Bills Of Material

A Bill of Materials (or BOM) is a list of the parts or components and quantities of each needed to produce an end product or finished good. The parts required may include raw materials, subassemblies, intermediate assemblies, or sub-components.

BOMs are hierarchical in nature with the top level representing the finished product, which may be a subassembly or a completed item. BOMs are maintained one production level at a time. Consider the example of a 1 gallon can of paint. One BOM can be created that controls the percentage of different bulk ingredients going into the blend, and then a packaging BOM that specifies how much of the blend goes into the can and with what other packaging. These two BOMs can be edited separately, so if a change is necessary in how the blend is made, the packaging BOM will not need to be changed. From a reporting perspective, reports like the “View BOM – Indented Explosion” report can display the multiple production levels on the same screen, so if the user selects the packaging BOM the report will show the details from both the packaging BOM and blend BOM.

In Deacom, the BOM also contains information regarding the labor cost necessary to produce the end product or finished good.

The security setting "Inventory -- view formula management" controls access to this transaction. The security settings "Item Master -- Edit BOM" and "Item Master -- View BOM" controls access to both view and modify BOMs throughout the system. The View BOM form allows users to change the "Quantity" field then scale the BOM without actually making any changes. This feature may be useful in situations where a user does not have access to modify the BOM but wishes to see the quantities required to produce different yields.

System Navigation

Inventory > Bills of Material
Inventory > Item Master > "View" > "Edit BOM"

Bills Of Material pre-filter

Field/Flag	Description
Report Type	Pick list used to determine what kind of report to run. Options are: Standard and User 1–3. Users with permission can create unlimited user versions of any bills of material report and also determine which reports each user will see in this field.
Start/End Date	Only BOM revisions created within the dates selected will be displayed in the generated report.
Part Number	Search field used to filter BOM revisions by Part Number.
Part Starts With	Used to filter BOM revisions by parts that start with the inputted string.
Facility	Search field used to filter BOM revisions by assigned Facility.
Entered By	Search field used to filter BOM revisions by the User who created it.
QC Group	Search field used to filter BOM revisions by assigned Quality Control Group.
Formulator	Search field used to filter BOM revisions by assigned Formulator. Users may be restricted to viewing only revisions assigned to a specific Formulator. Additional information is available via Managing Users and User Security. The formulator name, from the BOM revision, can be printed on batch tickets. To do so, add the variable "l_formname" to the batch ticket reports via Print Outs > Maintenance > Report Layouts.
Revision Type	Pick list used to filter BOM revisions by the R&D status. Options are: All - Displays all BOM revisions. Lab Only - Displays only BOM revisions with the "Lab Only" flag set to true. Non-Lab Only - Displays only BOM revisions with the "Lab Only" flag set to false.
Display	Pick list used to display inactive records.
Include	Pick list used to filter BOM revisions by the Default flag.
Item Type	Pick list used to filter report results for a specific inventory segment. Definitions of each segment are available in the "Item Type" field description in the General 1 tab section of the Item Master Encyclopedia page.
Category	Search field used to filter BOM revisions by assigned Category.
Sub-Category	Search field used to filter BOM revisions by assigned Sub-Category.
Item Search 1-5	Search field used to filter BOM revisions by assigned Item Search 1-5 values.
Work Flow Type	Search field used to filter BOM revisions by assigned Work Flow.
Sequence	Search field used to filter BOM revisions by assigned sequence.
Routing	Search field used to filter BOM revisions by assigned Routing.
Work Center	Search field used to filter BOM revisions by Work Center that is selected on the assigned Routing.
Operation	Search field used to filter BOM revisions by Operation that is selected on the assigned Routing.

Bills Of Material report

The Bills Of Material report is opened by clicking the "View" button on the Bills Of Material pre-filter. This form contains a listing of all the active BOM revisions based on the pre-filter selection criteria and also contains the "View Detail" button which opens a helpful snap shot of information on the selected BOM.

View Bill of Material form

Opened via the "View Detail" button on the Bills Of Material report or the "View BOM" button on the Edit Bill of Materials form.

On BOMs with non-scalable items and Routings with non-batch sequences, adjusting the quantity also changes the cost of the items. The View BOM form now displays the adjusted cost when the quantity is changed.
Cost fields will not be displayed if the user does not have security access for "Item Master -- Access Costing Tabs".
BOM Line Level user-defined fields are available to the grid when using the View BOM and Edit BOM buttons.

