Modifying Formula Specifications

The Formula report, also known as the Bill Of Materials (BOM) report, provides the default layout when printing a BOM within the Bills Of Material section of DEACOM, or in several other locations where the BOM is available for printing. A BOM is a list of the parts or components and corresponding quantities needed to produce an end product or finished good, as well as instructions required for gathering and using the required materials. The parts required may include raw materials, subassemblies, intermediate assemblies, or subcomponents. This page covers the creation of the actual Bill Of Material print out that is available in the system. Information on how to create the Bill Of Materials master data is detailed on the Managing Formula Revision Best Practice page.

Configuration

The "Print outs menu" and "Printouts -- maintenance" security settings must be set to "Yes" for users who will build and modify report layouts. Additionally, the "Printouts -- edit report layouts for other" setting is required to modify the Formula report. Other configuration considerations include sample Bill of Materials created in DEACOM. If customers have just recently installed the DEACOM software, they may need relevant data loaded or created. This occurs during the Implementation process.

Users should also reference the "Configuration" section of the Managing Report Layouts page prior to creating any report.

Process

General process information on designing Report Layouts can be found in the Managing Report Layouts page.

Designing the formula report

  1. Navigate to Print Outs > Maintenance > Report Layouts.
  2. Locate and select the "formula" system report in the list then click "Modify" to display the Printing Defaults form.
    1. Note: The system also contains "formula2, formula3, and formula4" system reports. These reports are a duplicate of the Formula report. The report layout can be used to print an additional layout of the Formula report from the bill of materials. This report was specifically added to the system so that users can print a specification sheet for a BOM.
  3. In the "Name" field enter an appropriate name for the report. Note that this indicates the name of the report as it will appear in the pick list throughout the system when users select the report to print.
  4. Ensure "Type" is set to "Formula" and complete other fields on the Printing Defaults form as desired. Complete information on the fields available to this form are covered on the Report Layouts Encyclopedia page.
  5. Click "Add" to display the Printing Defaults form.
  6. Enter a caption for the new report, such as "u_formula" so the system recognizes this version as a user-created version of the master system report. The value entered is up to the user, but it is recommended that the value entered be preceded by "u_".
  7. Click "Save" to create the new report copy then close the Printing Defaults form.
  8. In the Edit Printing Default section of the Printing Defaults form, locate and select the newly added copy then click "Edit Report".
  9. On the User Report Name form, enter a name for the report then click "Continue" to open the Report Designer, which should display the default Bill of Material template as supplied by DEACOM.
  10. Modify the general layout of information on the report.
  11. Users may wish to print a few Bills of Materials using the default template to understand what type of information is generally printed. This is accomplished by clicking the "Preview" button on the Report Designer toolbar. Note that the Bill of Material will have to be loaded prior to clicking this button as DEACOM does not ship with any sample data.
  12. Typically, formula reports will contain the following:
    1. Header: Form title, Company information (company name, logo, address, and contact information), Item Master information of the material being produced (Part Number and Description, Quantity, Unit of Measure, etc.).
    2. Detail: Item Master information of the materials used in production (BOM Level, Part Number and Description, Unit of Measure, Quantity per unit, Cost per unit, Extension, etc.).
    3. Footer: Date and time document was printed, page numbers, notes or instructions for how to use the materials in the production process, etc.
  13. Note: All Item Master (dmprod) fields are available to the formula Report Layout.
  14. Once all sections have been designed, click "Save" to commit the changes, then close the Report Designer.
  15. Back on the Printing Defaults form, click "Save" then close the form to complete the process.

Printing formula reports

To print a formula report for a Part:

  1. Navigate to Inventory > Bills Of Material > click "View". Users may also utilize the available filters to narrow down the list of BOMs that will be displayed.
  2. Locate and select the desired BOM and click "View Detail".
  3. On the View Bill Of Material form, click "Print BOM" to open the Copies To Print form.
  4. On the Copies To Print form, confirm the "Report" selected and print settings then click "Print".

To print a formula report for a Job:

  1. Navigate to Production > Job Reporting > click "View". Users may also utilize the available filters to narrow down the list of Jobs that will be displayed.
  2. Locate and select the desired Job and click "View Detail".
  3. On the Job View Detail form, click "BOM" to open the View Bill Of Material form.
  4. On the View Bill Of Material form, click "Print BOM" to open the Copies To Print form.
  5. On the Copies To Print form, confirm the "Report" selected and print settings then click "Print".