Designer

View and edit the tree structure of the current BOM, the route attached to the BOM, and items that you can add to the tree structure.

Setup

Set up the following parameters:

• Criteria for which configuration, version and BOM lines are displayed.

• Display criteria for inventory dimensions, BOM line, and route details.

• Parameters for line editing and deletion.

• Print setup.

There is also a legend for the symbols used in the BOM designer.

Item number

A unique user-defined code that is assigned when items are created. We recommend that you not use special characters or spaces in the item number. Note that item numbers can be system-generated by linking the item number to the Number sequencesform.

For more information, see Number sequences (form).

Search name

Specify a name to use for search purposes if the item number or name would not work well for searching.

Item group

All items must belong to an item group, which is assigned when items are created. Item groups are defined in the Item groupform. Item groups are used in conjunction with ledger transactions, and can be used as printing criteria.

For more information, see Item group (form).

Display principle

Select the display principle to use for the tree structure window:

• Active versions- View active version of BOM lines only.

• Selected/Active versions- View selected version of BOM lines. If none, view active version.

• Selected versions- View selected version of BOM lines only.

Version date

Enter the version date for the BOM and route. This is used to identify which BOM version is to be used on a specific date, as determined by the version dates in the BOM version setup.

From qty.

Enter the minimum quantity that is valid for this BOM version. When generating orders, the application automatically selects a BOM version, which is based on this and other criteria that you specify. If you leave the field blank, this BOM version is valid for all quantities.

Show valid only

When selected, only valid BOM lines are displayed in the tree structure.

Validity of BOM lines is determined by the validity dates for the BOM line. (To access, right-click or double-click the line.)

Item number

When checked, item numbers are displayed on the BOM lines in the tree structure window.

Configuration

When checked, the configuration ID is displayed on the BOM lines in the tree structure window.

Size

When checked, item size is displayed on the BOM lines in the tree structure window.

Color

When checked, item color is displayed on the BOM lines in the tree structure window.

Item name

When checked, item names are displayed on the BOM lines in the tree structure window.

Qty.

When checked, item quantities are displayed on the BOM lines in the tree structure window.

Unit

When checked, the unit in which the item is expressed is displayed on the BOM lines in the tree structure window.

Configuration group

When checked, the configuration group is displayed on the BOM lines in the tree structure window.

From date

When checked, the date from which the BOM line is valid is displayed on the BOM lines in the tree structure window.

To date

When checked, the last day the BOM line is valid is displayed on the BOM lines in the tree structure window.

Sub-BOM

When checked, subBOMs are displayed on the BOM lines in the tree structure window.

Subroute

When checked, subroutes are displayed on the BOM lines in the tree structure window.

Oper. No.

When checked, operation numbers are displayed on the BOM lines in the tree structure window.

Line type

When checked, line type information is displayed on the BOM lines in the tree structure window.

Confirm deletion

When selected, a confirmation step is added to the delete function.

Edit when adding

When selected, the BOM edit lines window opens automatically when adding items to the tree structure.

Max. qty. of levels

Specify the maximum number of levels to print.

Edit

Edit BOM lines.

Delete

Delete BOM lines.

Check

Check BOMs for errors; for example, BOM circularity.

BOM versions

Check which BOM versions are attached to the selected BOM.

Route version

Check which route versions are attached to the selected BOM.

Calculation

Open the BOM calculationform, in which you can run BOM calculations for the selected BOM.

Print

Print BOM and BOM lines for the selected BOM.