Button/Field	Description
Save	If clicked, saves the changes to the current Bill of Material revision. If there are open/un-finished jobs in the system using this revision, the following prompt will be displayed: "There are open jobs for this revision, would you like to update the non-finished job to use this new revision?" If the user clicks yes to this prompt, the system will update all open jobs with the newly updated revision except those with inventory finishes, any jobs with any issued materials or any direct staged materials. (materials with entries in the dtstaging table)
View BOM	If clicked, opens the View Bill of Material form for the selected Part.
Edit Part	If clicked, opens the Edit Item Master form for the selected Part.
Print BOM	If clicked, opens the Copies to Print form and allows the user to print the current BOM revision.
BOM MRP (requires MRP license)	If clicked, opens an MRP report for the child and parents of the BOM. If a selection has been made in the System > Options > Inventory 2 tab "BOM MRP Pre-filter" field, then the system will generated a time-phased MRP report matching the selection criteria. If no selection has been made in System Options, then the system will run an instant MRP report.
View Calcs	If clicked, opens the View Calculations form and displays all calculations assigned on the Calculations tab of the current BOM revision.
Part Number	Displays the Part Number for which the BOM revision is designed.
Description	Displays the Description of the Part Number.
Revision	Displays the alphanumeric Revision identifier for the selected BOM.
Unit of Measure	Displays the Unit of Measure that will be used when manufacturing the item using this formula revision.
BOM Type	Pick list used to view different reports for the item. Options are: Calculation BOM - Displays the items which drive user calculations. Explosion - Indented - Displays the selected Part and all levels of components for this Part, excluding regulatory parts. The security setting "Item master -- view indented BOM" controls the ability to view this report. Explosion - Regulatory - Displays the same details as the "Explosion - Indented" report, but includes regulatory parts. Explosion - Single Level - Displays the selected Part and one level of components on the BOM. Implosion - Indented - Displays the selected Part and all items in which the Part is used at any level. The security setting "Item master -- view indented BOM" controls the ability to view this report. Implosion - Single Level - Displays the selected Part and all items in which the Part is directly used. Source - Regulatory - Displays Parts, usually raw materials, that contain or introduce the regulatory Part on the BOM. Summarized Regulatory - Adds the quantities for regulatory Parts on the BOMs which are the same. View Gross Requirements - Adds the quantities for Parts on the BOMs which are the same, excluding regulatory items.
Cost Type	Pick list used to determine which costs are used to calculate the values in the Cost fields. Options are: Average Cost Future Cost Last Cost Purchase Price Standard Cost
Facility	Search field used to assign a Facility.
Quantity	The quantity of the Part Number being produced that drives the requirement values. Users may change the "Quantity" field to scale the BOM without actually making any changes.
Materials	Used in conjunction with the "Cost Type" selection to display the cost of Materials.
Labor	Used in conjunction with the "Cost Type" selection to display the cost of Labor.
Burden	Used in conjunction with the "Cost Type" selection to display the cost of Burden.
Material Burden	Used in conjunction with the "Cost Type" selection to display the cost of Material Burden.
Freight	Used in conjunction with the "Cost Type" selection to display the cost of Freight.
Total	Used in conjunction with the "Cost Type" selection to display the total cost.

Edit Bill of Materials form

Opened via the "New" or "Modify" buttons on the Bills Of Material pre-filter and report. The Edit Bill of Materials form contains several buttons and lists the required Parts and their corresponding details.

Part Form Only User Calculations are calculated and displayed on the Edit BOM form. This allows the user to see what the calcs will be on part forms at the time that the formula is edited.
All Item Master (dmprod) fields are available to the grid layout on this form.

Button	Description
Edit Part	If clicked, opens the Edit Item Master form for the selected Part.
View BOM	If clicked, opens the View Bill of Material form for the selected Part.
Print	If clicked, opens the Copies to Print form and allows the user to print the current BOM revision.
Import Excel	If clicked, opens the Import File form, used to select a file and import items/BOM lines into the formula using a properly formatted Excel sheet. See the Using the BOM Line import function section for complete information.
Same As	If clicked, opens the Mark The Same As form, used to create a new BOM by copying a Part's existing BOM and Revision. Also offers the option to copy Routings, QC/Stability Tests, Formulator, Constraints, BOM User Fields, and BOM Line User Fields. The Lab Only status is copied when using this button. This button allows users to see and select inactive part revisions for the purposes of creating new revisions only. The Formula Unit, Default Shop Area, Default Job Work Flow, Default Job Category, Substitution Type, Default, and Regulatory Properties are copying over when using the Same As function.
Scale BOM	If clicked, opens the Scale Formula form, used to scale all Parts on the BOM to produce the Batch Yield specified. For example, if the natural batch yield was 97 pounds and it needs to be calculated for 100 pounds, click the "Scale BOM" button, enter the new yield, then click "Save" and "Exit". When using this option, the system will round the results based on the "BOM Decimals" specified in System > Options > General tab.
Scale Calculation	If clicked, opens the Scale To Calculation form, used to scale the BOM to a pre-defined User Calculation. In the form, users select the line items to scale and move them to right-hand side of the form. Next, in the "Calc To Scale To" field, select the calculation to scale to and then enter a new target value in the "New Value" field. Once complete, the "Apply" button scales the BOM. The system will calculate the result in the UOM specified on the BOM Line. Specifically, when scaling a BOM using the "Scale Calc" button, the newly calculated quantity for each line is converted from the base volume or weight to the line's specified UOM.
Compare To	If clicked, opens the Compare Revisions form. The form offers two different report options. User Calculations - used to compare the results stored on the Calculations tab to other Revisions of the same or different Parts. BOM Lines - used to compare BOM line quantities between other parts and revisions. The BOM line comparison form will display all parts, on all BOM revisions. The report will show 0 for any part that is not on the BOM revisions being compared, and vice versa, 0 if the part is on any of the BOM revisions being compared but not on the original BOM. Note that when running the BOM Lines report type, in situations where parts being compared have a different Formula unit of measure then the base parts Formula unit of measure, the system will convert all comparison parts to the base parts Formula unit of measure. Both reports allow users to compare multiple revisions, not just two.

