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Generate CBOM

 

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 Mountain Bicycle would list the 1) Bicycle,  2) its major sub-assemblies (frame, handlebar, pedals and brakes, wheels and tires, suspension, saddle) 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 four sections. 'Sales Job Order Details' section records the information related to Sales Job Order. 'Other Details' displays Sales Item and other information.'Order Acknowledgement Form Details' section displays information related to the OAF and 'Selection of Structure, Features and Options' section allows to further select Optional and Feature Items belonging to the Bill of Material.

Screen Layout of SJO Details

Field Description of SJO Details

SJO Details

Sales Job Order 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, click on the field 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.

Sales Job Order Group:

Specify the Group of the SJO.

 

Please note that the Group which has been specified as default for the selected financial year through Document Control Master option in Administrator Toolswill be displayed automatically.

 

Click on the field 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.

Sales Job Order Site:

Specify the Site of the SJO.

 

By default the Site if any specified with the selected Group will be displayed automatically.

 

Click on the field 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.

 

CollapsedRead 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.

Sales Job Order Number:

Enter the Sales Job Order for which you want to generate the Customer Bill of Material.

 

Click on the field 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.

Sales Job Order Date:

Date of the selected SJO will be displayed automatically for your reference. It can NOT be changed here.

Click on button or on 'Other Details' to continue.

Screen Layout of Other Details

Field Description of Other details

Item:

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:

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:

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 Qty:

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.

 

Click on button or on 'OAF Details' to continue.

 

Screen Layout of OAF Details

Field Description of OAF Details

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.

Click on button or on 'Selection of Structure, Features and Options' to continue.

 

Screen Layout of Selection of Structure, Features and Options

Field Description of Selection of Structure, Features and Options

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 -

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.

 

You can search data in each of the columns of the list. To do so, enter the text in the respective column box given on the top of that column. The search is applicable to all rows of that column. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.

 

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 -

 

Click on button to ADD a new Child Item in the Product Structure of the selected Parent Item. As a result, a row will be added in the grid. 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.

 

Action

Click on the icon to remove a Child Item from the Product Structure. Click on the 'Delete' icon again to un-delete the Item.

 

  • Please note that -
  • Child Code

    Displays the Item Code of the Child Item in the Product Structure.

    While 'Adding' a new Child Item in the Product Structure, click on the icon 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 click on 'Continue' button. All Items Types will be considered here.

     

    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 icon will display the list of items in a shorter time.

    Description

    Description of the selected Item Code will be displayed automatically.

     

    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.

     

    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. Click on the field. Enter Remarks if any related to the Child Item. Press <ENTER> again.

     

    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 Child Item is a Feature Item, the quantity will be set as '1' by default, It can not be changed.

     

     

    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.

     

    Weight:

    Automatically displays the Weight of the 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 .

     

    Supp By Vendor

    Click 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 <TAB>.

     

    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.

     

    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.

    Once you have entered all the information, click on 'Save' button to generate the CBOM or 'Cancel' button to discard.