criteria:



BMPL- BILL OF MATERIAL PICK LIST Introduction The Bill of Material Pick List report enables the user to enter BOM data for several BOM's and produce a pick list worksheet showing what is required to pick an order to produce the quantity specified of the BOM's. There are a variety of output reports geared to the picking and assembling of the component items. The program can print a Pick List for a single assembly or it can print a summarized version for a batch of assemblies. Procedure From the main menu enter the "BMPL" program.

The following fields may be entered when in ADD mode: Field Definitions BOM ID

Enter a valid bill of material.

BOM REV

Enter the bill of material revision level.

BATCH SIZE Enter batch size. DESC 1

The primary description of the item.

DESC 2

The secondary description of the item.

XREF A cross reference to this BOM ID.

CURRENT ITEM MASTER REV. LVL.

Enter the current item master revision level



BATCH QTY.

Enter batch qty.

CONTROL NO.

The control number assigned to this batch

BOM QTY.

Enter the required bill of material quantity.

REFERENCE NO.

Enter an optional reference number.

SALES ORDER

Enter an optional sales order number.

JOB NO.

Enter an optional job number.

BRANCH ID

Enter a valid Branch ID.

DATE REQD.

Enter the date required for this bill of material.

CUSTOMER ID Enter an optional valid customer ID.

COMMENTS

If a Y is indicated, insert comment lines of description that are related directly to this BOM ID. For a detailed explanation of how to use the 'Comments' field, please refer to the General Information Section of this manual.

Select the VIEW_PICK_ LIST option to display information on particular records:

When this option is chosen, define which record(s) are to be selected for view. Enter the appropriate data by which to search the file and then click on the “OK” button to allow the program to search the file for any



record(s) meeting the entered search criteria. After selecting the appropriate record(s), the user will have an option to view the records on the screen, printer, or hold file. Upon exiting program the window will open:



BMEX- BILL OF MATERIAL EXPLOSION ENTRY Introduction The Bill of Material Explosion Entry Program allows the user to explode the components of a bill of material. User may explode BOM's and process one at a time or enter several BOM's and perform several explosions in one control. This process will reduce the on hand inventory of the components and will increase the on hand inventory of the header item, if requested. From the main menu select the ADD button. Then enter the BOM ID and press enter. Enter a valid division and department. See below for a description of other fields that may be entered. You may also Remove, Query, View, Recover Control, use Help, Run and Exit and Process from the main menu. The Recover Control button is used when the explosion does not fully complete. For example, suppose 10 Bills where to explode and only 6 were completed before a power failure occurred. By using the Recover button, the program will go back to and finish the explosion entry. Procedure From the main menu enter the "BMEX" program.

The following fields may be entered when the ADD button is selected: BOM ID Enter a bill of material ID. DESC The primary description of the item. DESC 2 The secondary description of the item. XREF A cross reference to this BOM ID. CURRENT ITEM MASTER REV LVL

Enter the current item master rev. lvl.

BATCH SIZE Enter the BOM batch size. DIVISION Enter a valid division ID. DEPARTMENT Enter a valid department ID.



The following fields may also be used: TRANS TYPE Enter the Transaction Type for this Explosion.

'BP' - Bill of Material PULL - reduce on-hand balances by the extended line quantity. No affect to committed balances. 'RP' - Bill of Material REVERSE PULL - increase on-hand balances by the extended line quantity. No affect to committed balances. 'QT' - Bill of Material QUOTE - No affect to inventory balances. Use this transaction to QUOTE the cost of a Bill of Material. It will process the Bill as if a normal Explosion was used, except that inventory will not be updated in any files.

TRANS DATE TRANS DATE Enter the transaction date for this explosion. BRANCH ID BRANCH ID Enter a valid Branch ID. EXPLOSION QTY EXPLOSION QTY Enter the explosion quantity. EFFECTIVITY DATE EFFECTIVITY DATE Enter the component effectivity date. EXPLOSION TYPE EXPLOSION TYPE Enter a valid explosion type code:

1 - Explode all lines of the bill per the extended quantity. 2 - Actual quantities differ from extended quantities. User will be able to post these exceptions.

BATCH QTY Enter the bill of material batch qty. RECEIVE BOM HEADER

Enter a “Y” or “N” to indicate whether the inventory for the BOM header level item should be updated.