General tab

The Item Master Properties tab contains a "Restrict Job Quantity to Batch Yield" flag. If checked and adding a new line for this item to a production Job, the "Quantity" specified will default to the Batch Size on the Revision selected and this quantity will not be allowed to be modified.
Since items may have multiple BOMs, when the Revision is changed on the Job line, the quantity will change to that revision's Batch Yield and will not be allowed to be modified.
If no Revision is selected, force the job quantity to be zero and do not allow the user to modify it. This is useful if operations require a process to restrict job quantities to certain validated Batch Sizes. One item may have non-incremental quantities allowed for production, from which users are not allowed to deviate.
If you have a BOM that has negative lines on it without by product checked, it will make all relieving transactions show as un-relieving. If you are lot tracking, you will want to ensure your negative BOM lines have By-Product checked.
Bill of Material line items default the BOM Unit based on the new BOM Unit of the item selected.

Field/Button	Description
Part Number	Search field used to select the Part Number of the item to be produced on the BOM.
Description	Displays the Part Number description.
Item Type	Displays the Item Type for the selected Part Number.
Revision	Displays the alphanumeric identifier for this formula Revision.
Created	Displays the date the revision was created in the system.
Formulator	Search field used to select the individual Formulator responsible for this BOM Revision. Formulators can be restricted from viewing and modifying revisions that are not assigned to them. A Formulator may be an individual person or a more generic name representing the type of revisions that the individual would be restricted to viewing such as Bulk, Regulatory, or Packaging.
Facility	Search field used to assign this BOM Revision to a specific Facility. Useful in situations where customers make the same items differently based on the Facility where the item is produced. Important to note that if customers wish to use this option, but also want the option to run MRP reports "wide open", without specifying a Facility on the MRP pre-filter, then a non-Facility-specific revision must be created. Facility-specific revision security, available via System > Maintenance > Revision Facility Security, is used to control which User Groups have access to view or edit specific Facility BOM revisions. There will be a "None" option on the left-hand side to allow security to be set for BOMs that do not have a Facility defined. When a user has a Facility restriction, they have the option via the "Facility" field on the BOM to leave it blank or to select only the Facility they are restricted to. This option was added to support companies that do not use Facility-specific BOMs but still wish to utilize Facility restrictions elsewhere in the system. How the feature is used in the system: When creating a Job, the default Revision for the selected Facility is chosen. If there is none, the default Revision for all Facilities is used. Viewing the BOM and drilling down into default subassemblies for a Job or Sales Order, the system will first check to see if a default Revision for the Facility on the order is present. If not, the default Revision for all Facilities will be used. MRP will also use the Facility for the first level of Job requirements or indirect requirements, however, unless MRP is filtered by Facility, all subsequent requirements will use the default Revision for all Facilities. When rolling up the standard costs to parent items, the Facility-specific costs are now rolled up as well. For a given Facility, if the Facility entry on raw material is marked to use costs, the Facility cost is used, otherwise the Item Master cost is used. If the parent item has a Facility entry that the raw material does not, the Item Master costs are used to fill it. If there is a default Facility-specific BOM for the parent item, it is used to calculate the costs. If not, the application looks for a default BOM that is not assigned to any Facility. If not found, then it looks for a default BOM assigned to the default Facility. If still not found, it falls back on the default BOM for the Facility with the lowest ID. If a Facility is specified on the BOM Revision, the BOM line costs (the cost for the items contained on the BOM as seen on the Edit Bill of Materials grid) will display correctly based on applicable Facility Items, if Facility Items are specified, otherwise the main Item Master costs will be used.
Default Shop Area	Search field used to specify the Shop Area or machine which will be responsible for producing this revision of the item. If using Routings, the specific steps and Shop Areas/machines used when producing the item will be defined on the Routing and the Default Shop Area is not necessary. If Routings are not used, the Default Shop Area offers a good option for identifying at least the Shop Area where production will occur.
Default Job Work Flow	Search field used to specify the Work Flow that will be defaulted to Jobs that have this Revision selected. Specifically, the Work Flow type and grid on the Job will be updated with the ones from the Work Flow selected in this field. Useful in situations where the procedure/Work Flow for producing a part is always the same. If this field is left blank, the system will use the default Job Work Flow.
Last Change	Displays the date of the last save for this revision.
Notes	Memo field used to store notes containing additional details for this Revision.
History	Memo field used to store additional notes used to record the history of changes or additions to the Revision. Can also be edited in the History Notes field in BOM Updates.
Stock Unit	Displays the UOM in which the manufactured item is stocked.
Formula Unit	Search field used to select the UOM in which the manufactured item will be produced as a result of this BOM.
Default Job Category	Search field used to select the Job Category that should be used as a default. Only works when the default Job Category in this field is set and the Revision is the default one. The Job Category can be used to establish a specific issue type of Job or Staging for specific items and revisions. Useful in situations where customers need to "lock in" the issue type set at the Item Master level, so that the setting cannot be over-ridden by an operator using the WMS scanners or within the main Deacom application.
Batch Yield Calculation	Pick list used to determine how batch yields are calculated. Options are: Calculated - Indicates the system will automatically determine the Batch Yield, either in weight or volume amounts based on the weight, volume, and quantity information for all parts on the BOM. Specified - Indicates the Batch Yield will be manually entered by the user and needs to the be the sum of the quantity on all BOM lines. Typical for discrete manufacturing, packaging of bulk product, or when the bulk product is processed in a way that the sum of weights or volumes going into the batch does not equal the weight or volume produced by the batch, such as cooking or chemical reactions.
Batch Yield	Displays the total quantity that will be produced as a result of the formula. When "Batch Yield Calculation" has been set to "Specified", the security setting "BOM -- change batch yield" controls which users may edit this field.
Unit Cost	Displays the cost of the stock unit for the good to be produced on the BOM. The security setting "BOM -- show unit cost" controls whether of not this field will be visible.
Substitution Type	Pick list used to determine how substitute items, if specified, will be handled during production relief. Issued First - The system will take into account whatever is issued first, regardless if it is a substitute or not when materials are issued to jobs. Proportional - The system will relieve amounts of the original item and substitute item based on the value in the Item Master > Substitutes tab > "Factor" field for the Substitute part. Substitutes First - The system will relieve the total amount to the substitute item(s) first before moving on to the original item. As an example, assume the Formula requires 100 cans, but half of the cans will be substituted with cups. If a finish is performed for 20, and this field is set to Proportional, the system will relieve 10 cups and 10 cans. If this field is set to Substitutes First, the system would relieve 20 cups.
Active	If checked, this record is active. Only active records may be used in the system.
Default	If checked, this record is the default Revision any time this item is selected on production Jobs.
Lab Only	If checked, indicates this BOM is for lab purposes only and cannot be used in production. Formulas or revisions flagged as "Lab Only" will not be available for selection when entering or modifying Jobs. The permission to view BOMs flagged as "Lab Only" is controlled by the security setting "Item master -- view lab only BOMs".
Regulatory	If checked, indicates this BOM is for regulatory reporting purposes and will not be used for production. Formulas or revisions flagged as "Regulatory" will not be available for selection when entering or modifying Jobs. When a revision is flagged as "Regulatory", the "Batch Yield Calc" must be set to "Specified" and the "Batch Yield" must be set to "1".

