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Bill of materials (BOM) is the term used to describe the "parts list" of components needed to complete a saleable end-item.
A BOM is hierarchical in nature with the top level representing the sub-assembly or end-item. For example, the end-item BOM for a Personal Computer would list the 1) computer, 2) its major sub-assemblies (board, chassis, modem, keyboard, display, etc.) as well as 3) additional materials needed for a complete saleable product (shipping box, user manual, packaging, packaging labels etc.)
Customer Bill of Material is generated in accordance with the Sales Order received from the customer. Initially a replica of the standard Product Structure of an ordered item, it can be changed as per the actual requirements of that item for a given customer order, hence called a Customer Bill of Material.
IMMS allows to generate the Customer Bill Of Material only if the structure of the parent item of the Sales Job Order (SJO) is frozen. Otherwise an appropriate message will be flashed. In such a case, please freeze the Product Structure of the Parent Item through Freeze Product Structure option.
Please note that the Customer Bill of Material can include Child Items that have Work Order flag set as 'N' in Item Master Basic Detail - Entry but when the Demand is generated for the given Sales Job Order, such Items will not be considered.
The structure of the Customer Bill of Material should be frozen while it is being generated. Only then a user can allocate required Items against the SJO.
Once generated and frozen, a Customer Bill of Material can be changed only through CCN Entry option.
Depending upon this Customer Bill of Material, a Demand is generated for the given Sales Job Order (SJO) through Allocation/WO Creation option of Planning Module.
The screen is divided into two tabs. 'SJO Details' tab records the information related to Sales Job Order whereas 'Selection of Optional Items and Features' tab allows to further select Optional and Feature Items belonging to the Bill of Material. Please click on the respective tab to read more about it.
Click on 'Add' icon to continue.
SJO Year: Denotes the Year of Sales Job Order for which you want to generate the Customer Bill Of Material. By default the current financial year is displayed. You can change it. To do so press <F5> key to access a list of existing Financial Years in IMMS. Select your desired Year from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Financial Year.
Denotes the Year of Sales Job Order for which you want to generate the Customer Bill Of Material.
By default the current financial year is displayed. You can change it. To do so press <F5> key to access a list of existing Financial Years in IMMS. Select your desired Year from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Financial Year.
SJO Group: Specify the Group of the SJO. Press <F5> key to access a list of already defined SJO Groups for the entered Year though Document Control Master option in Administrator Tools Module. Select your desired Group from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Group Code.
Specify the Group of the SJO.
Press <F5> key to access a list of already defined SJO Groups for the entered Year though Document Control Master option in Administrator Tools Module. Select your desired Group from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Group Code.
SJO Site: Specify the Site of the SJO. Press <F5> key to access a list of already defined Sites. Select your desired Site from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Site Code. Read more about Site... Please note that the Site(s) will be displayed/accepted as per the following conditions - In case the 'Site Required?' flag is ticked through Document Control Master option in Administrator Tools Module, than only those Sites will be displayed which have been linked with the selected Year and SJO Group. In case the 'Site Required' flag is NOT selected, than all the Sites that have been defined for the current Company through Site Master option of Administrator Tools Module will be displayed.
Specify the Site of the SJO.
Press <F5> key to access a list of already defined Sites. Select your desired Site from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Site Code.
Read more about Site...
Please note that the Site(s) will be displayed/accepted as per the following conditions - In case the 'Site Required?' flag is ticked through Document Control Master option in Administrator Tools Module, than only those Sites will be displayed which have been linked with the selected Year and SJO Group. In case the 'Site Required' flag is NOT selected, than all the Sites that have been defined for the current Company through Site Master option of Administrator Tools Module will be displayed.
