*You can define a BOM via one of two methods, from the permanent BOM record, or on the fly from a new Quote.

  1. BOM definition, build path, material requirements, and cost estimation - PERMANENT BOM RECORD

    • Custom manufacturers, job shops, and smaller engineering companies deal with quoting and estimating. Cetec ERP is designed to accommodate this, and streamline the quoting and order entry process. In Cetec ERP, production is largely driven from a bill of material (BOM); this work can be estimated from the quote and utilized to drive order entry and work order creation, documentation, etc.

    • To modify a BOM (and BOM production cost estimates) at the BOM/part record, create a BOM and define its material and labor/overhead attributes and cost implications.

    • For example, to define BOM material, go to the edit BOM screen:

      • This is the Edit BOM screen which you can get to by clicking on Edit BOM from the left side-nav.

      • From here, you can add a component by filling out the data for a new row and clicking on Update. You have to click on Update every time you want to add a new component. If you are wanting to simply edit an existing component, click on Update without adding any data in the new row.

      • Qty Per Top normally refers to the quantity of component that goes into the BOM e.g. put 7 into Qty Per Top and leave Piece Measurement blank if seven A-5450 REED ASSY are required for #8 WASHER. Yet Qty Per Top takes on a slightly different role when there is a required piece measurement for a BOM e.g. type in 350 (total rnit required) for Qty Per Top and 50 for Piece Measurement for a BOM that requires seven pieces of 50 ft A-5450 REED ASSY.

    • Click on Revisions from the left side-nav to access the Labor Plan screen for the BOM revision.

  2. New BOM definition, build path, material requirements, and cost estimation - NEW CUSTOM QUOTE/JOB

    • When you add a BOM as a line item, and choose Build as its Transaction Code, the system will automatically create a BOM worksheet and provide a link to it. To access the BOM worksheet, hover your mouse over the far right column of a particular line item and click on . Using BOM worksheet in the context of order process gives you the ability to modify and tailor BOM for the needs at hand.

    • This is the BOM Quote Worksheet. Notice the buttons with . For the purposes of this How-To, only Add Component, Copy BOM Worksheet, and Import BOM need to be explained. Add Component lets you add components to your BOM; Copy Worksheet and Import BOM lets you copy relevant data from another BOM without having to type in everything once again. Hovering over Copy BOM Worksheet and Import BOM will display tooltips that explain each button as well as their differences.

    • Below the components lines, you will see a list of charges that could be added to your BOM. Click on Edit for Labor Total or Misc Charges and you will see that the data has carried over from the part level. Unlike these two fields, some other fields can be edited only from the BOM worksheet e.g. Procurement Charges, Tooling Total, Excess Material Total, and Markup Total. Unlike Labor Total, BOM components, and Misc Charges, these fields do not carry over from BOM to BOM as they are specific to the order you are processing.

    • Throughout the BOM worksheet you will see three different ways of applying cost to BOM. They are:
      • Ignore Cost - This option ignores the cost entered.
      • Roll Up on BOM - This option adds the cost entered to the BOM worksheet. Cost Total should include the charges included in this way.
      • Add Line Item - This option adds the cost enetered to the quote as a quote line.
    • When you are done with BOM estimation process within the BOM Quote Worksheet, click on Transfer to Quote. This will save all the data that you have entered in BOM worksheet and roll it up to the parent Quote.

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