Document BOM Header
The Document BOM Header page provides an overview of the Document BOM information and access to the Document BOM lines. You can view header-level information and manage the complete BOM structure from this page.
Access the Document BOM Header page using the Tell Me feature by entering Document BOMs, choosing the related link, and then selecting the Document BOM from the list.
General FastTab
The fields on the General FastTab are described in the following table. The only field that is editable is the Production View Link field.
| Field | Description |
|---|---|
| No. | Specifies the unique number of the Document BOM. |
| Source Document Type | Specifies the type of the source document (for example, Sales Quote, Sales Order, Project Line). |
| Source Document No. | Specifies the number of the source document. |
| Source Document Line No. | Specifies the line number of the source document. |
| Item No. | Specifies the item number for the Document BOM. |
| Variant Code | Specifies the variant code for the item. |
| Unit of Measure Code | Specifies the unit of measure code for the item. |
| Quantity | Specifies the quantity of the item. |
| Location Code | Specifies the location code for the item. |
| Checklist No. | Specifies the checklist number assigned to the Document BOM. |
| Shipment Date | Specifies the shipment date for the Document BOM. |
| Constr. Inquiry Status | Shows the status of the linked Construction Inquiry for the whole Document BOM. Choosing the field enables you to create a new Construction Inquiry or open existing inquiries. For more information, see Construction Inquiry. |
| Production View | Indicates whether the Document BOM is currently displayed in Production View. NOTE: If lines have different Production View values, the header display reflects the value taken from the Document BOM lines (as calculated by the system) and may not represent every line. |
| Production View Link | Specifies the production view code for the assembly unit that will be linked to the component. For more information, see Production View. |
| BOM/Routing updates available | Indicates if BOM/Routing updates are available for the header or any lines. This toggle is turned on when either the header's BOM/Routing Source Updated toggle is turned on OR when the BOM/Routing Source Updated checkbox is selected in any line. For more information, see Source BOM/Routing Changes. |
| BOM/Routing Source Updated | Indicates whether the source BOM or Routing has been changed since the Document BOM lines were created or last updated based on the SystemModifiedAt field. This field is automatically updated when changes are detected from manually running the Check for Updates function or if the Check for Updates toggle is turned in the Configure to Order Setup page. For more information, see Source BOM/Routing Changes. |
Lines FastTab
The Lines FastTab displays the Document BOM lines for the item. All line fields are described in the Document BOM documentation.
The Document BOM lines can be edited when both of the following conditions are met:
- The source document type is a Sales Line (Quote, Order, Blanket Order, Return Order, Invoice, Credit Memo) or Project Line.
- The Document BOM not editable toggle on the related item is turned off.
Line Menu
The actions on the Line menu of the Lines FastTab are described in the following table.
| Action | Description |
|---|---|
| Attributes (DM) | Opens the attributes that were assigned to the Document BOM line. Attributes can also be assigned manually here. |
| Characteristic Search Tree | Opens the Characteristic Search Tree page for the selected Document BOM line (see Search Characteristics). |
| Create Construction Inquiry | Creates a construction inquiry for the selected Document BOM line (see Construction Inquiry). |
| Open Construction Inquiry | Opens the construction inquiry or inquiries created for the selected Document BOM line (see Construction Inquiry). |
| Cut | Enables individual items, multiple items and complete structures from the same or a different Document BOM to be cut and copied to the clipboard. When moving lines within the same Document BOM, the complete structure including all substructure levels is moved automatically. For more information, see Move Lines within Document BOM. |
| Copy | Enables individual items, multiple items and complete structures from the same or a different Document BOM to be copied to the clipboard. |
| Paste | Enables individual items, multiple items and complete structures that were copied to the clipboard from the same or a different Document BOM to be inserted here. When moving lines within the same Document BOM using Cut and Paste, substructures are moved automatically even if not explicitly selected. For more information, see Move Lines within Document BOM. |
| Comments | Indicates standard comments from production BOMs, Master BOMs, or Construction Order lines but can be changed or new comments can be added. These comments will transfer to Construction Order lines and Production BOMs/Production Order Components. |
| Tools | Indicates standard tools from production BOMs, Master BOMs, or Construction Order lines but can be changed or new tools can be added. These tools will transfer to Construction Order lines and Production BOMs/Production Order Components. |
| Personnel | Indicates standard personnel from production BOMs, Master BOMs, or Construction Order lines but can be changed or new personnel can be added. This personnel information will transfer to Construction Order lines and Production BOMs/Production Order Components. |
| Quality Measures | Indicates standard quality measures from production BOMs, Master BOMs, or Construction Order lines but can be changed or new quality measures can be added. These quality measures will transfer to Construction Order lines and Production BOMs/Production Order Components. |
Actions Bar
The actions on the actions bar are described in the following table.