Work Flow tab

The Work Flow tab displays the Work Flow assigned to the BOM record and the associated Sequences that must be completed before the master record is considered complete.

Note: Any existing Work Flow Sequence approvals will be cleared when any of the following criteria is modified: Part Number ID, Revision Name, Default Job Work Flow, Default UOM, Batch Yield Quantity, any dmbom (Bill of Materials table) field, linked Routing change, linked QC Group change, linked User-defined field change.

Routings tab

A Routing in the Deacom system is a series of predefined processing steps, listed in order of sequence, necessary to complete a product. This tab is used to add, modify, or view routing information for the selected BOM revision and houses the "New Routing" and "Edit Routing" buttons, functions whose access is restricted via the "Item master -- edit routing" security setting.

Note: Routing User Fields can be added to the grid on the Routings tab. The process involves adding the exact "Field Name" of the User Field to the matbomrout grid layout via System > Maintenance > Grid Layouts.

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. The user fields on the BOM record may be used to capture information such as Formula Date, Special Instructions, Fill Levels, OSHA and other regulatory data points, etc. User fields may be added via Tools > Maintenance > User Fields. All Item Master user fields are available for printing on the BOM report. In addition, all user defined fields on Formulas (BOM Revisions) are available to print on batch tickets.

QC/Stability Tests tab

Formulas in Deacom may contain multiple Quality Control Tests, assigned via Quality Control Groups. Groups are assigned to Revisions and specified to be performed either "Every X Days" or "Every X Lots". This tab also houses the "QC Specs" button, which displays the Edit Quality Control Group form used to define the minimum, maximum, and target values for the tests within the selected QC Group. If the user has the security setting "Quality Control -- edit groups" set to yes then the form will open in an editable state. If changes are made to the QC group and saved, the system will display the following prompt: "The current revision is now historical and cannot be edited." This form allows users to edit the QC Group, not enter or approve QC results for this Group.

Important: Do not remove a QC Test or QC Group from a Formula if any Lots are pending QC. This will cause an error with the Lots and require an External to fix.

Stability tests need to be assigned to BOM revisions before materials are finished and placed in inventory.
When changing and saving QC Groups attached to Formulas, the system will prompt the user if they wish to update all current Jobs using this Revision/QC Group. When the user clicks "Yes" to this prompt, the system will update all current Jobs that have the current Revision and current Jobs that are linked to a historical Revision as well.
The "Finish To At-Risk" button is also available on this tab. If this button is checked, and an active QC Group is present on the QC/Stability Tests tab, quantities of the item specified in the "Part Number" field on the General tab will be finished directly into the At-Risk QC status instead of pending QC.
The system will only perform the updates to BOMs with the same re_revnum (revision number/ID) and the same QC Group. The specific logic the system uses is:
- Get the qc_groupnum for the qc_id that was just changed. This is equivalent to the revnum for QC Group.
- Using this qc_groupnum, get all the historical qc_id pertaining to this groupnum.
- Using this list of qc_id's, get list of re_id's from dmqc6 so it can be updated to the new qc_id.
- This will ensure all Revisions that have any of the historical version of this particular QC Group gets updated to the new QC Group (will only update revisions that matches this QC Group).

Calculations tab

The Calculations tab displays the results for all the Formula User Calculations.

