Bill of Material Inquiry

Menu Path: Manufacturing $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Bill of Material Inquiry

Purpose

View information for bills of material.

Overview

Use Bill of Material Inquiry to display detailed information for a bill of material. This is an inquiry-only version of Bill of Material Maintenance.

Using the Inquiry

To use the Bill of Material Inquiry:

Enter a product code or name for which you want to view the bill of material in the Product Code or Name field.
If you want to view the product's bill of material for a specific location, clear the All check box, and enter the location prefix or name in one of the Location fields.
If you want to view a specific revision of the product's bill of material, click the Lookup button for the Revision field, and select a revision number.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Bill of Material Inquiry window.
Print	Click this button to output a bill of material summary report for the selected bill of material using the options selected on the Print Options tab.
Expand All	Click this button to display components of all components of the bill of material on the Multi-Level tab. This button is only available if you click the Multi-Level tab.
Expand None	Click this button to hide components of all components of the bill of material on the Multi-Level tab. This button is only available if you click the Multi-Level tab.
Notes	Click this button to display Notes Entry, which allows you to view notes for a selected bill of material.
Attachments	Click this button to display Attachment Entry, which allows you to view attachments for a selected bill of material.
Detailed Information	Click this button to display detailed information for a selected component on the Components tab. If the bill of material is for a specific location and the component is not manufactured, click this button to display Product Location Maintenance, which allows you to view and edit product/location information for the component. Note If you are not authorized to use Product Location Maintenance, Product Location Inquiry appears instead, and allows you to view product/location information for the component. If the bill of material is not for a specific location and the component is not manufactured, click this button to display Product Maintenance, which allows you to view and edit information for the component. Note If you are not authorized to use Product Maintenance, Product Inquiry appears instead, and allows you to view product information for the component. If the component is manufactured, click this button to display Bill of Material Maintenance, which allows you to view and edit the bill of material for the component. Note If the bill of material is for a specific location and the component is manufactured only in a different specific location, Product Location Maintenance appears instead. If the component is a bill of material group, click this button to display Bill of Material Group Maintenance, which allows you to view products in the bill of material group.
View Revisions	Click this button to display Build Inquiry, which allows you to view build information for the selected bill of material.

Fields and Buttons

Field or Button	Description
Product Code	Enter a product code for which you want to view the bill of material, or click the Lookup button to select a product code. This is the product you want to build. Products are defined and maintained in Product Maintenance.
Elements	Click this button to display Product Prompting, which allows you to enter a product code by element.
BOM List	Click this button to select a product for which a bill of material has been set up.
Name	Enter a product name for which you want to view the bill of material, or click the Lookup button to select a product name. This is the product you want to build. Products are defined and maintained in Product Maintenance.
All	Select this check box to view a bill of material for all locations. If this check box is selected, the product must be set up at each defined location with the replenishment path - build.
Location	Enter a location prefix or name for which the product will be built, or click one of the Lookup buttons to select a location prefix or name. These fields are only enabled if you clear the All check box. Locations are physical warehouses defined in Location Maintenance.
Version	This field displays the version number for the bill of material.
Revision	This field displays the revision number of the bill of material. The revision number allows you to track changes to the bill of material. This works in conjunction with the bill of material statuses (planning, active, or retired). As the bill of material status changes or any part of the bill of material is updated in the active status, a message appears asking if the revision number should be increased by one. This simply implies that each time an adjustment is made, you have the option of increasing the revision to the bill of material by one number. Increasing the revisions provides a historical record of the bill of material and is useful for inquiring on previous revisions.
Version/Revision	Click this button to select a version and revision of a bill of material.
Total Components Cost	This field displays the sum of the cost of all components for the bill of material.
Total Cost	These fields display the total cost for the bill of material, which is equal to the amounts in the Lines Total and Cost Category Total fields, and the currency for the bill of material. The currency is the currency for the location, or if the bill of material is for all locations, the currency for the functional ledger.
Total Labor, Overhead, and Other Costs	This field displays the sum of the cost for all cost categories for the bill of material.
Total Cost per Stocking U/M	These fields display the total cost per stocking unit of measure.