JOB NUMBER Enter the job number. This is a user defined field. REFERENCE NUMBER

Enter the reference number. This is a user defined field.

AUTHORITY Enter authorization information. This is a user defined field. SALES ORDER NO. Enter a customer order number. CUSTOMER ID Enter a valid customer ID. MEMO 1,2, INFO Enter numeric data here. These are user defined field. MEMO 3,4 INFO Enter up to 12 characters here. These are user defined field.



For explosion type 2 the Following window will open, which will allow the user to Change the branch id’s on the component items.

Upon exiting the Following window will open:

This option allows the user to modify the BOM Header Item costs. The option can be used to add in additional costs, such as material, labor, overhead and outside costs. The option can also be used when a component item is either added or removed from the BOM. The roll-up cost will only be applied to the current BOM header item that is being processed. There is no effect to the costs in either the Item Master or Branch Item Master.



This window will open when Exiting from the COST screen.

This window will open if the first Option is selected from the Explosion Exception Input option screen.



BMEXR- BILL OF MATERIAL EXPLOSION ENTRY REGISTER Introduction The Bill of Material Explosion Entry Register enables the user to output an audit register of all entries made through the BMEX program. Select the Sort By option you wish to use and enter the BOM ID. Then enter the relevant fields in the selection criteria. You may cancel, seek help or run another program by selecting the buttons from the main menu. Procedure

From the main menu enter the "BMEXR" program.



BMCL- MATERIAL COST LIST-SINGLE LEVEL Introduction The Bill of Material Cost List - Single Level enables the user to output a cost listing of the components of a bill of material. From the main menu enter the BMCL program. Then select the options you wish to use and select the OK button from the main menu. To cancel use the Cancel button and for on-line help use the help button. You may also run another program by using the Run button. You then have the option to select what costs you want to show, any comments and output method. Procedure From the main menu, enter the "BMCL" program

Make selections and click the OK button from the main menu to access this screen.



BMICL- BILL OF MATERIAL INDENTED COST LIST Introduction The Bill of Material Indented Cost List allows the user to output an indented multi-level cost listing. Enter the options you wish to use and press the OK button from the main menu. Then you enter the cost option, comments and output selection. Procedure From the main menu, enter the “BMICL” program.

When all selections are made the next screen will appear:



BMCRU- BILL OF MATERIAL COST ROLLUP/UPDATE Introduction The Bill of Material Cost Rollup/Update program offers several techniques for recalculating costs for bills of material. The user may enter new cost data and recalculate BOM costs based on this new cost data without affecting the current item costs. At some point, the user has the option to rollover the new component and BOM costs into the item cost master. Enter the BMCRU program and select from the various options. Hit OK button to proceed, Cancel to exit program, help button for on-line help and Run button to access another program. You then must enter your rollover, cost, control number, branch options and output selections. Procedure From the main menu enter the “BMCRU” program.

Make selections and press the OK button from the main menu to access this screen.



BMINQ- BOM AVAILABILITY INQUIRY Introduction The BOM Availability Inquiry program allows the user to review BOM component availability with an indication of how many BOM can be produced at a given point in time. Using the Query function from the main menu, enter the BOM ID and hit return or leave blank and hit return to list all of them. You may scroll using the next/previous buttons and accept to select the one you want. Then enter the branch id and hit OK or Return key. You may also cancel out, run another program or seek help using the buttons on the main menu. Procedure From the main Menu enter the “BMINQ” program.

Select Query to determine component availability for a BOM. After the Branch Code and the Order Quantity are entered, the system will indicate the component quantities required for the number of BOM required.



BMHR- BILL OF MATERIAL HISTORY REPORT Introduction The Bill of Material History Report program provides the user with the ability to produce a report on Bill of Material explosion data history. The user has the ability to select by either Bill of Material header or component criteria. Enter the details and then press the OK button from the main menu. You may also cancel out or run another program using the buttons on the main menu. The report may be viewed on screen, sent to a hold file, or sent directly to the printer. Procedure From the menu Enter “BMHR”

Make your selection and press OK or RETURN. After you have made your selections and pressed OK or Return the following report will be displayed.

table of contents - jason industrialjason2.jasonindustrial.com/docs/bill_of_material.pdf · 2015....

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