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.
General FastTab
The fields in the General FastTab are described in the following table.
| Field | Description |
|---|---|
| No. | Specifies the unique number of the Service BOM. |
| Source Type | Specifies the source document type of the Service BOM. In the current Service BOM process, this is a Service Item source. |
| Source No. | Specifies the number of the source document (service item reference). |
| Item No. | Specifies the item number of the configurable item to which the service BOM relates. |
| Variant | Specifies the variant of the configurable item. |
| Description | Defaults from the Description field of the configurable item. |
| Unit of Measure Code | Specifies the quantity unit of the configurable item. |
| Quantity | Specifies the quantity in the service BOM header. |
| Location Code | Specifies the storage location transferred from the originating context (e.g., sales/service line). |
| Checklist No. | Specifies the associated document checklist. |
| Starting Date | Specifies the effective start date used for Service BOM version selection. The active version is determined by the latest matching Service BOM valid on/before the evaluation date. |
| Shipment Date | Specifies the delivery date. The value can be transferred from the originating document and can be maintained as needed. |
| Assembly Date | Specifies the assembly date; entered manually and used for informational purposes. |
| Production View | Indicates whether the Service BOM is currently displayed in Production View. |
| Production View Link | Specifies the production view code for the assembly unit linked to the component structure. For more information, see Production View. |
| Active Version | Indicates whether this is the currently active Service BOM version for the source context. |
| No. of Archived Versions | Specifies the number of archived versions of the Service BOM. The current version can be archived via Archive Document. |
Lines FastTab
The BOM in the Lines FastTab is always presented as a multi-level BOM. The fields and actions on the Lines FastTab are described in this section.
Fields
The fields in the Lines FastTab are described in the following table.
| Field | Description |
|---|---|
| Replaced | Indicates if a component in a service BOM has replaced another component (see Substitution of Service Item Components). Choose this field to view the replaced component in the Service BOM Lines page. |
| Level | Specifies the hierarchy level of the BOM line. |
| Position | Specifies the position number (e.g., drawing/reference position). |
| Type | Specifies the BOM line type (e.g., Item, Work Center, Machine Center, Resource, etc.). |
| No. | Specifies the number of the selected type (e.g., item number, work center number). |
| Description | Specifies the line description. |
| Variant Code | Specifies the variant of the selected item/component. |
| Exp. Quantity | Specifies the expected quantity of the line. |
| Exp. Quantity Unit of Measure | Specifies the unit of measure used for the expected quantity. |
| Serial No. | Specifies the serial number for the component on this Service BOM line. If tracking data is transferred during copy/replace scenarios, serial numbers are copied from tracking entries; otherwise the field remains blank. |
| Location Code | Specifies the location code for the line. |
| Part Type | Specifies how the component is handled (e.g., Standard/Production/Purchase context). |
| Spare Part | Indicates whether the line is marked as a spare part. |
| Wear Part | Indicates whether the line is marked as a wear part. |
| Information Line | Indicates an informational/structural line. |
| Vendor No. | Specifies the vendor used for purchase-related costing/planning scenarios for the line. |
| Concurrent Capacities | Specifies the number of capacities (machines/persons) used concurrently. |
| Base Material | Specifies the base material assigned to the line. |
| Long-Lead Item | Indicates whether the line is a long-lead component. |
| Active | Indicates whether the line belongs to the currently active Service BOM structure. Inactive lines are typically historical/replaced entries used for traceability. |
| Assembly Date | Specifies the assembly date on line level (informational). |
| Belongs to Entry No. | Specifies the parent line (Entry No.) of the current line in the BOM hierarchy. |
| Belongs to Prod. View Link | Indicates which assembly unit this component is linked to and thus will become part of its configuration when viewing the service BOM in the production view. For more information, see Production View. In the production view, when lines are moved within the same document via Cut/Paste (Move), this field is recalculated to match the new structure: - If the line has a parent, the Production View Link from the parent line is assigned. - If the line is top-level (no parent), the Production View Link from the document header is assigned. The move requires the respective source (Production View Link on the parent line or document header) to be filled. For more information, see Move Lines within Construction Order. |
| Calculation Formula | Specifies the formula used to calculate quantity values. |
| Calculation Group Code | Specifies the calculation group used for calculation logic. |
| Description 2-5 | Additional description fields for the line. |
| Due Date | Specifies the due date of the line. |
| Due Time | Specifies the due time of the line. |
| Enclosure | Indicates enclosure material for external processing scenarios. |
| Enclosure Drop Shipment | Indicates enclosure material that is drop-shipped. |
| Entry No. | System-generated technical line number. |
| Entry No. Representation | System-generated representation number used for hierarchical ordering/display. |
| Exp. Quantity (Base) | Specifies expected quantity in base unit. |
| Formula Quantity | Stores formula-based quantity expression/input. |
| Level Line No. | System-generated sequence number within a level. |
| Sales Line Amount | Specifies the total amount of the BOM line, calculated as Unit Price * Exp. Quantity. |
| Line Cost (CC) | Specifies the total cost of the line (Unit Cost (CC) * Exp. Quantity). |
| Links | Indicates whether links are attached to the line. |
| Lot Size | Specifies lot size used for time/capacity-related calculations. |
| Next Operation No. | Specifies the next routing/operation number. |
| Operation No. | Specifies the current routing/operation number. |
| Parallel Operation No. | Specifies parallel operation code/number for parallel processing scenarios. |