Please note that the Site(s) will be displayed/accepted as per the following conditions -
SJO Number: Enter the Sales Job Order for which you want to generate the Customer Bill of Material. Press <F5> key to access a list of SJO Numbers belonging to the Year, Group and Site defined through SJO Entry opton of Planning Module. Select your desired Number from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the SJO Number. Following checks will be performed after selecting the SJO Number - IMMS allows to generate the Customer Bill Of Material only if the parent item of the selected Sales Job Order (SJO) is frozen. Otherwise an appropriate message will be flashed. In such a case, please freeze the Parent Item through Freeze Product Structure option first. 'Create WorkOrder' flag for the parent item of the selected Sales Job Order (SJO) should be set as 'Yes'. Otherwise an appropriate message will be flashed. In such a case, please set the flag as 'Yes' for the Parent Item through Item Master Basic Details - Entry option first.
Enter the Sales Job Order for which you want to generate the Customer Bill of Material.
Press <F5> key to access a list of SJO Numbers belonging to the Year, Group and Site defined through SJO Entry opton of Planning Module. Select your desired Number from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the SJO Number.
Following checks will be performed after selecting the SJO Number -
SJO Date: Date of the selected SJO will be displayed automatically for your reference. It can NOT be changed here.
Date of the selected SJO will be displayed automatically for your reference. It can NOT be changed here.
Item Code: Automatically displays the Parent Item of the selected Sales Job Order. This is the internal Item Code of the Parent Item as entered in Item Master Basic Detail - Entry. Sales Item Code: Automatically displays the Sales Item of the selected Sales Job Order. This is the corresponding Sales Item Code of the Parent Item as entered in Sales Item Master : Product/Spares option of Sales Module. Customer Code: Automatically displays the Customer Code of the selected Sales Job Order. Customer PO No.: Automatically displays the Customer PO No. as entered in the Sales Order Receipt Entry of the selected Sales Job Order. SJO Quantity: Automatically displays the quantity of the selected Sales Job Order. ION Remarks for SJO: Automatically displays the SJO Item's Remarks entered in the Internal Order.
Automatically displays the Parent Item of the selected Sales Job Order. This is the internal Item Code of the Parent Item as entered in Item Master Basic Detail - Entry.
Automatically displays the Sales Item of the selected Sales Job Order. This is the corresponding Sales Item Code of the Parent Item as entered in Sales Item Master : Product/Spares option of Sales Module.
Automatically displays the Customer Code of the selected Sales Job Order.
Automatically displays the Customer PO No. as entered in the Sales Order Receipt Entry of the selected Sales Job Order.
Automatically displays the quantity of the selected Sales Job Order.
Automatically displays the SJO Item's Remarks entered in the Internal Order.
Do you want to update freezed structure in Standard BOM? Please note that this option will be displayed only if the flag 'Do you want effect of CCN Apply in Standard BOM?' is set to 'Yes' through Engineering Policy option of Administrator Tools Module. Select the option by clicking on the small white box if you want the changes made in the Customer Bill of Material to be effective in the Standard Product Structure of the Parent Item as well. The system will update the Standard Product Structure even if it is frozen. If the option is not selected, changes made in the Customer Bill of Material will not be applied to the Standard Bill of Material.
Select the option by clicking on the small white box if you want the changes made in the Customer Bill of Material to be effective in the Standard Product Structure of the Parent Item as well. The system will update the Standard Product Structure even if it is frozen. If the option is not selected, changes made in the Customer Bill of Material will not be applied to the Standard Bill of Material.
Displays the OAF details of the SJO for your reference as follows -
OAF Year: Automatically displays the Year of OAF belonging to the SJO. OAF Group: Automatically displays the Group of OAF belonging to the SJO. OAF Site: Automatically displays the Site of OAF belonging to the SJO. OAF Number: Automatically displays the OAF Number belonging to the SJO. OAF Date: Automatically displays the Date of the OAF.
Automatically displays the Year of OAF belonging to the SJO.
Automatically displays the Group of OAF belonging to the SJO.
Automatically displays the Site of OAF belonging to the SJO.
Automatically displays the OAF Number belonging to the SJO.
Automatically displays the Date of the OAF.