| Action | Description |
|---|---|
| Request BOM | Opens a dialog page that enables the complete master BOM or production BOM/routing of the item in the sales line to be opened. However, to do this all the Document BOM lines must be deleted first. - If a master BOM exists for the item, it is displayed in the top of the page. - If no production BOM or routing exists for the item, the related toggles are inactive. - If a production BOM and routing exists for the item, the toggles are active and the description of each is shown to the right. If there is a master BOM, the toggles are turned off. If there is no master BOM, the toggles are turned on automatically. To choose the production BOM/routing over the master BOM, turn on the toggles. In any case, you can decide whether only one or all levels of the BOM need to be opened. The Suppress Information BOM toggle can be set to prevent the system from requesting or expanding BOMs for components where the Part Type ≠ Production. As a result, only production-relevant structures are resolved, while non-production components are excluded from further BOM expansion. Choose the OK button to assign the BOM to the sales line as the Document BOM. NOTE: If a production BOM/routing exists but a master BOM doesn't, you will get an error if you turn off the toggles and choose the OK button. When the configuration feature is being used, the BOM is calculated using formulas when it is opened and configured on an order-related basis (see Dynamic Master BOM). During BOM/routing-based line creation or update, if the unit cost is derived from source logic, the Freeze Unit Cost (CC) field can be set automatically to preserve that transferred unit cost against later automatic recalculation. |
| Update BOM | Opens the BOM Compare & Update page, which shows the difference between the Document BOM top level and changes made to the source Master BOM or Production BOM/Routing if changes were detected from manually running the Check for Updates function or if the Check for Updates toggle is turned in the Configure to Order Setup page. Detected changes are indicated in the BOM/Routing Source Updated field in the General FastTab. For more information, see Source BOM/Routing Changes. NOTE: In the dialog page, the Suppress Information BOM toggle can be set to prevent the system from requesting or expanding BOMs for components where the Part Type ≠ Production. As a result, only production-relevant structures are resolved, while non-production components are excluded from further BOM expansion. During BOM/routing-based line creation or update, if the unit cost is derived from source logic, the Freeze Unit Cost (CC) field can be set automatically to preserve that transferred unit cost against later automatic recalculation. |
| Schedule | With this function, scheduling occurs based on the Document BOM. The scheduling process is determined by the Scheduling Implementation setting in Configure to Order Setup: - If Legacy is selected, the COSMO Discrete Manufacturing scheduling is used, which schedules in days. - If Production Order is selected, the standard scheduling in Business Central is used, which schedules in seconds. Additionally, the last chosen direction (Forward / Backward) is saved in the Sales Line to be used for generating the final Production Order. NOTE: Before scheduling, a BOM structure check is run. If warnings are found, you can decide whether to continue. If you choose not to continue, scheduling is canceled and the BOM Warning Log is shown. For more information, see BOM Structure Validation. Scheduling considers all the times for resources, work centers and groups of work centers entered in the Document BOM. The items are always scheduled so that they must be available to an assembly at the start of the first series of operations. Limited capacities are considered. The following types of scheduling are possible: - Forward: Scheduling of the Document BOM is performed for the future starting at the start date. The Starting Date field must be completed manually. - Backward: Scheduling of the Document BOM is performed backward starting at the end date. The Ending Date field must be completed manually. NOTE: If the Scheduling Implementation field is set to Production Order, then lines with the Separate Prod. Order checkbox selected respect the Shipment Date fixed field setting when determining the due-date basis during scheduling. If the Shipment Date fixed checkbox is selected (or the line's Due Date field is empty), scheduling uses the line's Shipment Date as the due-date basis; otherwise it uses the line's Due Date as the basis. If the Legacy option is selected, different results can occur between scheduling with the Document BOM and the Production Order. |
