Bill of Materials

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Image:Bill_of_Materials_Module_icon.JPG Bill of Materials (BOM) is a list of raw materials and sub-assembly parts that are required to manufacture a part. Bill of Materials may be different types depending on the industry. For some processes a Bill of Materials may be a formula or recipe, yet for others it is a list of bike parts to create a mountain bike. Companies may also include a Service or Labor charge as a Bill of Material item. For example, a bike company might include a 2 hour labor charge as a bill of material for the assembly of a bike.

Bill of Materials may consist of Standard parts, or may be Optional-Variable parts where they can allow different quantities or prices depending on the customer's order.

Within Fishbowl, Bill of Materials are first created through the Bill of Materials module where they can then be added to a Manufacture Order. Once the Manufacture Order is started a Work Order is created to fulfill the item. In the Bill of Materials module users also have the ability to set stages and specific instructions per stage for their Work Orders. This provides the convenience of managers and leaders to be able to see at any given moment the status and progress of a Work Order at any given time. The stages also allow for workers to easily be able to see in what order the items should be built. In addition to the ability to assign stages, items may be specified as a One Time Use Only meaning despite the quantity of items to be manufactured, you have the option to allow a part to be manufactured only once before continuing to manufacture the rest of the assigned quantity. This may be useful for those who have one-time machine set-ups, etc. before continuing with an order.


Add items to a Bill of Materials

Template:2010 features Items may be added to a Bill of Materials through the Manufacturing Module Group | Bill of Materials Module.  Choose the add item icon located beneath the item section of the page. The Add a Bill of Materials Item will be displayed.  From here, you may choose to add one of the following:


Raw Good: These are the Bill of Material Items that will be consumed when the Work Order is finished.

Repair: These Items will not be consumed but their cost may be adjusted when the work order is finished.

Finished Good: These are the Bill of Material Items that will be created when the Work Order is finished.

Note: These Items do not have a part associated with them. They are just added to provide notes and instructions into the Work Order.


The Add a Bill of Material Item wizard will vary depending on the item being added to your BOM. Please follow the instructions below based on your selection:


Raw Good

  1. Choose the Raw Good option from the Add a Bill of Materials Item wizard and choose Next.

  2. During Step 2, choose your Part from the given drop down menu, or add a new part by choosing add new. Next, choose the quantity to be added to this BOM. If this part offers a Variable Quantity or is part of a Group, select the corresponding checkbox and either fill in the minimum/maximum qty or relating group. For additional information regarding Optional-Variable parts, please see Creating Optional-Variable Bill of Materials. Click Next.

  3. Step 3 shows the default item description that has already been specified within the Part Module. You may choose the modify this description, or add Instruction notes for the item. Any notes added during this step will be displayed beneath the Instructions subtab for this Raw Good.




Repair

  1. Choose the Repair option from the Add a Bill of Materials Item wizard and select Next.

  2. Choose the Part to be repaired from the given drop down menu, or select the add new option to create a new Part. Once your part has been chosen, you may specify the quantity to be repaired and choose Next.

  3. Step 3 shows the part to be repaired in the description box. You may choose to modify this description, or add Instruction notes for the item. Any notes added during this step will be displayed beneath the Instructions subtab for this Repair.




Finished Good

  1. Choose the Finished Good option from the Add a Bill of Materials Item wizard and select Next.

  2. Choose the Part to be created from the given drop down menu, or select the add new option to create a new Part. Once your part has been chosen, you may specify the quantity to be created and choose Next.

  3. Step 3 shows the part to be created in the description box. You may choose to modify this description, or add Instruction notes for the item. Any notes added during this step will be displayed beneath the Instructions subtab for this Finished Good.


Note

  1. Choose the Note option from the Add a Bill of Materials Item wizard and select Next.

  2. Step 2 allows you to enter a description for this note. After entering your description, add Instruction notes for the item. Any notes added during this step will be displayed beneath the Instructions subtab for this Note. 


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Edit Bill of Material Items

Bill of Material items may be edited at any time through the Bill of Materials Module.  Information may be edited within the General, Details, Default Locations, Custom, or Memo subtabs. 


Items to be edited within the General subtab may consists of things such as adding or deleting Bill of Materials, editing quantities, price adjustments, or instructions.


After you have made the correct changes, click Save from the Module Toolbar to save your changes.


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Delete Items from a Bill Of Material

To delete items from a Bill of Material, you must first be in the Bill of Materials Module | Manufacturing Module Group.


From the Search Panel, select the Bill Of Material you wish to delete items from. When the BOM is displayed on the Main Screen, highlight the items beneath the Configuration subtab and choose the Remove item  Image:'delete_item'_shortcut.JPG icon. Remember to click Save from the Module Toolbar to complete your changes.


All orders must be in Entered or Fulfilled status before items may be deleted from the BOM. If a Work Order is In Progress it must first be completed or Voided before deleting BOM items.


If an order is to be deleted in its entirety the delete Image:'delete'_shortcut.JPG icon should be selected from the Module Toolbar.


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Duplicate a Bill of Materials

You may duplicate a Bill of Materials by simply clicking the Duplicate Image:Duplicate_PO.JPG icon located on the Module Toolbar. This will create an exact Bill of Materials while keeping the name as a copy of the original BOM number. Fishbowl will immediately bring up a dialog box informing you of the Bill of Materials that was duplicated. Whenever a BOM is duplicated it will always be created as a 'Copy of ___'.  For example, if you duplicated BOM BB2003, then the new name would be created as "Copy of BB2003". After the BOM is created, you may change the name by editing the Number field and clicking the save button on the Module Toolbar.