Bill of Material Import Format

A

1

Record Type

1

Character

Yes

Enter G to specify a manufactured good record. This field is not stored in the database. It is used to differentiate the type of record being imported.

B

2

Product Code

40

Character

Yes

Enter a valid product code for which you want to set up a bill of material. This is the product you want to build. Products are defined and maintained in Product Maintenance.

Note This cannot be a service product.

C

3

Location Prefix

3

Character

No

Enter a valid location prefix for the bill of material or leave this field blank to indicate it is for all locations. Locations are physical warehouses defined in Location Maintenance.

D

4

Version

6

Integer

Yes

Enter the version number for the bill of material. The combination of the version and revision numbers must not be the same as a preexisting bill of material with the same version/revision number.

E

5

Revision

6

Integer

No

Enter the revision number for the bill of material.

If this field is left blank, the next revision number is used for the appropriate version. If this field is filled in, it must not be the same as an existing version/revision.

F

6

Express

3

Yes/No

No

Enter Yes if the bill of material is for express work orders.

Enter No if the bill of material is not for express work orders.

If this field is left blank, the bill of material is set up for express work orders.

G

7

Status

8

Character

No

Enter Active, Planning, or Retired. If you enter Active, all other versions and revisions are set to Retired. There can only be one active bill of material for a given product at any point in time. If this field is blank, it defaults to Planning.

H

8

Unit of Measure

8

Character

No

Enter a valid product unit of measure code for the bill of material.

NOTE If you are updating an existing bill of material and you change this field, it will not update the associated component quantities. If you want to change an existing bill of material to a greater unit of measure, you must also adjust the component quantities.

I

9

Description

30

Character

No

Enter a description of the bill of material.

J

10

Project Number

15

Character

No

Enter a valid 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.

K

11

Backorder Release Priority

3

Integer

No

Enter the backorder release priority for the bill of material. 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.

L

12

Allow Additional Cost Categories

3

Yes/No

No

Enter Yes if you want to allow users to add additional cost categories to work orders for the bill of material.

Enter No if you do not want to allow users to add additional cost categories to work orders for the bill of material.

If this field is blank, it defaults to Yes.

M

13

Allow Additional Components

3

Yes/No

No

Enter Yes if you want to allow users to add additional components to work orders for the bill of material.

Enter No if you do not want to allow users to add additional components to work orders for the bill of material.

If this field is blank, it defaults to No.

N

14

Allow Disassembly

3

Yes/No

No

Enter Yes if you want to allow users to disassemble products for the bill of material.

Enter No if you do not want to allow users to disassemble products for the bill of material.

If this field is blank, it defaults to No.

O

15

Cartonize Kit

3

Yes/No

No

Enter Yes if you are using cartonization and you want all components of a fixed kit to be placed in a single carton. If you enter Yes, 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.

Enter No if you do not want to cartonize the kit.

If this field is blank, it defaults to No.

P

16

Overage Option

1

Character

No

Enter one of the following options to control whether quantities greater than the quantity ordered can be confirmed during work order confirmation:

• 1 - Users cannot confirm more than the quantity ordered on the work order.

• 2 - Users can confirm a percentage more than the quantity ordered on the work order. If you select this option, you must enter the percentage in the Percent field.

• 3 - Users can confirm the quantity that can be manufactured based on the material issued.

Q

17

Overage Percent

6

>>9.99

Yes, only if 2 is entered for the Overage Option field

Enter the percentage that users can confirm during work order confirmation greater than the quantity ordered on the work order.

Example If you enter 10 for 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.

R

18

New Routing

3

Yes/No

No

Enter Yes to create a new version of the selected bill of material. If you enter Yes for this field, the new version is not the primary routing by default.

S

19

Primary Routing

3

Yes/No

No

Enter Yes 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

T

20

This field is not used. Leave this field blank.

U

21

Cost Variance Option

21

Character

No

Enter an option to indicate how to handle work orders for the bill of material if the cost variance is too much based on the percentages entered for the Upper Bound Percentage and Lower Bound Percentage fields. You can enter 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.

If this field is blank, it defaults to Manufacturing Control.

V

22

Lower Bound Percentage

7

->>9.99

No

Enter 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 you enter Manufacturing Control, Hold, or Warn for the Cost Variance Option field.

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 blank, the default lower bound percentage is used, which is set up in Manufacturing Control Maintenance.

W

23

Upper Bound Percentage

7

->>9.99

No

Enter 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 you enter Manufacturing Control, Hold, or Warn for the Cost Variance Option field.

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 blank, the default upper bound percentage is used, which is set up in Manufacturing Control Maintenance.

A

1

Record Type

1

Character

Yes

Enter R to specify a routing operation record. This field is not stored in the database. It is used to differentiate the type of record being imported.

B

2

Operation Code

20

Character

Yes

Enter a valid operation code for an operation that must be performed for the bill of material. For information on setting up operations, see Operation Maintenance.

C

3

Work Center Code/Work Center Group Code

20

Character

Yes

If the bill of material is for a specific location, enter the work center code for the work center in which the operation will be performed. For information on setting up work centers, see Work Center Maintenance.

If the bill of material is for all locations, enter the work center group code for the work center group that includes the work centers in which the operation will be performed. For information on setting up work center groups, see Work Center Group Maintenance.

A

1

Record Type

1

Character

Yes

Enter C to specify a component product record. This field is not stored in the database. It is used to differentiate the type of record being imported.

B

2

Product Code

40

Character

Yes

Enter a valid product code for the component.