| Transfer Due Date in Shipment Date | Enables the schedule result to be transferred to the Shipment Date field on the Document BOM lines. Lines with the Shipment Date fixed checkbox selected are excluded and will not be overwritten. |
| Create Construction Order | Creates a Construction Order from the Document BOM. The system confirms whether a Construction Order should be created for the specified sales document and line. After creation, the Construction Order opens automatically. |
| Create Prod. Order | Creates a production order for the entire Document BOM. If a source line is frozen, the line unit cost is transferred to the production order component unit cost. Production orders created from a Document BOM (including the main production order) are created with Planning Flexibility = None on the resulting Production Order lines. With Planning Flexibility = None, planning runs (MRP/MPS) can still use these lines for balancing demand and supply, but they do not propose rescheduling, quantity changes, or cancellation for those lines. If you want planning to propose changes for these lines, set Planning Flexibility manually (for example, to Unlimited). |
| Source Document | Opens the referenced document for the selected Document BOM record. For example, if the source is a Sales Order line, the Sales Order opens. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Functions | Request Schedule Plan | Creates a schedule plan from the Document BOM. The schedule plan provides capacity planning based on the Document BOM structure. For more information, see Operation Scheduling. |
| Create Construction Inquiry (whole BOM) | Creates a construction inquiry for the entire Document BOM (see Construction Inquiry). | |
| Open Construction Inquiry (whole BOM) | Opens the construction inquiry or inquiries created for the entire Document BOM (see Construction Inquiry). | |
| Switch Const.-/Prod. View | Switches between the construction and the production view. For more information, see Production View. NOTE: After switching the view, a BOM structure check is run and the BOM Warning Log is shown if warnings are found. For more information, see BOM Structure Validation. |
|
| Assign New Line No. | Enables the Document BOM to be renumbered. This is necessary when no further new lines can be added to the Document BOM using the Auto Split Key function of Microsoft Dynamics 365 Business Central. | |
| Check for Updates | Checks if a source BOM or Routing has been changed since the Document BOM lines were created or last updated based on the SystemModifiedAt field. If changes are found, the BOM/Routing Source Updated checkbox is selected. For more information, see Source BOM/Routing Changes. | |
| Compare BOM | Checks all Document BOM lines against another BOM and detects insertions, deletions, and modifications (see Compare and Update Document BOMs). | |
| Check BOM | Checks the BOM structure for inconsistent Routing Link Codes. If warnings are found, the BOM Warning Log is shown so you can review the affected lines. This action does not change the status of the Document BOM. For more information, see BOM Structure Validation. | |
| Print BOM | Opens the print dialog for the Document BOM report, filtered for the current Document BOM. |
Related Menu
The actions on the Related menu are described in the following table.
| Action | Description |
|---|---|
| List | Opens the Document BOMs page, which displays all Document BOMs. If a Document BOM is selected from the list, the Document BOM Header page opens for that Document BOM. |
| Document BOM Line | Opens the Document BOM page for the Document BOM associated with the source Sales Line or Project Budget Line. This action is only available when the source document type is a Sales Line or Project Budget Calculation Line. |
| Calculation | Opens the Calculations page to create a new calculation or to view an existing calculation (see Integration of COSMO Calculation). This action is only available when the source document type is a Sales Line. |
| Order Schedule Plan | Opens the Document Schedule page, which shows the capacity planning for the Document BOM. This action is only available when the source document type is a Sales Line. For more information, see Document Schedule. |
| Construction Order | Opens the Construction Order page for the Construction Order linked to the source Sales Line. This action is only available when the source document type is a Sales Line. |
FactBox
The Document BOM Details FactBox provides information about the selected Document BOM line, including access to the card of the related type, availability, substitutions, sales prices and line discounts, attributes (DM), production view, and rounding precision.
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