Bill of Materials Operations

You can perform some additional actions such as edit, delete, clone, mark as inactive, and view other tab detail in a bill of materials.

Edit

Edit allows you to modify an existing bill of material by changing details such as components, operations, or quantities

To edit the bill of material:

• Go to Items on the left sidebar.
• Navigate to Bill of Materials in the top Module bar.
• Select the bill of material you wish to edit.
• Click Edit.
• Make the required changes and click Save.

Clone

Clone lets you create a new bill of material using the details of an existing one.

To clone the bill of material:

• Go to Items on the left sidebar.
• Navigate to Bill of Materials in the top Module bar.
• Select the bill of material you wish to clone.
• Click Clone.
• Make the required changes and click Save.

Mark as Inactive

Mark as Inactive allows you to make a bill of material inactive without removing it from the system, so it cannot be used in new manufacturing orders but remains in records for reference.

To mark the bill of material as inactive:

• Go to Items on the left sidebar.
• Navigate to Bill of Materials in the top Module bar.
• Select the bill of material you wish to delete or mark as inactive.
• Click the More icon at the top left corner.
• Select Mark as Inactive in the dropdown. To mark a bill of material as active, follow the same steps and select Mark as Active.

Delete

Delete permanently removes the bill of material from the system, and you will need to confirm the action before it is executed.

To delete a bill of material,

• Go to Items on the left sidebar.
• Navigate to Bill of Materials in the top Module bar.
• Select the bill of material you wish to delete.
• Click the More icon at the top left corner.
• Choose Delete in the dropdown.
• Confirm your action by clicking Delete in the confirmation pop-up.

View Details

You can view all information related to the bill of material, including its associated components, operations, manufacturing orders, and the activity logs.

To view this,

• Go to Items on the left sidebar.
• Navigate to Bill of Materials in the top Module bar.
• Select the bill of material you wish to view the details.
• Switch between the tabs:
  • Components – View all components and its quantity required for the item to produce. Click the item name to redirect to its details page to view its details.
  • Operations – View all operationd and its duration required for the item to produce.
  • Manufacturing Orders – View all manufacturing orders and its status created using the bill of material. To view more information, click the required manufacturer order number to redirect to its details page.
  • Activity Logs – Track changes and updates made to the bill of material.

Comments and History

View the comments added by users in your organization along with the history of actions performed on the bill of material, helping you track updates, discussions, and changes over time.

To view comments and history,

• Go to Items on the left sidebar.
• Navigate to Bill of Materials in the top Module bar.
• Select the bill of material you wish to view the the comments and history.
• Click the Comment icon in the top right corner.
• View the comments along with their history. To add a comment,
  • Enter the comment in the text box.
  • Click Add Comment.