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Bills of Materials

The recipe for a made item: its components, quantities, by-products and substitutes.

Early access. Manufacturing can be installed from the App Store, but it is still being proven in real use, so this screen may change.

Overview

A bill of materials (BOM) lists everything needed to make one unit of an item. It is multi-level, so a component can itself have a BOM, and the system explodes the levels when it works out requirements. A BOM can include by-products, substitutes for a component, and phantom assemblies that are passed through rather than made as a separate order.

A BOM carries versions (revisions): a new revision never changes an order that is already released, and a production order is pinned to the BOM version it was created with. The page has a components grid, a structure tree with drag and drop and a parts palette, a requirements calculator, cost, a where-used list and revision history. BOMs can go through an approval before they are used, and can be printed or imported from Excel.

Bills of Materials in the Manufacturing module.

When to use bills of materials

  • You define how a product is made.
  • You change a component and want a new revision without disturbing orders already in progress.
  • You load many BOMs at once from a spreadsheet.

Prerequisites

Step by step

In the Manufacturing module open Engineering in the green navigation bar, then choose Bills of Materials under Products & Structure.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Lifecycle

DraftPending approvalApproved

A new revision starts as a draft. Existing production orders keep the version they were created with.

What you see on the screen

  • The screen says: “What goes into each product and in what quantity — multi-level, with revisions that never change an order that is already released.”
  • Columns: BOM, MAKES, KIND, REVISION, MAKES QTY, STATUS, UPDATED.
  • Actions on the screen: Import from Excel, New BOM.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • manufacturing.bom.approve
  • manufacturing.bom.create
  • manufacturing.bom.delete
  • manufacturing.bom.import
  • manufacturing.bom.read
  • manufacturing.bom.release
  • manufacturing.bom.update
  • manufacturing.material.issue
  • manufacturing.material.over_issue_approve
  • manufacturing.material.read