This screen shows you the standard Product Structure of the Parent Item as defined through Product Structure Master - Entry option. Please note that it also lists Optional Items and all features options available within the Feature Item if any. Optional Items are highlighted in green colour whereas Feature Items are highlighted in pink colour.
The left side of the screen displays a list of all Child Items including the intermediate Make Items and Assembly Items. The first Item on the list is the SJO Parent Item. You can expand the Product Structure of the Make / Assembly / Feature Item by clicking on it or on '+' sign. Similarly click on '-' sign to collapse it. You can also include / exclude Optional Items and features of Feature Item as per the requirement of the Customer Order as follows -
This section also allows to Freeze/Unfreeze or view information about any Item displayed in the Customer BOM. Select that particular Item by clicking on it followed by a <RightClick>. Following options will be displayed -
Freeze/Unfreeze:Click on this option in order to Freeze or Unfreeze the selected Item. Once an Item is frozen, only than can it be Allocated for production. In case the selected Item is of Make / Assembly type, all the child Items belonging to its structure will be frozen. Similarly if the selected Item is the Parent Item of the SJO, the whole structure will be frozen. TNG allows to make CCN changes only to a Parent Item for which Customer BOM has been frozen. Please note that, IMMS will not allow to freeze any Assembly item at any level through this option. The user can freeze only the top level parent through this option. Item Information:This option displays Warehouse information about the selected Item. It lists the available free quantity, On-hand quantity and allocated quantity of the Item existing in all its Warehouses as follows -
Click on this option in order to Freeze or Unfreeze the selected Item. Once an Item is frozen, only than can it be Allocated for production. In case the selected Item is of Make / Assembly type, all the child Items belonging to its structure will be frozen. Similarly if the selected Item is the Parent Item of the SJO, the whole structure will be frozen. TNG allows to make CCN changes only to a Parent Item for which Customer BOM has been frozen.
Please note that, IMMS will not allow to freeze any Assembly item at any level through this option. The user can freeze only the top level parent through this option.
This option displays Warehouse information about the selected Item. It lists the available free quantity, On-hand quantity and allocated quantity of the Item existing in all its Warehouses as follows -
The right side of the screen further displays two grids. The top grid displays details of the currently selected Item whereas the bottom grid displays the Product Structure details of the currently selected Item only if it is a Make / Assembly type of Item. For the 'BY' type of Child Items, the bottom grid will remain empty.
FEATURE
IMMS also provides the facility to search for a particular data belonging to a column in the grid. Navigate to the desired column and than press <CTRL> + F keys. A small window will appear to enter a string. Once entered, press 'Ok' button to locate it or 'Cancel' button to discard the search. If the entered string is found in the current column, the control goes directly to that row and highlights it. You can keep locating the next instance of the same string by pressing <F3> key.
The bottom grid allows you to make changes in the existing Product Structure as well as make changes in the existing Child Item details as follows -
In order to ADD a new Child Item in the Product Structure of the selected Parent Item, press <INSERT> key. As a result, a row will be added in the grid. Please note that
In order to REMOVE a Child Item from the Product Structure, press <DELETE> key. Please note that
Field Description of the grid -
Select Click on the small box to select or de-select it. A tick mark in this box means the Child Item is a part of the Product Structure. Whereas an empty box means the Child Item is to be removed from the Product Structure. Please note that except for the Optional Item, you can NOT remove any Mandatory or Feature Items from the Structure. Child Code Displays the Item Code of the Child Item in the Product Structure. While 'Adding' a new Child Item in the Product Structure, press <F5> key to access a list of already existing Items defined though Item Master Basic Detail - Entry option. Select your desired Item from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Item Code. All Items Types will be considered here. The system checks whether the entered Item already exists or not. You can not select an Item that has been deactivated through Activate/De-Activate Master option in Administrator Tools Module. The <F5> help will also not display such items. Tip : Entering the initial first characters of an item and then pressing <F5> key will display the list of items in a shorter time.
