bom bill of material entry training

8/2/2019 BOM Bill of Material Entry Training

1/18

Bill Of Material Entry TrainingRevised 07/25/00

Application: Bills of Material

Process: Entering a Bill of Material

Objectives: 1. Create a Bill of Material

2. Create a Common Bill of Material

3. Create an Alternate Bill of Material

Prerequisites: 1. All Parent and Child Items Defined as Inventory Items.

2. All items have the BOM Allowed attribute set to Yes.

3. All items have a BOM Item Type of Model, Option Class, Planning, or

Standard.

Table of Contents

Creating a Bill of Material....................................................................................................2Creating a Common Bill of Material..................................................................................12Creating an Alternate Bill of Material................................................................................16

Copyright 2000 KPMG Consulting, LLCAll Rights Reserved.

Page 1 of 18/var/www/apps/conversion/current/tmp/scratch822/89829749.doc


2/18


Creating a Bill of Material

A bill of material defines what Items (components) and what quantities of those Items are required tomake another Item (the parent). The bills of material contain information about the parent item, thecomponents, attachments, and descriptive elements. Each standard component on a bill can havemultiple reference designators and substitute components.

You can create engineering or manufacturing bills, copy an existing bill, or reference a common bill.When you create a bill, it exists only in the current organization in which it was created. To use a billin another organization, you must either copy it to the other organization or reference it as a common bill of material. A common bill of material is simply a BOM defined in one organization butreferenced by other organizations.

Note: For Order Entry to be able to use Model, Option and Option classes; the BOM must be in theOE Validation organization (typically GLO) as either a standard or common BOM.

In the Bills of Material responsibility:

Navigate to: Bills > Bills

The Bills of Material window opens: (See Next Page)




3/18


At the Bills of Material header level:

Item: Enter the parent item for which you are creating a bill. The itemdescription will appear in the field to the right of the item field.

UOM: Displays the primary UOM for the item selected in the currentorganization.

Alternate: If you are creating an alternate bill, enter the alternate number.Note: Bills and routings can share alternate labels. If you createan alternate bill with the same label as an alternate routing,components are assigned to operations on the alternate routing. Ifthere is no routing with the same alternate label, components areassigned to operations on the primary routing.

Revision: Enter or select a revision number.Date: Enter or select a revision date.Display: Choose All, Current, or Future and Current to display all,

current, or future and current components effective as of therevision date specified.

Implemented Only: If this field is checked, pending ECO information that has notbeen implemented will not be visible.




4/18


Under the Main tab of the Component section of the Bill of Material window to add component items:Item Seq.: Enter the item sequence. The default value begins with 10 and

increments in values of 10 but can be changed in the organizationparameters.

Operation Seq.: Enter the operation sequence. All of the component items canhave the same operation sequence value if desired or can reflectthe operation number from the routing assigned to the BOM.

Component: Enter a valid component part number to be used in this assembly.Remember that this must be a valid inventory item that is BOMAllowed. If you are unsure of the exact part number, rememberto use the % wild card.

Item Description: Will display the description for the selected component.Revision: Will display the current revision of the component item.UOM: Will display the primary UOM for the item in this organization.Quantity: Enter the quantity required to make one each of this assembly.

Engineering Item: Checked or unchecked.




5/18


Under the Effectivity tab:

From: Enter the beginning date this component part will be effective touse on this assembly.

To: Enter this date only if the life of the component for this assemblyis known. The component will no longer be usable for thisassembly after the date entered in this field.

Implemented: Indicates status of the component item. If this box is not checked,the item is on a pending Engineering Change Order (ECO).

ECO: Displays the ECO number that created this entry if theImplemented box is checked; or that is pending if unchecked.

Under the Unit Effectivity tab:

The data under this tab is only enabled when project manufacturing is installed.

Under the ECO tab:




6/18


Implemented: Is the ECO implemented or not

ECO: ECO Number that has been implemented




7/18


Under the Component Details tab:

Planning %: Will default to 100 and is used by Master Scheduling/MRP inforecast explosions through planning, model and option classBOMs.

Yield: Yield is the percent of the component that survives themanufacturing process. When a bill is exploded, the quantityrequired will be increased or decreased to compensate for theyield percentage. The default for this field is 1 indicating 100%yield.

Include in Cost Rollup: When checked, the material cost for the component item will beincluded in the cost of the parent item. This should default fromthe item master.

Type: Will display the component type for the selected item.Status: Will display the status of the component item.




8/18


Under the Material Control tab:

Supply Type: Can be Assembly Pull, Bulk, Operation Pull, Phantom or Supplier. Enter the appropriate choice for the BOM being createdand will default from the Item Master.

Subinventory: Enter the subinventory where the component is normally stockedif different that the organization default backflush subinventory.

Locator: Enter the locator code for the component. If the backflushsubinventory is under locator control, WIP cannot backlashwithout the locator code.

Note: If you have set the BOM Default WIP Supply Values for Components profile option to Yes;the values for these fields will default from the item master. If any of these values are left blank, Workin Process will read the values contained in the item master.




9/18


Under the Order Entry tab: (Note: this tab only applies to model, option class and kit bills.)

Check ATP: A check indicates to perform an ATP (available to promise) checkon the component. The default is enabled if the parents CheckComponent ATP attribute is Yes, the components Check ATPattribute is Yes and the component quantity is greater than zero.

Optional: Components are only optional on Model and Option Class bills.All components are mandatory on Standard and Planning bills.

Mutually Exclusive: This field is used in combination with the Optional field andapplies only to Option class bills. This field determines thenumber of options that can be chosen when ordering this product.