If adding BOM calcs after BOMs have been created in the system, users will need to obtain and run a "RecalcFormulas" External from Deacom Support.
Rows are indicated in red any time they are different than what is stored in the Database and will remain red until the BOM is saved. For example, if a user were to modify a BOM line and change the quantity, the calculations on the BOM calculations tab that are affected by the change will show as red until the BOM is saved. Calculations might show in red without making any apparent changes because of factors outside of the BOM (such as listprice change).
Revision fields (i.e. re_yield) are available to BOM Calcs but must be prefixed with "cREV."
The Refresh button in the toolbar will recalculate the various fields, including those with the Manual Recalc Only field located in Tools > Maintenance > User Calculations.
BOM User Calculations are available to Sales Order User Calculations. When Sales Order User Calculations are evaluated, the system will check to see if there is a Facility-specific default formula for the item being calculated in the Facility specified on the Sales Order.
- If there is, the system will use the BOM calculations from that revision.
- If there is not, the system will check to see whether there is a non-Facility-specific revision marked as default.
- If so, the system will use the BOM calculations from that revision.
- If not, the system will not bring in any BOM User Calculation values for the item.
- This if useful if, for example, a customer uses the "Hazardous" flag on raw materials to indicate the presence of a hazardous material. The system needed a way to iterate through the BOM tree to determine this hazardous condition. Using a BOM calc provides this ability.

Regulatory tab

This tab displays the regulatory part information for the selected BOM Revision. Specifically, if an item on the displayed Revision contains a part containing a BOM flagged as Regulatory, the parts on that regulatory BOM will be displayed on this tab, in addition to their quantities and Units of Measure.

Constraints tab

Constraints represent rules or parameters that can be used to determine what lots of the items contained on the BOM should be issued when producing the parent item. Constraints are based on either QC Tests or User Fields and are designed to work in connection with the "Optimize" button on the Issue/Reserve Inventory form found throughout the system. A basic example of the optimize process is discussed below.

Assume specifications call for the production of hamburger patties with a targeted fat percentage of 8%. The production process involves mixing together lots of meat with varying fat percentages in order to achieve a final blend of 8% total fat. In the system, one of the QC Tests involves measuring the fat percentage of each lot of meat. This QC test is performed when the lot is received. To help companies select/determine the lots that need to be mixed, constraints may be set on the formula for the hamburger patties.

Using this simple case, a constraint could be set up with a minimum fat percentage value of something like 6% and a maximum of 10%. In this case, when using the "Optimize" button, the system will only suggest/show lots of meat with QC fat % results that are between 6-10%. In this way, production personnel can determine/select the best lots for the mixing process to achieve the target fat percentage on the finished good. Users also have an option of further optimizing the suggested lots when using the "Optimize" button on the Issue/Reserve Inventory form. These options include cost, expiration date, lot date, location priority with expiration date being the default option. If users select one of the other options, the system will suggest lots that meet the constraints established on the Constraints tab of the Formula and then list them in order based on the selection criteria chosen. For example, if choosing lot date, the system will suggest lots that meet the constraints, then list them in order by the oldest lot date.

Edit BOM Line form

Opened via the "Add" or "Modify" buttons on the Edit Bill of Materials form. The Edit BOM Line form is used to enter the quantities and supporting information for the items that will be used to produce the manufactured item. This form contains a "Find Component" button, that if clicked, opens the Find Component form, used to select a Part and specify the quantity that will be used to fulfill the BOM requirement. For example, if 500 mg of Vitamin C is needed and each Vitamin C is half of c-compound1, then 1,000 mg of c-compound1 is needed. Per this example, users would select a Part Number of Vitamin C and enter 500 in the Quantity field of the Find Component form.