Select
Click on the small box to select or de-select it. A tick mark in this box means the Child Item is a part of the Product Structure. Whereas an empty box means the Child Item is to be removed from the Product Structure. Please note that except for the Optional Item, you can NOT remove any Mandatory or Feature Items from the Structure.
Child Code
Displays the Item Code of the Child Item in the Product Structure.
While 'Adding' a new Child Item in the Product Structure, press <F5> key to access a list of already existing Items defined though Item Master Basic Detail - Entry option. Select your desired Item from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Item Code. All Items Types will be considered here. The system checks whether the entered Item already exists or not.
You can not select an Item that has been deactivated through Activate/De-Activate Master option in Administrator Tools Module. The <F5> help will also not display such items.
Tip : Entering the initial first characters of an item and then pressing <F5> key will display the list of items in a shorter time.
Description Description of the selected Item Code will be displayed automatically. Size: Automatically displays the Dimension of the selected Item in case it is Dimension Item. In case of a non-dimension Item, this field will remain empty. UOM Internal Unit of Measurement of the selected Item Code will be displayed automatically for your reference. It can NOT be changed. In case the selected Child Item is a Dimension Item, the Unit of Measurement entered for its Material of Construction through Density Master option will be displayed . Position No Displays the Position Number of the Child Item in the Product Structure. It can NOT be changed. While adding a new Child Item in the Product Structure, the new Position Number will be displayed automatically by incrementing the last position number by 1. Child Qty (Type : Numeric, Length : 9) Denotes the Quantity of the Child Item required to make one quantity of its Parent Item. Automatically displays the Quantity of the Child Item required to made its Parent Item as mentioned in its Product Structure created through Product Structure Master - Entry option by default. You can change this quantity as per the requirement of the Customer Order. Press <ENTER> on the field to do so. Now enter the quantity of the Child Item required to make one quantity of its Parent Item. Press <ENTER> again. In case the selected new Child Item is a Dimension Item (Items which are consumed in terms of their dimensions) , IMMS allows to maintain their Quantity in terms of their Size or Weight. Read more... Whether 'No of Pieces' should be maintained or 'Weight' should be maintained depends upon the setting of flag 'For Dimension wise Items, how Bills of Material will be defined?' defined through Engineering Policy option of Administrator Tools Module. If 'S - With Size and Number of Pieces' is selected, the Dimension Item will be considered by its Size and Number of Pieces and therefore 'No of Pieces' will be maintained. If 'W - Weight' is selected, the Dimension Item will be considered by its Weight and therefore 'Weight' will be maintained. In case the flag is set as 'W', simply enter the Weight of the selected Dimension Item needed to make the Parent Item. In case the flag is set as 'S', a small box displays its dimensions as mentioned through Item Master Basic Detail - Entry will be displayed as follows - Further, the dimensions of the Item can be changed depending upon the setting of flags for that Item's combination of Material and Sub-Class through Formula Builder option in Engineering Module. Click here to read more about the flags... If the flag 'Allow to Change Dim1?' is set as 'Yes', than the user can change Dimension 1 during Indent generation. If 'No' is chosen, a user can not change the dimension 1. If the flag 'Allow to Change Dim2?' is set as 'Yes', than the user can change Dimension 2 during Indent generation. If 'No' is chosen, a user can not change the dimension 2. If the flag 'Allow to Change Dim3?' is set as 'Yes', than the user can change Dimension 3 during Indent generation. If 'No' is chosen, a user can not change the dimension 3. No. of Pieces: (Type : Numeric, Length : 4) Enter the number of pieces required for the L*B*T Item. Weight: Weight of the L*B*T Item is calculated automatically on the basis of its formula entered for its combination of Material and Sub-Class through Formula Builder option in Engineering Module. That product is further multiplied by the Density of the Item and the Number of Pieces entered. where Density of the Item's Material is specified through Density Master option in Engineering Module. Once done, click on 'Ok' button to continue. As a result, the control goes back to the grid and 'No of Pieces' entered in