Bill of Materials

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  • NOTE: The Bill of Materials module is only available in Fishbowl Inventory Manufacturing Edition

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

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.



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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.

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  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.

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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. 





Create a Bill of Materials with multiple Finished Goods

Creating a Bill of Materials with multiple Finished Goods is a great feature for companies who manufacture a part and wish for the part to have more than one outcome. This may consist of multiple products created, or multiple raw goods that will eventually be placed on another manufacture order before becoming part of another finished good. In any case, the following instructions will assist users when creating multiple Finished Goods for a Bill of Materials:

  1. In the Bill of Material module, choose an existing Bill of Material from the Search panel to add an additional Finished Good to, or create a new Bill of Material by selecting the New icon located on the Module Toolbar.

  2. Once the desired Bill of Material is displayed, choose the Add Item Image:'add_item'_symbol.jpg icon. Choose the Finished Good option and click Next.

  3. Step 2 of the Add Bill of Material item wizard requires the user to choose the part to be established as the Finished Good, and the quantity created when this part is manufactured. Choose Next.

  4. Step 3 requires a description for the Finished Good and allows the user the opportunity to add notes for the Finished Good if desired. By default the description found within the Part module will display as the description of the Finished Good. If the user wishes to change this, it may be modified at this time. Choose Finish to successfully add the Finished Good as an item of a Bill of Materials.

  5. If multiple Finished Goods are desired, the user should continue steps 2-4 until all of the Finished Goods have been added. Make sure to click the save icon located on the Module Toolbar to save all of your changes.

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Create a Bill of Materials with items used only once during a Manufacture Order

When highlighting an item its information will be displayed in the right panel. This panel provides additional information regarding the item such as a part number, description, quantity and unit of measure. Additionally, an item can be marked as a One Time Only item. When checked, that item will only be used to create one of the finished goods, despite the quantity specified on the order. The cost and quantity will not be multiplied by the line item quantity. For example, if a quantity of 500 was on the work order, and an item was checked for One Time Only, it would fulfill 1 out of 500. This is useful for setup type items which only happen once during the manufacturing process (ie materials necessary to setup a machine).

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Assign stages to a Bill of Materials

An item can be marked as a Stage when another item will need to be manufactured at the same time as this order. The list for a Stage contains only those bill of materials who have the parent part listed as one of their Finished Goods. When a Manufacture Order is issued, the Auto Create flag on the stage's bill of material will dictate whether an additional, or dependent, work order will also be created for the stage/subassembly.



Create a custom Bill of Materials with optional-variable parts

When manufacturing an item, you may want to have options for the customer such as higher quality parts, or a selection of quantities. This may be done in the following manner:

  • Within the Bill of Materials module highlight the BOM to which an optional-variable part will be added. Once the part is displayed on the main screen, choose the Add Item Image:'add_item'_symbol.jpg icon. The Add a Bill of Materials Item wizard will be displayed. Step 1 of this wizard requires the user to choose the type of item to add to the BOM. Choose Raw Good and click next.


  • Step 2 requires the user to add the Bill of Material part. Choose your part from the given drop down menu, and enter the default quantity to be consumed when manufacturing the parent part. If a customer has the option to choose more or less than the default quantity, then select the checkbox labeled Variable Quantity. Enter the minimum and maximum amount into the corresponding boxes. The minimum amount allowed is 0. If the user wishes to have an infinite amount as the maximum, then 0 should be entered.


  • The user also has the ability to add a Bill of Material to an Option Group. An option group is a set group where the customer has the opportunity to choose optional parts. For example, an Option Group for a bike company might be Brakes. When the part is being manufactured, the customer has the option to choose from several different types of brakes within that Option Group. Different options may or may not have a price increase or decrease. After specifying your Variable Quantity and/or Option group, choose next.


  • Step 3 requires a description for the Raw Good and allows the user the opportunity to add notes for the good if desired. By default the description found within the Part module will display as the description of the Raw Good. If the user wishes to change this, it may be modified at this time. Choose Finish to successfully add the Optional-Variable Raw Good as an item of a Bill of Materials.

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Create a Custom Bill of Materials type


These values are defined in a custom list which can edited for your business. Simply go to Setup | Custom Field and then click on the Custom Lists tab and edit the BOM Type list. This is a convenience field which may help you organize your Bill of Materials. It allows you to search by Type but does not enforce or change the behavior of the Bill of Material in any way.

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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.




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.


How do Kits and Bill of Materials differ?

A Bill of Materials may be created prior to a Sales Order and may also be kept in inventory. A kit may only ever be created with a Sales Order. In the Picking Module, a kit is never shown in its entirety; rather all of the individual kit items are placed as separate line items to be picked. When debating between a Kit and a Bill of Materials, the following questions may be helpful to ask yourself:

  • Do you ever store this item grouped together in inventory?
  • Does a Work Order need to be created in order to track Labor, Overhead, etc. for the completion of this item?
  • Does this item need to be manufactured?




Why are Bill of Materials assigned to Parts and not Products?

Parts are considered something purchased and stored in inventory; a Product is an item sold. Bill of Materials are associated with Parts because they are Raw Goods being manufactured to create a Finished Good. In many cases a Finished Good is considered a Product because it is sold as is directly after being manufactured.