General tab

Button/Field/Flag	Description
Part Number	Search field used to select a Part for this BOM line or sequence.
Description	Displays the description of the Part selected.
Stocked Unit	Displays the stock UOM of the Part selected.
Quantity Per	Quantity of the BOM Unit that is needed to produce one unit of the manufactured item. The System > Options > General tab > "BOM Decimals" field determines how many decimal places may be used when specifying a quantity. A maximum of 3 or 4 decimals in all cases is recommended.
BOM Unit	Search field used to select the UOM for the Part selected when manufacturing the item using this formula revision. The system will prompt the user asking if they would like Deacom to automatically convert the quantity from the old UOM to the new UOM when changing the BOM Unit field on the Edit BOM Line form. When this is performed, the system will use the Calcs tab on the selected item/material as a reference for how to convert between base units.
Reference ID	Ability to indicate a specific ID value for this BOM line. Reference IDs are available for printing on the BOM report.
BOM Group	Search field used to assign the BOM line to a BOM Group for sorting and reporting purposes.
QC To Continue	Search field used to select a QC Test that must be performed before items on subsequent BOM lines will be displayed for issuing to jobs in the following transactions: Inventory > Issue/Reserve Inventory > Final Staging WMS > Issue Job WMS > Final Staging Example: If a Bills of Material has 5 lines and line 3 has a QC test specified, only lines 1-3 will be displayed for issuing until a QC pass has been done on the QC Test specified in this field on the appropriate job. Once the test has been performed, lines 4-5 will be displayed for issuing. Useful in situations where issuing is done in multiple phases and QC checks need to be performed before subsequent materials can be issued to a job or when QC checks may lead to custom adds or quantity tweaks of later-issued ingredients. When using this field, The BOM revision must contain at least one QC Group that is not marked as "Do QC After Production" so that QC results can be entered during the issue process and before production begins. Testing results for the QC Test specified in this field may be performed via the "QC Values" button on the Job Summary report in Production > Job Reporting. The system only requires a pass be performed on the QC Test. The test does not have to be marked complete and QC does not have to be finished. If the QC Test has a pass done against it before anything is issued, the issue form will display all lines to issue and bypass this process.
Notes	Memo field used to store notes containing additional details for this BOM line.
Co-Production Revision	Search field used to select a Revision to co-produce on BOMs. When a revision is indicated in this field, the item on the BOM line will be added to the production Job that uses this Revision. The quantity of the job line will be defaulted to "0". During Job finishing, users will need to indicate the quantity of co-product being finished. Useful so that users can distinguish situations in which the production of additional items will be desired (co-production) as opposed to an undesirable finish (by-product). The co-production option also has the added benefit of streamlining the operation by adding an additional job line automatically when the standard formula is put on a Job. When creating multi-line jobs in MRP, the system will group co-products with the same part number and co-product revision into one line on the job. The quantity on the job line will be the sum of each co-product quantity. See Handling Co-Products and By-Products for additional information.
Co-Product Cost	Only available when a selection is made in the "Co-Production Revision" field. Pick list used to determine how the Co-Product will be costed. Options are: Default, FIFO, Standard. Note: The cost will only be included into the BOM/Item Roll Up if the "Include Co-Products In Cost Roll Up" checkbox in Inventory Options.
Co-Product Quantity	Only available when a selection is made in the "Co-Production Revision" field. This value is used to calculate the default co-product quantity on a job anytime the co-production revision specified above is used on a job line. This quantity also applies when jobs are created out of MRP that contain co-products on their revisions. See Handling Co-Products and By-Products for additional information on how default co-product quantities are calculated during job creation.
Group By	Option to group BOM lines for issuing that share the same field values. Example: If a formula contains two of the same item with the same exact scrap factor, these could be grouped for issuing by adding "bo_scrap" to the "Group By" field on each item. All fields from the dmbom table are available to this field.
Subtotal	If checked, indicates that this line contains a subtotal of the item and quantities listed above this line in the BOM. This subtotal may be printed on the BOM report.
For Costing Only	If checked, indicates this BOM line is used only to record costs and will not be included for issuing or relieving, nor will it be created as a result of Job finishing. This flag only applies when running in Standard Cost mode. This field (bo_costonly) is available to the Custom Adds grid throughout the system. This allows customers to distinguish between regular BOM items and those used for costing only.
By-Product	If checked, indicates this item is a By-Product. BOM lines that are By-Products must contain a negative quantity. By-Products are created during Job finishing but are skipped during issuing and relieving. If running in FIFO or Average Cost modes, By-Product costing options may be set on the Production tab in System > Options. See Handling Co-Products and By-Products for additional information.
Non-Scalable Quantity	If checked, indicates that the entered quantity for this BOM line will be used regardless of the Batch size. Note that the system will require the non-scalable quantity for each finish on a job. For example, if you have a job for 10 cases and perform one finish for each case, the system will require or relieve the quantity indicated on the non-scalable items 10 times, one for each finish. Viewing a BOM and changing the Batch Yield will leave the non-scalable items at the entered quantity in stock units. If performing incremental finishing and the non-scalable item is lot controlled users may be prevented from performing additional finishes after the first finish, until more of the non-scalable item is issued to the job. For example, assume you have a BOM with a specified batch yield of 1, a formula unit of case, and one lot controlled, non-scalable item with a quantity of 1 on the BOM. If you enter a job for 10 cases, the issue screen for the job will only require a quantity of 1 for the non-scaleable item. When you perform the first finish, the system will relieve the non-scalable quantity of 1. When attempting to perform subsequent finishes the system will see that no additional quantities of the non-scalable item have been issued, and will prevent the user from completing additional finishes until more of the non-scalable item is issued.
Propagate Expiration Date	If checked, the Expiration Date from a subassembly will transfer to the finished goods produced from that subassembly. If checked, Deacom will check the relieving lots for this BOM line for each of the BOMs for the specific BOM parent. If any of these relieving lots have an Expiration Date, the earliest date will be used for the finished product's Expiration Date. This field can be used in conjunction with the "Lot Expires Calc" field in Inventory > Options.
Propagate User Lot	If checked, the user lot number from the bulk material used in production will carry over to the finished good when finishing production. Works in conjunction with the CHILDLOT function, which is available to the "Lot # Expression" field in System > Options > Production tab. Additional details and examples regarding this option are included in the "Lot # Expression" field explanation on the System > Options > Production tab section. Simply checking this flag will not propagate the bulk material user lot number to the finished good user lot number. For the process to work, the CHILDLOT() function must be used in the "Lot # Expression" field. This flag is also available on the Edit Custom BOM form. If the flag is set here it will provide the default for the flag on the Edit Custom BOM form. Note that the flag on the Edit Custom BOM form takes precedence over the flag set here on the Edit BOM Line form.
Propagate Lot Attributes	If checked, the lot attributes from a subassembly or raw material transfer to the finished goods produced from that subassembly or raw material. Only one BOM line can have this checked within a Revision, unless "Attribute Delimiter" is filled in Inventory Options. If a job has issued materials and the BOM has a line with this flag checked, users will be able to see the attributes populated on the finished good lot. Otherwise if there is nothing issued and the finished good is marked with backflush, and this box is checked, the attributes will be copied from the first lot relieved.
Sequential	If checked, tells the system that items are to be issued and staged to Jobs in the order they are sequenced on the BOM Revision. The first line item on the BOM can not be flagged as Sequential. If users attempt to issue to a BOM line that is flagged as Sequential without first issuing to any BOM lines before this one, the system will display a prompt indicating the previous part needs to be issued/staged first. This flag was added to ensure that items would not be issued out of order resulting in a batch being unusable.

