Overview tab

View a summarized list of items that are used in production. The main characteristics of the production items shown on this tab include the type, number, and name, the warehouse where the items are stored, and the quantity and unit information.

General tab

View or edit important attributes that pertain to the selected production item. You can see whether the item should reserve on-hand inventory and exactly where the item is used in the production sequence.

Setup tab

Define the criteria used to process the selected production item. These criteria include the methods for calculating consumption, rounding off the results, and measuring criteria.

Update tab

Check for the latest updates to the current production order. The new form shows the last time any updates were made. All fields are read-only.

Quantity

View information that includes the estimated quantity of the item to be used in production and the remaining consumption that needs to be released to production from the BOM.

Note
The BOM unit can be recalculated as an inventory unit. For more information about recalculation, see Unit conversion (form).

References tab

View the relationship to other modules.

Dimension tab

View defined values for the record selected on the Overview tab. Dimensions defined on the production order are automatically transferred to the BOM lines. If dimensions are not defined on the production order, they are retrieved from the item's base data in the items table.

For more information, see Item (form).

Inventory

View receipt/issue transactions in the physical voucher and inventory movements/dimensions in the current voucher for the production item. You can also check receipt or issue transactions on the same lot number, check the settlements and the settlement tree structure, make reservations, mark lots for specific orders, and check inventory dimensions.

Copy

Copy the production item.

Inquiries

View queries that can be run in relation to the line. The requirement profile shows planned orders, inventory levels, and expected receipts and issues over time.

Item number

Enter in this field the unique identification of the item to be consumed in the production. The item number must already exist in the items table, and the Item typecan be Item, BOM, or Service.

You can select item numbers from the list of existing item numbers. If you enter the item number manually, the system verifies that the item number exists in the items table. The same item number can figure in the production's BOM several times.

For more information about the items table, see Item (form).

Configuration

Select an item configuration to define an item with specific attributes.

Warehouse

Enter the warehouse in which you will store your items.

Quantity

Enter the number of units of the item that figure in one piece of the finished item. If there is a gain, rather than a loss, of the current item, enter a negative quantity.

Example

In the production table (P), the dimensions for the finished item are entered under measurements as follows:

• Height(P) 1.00

• Width(P) 0.50

In the production's BOM, (B), measurements are specified as follows:

Formula = Height * Width * Constant

• Height(B) 1.00

• Width(B) 0

• Constant(B) 2.00

• If Widthin the BOM is not selected, then the dimension Widthis not proportional to the width specified in the production table. Even if you selected Height * Width * Constant as your formula, entering 0.00 in the BOM means that the expression Width* Widthwill be set to 1 (one). The calculation of the above example will then be:

• Quantity= Height(P) * Width(P) * Height(B) * Width(B) * Constant(B) = 1.00 * 0.50 * 1.00 * (Not filled in = 1.00) * 2.00 = 2.00

Per series

Enter the number of units the value applies to.

Unit

Enter the unit in which consumption is expressed. The unit ID is retrieved from the BOM unitfield in the items table.

Production

The production number of the production to which the BOM line belongs.

Position

The position of the BOM line. This field can contain an alphanumeric string of up to 10 characters. Use the position as a reference to a position number on a drawing of the item.

Vendor account

For lines with a Vendor account, define a vendor number that purchase orders should be created for. If you leave this field blank, the vendor will be obtained through the work center on the attached operation.

For more information about creating purchases, see Purchase orders (form).

Line type

The BOM lines can be of several Line type, each with its own function.

The options are as follows:

• Item -For BOM lines where there are raw materials that are to be picked in inventory or the item is a service.

• Phantom -For items of type BOM that are to be exploded in this production's BOMs. When a BOM is exploded, it creates the raw materials and operations created as base data on the current BOM item number. Explosion is carried out in connection with estimate.

• Production -For a BOM line item number to indicate underproduction. The item number in the BOM line must be of the type BOM. The underproduction is created when an estimate is run for the current production order. Quantityfor the underproduction is automatically reserved and marked for the current production.

• Vendor -For subcontractor work that requires creating a purchase order automatically. If the item number in the BOM line gets the type Vendor and is type BOM, an underproduction is created when the current production is first estimated. The underproduction has the type Vendor, and the items on the BOM are created for the underproduction as BOM lines. In BOM lines with the type Vendor, you must enter either an Oper. No.that refers to an operation in the production route of the type Vendor, or enter a vendor directly in the BOM line.

Reservation

Indicate whether the item should automatically be reserved from on-hand inventory.

• Manual- no reservation is made.

• Automatic- a reservation is made.

For more information about inventory transactions, see Inventory transactions (form).

Oper. No.

This field defines where this item is used in the production sequence.

