You can create a template BOM using the following methods. For all methods the and fields are optional and for information only.

Create a template BOM manually

  1. Click > > > .

  2. Press CTRL+N to open the form.

  3. Select the option under .

  4. In the field, enter an item of the type . (Optional)

  5. In the field, enter a name for the template.

  6. In the and fields, enter a date interval in which the template BOM is active.

  7. Click OK.

A new blank template BOM is created.

Create a template BOM based on another template BOM

  1. Click > > > .

  2. Press CTRL+N to open the form.

  3. Select the optionunder .

  4. In the field, select an existing template BOM to copy to your new template BOM.

  5. In the field, enter a name for the template.

  6. In the and fields, enter a date interval in which the template BOM is active.

  7. Click OK.

A new template BOM with lines that correspond to the lines in the original template BOM is created.

Create a template BOM based on an item BOM

  1. Click > > > .

  2. Press CTRL+N to open the form.

  3. Under select .

  4. In the field, select a BOM version. An item of the type BOM is copied to the .

  5. In the field, enter a name for the template.

  6. In the and fields, enter a date interval in which the template BOM is active.

  7. Click OK.

A new template BOM is created by using lines that corresponds to the lines of the BOM listed in .

Create a template BOM based on a production BOM

  1. Click > > > .

  2. Press CTRL+N to open the form.

  3. Under , select .

  4. In the field, select a production BOM.

  5. In the field, enter a name for the template.

  6. In the and fields, enter a date interval in which the template BOM is active.

  7. Click OK.

A new template BOM is created by using lines that corresponds to the lines of the BOM listed in .

See Also