Note You can use the same product code for the component and the manufactured good if you want to create a bill of material for rework. However, if you do this, be careful to track the location of the product carefully so that you can determine which bins contain the reworked inventory and which contain the inventory that has yet to be reworked.

Note This cannot be a service product.

C

3

Quantity

13

>>,>>>,>>9.9999

Yes

Enter the quantity of the component product required to build the manufactured good. Components in a configuration kit group must all have the same quantity.

D

4

Scrap Factor Percentage

3

Integer

No

Enter a scrap factor percentage for the component. This is the excess quantity of the component that is typically scrapped during the manufacturing process, and for which material must be issued.

Example A bill of material is set up to require 10 feet of component A with a scrap factor of 10. This indicates that 11 feet of component A are required to manufacture the finished product.

If this field is blank, it defaults to 0.

E

5

Group Name

20

Character

No

Enter a name of the bill of material group for the component. This field is for use with configuration kits only.

F

6

Group Description

60

Character

No

Enter a description of the bill of material group for the component. This field is for use with configuration kits only.

G

7

Must Use Primary Work Order Bin

3

Yes/No

No

Enter Yes if you only want allocations of the component for material issues to come from the primary work order bin.

Enter No if you want the component to be first allocated from the primary work order bin, and then if additional quantities are required, from other bins.

H

8

Primary Work Order Bin

20

Character

No

Enter the primary bin that is used to allocate the component for material issues. If you enter Yes for the Must Use Primary Work Order Bin field, the component can be only allocated from this bin.

Note The primary work order bin can also be set up for products/locations in Product Location Maintenance and for work centers in Work Center Maintenance. The primary work order bin for the bill of material overrides the primary work order bin for the work center and the product/location.

I

9

Must Backflush

3

Yes/No

No

Enter Yes if the component must be issued from a backflush bin for the selected operation.

J

10

Backflush Bin

20

Character

No

Enter the backflush bin for the component. The backflush bin is used when inventory is not allocated until it is used (and confirmed in Work Order Confirm). You can require a product/location or bill of material component to be taken from the backflush bin.

K

11

Allow Substitutions

3

Yes/No

No

Enter Yes to allow a substitute component product to be used for building the manufactured product.

If this field is blank, it defaults to No.

L

12

Allow Quantity Change

3

Yes/No

No

Enter Yes to allow the quantity of the component to be changed for the building of the manufactured product.

If this field is blank, it defaults to No.

A

1

Record Type

2

Character

Yes

Enter CC to specify a cost category record. This field is not stored in the database. It is used to differentiate the type of record being imported.

B

2

Category Code

20

Character

Yes

Enter a valid cost category code that you want to associate with the operation. You can only enter or select a cost category code that is set up for the location for the bill of material.

C

3

Sequence Number

3

Integer

No

Enter a sequence number to indicate the order in which work for the cost category is performed.

Example If work for three cost categories is performed for the operation, you can enter 10 for the cost category performed first, 20 for the cost category performed second, and 30 for the cost category performed last.

If this field is blank, it defaults to the next cost category sequence number.

D

4

Labor Rate

13

->,>>>,>>9.9999

No

Enter a labor rate for the cost category. If this field is blank, it defaults from the cost category.

E

5

Overhead Rate

13

->,>>>,>>9.9999

No

Enter an overhead rate for the cost category. If this field is blank, it defaults from the cost category.

F

6

Time

6

>>9.99

No

Enter the time required for the cost category. If you leave this field blank, it defaults to zero.

G

7

Time Unit of Measure

7

Character

No

Enter a unit of measure for the time entered in the Time field. Enter one of the following:

• Hours

• Minutes

• Seconds

H

8

Multiplier

3

999

No

Enter a multiplier for the cost category if the cost is for a subunit of a product.

Example The cost category is for painting legs of a chair. Enter 4 as the multiplier if all 4 legs are always painted.

If this field is blank, the multiplier defaults to 1.

I

9

Purchase Class

10

Character

Yes, only if the work center for the bill of material is for outside processing

Enter a valid purchase class to use for the automatically generated purchase order if the cost category is used for outside processing.

J

10

Service Product

40

Character

Yes, only if the work center for the bill of material is for outside processing

Enter a valid product code of the service product associated with the cost category. This is typically entered for outside processing to indicate that product that is added to the automatically generated purchase order.

A

1

Record Type

1

Character

Yes

Enter I to specify an instruction record. This field is not stored in the database. It is used to differentiate the type of record being imported.

B

2

Instruction

999

Character

Yes

Enter the instruction text for the bill of material.

C

3

File Name

60

Character

No

Enter the path and file name of a bill of material supporting document you want to attach to the instruction.

D

4

Print at Material Issue

3

Yes/No

No

Enter Yes if you want the instruction file entered in the File Name field to print when issuing materials.

Enter No if you do not want the instruction file entered in the File Name field to print when issuing materials.

If this is blank, it defaults to Yes.

E

5

Print on Pick Demand

3

Yes/No

No

If the bill of material is for a fixed kit, enter Yes to print the instruction on pick demands.

If the bill of material is for a fixed kit, enter No if you do not want the instruction printed on pick demands.

If this is blank, it defaults to No.

F

6

Print on Pack List

3

Yes/No

No

If the bill of material is for a fixed kit, enter Yes to print the instruction on pack lists.

If the bill of material is for a fixed kit, enter No if you do not want the instruction printed on pack lists.

If this is blank, it defaults to No.