Variable for Component
In the Dyn. BOM FastTab in the Configure to Order Setup page, the Variable for Component can be used for:
- Items
- Resources
- Work Center
- Machine Center
- G/L Accounts
The selection of the components occurs in the Checklists and evaluation occurs in the Master BOM.
In the Checklist Template, the Type must be set to Question, the Input Type must be set to Text, and the Component Type fields corresponded to the value to be copied:
- Item
- Resource
- Work Center
- Machine Center
- Account G/L
For Component Type = Item, an Item Category Code must be assigned. To interact with the dynamic Master BOM, a variable must be linked to each line.
In the Master BOM, an Item, Resource, Work Center, Machine Center, or G/L Account is entered as a placeholder in the lines. These can be dummy or valid numbers; either will be replaced with the values selected in the document checklist.
In the Master BOM Attributes for each line, the value from the Variable for Components field in the Configure to Order Setup page must be assigned as well as the variable from the checklist template must be assigned in the Formula Value field.
In the document checklist, an ellipsis button is available in each line to select the proper component. For items, the list shows only the items that have an Item Category Code that matches the one entered in the checklist template. A variant must be entered in the Component Variant Code field if variants exist for the item and the Variant Mandatory if Exists field is set to Yes in the Item Card for the selected item or the Variant Mandatory if Exists toggle is turned on in Inventory Setup.
When the master BOM is requested, the selected components are used in the document BOM, thus replacing the placeholders. The same process of replacing the placeholders with the selected components is used when requesting the master BOM in a Construction Order or in Assembly lines to replace dummy items or resources with the numbers selected in the document checklist.
Example
In the following video, a checklist template is set up with lines for item, resource, work center, machine center, and G/L accounts component selections. Each line is set with Input Type = Text and the corresponding Component Type, as well as the Variable for Dynamic BOM values for interacting with the dynamic Master BOM. Additionally, an Item Category Code has been assigned to the line for Component Type = Item.
A Master BOM is set up with the same components using dummy numbers as placeholders. In each line, the Master BOM Attributes has the COMP value from the Variable for Components field in the Configure to Order Setup page as well as the corresponding variable from the checklist in the Formula Value field.
When the Document Checklist is created from the Sales Order line, the ellipsis button is used for each line to select the actual component to add to the Document BOM. Note that the item list is filtered by the Item Category Code assigned in the checklist template.
When the Document BOM is created, the selected components are used.
Component Type on Attributes (DM)
A Component Type field is also available directly on Attributes (DM), so a component can be selected on an attribute without using a checklist. The field is available on item/master data attributes, Master BOM Attributes, Document BOM Attributes, Construction Attributes, Service BOM Line Attributes, Service Line Attributes, Sales Line Attributes, Purchase Line Attributes, Assembly Line Attributes, BOM Component Attributes, Planning Component Attributes, and Posted Attributes, as well as their archive and clipboard equivalents.
When Component Type is set on an attribute line, choosing the ellipsis button in the Value (alphanum.) field opens a lookup into the matching master data instead of the standard option list, with the current value pre-selected in the list:
- Account (G/L): G/L accounts with the Direct Posting checkbox selected
- Item: items with Type set to Inventory or Non-Inventory
- Resource: resources
- Work Center: work centers
- Machine Center: machine centers
When the Master BOM is requested for a Document BOM, Construction Order, or Assembly BOM, the component selected on the attribute replaces the corresponding Master BOM placeholder the same way as a component selected through a checklist line. Setting the Component Type on the attribute therefore delivers the same placeholder replacement even when no checklist is used to select the component.
For a Service BOM, the component for a Master BOM placeholder is taken from the linked checklist. An attribute's Component Type is used for the guided lookup and is carried over with the attribute, but it is not evaluated for placeholder replacement when the Service BOM itself is generated.
The Component Type and the selected component are carried over automatically whenever the attribute is copied between documents, for example from a Sales Quote to a Sales Order, from a Document BOM to a Production or Purchase line, through Service BOM flows, when archiving, when creating an item, and when copying to the clipboard.
Item Attributes in Checklist Lines
If attributes are assigned to the item, it could be beneficial to use these in the checklist lines as well. An example could be a weight or a color attribute.
In the Attribute from Component field, you can specify from which Attributes (DM) of the selected Item (Component Type = Item) the values should be transferred to the Checklist Line (Template) to be available for further calculations. The attributes are entered in the Attribute from Component field of the child line to the component line; therefore, the component line is at level 0 and the attributes are at level 1.
Depending on how you want to calculate the attributes, selecting the Value of Function is Default and Always Overwrite checkboxes on the lines will ensure that the values are transferred from the attributes to the Value of Function and Value of Function (alphanum.) fields as well as update the values in the Input field when the Recalculate function is run. As usual, selecting the Automatic Recalculation in the header and lines will eliminate the need to run the Recalculate function.
Example
You have three items with various attributes for color and power:
| Item No. | A_COLOR | A_POWER |
|---|---|---|
| 10000 | RED | 99 |
| 11000 | GREEN | 60 |
| 12000 | 40 |
A checklist template is set up with four lines:
| Level | Description | Type | Formula Function | Variable for Dynamic BOM | Component Type | Attribute for Component | Value of Function is Default | Always Overwrite |
|---|---|---|---|---|---|---|---|---|
| 0 | Select item | Text | MYITEM | Item | ✗ | ✗ | ||
| 1 | Color | Text | CL_COLOR | A_COLOR | ✗ | ✗ | ||
| 1 | Power | Decimal | CL_POWER | A_POWER | ✗ | ✗ | ||
| 0 | Power * 2 | Decimal | CL_POWER * 2 | ✗ | ✗ |
If item 10000 is entered in the Input field, and then the Recalculate function is run, then the result is:
| Description | Input | Value of Function | Value of Function (alphanum.) | Formula Function | Variable for Dynamic BOM | Component Type | Attribute for Component |
|---|---|---|---|---|---|---|---|
| Select item | 10000 | 0.00 | MYITEM | Item | |||
| Color | RED | 0.00 | RED | CL_COLOR | A_COLOR | ||
| Power | 99 | 99.00 | CL_POWER | A_POWER | |||
| Power * 2 | 198 | 198.00 | CL_POWER * 2 |
If item 11000 is entered in the Input field, and then the Recalculate function is run, then the result is:
| Description | Input | Value of Function | Value of Function (alphanum.) | Formula Function | Variable for Dynamic BOM | Component Type | Attribute for Component |
|---|---|---|---|---|---|---|---|
| Select item | 11000 | 0.00 | MYITEM | Item | |||
| Color | GREEN | 0.00 | GREEN | CL_COLOR | A_COLOR | ||
| Power | 60 | 60.00 | CL_POWER | A_POWER | |||
| Power * 2 | 120 | 120.00 | CL_POWER * 2 |
If item 12000 is entered in the Input field, and then the Recalculate function is run, then the result is:
| Description | Input | Value of Function | Value of Function (alphanum.) | Formula Function | Variable for Dynamic BOM | Component Type | Attribute for Component |
|---|---|---|---|---|---|---|---|
| Select item | 12000 | 0.00 | MYITEM | Item | |||
| Color | 0.00 | CL_COLOR | A_COLOR | ||||
| Power | 40 | 40.00 | CL_POWER | A_POWER | |||
| Power * 2 | 80 | 80.00 | CL_POWER * 2 |
See Also
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