Transfer Document BOM Lines to Project Budget Calculation

This function allows you to transfer selected lines from a Document BOM directly into a Project Budget Calculation. It is designed for project-based industries where engineering or configuration data needs to be reflected in budgeting, cost estimation, project quotations, and procurement planning.

Using this function supports consistency between engineering and budgeting workflows in project-based manufacturing.

To transfer a document BOM line to a project budget line

  1. Open the Project and then open the Project Budget Calculation page.

  2. Locate the configurable item line, update the checklist, and then create the Document BOM.

  3. On the Document BOM page, select the Transfer Lines to Project Budget checkbox on specific lines to be transferred into the Project Budget Calculation.

  4. On the Actions menu, choose the Transfer Lines to Project Budget action and then choose the Yes button to complete the transfer.

    Upon confirmation, the system copies the selected line(s) with field values, such as:

    • Item/Resource number
    • Quantity
    • Unit of Measure
    • Description
    • Variant Code
    • Unit Cost and Unit Price (if available, see Exclusions)
Note

Transferred lines remain in the Document BOM but are hidden and set as Transfer Line deleted (see Hidden Transferred Lines).


Supported Line Types

Only the following Document BOM line types are supported for transfer:

Type Supported Comment
Item Yes Sub-BOMs are stored in a new linked Document BOM; not transferred as budget lines (see Exclusions).
Resource Yes Transferred as Type = Service in Project Budget Calculation line.
G/L Account No
Work Center No
Machine Center No
<Blank> No

Exclusions

The types of information excluded from the line transfer are:

  • Dimensions and Location Codes are not automatically transferred.
  • Pricing (Unit Cost/Unit Price) is only transferred if defined in the Document BOM.
  • If a transferred item has a Sub-BOM, the system creates a new Document BOM linked to the Project Budget Calculation line.
    • This new structure contains the sub-lines, which can be reviewed or reused later, but they are not transferred into the Project Budget Calculation line directly.

Additionally, not all Document BOM lines need to be transferred. Items may be intentionally excluded because they are:

  • Planned or procured separately.
  • Quoted or sold through other processes.
  • Managed outside the Project Budget Calculation.

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