| Position 2-3 | Additional position reference fields. |
| Previous Operation No. | Specifies the previous routing/operation number. |
| Production Lead Time | Specifies production lead time for the 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. NOTE: This code is required when working in the production view. When moving lines within the same document using Cut/Paste in the production view, the header/parent Production View Link is used to (re)assign the Belongs to Prod. View Link field in the lines. For more information, see Move Lines within Construction Order. |
| Qty. per Unit of Measure | Specifies quantity per unit-of-measure relation for the line. |
| Quantity | Specifies required quantity for the component. |
| Quantity (Base, Parent) | Specifies parent quantity in base unit for calculation context. |
| Quantity per | Specifies quantity-per value used in quantity calculation. |
| Routing Link Code | Connects material with a series of operations. In COSMO Discrete Manufacturing, this code is used to assign material provided for an external manufacturing step. In Production View, the Routing Link Code can be maintained independently from Construction View (each view can have its own value). When switching between views, the technical Routing Link Code Saved field is used to temporarily store/restore the value of the other view (and is cleared when both values are identical); it has no functional meaning by itself in Construction View. For more information, see Production View. NOTE: If a Routing Link Code is entered on an Item line, there must be at least one corresponding Work Center or Machine Center line in the same Service BOM that uses the same Routing Link Code. To validate the BOM structure context (same BOM structure section under the same parent / "Belongs to Entry No." chain), use the Check BOM action to identify missing matches. For more information, see BOM Structure Validation. |
| Routing Link Code Saved | Stores the overridden Routing Link Code when a different value is entered in Production View. This field has no effect in the Construction View and is used to preserve Production View-specific routing link codes when switching between views. For more information, see Production View. |
| Run Time | Specifies run/processing time for operation lines. |
| Run Time Unit of Meas. Code | Specifies the unit of measure for run time. |
| Scrap % | Specifies scrap percentage for the line. |
| Send-Ahead Quantity | Specifies output quantity required before the next operation can start. |
| Separate Prod. Order | Indicates whether a separate production order is intended for the line. |
| Setup Time | Specifies setup time for operation lines. |
| Setup Time Unit of Meas. Code | Specifies the unit of measure for setup time. |
| Shipment Date | Specifies shipment/required date on line level. |
| Source | Indicates source reference of the line structure. |
| Standard Task Code | Specifies the standard task code assigned to the line. |
| Status | Specifies line status (e.g., Open/Released/Closed). |
| Sub BOM | Indicates whether the line contains a substructure. |
| Unit Cost (CC) | Specifies the unit cost for the line. |
| Unit Price | Specifies the unit price for the line. |
| Vendor | Specifies the name of the corresponding Vendor No. |
Note
In addition to the actions on the Lines FastTab, several line-related functions are available directly from the Service BOM Line FactBox via drilldown (Availability, Substitutions, Sales Prices, Purchase Prices/Cost, Attributes (DM), and Production View).
Line Menu
The actions on the Line menu in the Lines FastTab 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
The actions on the Functions menu in the Lines FastTab are described in the following table.
| Action | Description |
|---|---|
| Request BOM from Line | Opens the Master BOM for the component in a service BOM line, if it has its own master BOM. |
| Compare BOM | Checks all Service BOM lines against another BOM and detects insertions, deletions, and modifications (see Update and Compare Service BOMs). |
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. The checklist can also be opened or selected via the Service BOM Header Details FactBox. When selecting a checklist from the lookup, the current Service BOM header might be saved first to apply the selection to the latest data. |
| Request BOM | Opens a dialog page that enables the complete 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. If the configuration feature is being used, the entries in the document checklist are considered (see Configuration Setup and Usage). |
| Copy BOM | Copies a processed BOM into the Service BOM structure. For more information, see Copy Service BOM. |
| Archive Document | Creates a versioned snapshot of the current Service BOM. The snapshot includes the header, all active lines, and attributes. For more information, see Service BOM Archive. |
| View Archive | Opens the archive list for the current Service BOM where you can browse all versions. For more information, see Service BOM Archive. |
| Matrix per Version | Displays Service BOM components side-by-side in a matrix for the current version and available (or selected) archived versions. Differences are highlighted (e.g., quantity changes or components that exist only in some versions). For more information, see Compare Service BOM Versions. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| 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. For more information, see Production View. NOTE: After switching the view, a BOM structure check is run and the BOM Warning Log opens, showing any warnings. |
|
| 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 document status. | |
| Compare BOM | Checks all Service BOM lines against another BOM and detects insertions, deletions, and modifications (see Update and Compare Service BOMs). | |
| Print BOM | Generates 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 current (live) 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. |
FactBoxes
The Service BOM Header Details FactBox displays the Checklist field, which shows the number of checklists associated with the Service BOM.
The Service BOM Line Details FactBox displays line-related information, including access to the card of the related type, availability, substitutions, sales prices, purchase prices, attributes (DM), production view, rounding precision, replenishment system, and reordering policy.
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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