About Bill of Materials

Bill of Materials (BOM) are used to manufacture, repair, disassemble, or maintain a part. Bill of Materials are usually assigned to a parent part, but may also be sold themselves as an individual product. The following information describes the main functions, layout, and features offered through the Bill of Material Module.


General Subtab

The General subtab provides a summary of information regarding your BOM.

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Number

The number or reference of this Bill of Material. When created from the Part module's New BOM button, it will default to the currently selected part's Number signifying that this Bill of Material is producing that part as a Finished Good.


Type

Type values are completely customizable (as shown below). The default types for a manufacture order are:

  • Manufacture
  • Repair
  • Disassemble
  • Maintenance


These values are defined in a custom list which can edited for your business. Simply go to Setup | Custom Field and then click on the Custom Lists tab and edit the BOM Type list. This is a convenience field which may help you organize your Bill of Materials. It allows you to search by Type but does not enforce or change the behavior of the Bill of Material in any way.



Auto Create

This specifies when a manufacturing order will be automatically created. Possible values and their definitions are as follows:

  • Never: A Manufacture Order for this Bill of Materials will Never be created
  • When Short: Automatically create a Manufacture Order for the Short Quantity
  • Always Create: Automatically create a Manufacture Order to replace the needed Quantity
  • Build to Order: Automatically create a Manufacture Order that must be picked by the parent order



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The Items | Configuration subtab of the General tab shows the specification of the Bill of Material. Bill of Material items may be modified by choosing the corresponding add item Image:'add_item'_symbol.jpg, delete item Image:'delete_item'_shortcut.JPG, move item up Image:'move_up'_symbol.JPG or move item down Image:'Move_Item_Down'_symbol.JPG icons. Item types are of one of the following types:

  • 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.



One Time Only
When highlighting an item its information will be displayed in the right panel. This panel provides additional information regarding the item such as a part number, description, quantity and unit of measure. Additionally, an item can be marked as a One Time Only item. When checked, that item will only be used to create one of the finished goods, despite the quantity specified on the order. The cost and quantity will not be multiplied by the line item quantity. For example, if a quantity of 500 was on the work order, and an item was checked for One Time Only, it would fulfill 1 out of 500.  This is useful for setup type items which only happen once during the manufacturing process (ie materials necessary to setup a machine).

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Using a Stage

An item can also be marked as a Stage where another will need to be manufactured at the same time as this order. The list for a Stage contains only those bill of materials who have the parent part listed as one of their Finished Goods. When a manufacturing order is issued, the Auto Create flag on the stage's bill of material will dictate whether an additional, dependent work order will also be created for the stage/subassembly.



Price Adjustment
This option allows for a numeric amount to be entered, which will adjust the overall product price. This features helps determine an accurate product price by Bill of Materials configuration and is available for all Bill of Materials.

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Pick Location
Beneath the Pick Locations tab there is the ability to specify the Location (from each Location Group) for where inventory should be picked. The bottom of the Pick Locations tab also allows the user to specify the Destination Location. This Location defaults to the Bill of Material default Location, or you may choose the same Location as the Bill of Material item pick Location.

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Instructions

The Instructions subtab provides any notes, images, or instructions given for a specific part when it was initially added to the Bill of Materials. Instruction information may be edited at any time by highlighting the raw good item and modifying the corresponding panel of information located to the right. Notes, Web links, or Images may also be added within this section. If changes are made here, remember to click the Save icon located on the Module Toolbar to save them.



Details Subtab

Details

The details section provides additional information on creation for the Bill of Material. Here you may see when the Bill of Material was created, when it was last modified, as well as the user to last make modifications.

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Statistics

The statistics section provides information regarding the building history of your Bill of Material. A date range allows the user to view a time frame for Estimated Time, Best Time, Worst Time, Over Product %, Scrap %, etc. This information helps companies manage the efficiency of building Bill of Material items.



Notes

Notes may be created for a Bill of Material at any time beneath the Details Subtab | Notes section. If modifications are made here, be sure to click the Save icon located on the Module Toolbar to save your changes.



Default Locations Subtab

The Default Locations Subtab allows you to choose the default location of a part for each Location Group. The drop-down arrows will provide every location that has been entered in the Location Module for that specific Location Group.


When a part is fulfilled on a Manufacture Order, it will be placed in the Location specified within the Details section of the Manufacture Order. If a default location is not specified, Fishbowl will place the part into the Manufacturing Location.

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Memo Subtab

The Memo field is an internal-use subtab that allows a user to enter notes regarding a specific Bill of Material. The top portion of the main screen will offer the date notes were given, by what user, as well as a portion of the memo written. If the memo is longer than the top line allotted, you may highlight the line and the memo will be shown in its entirety beneath the Memo section.


You may add Image:New_icon.JPG  a new note, edit Image:'edit_item'_symbol.JPG an existing note, or delete Image:'delete_item'_shortcut.JPG a note by highlighting the line item to be changed and clicking the corresponding button located on the component toolbar.


You may print all the memo notes for a part by clicking on the Print Memos button in the top left corner of the main screen.

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Custom Subtab

The custom field subtab is an internal-use field for extra information. You can set up specific names for each custom field line in the Custom Fields Module. You may also do an advanced search for Bill of Materials by custom fields. A selection of reports may allow for a search by custom field.