Build a BOM

List the components that go into a made item, then release the BOM so Production can build from it.

A BOM (bill of materials) is the recipe for a made item: the list of components and quantities that go into it. Production reads the current released BOM when it releases a work order, and Accounting reads it to roll up material cost. A BOM is versioned, so releasing one does not lock you out of changing it later.

Create the BOM

  1. Go to Engineering > BOMs and select New BOM.
  2. Pick the item the BOM produces. The BOM starts at version 1 in Draft.
  3. Save to open the BOM for editing.

Add the lines

Each line is one component the item is built from:

  1. Select Add line and pick the item and quantity per unit produced.
  2. Set the role: Primary (the item this BOM produces, exactly one line), Component, Co-product, By-product, or Waste.
  3. Set an optional scrap percentage, unit of measure, reference designator, and supply type (Push, Pull, or Backflush).
  4. Link a line to a routing operation if a specific step consumes it.
  5. Reorder lines with the sequence handles. Lines are kept in sequence order.

Release it

  1. Select Release. Workcell checks that the BOM has exactly one Primary line, that the Primary line matches the BOM's item, and that every line has a positive quantity.
  2. The BOM moves to Released and becomes the version Production builds from.

Revise or retire

  1. Revise copies the released BOM into a new Draft version (one higher) with all its lines, so you can change it without disturbing what is already being built.
  2. Obsolete retires a released BOM that should no longer be used.
Draft (add lines) -> Release -> Obsolete
   ^                    |
   +---- Revise (new Draft version) ----+

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