Main Tab Fields and Buttons

Field or Button	Description
Type	One of the following radio buttons is selected for the bill of material: Work Order - This type will create a bill of material for a manufactured product. This type of bill of material product is generally pre-built, placed into inventory, and sold as needed. Phantom Assembly / Kit - This type of bill of material is comprised of products that constitute a phantom assembly or kit. A kit is a compilation of products and components that are pre-defined; this makes it a fixed kit. Kits can be pre-built and stored as inventory and sold as needed. The pricing of a kit product is determined by summing up the prices of the individual products that are contained in the kit. For more information, see Fixed Kit FAQ. Configuration Kit - This type of bill of material is comprised of components and products that can be contained in a kit, but are not fixed. Configuration kits are developed while processing a customer's sales order in Order Entry. After the customer's order is processed, the process of building the actual kit takes place during pick demand printing. The pricing of a configuration kit is comprised of the sum of prices of the individual products and components.
Express Work Order/Work Order	The selected radio button indicates whether the bill of material is for a work order or an express work order.
BOM Status	The radio button for the status of the bill of material is selected. Note You can only create a work order in Work Order Create or Work Order Maintenance if Active is selected for the status.
Description	This field displays the description of the bill of material.
U/M	This field displays the unit of measure for the finished good.
Project #	This field displays the project number for the bill of material. General ledger projects are defined in Project Maintenance, and are used to track expenses against a general ledger account.
Backorder Priority	This field displays the backorder release priority. The backorder release priority ranges from 0 to 999, 0 being the lowest and 999 being the highest. Any backordered work orders for the defined bill of material product are released in Work Order Allocate based on the priority that is assigned for the product. For example, if two separate work orders that contain similar component products are on backorder due to insufficient inventory, the product that was assigned the higher backorder release priority is released first.
Primary Routing	This check box is selected if the version/revision of the bill of material is the primary routing that is used by default when a work order is created for the product.
Routing Active	This check box is selected if the version/revision of the bill of material is active, and can be used to create a work order for the product.
Allow Additional Cost Categories	This check box is selected if additional cost categories are allowed to be entered for the bill of material.
Allow Additional Components	This check box is selected if additional components are allowed to be included in the finished good.
Allow Disassembly	This check box is selected if the finished good is allowed to be broken down to the component products.
Cartonize Kit	This check box is selected if all components of a fixed kit are to be placed in a single carton. If this check box is selected, the system will recommend packing in the smallest carton that can fit all the kit components. For information on setting up cartons, see Shipping Carton Maintenance. For more information on cartonization, see Cartonization FAQ.
Overage Option	One of the following options is selected to indicate whether quantities greater than the quantity ordered can be confirmed during work order confirmation: None - Users cannot confirm more than the quantity ordered on the work order. Percent Overage - Users can confirm a percentage more than the quantity ordered on the work order. If this option is selected, the percentage appears in the Percent field. Material Issued - Users can confirm the quantity that can be manufactured based on the material issued.
Percent	This field displays the percentage that users can confirm during work order confirmation greater than the quantity ordered on the work order if the Percent Overage radio button is selected. Example If 10 is entered in this field, and a work order is created for 20 units of product A, 22 units of product A can be confirmed during work order confirmation.
Cost Variance Option	The selected option indicates how to handle work orders for the bill of material if the cost variance is too much based on the percentages entered in the Upper Bound % and Lower Bound % fields. You can select one of the following options: Manufacturing Control - Use the default cost variance setting selected in Manufacturing Control Maintenance. Ignore - Ignore cost variances. Warn - Display a warning message if there is a cost variance. Hold - If there is a cost variance for a work order, put the work order on cost variance hold.
Lower Bound %	This field displays the lower cost variance percentage limit for work orders for the bill of material. If the estimated cost for manufacturing the product is less than this percentage of the cost variance comparison value, the work order is either placed on cost variance hold or a warning is displayed. This field is only used if the Manufacturing Control, Hold, or Warning radio button is selected. Note The value that is compared to the estimated cost for the cost variance comparison is set up in Manufacturing Control Maintenance. Example The system is set up to use List Price 1 for cost variance comparisons and Hold is selected for the Cost Variance Option. You enter -50 in this field for a product with a list price of 10. If the estimated cost of the product for a work order is less than 5, the work order is put on cost variance hold. NOTE If this field is 0, the default lower bound percentage is used, which is set up in Manufacturing Control Maintenance.
Upper Bound %	This field displays the upper cost variance percentage limit for work orders for the bill of material. If the estimated cost for manufacturing the product is greater than this percentage of the cost variance comparison value, the work order is either placed on cost variance hold or a warning is displayed. This field is only used if the Manufacturing Control, Hold, or Warning radio button is selected. Note The value that is compared to the estimated cost for the cost variance comparison is set up in Manufacturing Control Maintenance. Example The system is set up to use List Price 1 for cost variance comparisons and Hold is selected for the Cost Variance Option. You enter -20 in this field for a product with a list price of 10. If the estimated cost of the product for a work order is greater than 8, the work order is put on cost variance hold. NOTE If this field is 0, the default upper bound percentage is used, which is set up in Manufacturing Control Maintenance.
Quantity for Totals	This field displays the quantity of the finished good to produce for the bill of material. This quantity is used as a multiplier for totals.
Estimated Production Time	These fields display the estimated production time for the building of the product, and whether the production time is in hours, minutes, or seconds. The estimated production time is the time it takes to complete the manufacturing of the number of units of the finished product entered in the Quantity for Totals field. The production time is calculated based on the times required for the cost categories for the bill of material.

Routing Tab Fields and Buttons

Note This tab is not available for bills of material used for phantom assemblies, fixed kits, or configuration kits.

Field or Button	Description
Operation Code	This field is disabled in this window.
Name (Operation)	This field is disabled in this window.
Work Center Code/Work Center Group Code	This field is disabled in this window.
Name (Work Center or Work Center Group)	This field is disabled in this window.
Enter	This button is disabled in this window.
Remove	This button is disabled in this window.
Operations	This grid displays operation information for the selected bill of material.