Issuing tab

Button/Field/Flag	Description
Issue Inc Type	Option to determine how issue increments will be determined for the selected BOM line item when issuing to a job in main app or WMS. Options are: Fixed (Default) - user will need to indicate the increment in the "Issue Increment" field below. Expression - user will enter an expression in the "Increment Expression" field below. This option provides more flexibility and the option to have the issue increment based on variable factors, for example which Work Center is used, instead of a hardcoded value. This field is also available (beginning in 17.04.001) on the Custom BOM Line form.
Issue Increment/Increment Expression	Option to set incremental issuing for this BOM item. Field name displays as "Issue Increment" when selecting an "Issue Inc Type" of "Fixed" and "Increment Expression" when selecting an "Issue Inc Type" of "Expression". If using a issue type of "Fixed": If the increment is non-zero, the system will replace the quantity in the "To Issue" with this increment when issuing to Jobs in the Main and WMS applications. All BOM lines with a zero issue increment will be issued as before. Users will issue the full required amount. When issuing, users will enter the appropriate increment for those lines. Users may need to issue multiple increments to meet the full job requirements. When returning to the Issue form, only those lines with outstanding issuing increments will remain. Users have the option to set incremental final staging based on the "Job Staging Counts" value in System > Options, which works with the Incremental Issuing feature described above. As an example: Assume a BOM contains Raw1/Raw2/Raw3 all set at 1 per for 1 finished good, each with an issuing increment of 100 and a Job is created for 300 finished good. If "Job Staging Counts" is set to "3", the first time through the system will final stage 100 Raw1, 100 Raw2, then 100 Raw3 for iteration 1. The system will present 100 each of Raw1/Raw2/Raw3 for the 2nd and 3rd iteration of final staging. At the conclusion of the third iteration, all the inventory will be issued. If the "Job Staging Counts" is set to "1", the system will not allow the user to final stage more than the increment + overissue % until a Job finish complete. If using a issue type of "Expression": The following fields/variables are available to the issue increment expression: BOM fields (dmbom), BOM revisions (dmrev), Job fields (dtjob), Job (dtjob) User Fields, Job User Calculations, Job line fields (dtljob), Job line (dtljob) User Fields, (item master(dmprod) fields, item master User Fields, BOM line User Fields, Transaction, Issue, and Final Stage. The following named variables (which are also available in BOM User Calculations) are available to the expression: bocount, dispcnt, totwgt, totvol, totcub, exten, futext, wgtcost, volcost, wgtper, volper. The issue increment quantity from the expression will match the Quantity Decimals defined in Sales > Options. If the expression is invalid, the following prompt will be displayed: "Invalid issue increment expression". This field is also available (beginning in 17.04.001) on the Custom BOM Line form.
Scrap %	Defines the scrap percentage for this item and allows users to define the material used to complete the Job versus the final amount actually produced. A value of 0.00 indicates material has no scrap. A value of 20.00 indicates material has 20% waste. If raw materials or components are not issued to jobs, then the Scrap % will be factored into the "required" and "to issue" amounts when the system backflushes the BOM of the finished item. If raw materials or components are issued to Jobs, then the Scrap % will be added to the "required" and "to issue" amounts. Scrap percentages can be defined on Item Master records as well. If defined in both locations, the system will add the Scrap % on the Item Master to the Scrap % on the BOM line. The use of Scrap % does not affect the weight or volume measurements of the item(s) produced on the Job.
Scrap Cost %	Defines an additional scrap cost as a percentage of the BOM line item’s standard cost, that will be added to rolled up standard costs to parent items. The “Roll up Material Costs From BOM” flag on the Item Master > Properties tab for the parent part must be checked for this field to be considered. The scrap cost is used to calculate the weight cost and volume cost with a similar calculation multiplied by unit weight or unit volume respectively. The result of this calculation only affects costs and in no way impacts the actual weight or volume of the item. Like scrap percentages, scrap cost percentages can be defined on Item Master records. The system will add the Scrap Cost % on the Item Master to the Scrap Cost % on the BOM line. This "Scrap Cost %" field can be used without using the "Scrap %" field above.
Over-Issue %	Defines the percentage that will be added to the "required" and "to issue" amounts when issuing material to Jobs, but will not be relieved when backflushing the BOM of the finished item. The Item Master record also contains an "Over-Issue %" field. If the BOM line and the Item Master record both have an Over-Issue % defined, these percentages will both be factored in when determining the issue quantity.
Calculation Type	Pick list used to specify a Degradation or Overage calculation for this item. Refer to the Managing Formula Revisions and Using Overage and Degradation Factors for additional information.
Calculation Factor	The percent value of the Degradation or Overage depending on the "Calculation Type" selection.
Min Age	Defines the minimum allowable age, in days, that lots of the Part Number specified on this BOM line will be displayed during lot selection when Issuing, Pre-staging, or Closing/Relieving. The field is useful in situations where companies want to define a "holding days" type constraint to determine how long lots should sit until eligible for use in the production process. The calculation for Minimum Age begins with the lot creation date(fi_lotdate). The exact calculation is: the transaction date - fi_lotdate >= bo_minage The transaction date used by the system depends on what transaction is used as indicated in the list below. When using the lot selection form in Issuing, the system will use the date on the issue form for the transaction date. When back-flushing inventory and finishing materials in the main application, the system will use the date on the close/relieve (jobclose) form or the date on the input production (jobfin) form depending upon where the job is being finished from for the transaction date. If using the pre-stage job form, the system will use the transaction date on the pre-stage form. When using the lot chooser and lot suggestion forms in the Warehouse Management System, the system will use today's date for the transaction date. When back-flushing inventory and finishing materials in the Warehouse Management System, the system will use today's date for the transaction date. Note: This field is an integer field and requires that the value entered be greater than or equal to 0.
Max Age	Defines the maximum allowable age, in days, that lots of the Part Number specified on this BOM line will be displayed during lot selection when Issuing, Pre-staging, or Closing/Relieving. The field is useful in situations where companies want to define a "holding days" type constraint to determine how long lots will be eligible for use in the production process. The calculation for Maximum Age begins with the lot creation date(fi_lotdate). The exact calculation is: fi_lotdate + bo_maxage >= the transaction date The transaction date used by the system depends on what transaction is used as indicated in the list below. When using the lot selection form in Issuing, the system will use the date on the issue form for the transaction date. When back-flushing inventory and finishing materials in the main application, the system will use the date on the close/relieve (jobclose) form or the date on the input production (jobfin) form depending upon where the job is being finished from for the transaction date. If using the pre-stage job form, the system will use the transaction date on the pre-stage form. When using the lot chooser and lot suggestion forms in the Warehouse Management System, the system will use today's date for the transaction date. When back-flushing inventory and finishing materials in the Warehouse Management System, the system will use today's date for the transaction date. Note: This field is an integer field and requires that the value entered be greater than or equal to 0.
Shelf % Required	Percentage of shelf life remaining used to determine what materials can go into production. Users with permission can override shelf life requirements when issuing/reserving.
Shelf Days Required	Number of shelf life days required used to determine what materials can go into production. Users with permission can override shelf life requirements when issuing/reserving.
Relieve As Issued At Job Finish	If checked, the system prevents prompting for additional items to be issued when higher yields are produced during job finishing. This flag is also available on the Item Master level. This flag selection does not affect the Item Master level selection. When inputting production or finishing a job the system will check for this flag at the dmbom level. If checked, the system will go through the same logic as if the Item Master level one was checked.
Relieve By Catch Weight	If checked, and finishing items that are marked as catch weight and backflushed, the system will back flush all BOM items with this flag checked based on the weight of the catch weight finished (as specified on the Edit Catch Weight form) rather than the quantity specified on the BOM. This applies to the main Deacom application, the WMS, and AutoFinisher.