End

Select this check box to schedule the BOM line consumption at the end of the specified operation.

Calculation

Select this check box to include the BOM line in the cost estimate calculation.

Sub-BOM

BOM number of a specific sub BOM. If blank, the active number is used.

Subroute

Route number for specific subroute. If blank, the active number is used.

Formula

Formula used for calculating consumption.

Consumption is

This field indicates whether the estimate concerns a Variable or Constant amount/quantity. Variable consumption means that the Quantityof units that are used in the finished product are proportional to the Quantityfor the production order. The consumption is calculated as follows:

Quantity(for the production order). Quantity(in the BOM).

Constant consumption is used in defining a fixed amount/quantity for the production items, such as start-up costs. Consumption is calculated as follows:

Consumption = Quantity(in BOM).

Flushing principle

Select the method of registering item consumption against a production order. The options are:

• StartEnable automatic consumption when you update a production order to the start phase. This is the default setting for a new item and an existing item that is updated.

• FinishEnable automatic consumption when you update a production order to the report as finished phase.

• ManualThe program does not register consumption automatically. You must enter it manually on the picking list.

• If you leave the field blank, the Flushing principlesetting on the item is used.

Note
To enable automatic consumption, you use this field with the Automatic BOM consumptionfield when you update the production order.

Constant scrap

Enter a constant scrap value. Scrap is calculated in the unit (for example, liters) specified in the BOM line. Scrap is used to calculate the adjusted raw-material consumption in the BOM line.

For more information, see BOM versions and lines (form).

Variable scrap

Enter a variable scrap value in percent. Scrap is used to calculate corrected raw-material usage in the BOM line.

For more information, see BOM versions and lines (form).

Rounding-up

Round off cost-estimated quantity to Multiples. Use rounding if the raw materials are always used in fixed quantities. Select from the following options:

• No– Do not use rounding.

• Quantity– The quantity will always be rounded up.

• Measurement rounding– Use if the raw material is available only with predefined dimensions. If you need to take the dimensions into account when calculating the consumption, use rounding to Measurement and set Multiplesto 5. The rounding is calculated by determining the sales quantity on the basis of the measurement dimensions, and then determining the number of times the measurement dimension figure can be included in Multiples. The sales quantity is then rounded down to 0 (zero) decimals. Now you can estimate the quantity by calculating how many multiples of the value in field Multiplesare to be used in order to produce a given quantity.

• Consumption– The calculated estimated quantity is always rounded up so that it can be divided equally with the value of Multiples. Rounding up to Consumption is used when the total consumption of a raw material can be carried out only by using a predefined quantity. The remainder is then regarded as a loss.

Multiples

Displays the rounding multiple. You can use this field for rounding consumption, quantity, or measurement. This field can be changed until the production is assigned a status of Reported as finished.

For more information, see Rounding-up.

Height

Displays the calculation factor for height that is used in the calculation of raw materials consumption, if this is proportional to the measurements defined in the production order. You can change the field until the production order is assigned the status Reported as finished. After a change, you must re-estimate the production order to incorporate the changes.

Width

Displays the calculation factor for width that is used to calculate raw materials consumption, if this is proportional to the measurements defined in the production order. You can change the field until the production order is assigned the status Reported as finished.

Depth

Displays the calculation factor for Depth that is to be used in the calculation of raw materials consumption, if this is proportional to the measurements defined in the production order. This field can be changed until the production order is assigned a status of Reported as finished.

For more information about the use of this function, see Formula.

Density

Displays the calculation factor for density to be used in the calculation of raw materials consumption, if this is proportional to the measurements defined in the production order. This field can be changed until the production order is assigned a status of Reported as finished.

For more information, see Formula.

Constant

Displays the calculation factor for constant to be used in the calculation of raw materials consumption, if this is proportional to the measurements defined in the production order. This field can be changed until the production order is assigned a status of Reported as finished.

For more information about the use of this function, see Formula.

Estimated

The estimated quantity/volume of the item to be used in the production. Indicate in the Consumption isbox whether the consumption is variable or constant.

The calculation is as follows:

Variable consumption:

Estimated quantity/volume = Quantity(in the production order) * Quantity(in the BOM).

Constant consumption:

Estimated quantity/volume = Quantity(in the BOM)

When calculating consumption, you also include variable or constant removal scrap. For a detailed description of how to calculate removal scrap, see the Variable scrapand Constant scrapboxes.

Similarly, any Scrap percentagespecified in the production route will also be calculated in the consumption.

Remaining quantity

Displays the quantity posted by the picking list that is still not end-updated (costing updated).

Started

Displays the quantity of items in the BOM unit released to production.

For more information about BOM, see BOM unit. The BOM unit can be recalculated to the inventory unit.

