Bom Page

1What is a BOM? #

A reusable recipe for producing an item. It is operated like a master record — one BOM at a time, View / Add / Modify — and is referenced later by manufacturing vouchers.

Enter in cost order: Raw Materials → Sundry Charges → Finished Goods.

• Raw Materials (Material Cost) — what it consumes; their Amount total is the material cost.
• Sundry Charges — additional cost of production; each charge is additive (+) or deductive (−) per its bill-sundry type, so the sundry total is signed.
• Finished Goods — what the BOM produces (Primary / By Product / Semi Finished / Scrap); their cost is allocated from (Material Cost + Additional Cost).
• Operations — the routing steps, each optionally carrying equipment, semi-finished output, material-usage and timing.

2Step by step #

A BOM says what one production run consumes and produces — the recipe production vouchers execute.

1. Press Add (F3) , name the BOM and pick the finished product with its output quantity.
2. Add the raw-material rows — each consumed item and its quantity per run.
3. Add operations only if Advanced Manufacturing is in play; plain consume-and-produce needs none.
4. Press Save (F5) and confirm. Production vouchers can now load the BOM, scale it by the run quantity, and post it.

3Header & item grids #

• BOM Name: mandatory, unique. Description: free text.
• Finished Goods / Raw Materials: pick a Product , then Qty , Unit (limited to the product's alternative units), and Rate — Amount = Qty × Rate. FG rows also carry an inventory Type .
• Raw-Material Rate auto-fills progressively as you choose: pick the Product → Product-master price; pick a Stock Group → its Stock-Group price (only if that category has Custom Price enabled); pick a Unit → its Alternative-Unit price (only if that unit has Custom Price enabled). Within every tier the price type is STD. PURCHASE PRICE , falling back to STD. COST PRICE . A custom Alternative-Unit price is used as-is (it is already stated per that unit); otherwise the base price is converted to the chosen unit by its Conversion Factor (Rate = base × CovFactor; the primary unit has factor 1). Edit it if needed. Finished-Goods Rate is never taken from the price list — it is always derived as Amount ÷ Qty by the cost allocation.
• Total Production Cost = Raw Material total + signed Sundry total.
• Finished-Goods cost auto-calculates from the raw materials & sundries; the FG Qty is never calculated — it stays exactly what you type:
• FG Amount = Total Production Cost (all RM Amounts + additive Sundries − deductive Sundries), allocated across the FG rows by Value Basis (blank = Proportionate by weight, Percentage of the pool, Static / Custom = the ValueItem amount).
• FG Rate is derived: Rate = Amount ÷ Qty (the Rate cell is read-only on FG rows). Changing any RM Qty/Rate/Amount or a Sundry re-allocates Amount and refreshes Rate.

Calc Cost (F8) forces the same recalculation on demand.

• Stock Group & Unit are filtered by the selected product — each dropdown lists only that product's own stock groups and units (not every master record), so you pick from what actually applies.
• Size columns (Length, Width, SQM, Depth, Height, Weight) appear only when the company setting Use size columns in BOM Master is on.
• Advanced-manufacturing columns (shown on Raw Materials when the Advanced Mfr licence is active): Source of consumption (Stock / PO / Job Order / Produce / Stock-Else-… / None), Supplier (a supplier or work-centre ledger), and Linked BOM (a primary-finished-goods BOM). The Finished-Goods Inventory Type column is also licence-gated.
• Params (per FG/RM row): set values for the item-parameter template defined on that product (selection / numeric / text).
• Create masters inline — every ＋ Create new … footer opens the master in an embedded dialog (never a new browser tab, so your login and the in-progress BOM are kept). On save the new record is added to the list and selected on the row. Available for Product , Stock Group , and Unit . (Creating a Supplier ledger from the Supplier dropdown, and a new Operation from the Operations grid's Operation dropdown, are coming soon.)
• Add an alternative unit: the Unit dropdown's ＋ Create new unit opens the "Add Alternative Unit" dialog — pick a unit from the Unit master (or ＋ Create new unit there to add a brand-new one via the embedded Unit Master), give a Conversion Factor , and it is registered as the product's alternative unit and selected on the row.

4Manufacturing operations #

The whole Operations card appears only when the Advanced Manufacturing licence is active. Each operation is a routing step picked from the operation master.

• Operation & Work Centre: pick the operation; its Work Centre name (from the work-centre master) shows read-only alongside.
• Order, Setup (min), Run (min): execution sequence and timing (minutes).
• Capacity Qty & Capacity Period: the step's capacity per period — Seconds / Minutes / Hours / Days .
• Starting Type: Manual / Automatic . Starting Criteria: when the step may start (no criteria, on work-order release, after the previous operation, or after all parent operations).
• Material Availability: the reservation / consumption threshold that must be met before the step starts (e.g. "Start when at least 50% are reserved" … "100% consumed").
• Responsible Users: a multi-select of system users accountable for the step (stored as a user-id list).
• Completion: Manual / Automatic .
• Equipment: the work-centre equipment (and optional operator) used by the step. The Equipment button shows only when the company setting Use equipments in manufacturing is on.
• Semi-Fin? + Semi-Finished: enable to define items received from the step, each with accept / reject routing (next operation, a specified operation, or a warehouse).
• Mat? + Material Usage: enable to define which raw materials are consumed in the step. In Add mode the dialog pre-lists the BOM raw materials with their remaining balance — the grid quantity minus what other operations already consume; a fully-consumed material is not listed. Edit the Qty (capped at that balance — it can't exceed the Raw-Material grid quantity across all operations), pick a usage option ( Backflush or Manual — see below), or Remove rows not consumed in this operation. In View / Modify it shows only the rows that were saved — the same quantity cap applies while editing, and an over-allocation (e.g. after reducing a Raw-Material quantity) is flagged as soon as the dialog opens. The material itself is always fixed (add materials on the Raw-Material card); to add rows back — after removing them, or after adding new raw materials — use the dialog's ⟳ Load Raw Materials button, which lists every material with its remaining balance.
• Fin Goods?: allow finished-goods receipt at this operation.