Substitutions tab

The Substitutes tab lists the items that are acceptable as substitutes for this BOM Line during issuing to production Jobs. Substitutes may be a one for one exchange or a fraction based on the value entered in the "Factor" field. If a substitutes list exists, then those will be the only substitutes allowed. If no Parts are listed on this tab, any active item may be substituted for this Part. If the "No Substitutes Allowed" flag on the Properties tab is checked, then no substitutions will be allowed even if a substitutes list exists.

Substitute Part form

Opened via the "Add" or "Modify" buttons on the Substitutes tab of the Edit BOM Line form.

The fields on this form allow companies to set various substitution parameters. These rules apply to substitutions in the WMS application as well. When a substitute is scanned the system will validate against the substitute rules to determine if the substitute is valid, and determine quantity required using conversions.

Field	Description
Substitution Type	Supports grouping of substitute parts based on different production process groupings or definitions. Options are Category, Sub-Category, Specific Part (default), and Item Search 1-5. Added in version 17.04.
Substitute Part	Search field used to select the Deacom Part Number that will be used for the substitution. This field is only available and required when using a Substitution Type of "Specific Part".
Part Description	Displays the description of the Part selected in the "Substitute Part" field.
Substitution /Transaction Type *Captioned as Substitution prior to 17.04	Pick list used to determine if this substitution is allowed on Jobs, Sales, or Both(All). The All setting is the default. Separate security exist to allow user to substitute on jobs and on sales orders.
Factor	Defines the substitution amount and is used by the system to determine the ratio used when selecting a BOM "Substitution Type" of "Proportional". For example, beet sugar may be an acceptable substitute for cane sugar, but since it is not as sweet, 10% more is required. In this case, the value in this field would be set to "1.1".
Priority	Option to select the priority of substitutes to use if more than one substitution exists for the same part number.
Auto Start/End Date	Ability to specify a date range during which substitutions for the specified part can be made. Useful for planning based on available of substitutes. These dates must be populated in order to use the "View Substitutes" button in MRP. Added in version 17.04.
Restrict To Same Item Type	If checked, items with different "Item Type" settings may not be substituted for one another. For example, only an item with an Item Type of "Raw Material" may have a substitution that is also a "Raw Material".