Quantity: If a minimum sales order quantity is entered, a maximum salesorder quantity must also be entered.




10/18


Under the Shipping tab: (Note: this tab only applies to model, option class and kit bills.)

Shippable: If checked, indicates that the component item is shippable. Thedefault is determined by the shippable item attribute in the itemmaster.

Include on Ship Docs: Indicates whether the component item is listed on shippingdocuments such as packing slip or commercial invoice. Thedefault is Off.

Required to Ship: This attribute only affects PTO items and is only effective if OE:Reservations is set to No.

Required for Revenue: Indicates whether the component is required to recognize revenue before the order can be shipped. This field does not affectmandatory or optional components for an ATO item orconfiguration.




11/18


Under the Comments tab:

Comments: Enter any comments relevant to the component item.

At the bottom of the Bills of Material window are five buttons that bring up additional windows.Following is a brief description of each of these buttons.

The Substitute button displays a window that will allow any number of substitute items to be assignedto each component of a bill. The same substitute can also be assigned to more than one component ona bill. Note: Planning cannot plan substitutes.

The Designators button brings up the Reference Designator window. Reference Designators aresequenced comments and instructions that pertain to a component item. Reference Designators can becreated or deleted either individually or in ranges. They can also be tied to the quantity of thecomponent item.




12/18


The Elements button allows the assignment of descriptive elements.

The Bill Detailsbutton references bills common across organizations.

The Revision button allows you to choose to create a new revision or modify an existing revision.When adding new revisions, be sure that the revision date does not overlap other existing revision dates.New revision numbers must be greater than the revision number of the currently effective revision.

Save your work, close the Bills of Material window and return to Oracle Navigator.

Creating a Common Bill of Material

If two (2) or more organizations use the same bill to manufacture the same item, you can define the bill

in one organization and reference it from the other organizations. When you define a bill for a newassembly as common, you do not need to make any further entries for the bill. Bills can only becommon if the item master organization is common. If component items exist on a bill of material, itcannot be referenced as a common bill. If the new assembly is in a different organization from the billreferenced all component items or substitute component items must exist in the new bills organization.



The Bills of Material window opens: (See Next Page)




13/18



Item: Enter the parent item for the bill you are creating. The itemdescription will display in the field to the right of the item field.

Alternate: Enter an alternate for the bill of material if applicableRevision: Enter the revision of the bill, this will default to 0.

Date: Enter the date of the bill, this will default to todays date.Display: Choose All, Current or Future and Current. Default will be

Future and Current.Implemented only: Check to display only component items that have been

implemented.

Choose Tools from the menu tool bar at the top of the window, then Assign Common Bill.

The Common Bill window, as shown on the next page, will open.




14/18


In the Common Bill window:

Item: Displays the parent item number, with its description in the fieldto the right.

Alternate: Displays the alternate number if entered.Organization: Choose the organization that will own the common bill (mostly

Global)Item: Enter the parent item number of the common bill.

Select the Okbutton and the following cautionary window will open.

Because you have chosen to use a common bill, the items used in the bill can only be manipulated fromthe master bill referenced. If changes are required to the bill, they will need to be entered in the mastercommon bill, in the organization in which it was created.

Select OK again, and the Bills of Material window will open. (See Next Page)




15/18


The Component section of the bill has now been populated with the component items from thecommon bill referenced.

Save your work and close the Bills of Material window to return to the Oracle Navigator.




16/18


Creating an Alternate Bill of Material

Primary Bills of Material are a list of component items most commonly used to produce a product.Alternate Bills of Material describe a list of alternate components that can be used to create the sameproduct. The primary bill must be created before an alternate bill can be created and can have one ormany alternates. When you perform functions that use bills of material, such as building an item orrolling up costs, you may specify whether to use the primary bill (the default) or the alternate bill. Usealternate bills to account for manufacturing variations that produce the same assembly by specifyingthe parent item number and an alternate name when you create a bill. You cannot enter new revisionsfor alternate bills of material.

Bills of Material and Routings can share alternate labels. If an alternate bill is created with the samelabel, as an alternate routing, components are assigned to operations on the alternate routing. If noalternate routing has the same label, components are assigned to operations on the primary routing.


Navigate to: Setup > Alternates

In the Alternates window:

Alternate: Enter a unique name for the alternate.Description: Enter a description for the alternate.Inactive On: Optionally, enter a date when the alternate will no longer be

active to assign to a bill of material or routing.

Save your work, close the Alternates window and return to Oracle Navigator.




17/18



The Bills of Material window opens:


Item: Enter the parent item for which you are creating a bill just asalways. The item description will appear in the field to the rightof the item field.

UOM: Displays the default UOM for the item selected.Alternate: Enter the alternate name or number you wish to assign to this bill.Revision: Enter or select a revision number.Date: Enter or select a revision date.Display: Choose All, Current, or Future and Current to display the

components effective as of the revision date specified.Implemented Only: Check the Implemented Only field to further restrict the

components to display.




18/18


Under the Main tab:

Item Seq.: Enter the item sequence. The default value begins with 10 andincrements in values of 10.

Operation Seq.: Enter the operation sequence. All of the component items canhave the same operation sequence value if desired.

Component: Enter a valid component part number to be used in this assembly.If you are unsure of the exact part number, remember to use the% wild card.

Item Description: Will display the description for the selected component.Revision: Will display the current revision of the component item.UOM: Will default to the UOM for the item selected.Quantity: Enter the quantity required to make one each of this assembly.

Continue through the tabs, entering the alternate bill of material the same as a standard bill.

When finished entering all of the information, save your work and return to Oracle Navigator.



bom bill of material entry training

Documents