Compare CTO BOMs with Matrix per Version

In Document BOMs, Construction Orders and Service BOMs, the Matrix per Version action opens the DM BOM Matrix per Version Matrix page. This matrix provides a side-by-side view of components across all related BOMs, including archived versions, making it easy to spot quantity differences and track changes over time.

The matrix highlights differences visually: lines where component quantities differ are shown with bold formatting, while columns representing current (non-archived) BOM versions are highlighted in green. Archived versions are identified by a version number shown in parentheses in the column header.

The Show Column Name field in the General section controls how column headers are displayed. When set to Type, headers show the document type (Document BOM (Quote), Document BOM (Order), Construction Order, Production Order). When set to BOM No., headers show the BOM identifier (Quote DB000001, Order DB000001, CO000001, Prod. Order 101001).

The matrix offers several navigation options. The Card action opens the item card for the selected component line. Choosing a quantity value in any column opens the corresponding detail page – Document BOM, Construction BOM, Prod. Order Components, or Service BOM Lines – filtered to that specific component. Filters can be removed in the detail pages to view all components in that BOM.

Note

To ensure that archived component information is available when creating a Sales Order from a Sales Quote, set the Archives Quotes field to Question or Always and turn on the Archive Orders toggle on the Archiving FastTab in the Sales & Receivables Setup page.

Compare BOM from Matrix

The Compare BOM action provides quick access to the BOM Compare & Update functionality directly from the matrix. When you choose this action, you select which BOM columns to use as source and target, and the comparison runs immediately, displaying results in the BOM Compare & Update page. This is particularly useful for comparing different versions of BOMs to understand changes over time or to compare a Construction Order BOM against its source Document BOM.

The comparison detects insertions, deletions, modifications, and movements between the selected BOMs. Differences are displayed with color-coded visualization and field-level details. Both current versions and archived versions can be selected for comparison. Archived BOMs can be selected as source or target for comparison. If an archived BOM is selected as target, the comparison is performed in compare-only mode using a temporary target representation; updates are only applied to active BOM records.

For complete information about how the comparison works, matching rules, and available actions, see Compare and Update Construction Orders or Compare and Update Document BOMs.

To compare BOMs from the matrix

  1. Choose the Compare BOM action on the DM BOM Matrix per Version Matrix page.
  2. In the dialog that opens, select which BOM column to use as the source from the list of available columns in the matrix.
  3. In the next dialog, select which BOM column to use as the target from the list of available columns in the matrix.
  4. The comparison runs and opens the BOM Compare & Update page, where you can review differences and optionally apply changes to the target BOM.

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