What is Backflush?

Set in the per-operation Material Usage list (the usage-option column) and on Raw-Material rows. Backflush means the raw material is deducted from stock automatically when the finished good is reported as produced in a manufacturing / production voucher — the system reads this BOM, multiplies the FG quantity by the per-unit quantity defined here, and issues the components in one step. No separate material-issue entry is keyed.

• Why use it: for repetitive production where components are consumed in fixed, predictable proportions — it removes per-issue data entry and keeps stock in line with the recipe. Choose Manual instead when the material is issued and recorded by hand (variable usage, one-off jobs).
• Accuracy depends on this BOM: because backflush multiplies out the quantities you define here, wrong BOM quantities (or wastage not accounted for) make stock drift silently. Keep the Raw-Material qty per unit — and any wastage — correct.

5Lists, speed & company settings #

Everything loads once for speed. On open, the page pulls the whole stock-group / unit / price catalog into memory, so picking a product, stock group or unit — and the rate it resolves — is instant with no server round-trips.

• ⟳ Refresh Lists (toolbar): reload the stock groups, units and prices if someone changed a master elsewhere, then re-resolve the current raw-material rates. The lists also refresh automatically when you return from a master-edit dialog.

What you see depends on company settings & licence:

• Use size columns in BOM Master — shows/hides Length, Width, SQM, Depth, Height, Weight on the Raw-Material and Finished-Goods grids.
• Use equipments in manufacturing — shows/hides the per-operation Equipment button.
• Advanced Manufacturing licence — enables the whole Operations card, the Finished-Goods Inventory Type column, and the Raw-Material Source / Supplier / Linked BOM columns.
• Remove Find / Modify / Delete from transactions — hides those toolbar buttons accordingly.
• Quantity totals are shown to 6 decimals in the grid footers.

6Working in this page (keyboard) #

• Opens ready to add: the page loads straight into a new BOM with the cursor on BOM Name — just start typing.
• Enter moves field-to-field: press Enter (or Tab ) to advance through the controls; in every grid, leaving the last enabled cell of the last row automatically appends a fresh empty row so you can keep keying items without reaching for the mouse.
• Find (F2): search and load an existing BOM.
• Add (F3): start a new BOM. Modify (F4): edit the loaded one.
• Copy: duplicate the loaded BOM into a new, unsaved one (suffixed "- Copy").
• Calc Cost (F8): allocate the production cost to the finished goods by Value Basis (see "Header & item grids"). The button sits in the Finished Goods header, next to Add Item ; the F8 shortcut works from anywhere on the page.
• ⟳ Refresh Lists: reload the stock-group / unit / price lists after a master changes elsewhere (see "Lists, speed & company settings").
• Save (F5): persist the master and all item / operation rows. Delete: remove the BOM (its detail rows cascade). Find / Modify / Delete may be hidden by company settings.
• Cancel (Esc): discard changes and return to view.
• A BOM must have a name and at least one finished-goods item to save.

7Why is a pick-list empty? (prerequisites) #

Each dropdown only lists what already exists in its source master, filtered by the exact conditions below. If a list is empty or missing an entry, satisfy the condition in the named master first, then reopen the list (or use ⟳ Refresh Lists ).

• Item Name (Raw Material / Finished Goods): lists products from the Product Master where Product Classification = "Inventory" and the product is not inactive , and that pass the branch/division sharing rules. Fixed-asset and service items do not appear here. Each product's default rate is its Cost-Sheet net cost, falling back to the "STD. Production Cost" price (Item Price master).
• Stock Group: shows only the stock groups assigned to that product — i.e. a Product Category allocation must exist linking the product to the category. A product with no category allocation shows nothing.
• Unit / Alternative Unit: shows only the units defined for that product in its Alternative Units (with a conversion factor). Add the unit on the product first.
• Operation: lists steps from the Manufacturing Operations master , but only those linked to a valid Work Centre (inner join to the Work-Centre master). An operation whose Work Centre is missing/blank will not appear — set its Work Centre.
• Equipment (per operation): lists equipment registered against a Work Centre in the Work-Centre master (each row carries the Work Centre, the linked fixed Asset , and an optional default operator). Register the fixed asset as equipment on the operation's Work Centre; the list is filtered to that operation's Work Centre, so set the operation's Work Centre first.
• Operator (per equipment): defaults from the equipment's registered operator; the pick-list is employee ledgers — active accounts in the Ledger master flagged Employee = "Yes" (within sharing scope).
• Supplier (Raw-Material, Advanced-Mfr): lists active ledgers whose Primary Category = "Suppliers" or whose group is "Work-Centres" (Ledger master).
• Linked BOM (Raw-Material, Advanced-Mfr): lists saved BOMs whose finished-goods Inventory Type = "Primary" . Save such a BOM first for it to appear.
• Responsible Users (per operation): lists accounts from the Users master . If the user-designation setting is configured, the list is restricted to users who are employees carrying that designation (Ledger → Employee master); otherwise all users show.
• Sundry Charge: lists every charge from the Bill Sundries master.
• Warehouse / Godown: lists every godown from the Godown (GDN) master . Missing one? Use the dropdown's ＋ Create new warehouse footer to add it inline (name required; it's created as a top-level "Regular" storage space for the current branch).

Newly created masters may not show until the in-memory lists refresh — click ⟳ Refresh Lists or reopen the page.

8If something does not work #