Source BOM/Routing Changes
When a change is made to the source document (Master BOM or Production BOM/Routing) from which the Document BOM is related to, the Check for Updates function in the Document BOM will indicate that a change exists in the BOM/Routing Source Updated field in the Lines FastTab (lower level item).
The change is determined based on the comparison between the SystemModifiedAt field of the Document BOM line and the source document from when the Document BOM line was created. The types of changes that are recognized are:
- New BOM/Routing relation added to the item.
- BOM/Routing relation deleted from the item.
- BOM/Routing relation of the same type changed (e.g., if once created from a Master BOM and the item gets a new Production BOM No., no change will be evaluated).
- New Version of BOM/Routing is available.
- BOM Header/BOM Version Header changed.
- BOM/Routing line additions/changes to Comments, Personnel, Tools, and Quality Measures.
- Additions/changes to Attributes and Manufacturing Dimensions.
Tip
This check can be set to run each time a Document BOM is opened by turning on the Check for Updates toggle in the Construction FastTab of the Configure to Order Setup page.
Update Complete BOM
To view the complete BOM/Routing changes for the Document BOM, choose the Update BOM action to open the BOM Compare & Update page. The request BOM page opens with Master BOM, Production BOM, or Routing changes; choose the Yes button to open the BOM Compare & Update page.
Update BOM Lines
If changes were detected for an assembly in a lower level item, the BOM/Routing Source Updated checkbox is selected on a line in the Lines FastTab. To view the BOM/Routing changes for the BOM, choose the assembly item line and then choose the Update Line from BOM action on the Actions menu to open the BOM Compare & Update page. The request BOM page opens with Master BOM, Production BOM, or Routing changes; choose the Yes button to open the BOM Compare & Update page.
BOM Compare & Update
The BOM Compare & Update page is used to compare the existing information to the changed information.
Note
For exact rules and decision logic behind Insert, Delete, Modify, and Move, see Action Types in BOM Compare.
Fields
The majority of the fields are the same as in the Document BOM line. The fields that are unique to the BOM Compare & Update page are described in the following table.
| Field | Description |
|---|---|
| Action | Indicates what will be done when the changes are applied to the existing structure. The options are: - <blank>: Lines exist on both sides and no changes are detected. - Modify: Lines exist on both sides but differences in allowed fields or substructures were detected. Choose the value to open the BOM Changes page. You can choose the Skip checkbox on changes that you do not want to occur. - Insert: The source has a line that is new/not available in the existing Document BOM. This line will be inserted (fields per Include in Insert). - Delete: This line exists in the Document BOM but not in the source. This line will be deleted (if allowed). - Move: A unique Insert/Delete pair was linked (via Auto Move or Move) to represent a structural re‑parenting. The destination line may also show Modify if allowed fields differ. Move lines cannot be skipped; use Undo Move to revert to Insert/Delete. |
| Severity | Specifies the possible outcomes of applying the changes to the Document BOM. The options are Info, Warning, and Error. Lines with a Severity level of Error cannot be changed. Choose the value in the field to open the BOM Compare Status page, which lists the reasons for the assigned severity. If there are multiple issues, the one with the higher severity is shown. For example, if there is an Info and a Warning, the Severity field would display Warning. |
| Skip | User-defined setting that determines if the change should be skipped. |
Actions
The actions on the BOM Compare & Update page are described in the following table.
| Action | Description |
|---|---|
| Apply Changes | Modifies, inserts, and deletes all lines as indicated (unless skipped where applicable) and then closes the page. |
| Auto Move | Runs the pairing algorithm to convert uniquely matchable Insert/Delete pairs into Move. |
| Move | Converts one selected Delete and one selected Insert into a Move (manual pairing). |
| Undo Move | Reverts a Move back to Insert/Delete (or cancels a pending pairing). |
| Reset Skip | Clears the Skip checkbox on all lines. |
| Skip Items | Selects the Skip checkbox on all lines with Type = Item. |
| Skip Work Center | Selects the Skip checkbox on all lines with Type = Work Center. |
| Skip Insert | Selects the Skip checkbox on all lines with Action = Insert. |
| Skip Modify | Selects the Skip checkbox on all lines with Action = Modify. |
| Skip Delete | Selects the Skip checkbox on all lines with Action = Delete. |
Matching and Field Configuration Summary
- Matching scope: Source and target children are matched only within the same parent (Belongs to Entry No.).
- Base identity (field values): Type, No., Variant Code, optionally Operation No., geometry (Depth, Width, Length), and Pre‑Order as applicable.
- Field configuration: Include in Insert controls which fields are populated on new lines; Include in Modify controls which field differences can trigger and be applied for "Modify".
- Move pairing: Does not use Operation No.; pairs by Type, No., Variant, Pre‑Order, and Depth/Width/Length (with progressive relaxation). Only unique pairs are converted; otherwise they remain "Insert"/"Delete".
Process
In general, the process starts from the BOM Changes cue in the Role Center. Once changes have been made to a BOM or Routing, the Document BOMs affected are accessible from the BOM Change Log.
When the affected Document BOM is opened, you can run the Check for Updates action if not automatically done via the Check for Updates toggle in the Configure to Order Setup page.
If the BOM/Routing Source Updated checkbox is selected, choose the Update BOM action to open the BOM Compare & Update page. Review the changes; optionally run Auto Move (or use Move) to consolidate structural re‑parentings; set any lines to skip as needed; then choose the Apply Changes action.
Change Tracking for Non-Structural Document BOM Data
In addition to structural BOM data such as components and routings, the comparison also detects and tracks changes in non-structural Document BOM data, including:
- Manufacturing dimensions
- Comment lines
- Tools
- Personnel
- Quality measures
- Attributes assigned to Document BOM lines
Each difference between source and target is classified as an Insert, Modify, or Delete action and shown in the BOM Compare & Update page accordingly. For each item, the old and new values are displayed in the BOM Changes page along with a description of the data that has changed.
You can review all changes before applying them. Individual lines can be skipped, which prevents them from being transferred to the target BOM during the update.
To ensure data integrity, all comparisons are done using a temporary version of the Document BOM (for which a temporary number series must be defined in the Document BOM Temporary field in the Configure to Order Setup page). This temporary context allows changes to be safely evaluated without affecting the live order.
The functionality provides full transparency across all relevant Document BOM data and supports a reliable update process even for complex configurations.
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