the box will be displayed in the 'Child Qty' field of the grid. Click on 'Cancel' button to discard. Supp By Vendor Press <ENTER> on the field. Now click on the small arrow. Select 'Yes' if the Child Item is to be supplied by the Vendor. Otherwise select 'No'. Press <ENTER> again. Relation Displays the relation of the Child Item with the Parent Item. M - Mandatory, F - Feature, O - Optional. While 'Adding' a new Child Item in the Product Structure, 'M' will be displayed automatically. It can NOT be changed. Remarks (Type : Alphanumeric, Length : 255) Remarks, if any, entered for the Child Item belonging to the Parent Item in its Product Structure will be displayed by default. You can change it. Press <ENTER> on the field. Enter Remarks if any related to the Child Item. Press <ENTER> again. 1st Oper. Used Displays the 1st Operator Used of the Child Item. WO Required: Automatically displays the check box ticked if the Child Item requires a Work Order. Otherwise the box will be displayed empty. Item Type: Automatically displays the Type of the Child Item for your reference. Main Box: Automatically displays the Main Box Code of the selected Item Child Item specified through Item Inventory/Packing Detail option of Stores And Inventory Module for your reference. You can not change it. Main Box Description: Automatically displays the description of the Main Box. You can not change it. Sub Box: Automatically displays the Sub Box Code of the selected Item Child Item specified through Item Inventory/Packing Detail option of Stores And Inventory Module for your reference. You can not change it. Sub Box Description: Automatically displays the description of the Sub Box. You can not change it. Box Item: Automatically displays the Box Item Name of the selected Child Item specified through Item Inventory/Packing Detail option of Stores And Inventory Module for your reference. You can not change it.
Description
Description of the selected Item Code will be displayed automatically.
Size:
Automatically displays the Dimension of the selected Item in case it is Dimension Item. In case of a non-dimension Item, this field will remain empty.
UOM
Internal Unit of Measurement of the selected Item Code will be displayed automatically for your reference. It can NOT be changed.
In case the selected Child Item is a Dimension Item, the Unit of Measurement entered for its Material of Construction through Density Master option will be displayed .
Position No
Displays the Position Number of the Child Item in the Product Structure. It can NOT be changed.
While adding a new Child Item in the Product Structure, the new Position Number will be displayed automatically by incrementing the last position number by 1.
Child Qty
(Type : Numeric, Length : 9)
Denotes the Quantity of the Child Item required to make one quantity of its Parent Item.
Automatically displays the Quantity of the Child Item required to made its Parent Item as mentioned in its Product Structure created through Product Structure Master - Entry option by default.
You can change this quantity as per the requirement of the Customer Order. Press <ENTER> on the field to do so. Now enter the quantity of the Child Item required to make one quantity of its Parent Item. Press <ENTER> again.
Whether 'No of Pieces' should be maintained or 'Weight' should be maintained depends upon the setting of flag 'For Dimension wise Items, how Bills of Material will be defined?' defined through Engineering Policy option of Administrator Tools Module.
If 'S - With Size and Number of Pieces' is selected, the Dimension Item will be considered by its Size and Number of Pieces and therefore 'No of Pieces' will be maintained.
If 'W - Weight' is selected, the Dimension Item will be considered by its Weight and therefore 'Weight' will be maintained.
In case the flag is set as 'W', simply enter the Weight of the selected Dimension Item needed to make the Parent Item.
In case the flag is set as 'S', a small box displays its dimensions as mentioned through Item Master Basic Detail - Entry will be displayed as follows -
Further, the dimensions of the Item can be changed depending upon the setting of flags for that Item's combination of Material and Sub-Class through Formula Builder option in Engineering Module. Click here to read more about the flags... If the flag 'Allow to Change Dim1?' is set as 'Yes', than the user can change Dimension 1 during Indent generation. If 'No' is chosen, a user can not change the dimension 1. If the flag 'Allow to Change Dim2?' is set as 'Yes', than the user can change Dimension 2 during Indent generation. If 'No' is chosen, a user can not change the dimension 2. If the flag 'Allow to Change Dim3?' is set as 'Yes', than the user can change Dimension 3 during Indent generation. If 'No' is chosen, a user can not change the dimension 3.