Components Tab Fields and Buttons

Field or Button	Description
Operations	This grid displays all operations for the bill of material routing. Select an operation to view the components for the operation.
Product Code	This field is disabled in this window.
Elements	This button is disabled in this window.
Quantity	This field is disabled in this window.
U/M	This field is disabled in this window.
Enter	This button is disabled in this window.
Name	This field is disabled in this window.
Scrap Factor %	This field is disabled in this window.
Clear	This button is disabled in this window.
Sequence #	This field is disabled in this window.
Add Group	This button is disabled in this window.
Allow Substitutions	This check box is disabled in this window.
Allow Qty Change	This check box is disabled in this window.
Delete	This button is disabled in this window.
Must Use Primary Work Order Bin	This check box is disabled in this window.
Primary Work Order Bin	This field is disabled in this window.
Must Backflush	This check box is disabled in this window.
Backflush Bin	This field is disabled in this window.
Components	This grid displays component products and bill of material groups used for the selected operation. Double-click a component to display detailed information, as follows: If the bill of material is for a specific location and the component is not manufactured, display Product Location Maintenance, which allows you to view and edit product/location information for the component. Note If you are not authorized to use Product Location Maintenance, Product Location Inquiry appears instead, and allows you to view product/location information for the component. If the bill of material is not for a specific location and the component is not manufactured, display Product Maintenance, which allows you to view and edit information for the component. Note If you are not authorized to use Product Maintenance, Product Inquiry appears instead, and allows you to view product information for the component. If the component is manufactured, display Bill of Material Maintenance, which allows you to view and edit the bill of material for the component. Note If the bill of material is for a specific location and the component is manufactured only in a different specific location, Product Location Maintenance appears instead. If the component is a bill of material group, display Bill of Material Group Maintenance, which allows you to view products in the bill of material group.

Cost Categories Tab Fields and Buttons

Field or Button	Description
Operations	This grid displays all operations for the bill of material routing. Select an operation to view the cost categories for the operation.
Category Code	This field is disabled in this window.
Category Name	This field is disabled in this window.
Sequence Number	This field is disabled in this window.
Included in Total Work Time	This check box is disabled in this window.
Override (Time)	This check box is disabled in this window.
Time	These fields are disabled in this window.
Cost Type	This field is disabled in this window.
Override (Labor Rate)	This check box is disabled in this window.
Labor Rate	These fields are disabled in this window.
Override (Overhead Rate)	This check box is disabled in this window.
Overhead Rate	These field are disabled in this window.
Service Product Code	This field is disabled in this window.
Name	This field is disabled in this window.
Purchase Class	This field is disabled in this window.
Enter	This button is disabled in this window.
Clear	This button is disabled in this window.
Delete	This button is disabled in this window.
Cost Categories	This grid displays cost categories for the selected operation.

Instructions Tab Fields and Buttons

Field or Button	Description
Operations	This grid displays all operations for the bill of material routing. Select an operation to view the instructions for the operation.
Instruction #	This field is disabled in this window.
Print on Pick Demand	This check box is disabled in this window and only available for fixed kit bills of material.
Print on Pack List	This check box is disabled in this window and only available for fixed kit bills of material.
File Name	This field is disabled in this window.
Print at Material Issue	This check box is disabled in this window.
Instruction	This field is disabled in this window.
Enter	This button is disabled in this window.
Cancel	This button is disabled in this window.
Instructions	This grid displays all instructions for building the selected product. Instructions should be followed by the users responsible for the actual construction of a finished good.
Delete	This button is disabled in this window.
Open	Click this button to display the file associated with the selected instruction in the Instructions grid.

Totals Tab Fields and Buttons

Field or Button	Description
Summary	This grid displays summary information for the selected bill of material.
Components	This grid displays component products used for the selected bill of material.
Labor, Overhead, and Other Costs	This grid displays labor, overhead, and other costs for the selected bill of material.

Multi-Level Tab Fields and Buttons

Field or Button

Description

Components

This grid displays component products used for the selected bill of material. Select the check box in the Expanded column to view components required to manufacture each component (if any exist). You can also click the Expand All button in the ribbon to view the components of all components.

Double-click a manufactured component to display Bill of Material Maintenance, which allows you to view and edit the bill of material for the product. If you are not authorized to use Bill of Material Maintenance, Bill of Material Inquiry appears instead.

Double-click a component product that is not manufactured to display Product Location Maintenance (or Product Maintenance if the bill of material is for all locations), which allows you to view and edit detailed product information. If you are not authorized to use Product Location Maintenance or Product Maintenance, Product Location Inquiry or Product Inquiry appears instead, and allows you to view product information.

Inquiry Tab Fields and Buttons

Field or Button	Description
Versions/Revisions	This grid displays all versions and revisions for the selected bill of material, and allows you to see which is the primary routing. You can double-click a version/revision to select it.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.