Modules»Inventory Control»Bill-of-Material...a.k.a....Ki…
  • RSS Feed

Last modified on 2/25/2016 6:10 PM by User.


Note: First time Bill-of-Material users must contact us.  We must implement and compile the B-O-M Option.


Step 1.

Both the "parent" item (the item entered during Order Processing) and the "component" items (the items that make up the "parent" item) need to be setup in Inventory.  Go to:

  • Inventory (Module 5)
    • Add New Items (Task 1)
      • Enter (ADD) New Items (Sub-task 1)


For the parent item the cost is zero and the Dimensional should be: R - Repro No Quantity. When the items are set up properly, post them to the I/C files.  Below is an example of a "parent" item setup.


 01. Item # :                 100-DIGI

 02. Description :        DIGI FOR BOM

 03. Item G/L #  :         120-00 INVENTORY - DIGIBOARD

 04. Sell by     :            Each

 05. Stock by    :          Each

 06. Master units:        1

 07. Avg. cost   :          0.00

 08. Last cost   :           0.00

 09. Other cost  :          0.00   

 10. Freight     :            0.00    

 11. Price 1     :           1000  *Note: or this field can be left zero and the prices from the individual components can be used.  This is the case when the component is sold as a part of a B-O-M and also sold as an individual item.


 20. Taxable     :          T          Taxable

 21. Item Type   :         M          Material/Labor/Rent/Hold

 22. Input format:         0

 23. Product code:       3          Supplies

 24. Report class:        27         M21

 25. Serialized? :         N

 26. Dimensional?:      R          Repro-no quantity

 27. Net priced? :        N

 28. Quan Table  :       N/A

 29. Stock weight:       0.0       

 30. Print labels:          O

 31. Freight Cl  :          None / Standard

 32. Qty on hand :        0

 33. Pick seq    :          NONE

 34. Barcode #   :



Step 2.

The next task is to identify the component items to be grouped with the parent item.

To do this, go to:

  • Inventory Control (Module 5)
    • Bill-of-Materials (Task 28)
      • Bill-of-materials maintenance (Sub-task 1)
        • Enter  New Bill-Mat Record (Option 1)
          • 01. Parent item :        (use the parent item number)
          • 02. Sequence #  :        (use 010,020 etc, this establishes the order the components will appear on the order)
          • 03. Component # :      (item number of component to be grouped with parent)
          • 04. Quantity    :          (quantity of component items needed in the parent item)
          • 05. BOM qty-type:    P, A or V
            • P - `Quantity'  times the number of parents-sold is added to the order.    If you sell 4 Parents, 4 Component(s) would be added.
            • A - This exact `Quantity' will be added, regardless of the number of-parents-sold
            • V - Will force system to ask for how many Components on each order
          • 06. Assem time  :       The assembly time for the step using the component listed.  May use 0 if component # is a labor item.

          • 07. Assem cost  :        Hourly rate if field 06 (Assem Time) is used, otherwise skip this field.

          • 08. Process     :           Informational label


NOTE: If a dimensional item is included as a component in a grouping, the dimensional quantity would need to be specified on the sales order.  If the dimensions are not specified, they will default to zero.



Step 3.

The next step is to check the I/C parameter file and ensure the parameters are set correctly.  Go to:

  • Inventory (Module 5)
    • System Management Functions (Task 32)
      • Modify Parameter Files (Sub-task 22)
        • Bill of Materials (Option 2)

Review all of the parameters and set to ensure that BOM reacts the way they are intended to react.  For example: PARENT'UNIT= SL or ST    Parental unit option switch

  • SL indicates ALL B/M trees are built to MAKE 1 SELL unit of the parent item
  • ST indicates All B/M trees are built to STOCK 1 SELL unit of the parent item


AUTOBUILD'BOM:  This parameter determines whether or not the components of the BOM will be added to the order.  Set to Y, the components will be added to the order, set to N, they won't be added to the order.  To determine if the components print on order entry orders see the explanation for PRINT’BOM’COMPONENT= in Step 4 below.



If using Bill-of-Material, ‘component’ items can be added to the ‘parent’ item without any pricing or costs.  This can be used when the parent/kit item contains all the pricing and cost, but the components need to be added/used to account for inventory control purposes.   

PARO = Dollar amount comes from parent only, no price or cost on autobuilt components

PARPCMPC = Pricing dollar comes from parent only and the cost dollar comes from components only.

Default of null or anything else will pickup normal prices and costs on all items.


Note: special cost options cannot be used with Order Entry parameter: REFRESH'COST=I

Note: the parameter:  AUTOBUILD’BOM must be YES for this parameter/feature to be implemented.



BUILD'ITEMS: This parameter determines if the system will replenish the inventory of the Parent items during the nightly processing.  Set to Y, the system will build the items, set to N, it won't. 



Step 4.

Determine if the components of a Bill of Material print on the sales order, shipper, etc.   Go to:

  • Order Processing (Module 6)
    • System Management Functions (Task 32)
      • Modify Parameter Files (Sub-task 22)
        • O/E General (Option 1)
          • Look for the parameter:  PRINT’BOM’COMPONENT=123456  There are 6 positions, representing the 6 documents types (see below).  Answer each of the six with a Y for Yes to print, or N for No, don’t print.  Normally Y is for positions 3 & 4, but N for the rest.  Any dollar amounts from suppressed BOM components will be "rolled up" and shown as part of the pricing on the parent item where applicable.  The six document types are:
            • 1=Sales & B/O (new orders)
            • 2=Sales & B/O (new orders)
            • 3=Shop  (work orders)
            • 4=Warehouse (picking tickets)
            • 5=Shipping (shippers)
            • 6=Accounting (invoices)


Step 5.

Use the Bill-of-Material item on an order.  The components will automatically appear on the order entry screen after the parent item has been entered and the line completed.  At this point the quantities on the various components may be changed, component items can be deleted (for example, a BOM is set up to display both silver and brass fittings, however only one is used – delete the type of fitting not being used.  This saves have two different Bill of Material parent items set up – one that uses silver fittings and another item with brass fittings) and component items can also be added at this time.  Any changes made are for that particular sales order only, the set-up of the BOM isn’t altered.   


Note:  once a BOM item is completed and the user “moves on” to add another item on the order, they may not go back and add items to the BOM item because you can not “insert” a new line for a BOM component item. Component items can be deleted or the quantity changed, but a new item cannot be added.   If a new item must be added to the BOM, the parent item must be deleted and the process started again.