Creating Document BOMs in Project Budget Calculation Line

The methods for creating Document BOMs in the Project Budget Calculation line are described in this section.

Create Document BOM with Checklist and Master BOM

When using COSMO Discrete Manufacturing functionality to create a BOM in the Project Budget Calculation, the BOM Selection request page does not open because a BOM does not exist for the line until the Document BOM is created.

The budget line will be populated with only the item. Notice that the Checklist No. field is populated as well; this is generated automatically from the Checklist assigned on the item.

On the Related menu, choose Line > Checklist to open the Checklist.

Note

If the Open Immediately toggle is turned on in the Checklist Template, then the Checklist will open automatically when the Quantity field is populated.

Close the Checklist when all selections are entered.

Before a Document BOM can be created, a quantity must be entered in the line. Then on the Related menu, choose Line > Document BOM to create the Document BOM. If no Document BOM exists, a message opens asking if you want to create a new Document BOM.

Choose the Yes button to create the Document BOM. A dialog will open, displaying the related Master BOM. Choose the Yes button; the Document BOM page opens with the configuration from the Checklist.

Any changes that need to be made to the Document BOM can be made here. If necessary, the original Document BOM can be recreated by deleting all existing lines in the Document BOM page and then choosing the Request BOM action.

Choose the Close button to close the Document BOM. In the Project Budget Calculation page, the Document BOM No. field is populated as well as the Prod. Order from Document BOM checkbox.

Create Document BOM with Master BOM

Document BOMs with Master BOMs but without checklists can be used in the Project Budget Calculation line using the same process as with a checklist. When an item has no checklist, the Checklist No. field remains empty when the item is added to the Project Budget Calculation line.

In the Project Budget Calculation line, enter a quantity and then on the Related menu, choose Line > Document BOM to create the Document BOM. As previously described, a message opens asking if you want to create a new Document BOM. Choose the Yes button to create the Document BOM. The dialog opens displaying the related Master BOM. Choose the Yes button; the Document BOM page opens.

In the Project Budget Calculation line, the Document BOM No. is assigned and the Prod. Order from Document BOM checkbox is selected.

Create Document BOM without Master BOM

It is also possible to create a Document BOM manually, without a Master BOM, using basically the same process as previously described. Once the item without a master BOM is added to the Project Budget Calculation line, enter a quantity and then on the Related menu, choose Line > Document BOM to create the Document BOM. A message opens asking if you want to create a new Document BOM.

Choose the Yes button to create the Document BOM; an empty Document BOM page opens.

In the Document BOM page, enter all BOM information and then choose the Close button to close the Document BOM. In the Project Budget Calculation page, the Document BOM No. field is populated as well as the Prod. Order from Document BOM checkbox.

Create Document BOM with Production BOM

It is also possible to create a Document BOM with a Production BOM, using basically the same process as previously described. Once the item with a Production BOM is added to the Project Budget Calculation line, enter a quantity and then on the Related menu, choose Line > Document BOM to create the Document BOM. A message will open asking if you want to create a new Document BOM.

Choose the Yes button to create the Document BOM; the Select BOM page opens with no Master BOM lines for selection.

Select the Production BOM and Routing checkboxes to transfer both types of entries to the Document BOM and then choose the Yes button.

The Document BOM page opens and is populated with all Production BOM and Routing lines (if selected). These entries can be modified as needed. Choose the OK button to close the Document BOM. In the Project Budget Calculation page, the Document BOM No. field is populated as well as the Prod. Order from Document BOM checkbox.

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