If the flag 'Allow to Change Dim1?' is set as 'Yes', than the user can change Dimension 1 during Indent generation. If 'No' is chosen, a user can not change the dimension 1.
If the flag 'Allow to Change Dim2?' is set as 'Yes', than the user can change Dimension 2 during Indent generation. If 'No' is chosen, a user can not change the dimension 2.
If the flag 'Allow to Change Dim3?' is set as 'Yes', than the user can change Dimension 3 during Indent generation. If 'No' is chosen, a user can not change the dimension 3.
No. of Pieces: (Type : Numeric, Length : 4) Enter the number of pieces required for the L*B*T Item. Weight: Weight of the L*B*T Item is calculated automatically on the basis of its formula entered for its combination of Material and Sub-Class through Formula Builder option in Engineering Module. That product is further multiplied by the Density of the Item and the Number of Pieces entered. where Density of the Item's Material is specified through Density Master option in Engineering Module. Once done, click on 'Ok' button to continue. As a result, the control goes back to the grid and 'No of Pieces' entered in the box will be displayed in the 'Child Qty' field of the grid. Click on 'Cancel' button to discard.
No. of Pieces: (Type : Numeric, Length : 4) Enter the number of pieces required for the L*B*T Item.
Weight:
Weight of the L*B*T Item is calculated automatically on the basis of its formula entered for its combination of Material and Sub-Class through Formula Builder option in Engineering Module. That product is further multiplied by the Density of the Item and the Number of Pieces entered.
where Density of the Item's Material is specified through Density Master option in Engineering Module.
Once done, click on 'Ok' button to continue. As a result, the control goes back to the grid and 'No of Pieces' entered in the box will be displayed in the 'Child Qty' field of the grid.
Click on 'Cancel' button to discard.
Supp By Vendor
Press <ENTER> on the field. Now click on the small arrow. Select 'Yes' if the Child Item is to be supplied by the Vendor. Otherwise select 'No'. Press <ENTER> again.
Relation
Displays the relation of the Child Item with the Parent Item. M - Mandatory, F - Feature, O - Optional.
While 'Adding' a new Child Item in the Product Structure, 'M' will be displayed automatically. It can NOT be changed.
Remarks
(Type : Alphanumeric, Length : 255)
Remarks, if any, entered for the Child Item belonging to the Parent Item in its Product Structure will be displayed by default. You can change it. Press <ENTER> on the field. Enter Remarks if any related to the Child Item. Press <ENTER> again.
1st Oper. Used
Displays the 1st Operator Used of the Child Item.
WO Required:
Automatically displays the check box ticked if the Child Item requires a Work Order. Otherwise the box will be displayed empty.
Item Type:
Automatically displays the Type of the Child Item for your reference.
Automatically displays the Main Box Code of the selected Item Child Item specified through Item Inventory/Packing Detail option of Stores And Inventory Module for your reference. You can not change it.
Main Box Description:
Automatically displays the description of the Main Box. You can not change it.
Sub Box:
Automatically displays the Sub Box Code of the selected Item Child Item specified through Item Inventory/Packing Detail option of Stores And Inventory Module for your reference. You can not change it.
Sub Box Description:
Automatically displays the description of the Sub Box. You can not change it.
Box Item:
Automatically displays the Box Item Name of the selected Child Item specified through Item Inventory/Packing Detail option of Stores And Inventory Module for your reference. You can not change it.
Once you have entered all the information, click on 'Save' icon to generate the CBOM or 'Cancel' icon to discard. Click on 'Close' icon to go back to main menu.