Service BOM
A service BOM is a copy of a construction order, production order, or document BOM. The service BOM is intended to provide the service technician with information about the order-related structure of a product. All changes in the process of service work are documented in the BOM. Changes can also be described in the integrated COSMO Text Module. The service BOM is where the lifecycle of a service item is documented.
To create or view a BOM for a service item, choose either the ellipsis button in the Active Service BOM field or History > Service BOM on the Related menu. Additionally, active service BOMs can be opened from a service quote/order (see Service Documents).
The Service BOM is similar to a construction order in its structure and usage. The different menu options on the Service BOM page are described in the following sections.
Lines FastTab
The following actions are accessible from the Lines FastTab.
Line Menu
The actions on the Line menu are described in the following table.
| Action | Description |
|---|---|
| Move Left | Moves the marked position(s) up one level in the Service BOM structure. If moving multiple positions, all marked lines must have the same "Level", otherwise an error will be displayed. |
| Move Right | Moves the marked position(s) down one level in the Service BOM structure. If moving multiple position, all marked lines must have the same "Level", otherwise an error will be displayed. |
| Attributes (DM) | Opens the assigned attributes for the current line. |
| Line Text | If you have the integration with COSMO Text Module in Advanced Manufacturing Suite (AMS), this action is visible. For more information, see Text in Service BOMs and Service Item Worksheets. |
| Drawing Set | If you have the integration with COSMO Product Data Management in Advanced Manufacturing Suite (AMS), this action is available. For more information, see Drawings in COSMO Discrete Manufacturing. |
Functions Menu
On the Lines FastTab, choose Functions > Request BOM from Line to open the Master BOM for the component in a service BOM line, if it has its own master BOM.
Action Bar
The actions on the action bar are described in the following table.
| Action | Description |
|---|---|
| Create Checklist | Opens a function to create a checklist for the service BOM. |
| Show Checklist | Opens the checklist that is specified in the Checklist No. field on the header. |
| Request BOM | Opens a dialog page that enables the master BOM or production BOM/routing of the item that is registered in the service BOM header to be opened. However, to do this all the service 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 entire BOM in the Service BOM lines. 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. |
| Copy BOM | Copies a processed BOM into the Service BOM structure. For more information, see Copy Service BOM. |
Actions Menu
On the Actions menu, choose Print > Print BOM to generate a printout of the Service BOM.
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Service BOM | Structure Representation | Displays the Service BOM in a tree-structure where you can expand or collapse the different levels. If you have the integration with Advanced Manufacturing Suite (AMS), the Document Box FactBox from COSMO Document Management System is available in the Structure Representation page. For more information, see Integration of COSMO Document Management System. |
| Attributes (DM) | Opens the Service BOM Attributes page, where you can view and edit the attributes for the Service BOM header, based on the item or variant it was created from: - When creating a new Service BOM, the attributes from the referenced item/variant are copied. - When copying Document BOM, Construction Order, or Service BOM structures, the attributes are properly replaced with those defined in the source document header. |
|
| Drawing Set | If you have the integration with COSMO Product Data Management in Advanced Manufacturing Suite (AMS), this action is available. For more information, see Drawings in COSMO Discrete Manufacturing. | |
| Functions | Assign New Line No. | Renumbers all the lines in the Service BOM without losing the BOM structure. This is used when there is no longer space available for line insertion between existing lines. |
| Switch Const.-/Prod. View | Switches between the construction and the production view. |
Document Box FactBoxes
If you have the integration with Advanced Manufacturing Suite (AMS), the Document Box FactBox from COSMO Document Management System is available. For more information, see Integration of COSMO Document Management System.
If you have the integration with Advanced Manufacturing Suite (AMS), the Drawing Set and Line Drawing Set FactBox from COSMO Product Data Management is available. For more information, see Drawings in COSMO Discrete Manufacturing.
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