For more information about recalculation, see Unit conversion (form).

Released quantity

Displays the consumption that is released to the production in the BOM unit, but has not yet been included in the cost accounting.

Estimated

Cost-estimated quantity/amount of item to be included in the production defined in the inventory unit.

For more information, see Item (form).

The consumption is calculated when Estimation is run. In the case of variable consumption, the following formula is used in calculating the consumption: Quantity(in production order) * (in the BOM) = Consumption isdetermines whether the consumption is Variable or Constant.

For more information, see Consumption is. When the production has Status, 0.00 is displayed on Quantity.

Started

The quantity that has been released to production in inventory units.

For more information about units, see Units (form).

The inventory unit can be converted to a BOM unit.

For more information about conversion, see Unit conversion (form).

Remaining quantity

Displays the consumption that needs to be released to the production in the inventory unit with regard to the estimated quantity.

For more information about units, see Item (form).

Reference type

Reference type indicates the relation to other modules. Together with Reference numberand Reference lot, the field comprises the complete reference to the object to which the production line refers.

The following options exist:

• Blank

• Sales

• Purchase

• Production

• Production line

The reference to, for example, a purchase line is structured in such a way that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line under the current purchase. If the line in the production BOM generated a purchase, you will be able to see the reference to that purchase directly from the generated reference.

A blank field means that there are no attachments to objects in other modules. It is not possible to edit this field.

Reference number

Reference number displays any references to sales, purchases, production or production lines. The field is dependent on the Reference type.

Together with Reference typeand Reference lot, the field comprises the complete reference to the object to which the production line refers.

For example, the reference to a purchase line is structured in such a way that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line in the current purchase. If the line in the production BOM generates a purchase, you will be able to see the reference to that purchase directly from the reference generated.

If the field is blank, there are no attachments to objects in other modules. It is not possible to edit this field.

Reference lot

Reference lot indicates the lot number being referred to.

Together with Reference typeand Reference number, the field comprises the complete reference to the object to which the production line refers.

The reference to, for example, a purchase line is structured in such a way that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line under the current purchase. If the line in the production BOM generated a purchase, you will be able to see the reference to that purchase directly in the generated reference.

A blank field indicates that there are no attachments to objects in other modules. It is not possible to edit this field.

Raw material date

The scheduled date for material consumption.

Raw material time

The scheduled time for material consumption.

Remain status

Back order status indicates what remains to be carried out for a specific BOM line. The back order status is related to the production's back order status (see Production orders (form), field Remain status).

Available options are:

• Material consumption– Materials remaining to be delivered to production in relation to the cost-estimated consumption for a specific BOM line.

• Ended– Production order remaining to be ended. All materials have been delivered for a specific BOM line.

Constant released

Has constant consumption been released?

Finished picking

Picking list journal has been posted with end field checked.

Lot ID

Displays the lot ID and refers to the current inventory transactions attached to the BOM line. When you press the command button Inventory and select transactions, all inventory transactions with this lot number will be shown.

For more information, see Lot (form).

When you press Inventoryand select Lot, the current lot is displayed.

For more information, see Inventory transactions (form).

Dimension No.

Identifies the inventory dimension.

Unit

Indicates the unit in which consumption is expressed. The unit ID is retrieved from the BOM unitfield in the Items table.

Department

Define dimensions in order to mark your transactions for posting to General ledger. If the various dimensions are defined on the production order, they are automatically transferred to the BOM lines. If the dimensions are not defined on the production order, they will be retrieved from the item's base data in the Item table.

For more information, see Item (form).

Cost center

Define dimensions in order to mark your transactions for posting to General ledger. If the various dimensions are defined on the production order, they are automatically transferred to the BOM lines. If the dimensions are not defined on the production order, they will be retrieved from the item's base data in the Item table.

For more information, see Item (form).

Purpose

Define dimensions in order to mark your transactions for posting to General ledger. If the various dimensions are defined on the production order, they are automatically transferred to the BOM lines. If the dimensions are not defined on the production order, they will be retrieved from the item's base data in the Item table.

For more information, see Item (form).

Size

Indicates the size of the item.

Color

Indicates the color of the item.

Batch number

Enter the Batch number dimension. If you select Edit linesand Explode linesin the upper section of the Receiveform, you can edit the batch number for the transfer order line.

Location

Location inside a warehouse. If you select Edit linesand Explode linesin the upper section of the Receiveform, you can edit the location number for the transfer order line.

Pallet ID

Unique ID for the pallet (Serial Shipping Container Code).

Serial number

Serial number dimension. If you select Edit linesand Explode linesin the upper section of the Receiveform, you can edit the serial number for the transfer order line.

Line No

The line number.

Department

The department.