BOM Updates

The BOM Updates transaction allows a user to mass replace or delete items on Bill of Material lists, giving the user the ability to assign substitute parts on a large scale, or delete discontinued items. A user can modify the BOMs of all items to provide a replacement item without editing each and every item. Users may also choose to remove an item from all BOMs in one action.

  • This function does not replace or delete items for BOM revisions that are contained in existing production jobs.
  • The security setting "Item master -- BOM mass replace delete" controls access to this transaction.
  • A part cannot be replaced and deleted at the same time.
  • Users can enter a Category and / or a Sub-Category and nothing else and be presented with a list of all BOMs that use parts in that Category / Sub-Category.

System Navigation

  • Inventory > BOM Updates

Mass Replace Delete form

The top three fields (Action, Part, and Part Starts With) mark the replacement, the middle (Category through Replacement %) specify details for deletion being made, and the bottom three fields (Default Status, Lab-Only Status, and Apply To) specify the BOMs to which the changes will be applied.

Button/Field

Description

Apply

Click to perform the action specified.

Action

Pick list used to specify which action will be performed. Options are:

  • Delete
  • Apply
  • Lab Only - Disables Part, Replacement %, and Lab Only Status fields.

Part

Search field used to select the item to be updated.

Part Starts With

Text field used to define the item(s) that will be replaced or deleted based on the first few characters of the item's Part Number. This field can also be used to either replace or delete multiple items if multiple parts start with the same first few characters.

Category

Search field used to select a Category for the transaction. Only parts within the selected Category will be filtered for updating.

Sub-Category

Search field used to select a Sub-Category for the transaction. Only parts within the selected Sub-Category will be filtered for updating.

Facility

Search field used to select a Facility for the transaction. Only BOM Revisions for this Facility will be filtered for updating. If this field, or the field below, is left empty, revisions for all Facilities will be updated.

Facility Group

Search field used to select a Facility Group for the transaction. Only BOM Revisions for Facilities in the selected group will be filtered for updating.

Item Search 1-5

Search field used to select a one of the user-defined Item Search 1-5 values. Only parts on BOMs that match the value in the Item Search field will be filtered for updating.

With Part

Search field used to select a replacement Part when the "Action" is set to "Replace".

Replacement %

Determines how much of the replacement part is needed to replace the original. 100% represents a 1 for 1 replacement.

Default Status

Pick list used to determine which revision statuses to include when performing the transaction. Options are:

  • All
  • Default
  • Non-Default

Lab-Only Status

Pick list used to determine which revision types will be included when performing the transaction. Options are:

  • All
  • Lab Only
  • Non Lab Only

Apply to

Ability to specify whether the transaction will apply to active, inactive, or all BOM revisions.

History Notes

Memo field that when filled in will add a new line to the History field of any BOMs affected by the transaction. 

Related Pages