Add a Component to a Project Bill of Material

When you click BOM in the Project Maintenance (PSM) program, you can enter, change, and copy a project bill of material, add a subassembly, add, copy, merge, and delete components. See Background and Road Map for more information.

The program displays these fields:

Field Name	Displays
Parent item no	The number of a parent item of an assembly
Item description	The item description
ECL	The Engineering Change Level of the parent item *: This ECL is entered the Current ECL field in the item's record when you click Inventory and then Branch.
Type	New: New item for this project Prj: An item from another project or an ECO Std: Item exists in your database

Select the parent item number and click Select.
Click Component.

Click Add if components exist.
Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Comp item no

Required
24 alphanumeric

Enter the number of the component, click the Lookup icon on the left to select a component in the project or click the Lookup icon on the right and use the standard lookup options to select a component from your database.

You cannot use configured product or phantom items in a project bill of materials.

Part designator

Optional
8 alphanumeric

Enter the identifier your company uses if this component is to be listed on this bill of material more than once. You may call this designator a balloon number, bubble number, file number, material tag, or reference number.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Qty per assy	Required 12 numeric in the format 9999999.99999	Enter the quantity of the component required to build one parent item. For example, if the parent item is a table and the component is a table leg, you would enter 4. You can enter .00000 for a component whose usage is insignificant. If you entered a part designator, components are not consumed in fractional quantities. If you require a decimal, consider selecting a smaller stocking unit of measure. For by-product items, enter a negative quantity per. For example, if you pick a large piece of sheet metal and cut off a small section, enter a negative quantity per under a different component number to return the remaining sheet to stock
Reference code	Optional 4 alphanumeric	Enter a reference that your company uses. For example, you can use this field to associate this component with its balloon or bubble number on the engineering drawing. The Project BOM Listing (PMPL) program can print components in sequence by this reference code rather than in item number order.
Flr stk cd	Required 1 alphanumeric	Accept the displayed code, select 0 to pick this component from on-hand inventory, or select 1 to backflush it from floor stock. The displayed code comes from the Flr stk cd field in the item's record.
LT offset	Optional 5 numeric in the format 999.99	Enter the number of days after a manufacturing order is released that the component is required. For example, an offset of 0 means the component is required when the manufacturing order is released; an offset of 3 indicates that the component is not required until 3 work days after the manufacturing order has been released. The offset cannot be greater than the lead time of the parent. Planning uses the lead-time offset when calculating delivery or due dates.
Setup matl loss	Optional 9 numeric in the format 9999.99999	Enter the quantity of material that you typically lose during the setup of the operation. For example, if the first two items produced after calibrating the machine do not meet quality standards, you would enter 2.
Scrap %	Optional 5 numeric in the format 999.99	Enter the percent of this component that you normally scrap during the manufacturing process. The system increases the quantity required by this scrap factor: (Quantity ordered x Qty per assy) + (Quantity ordered x Qty per assy x Scrap % x 0.1) rounded to the nearest integer. If your scrap factor is 5%, enter 5.00. The Manufacturing Order Maintenance (MIM) and Shop Paper Print (MSP) program adds the results of this calculation to the quantity required.
Effective date	Required 10 date	Select the date when this component will be used for manufacturing orders, enter a date shortcut, or leave blank to use 01/01/1900.
Expiration date	Required 10 date	Select the date through which this component will be used for manufacturing orders, enter a date shortcut, or leave blank to use 12/31/9999.
Date revised	Optional 10 date	Accept the displayed login date, select another date, or enter a date shortcut when you revised this BOM.
Component type	Optional 3 alphanumeric	Enter your user-defined code for component type. This field is not used by the system, but you can use it in the custom reports.
Operation seq no	Conditional 4 alphanumeric	If you want to backflush picking, enter the operation sequence number when you want the system to pick this component. For example, if this component is not required until the third operation, enter that sequence number. If you selected the Backflush comps not attached to oper? option for your manufacturing branch in the System Options Maintenance (XM) program (Manufacturing Options), leave blank to pick this component when you enter pieces completed for the first operation. You can enter pieces completed in either the WIP Movement (WIPM) or Labor Entry (LLE) programs or import them with the Labor Import (LEI) program.
Comp reference	Optional 30 alphanumeric	Enter the reference your company uses. Note This field may have a different label based on the Component reference user label option setting for your manufacturing branch in System Options Maintenance (XM) program (Manufacturing Options).
Picking warehouse	Optional 2 alphnumeric	The warehouse location from which the component is backflushed.
Picking bin location	Optional 8 alphnumeric	The bin location from which the component is backflushed.
Replacement item?	Optional	Select if you replace this component under warranty or leave blank if you do not.
Critical item?	Optional	Select if this component is critical to this BOM or leave blank if it is not. If you select, the Manufacturing Order Picking Selection (MSS) program displays a C in the Pck? column when you have a shortage of this item.
Subs prohibited?	Optional	Select to prohibit the use of a substitute item for this component or leave blank to allow substitution.
Pick per receipt?	Optional	Select if you want backflushed components to be rounded based on the current receipt quantity or the total received for order. See Background for more information.

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without adding this component	Click Cancel. The program prompts Comp item no and Part designator. Enter the next component or leave blank to exit.
Enter notes	Click Notes. See Enter Notes.
Accept the data	Click OK. The program prompts Comp item no and Part designator. Enter the next component or leave blank to exit.

Note
You cannot delete a record until it has been saved; use Cancel.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another component	Click Add.
Delete the selected component	Click Delete. See Delete.
Copy a selected component	Click Copy. See Copy a Component in a Project Bill of Material.
Display the selected component	Click Select.
Display components from a specific component	Click Restart. The program prompts Comp item no and Part designator. Enter the first component you want to display or leave blank to begin with the first component in the file.
Print the component listing	Click Print. See Print.
Merge components from another project BOM or for an item in your database into this BOM	Click Bill merge. See Merge Components from Another Bill of Material.
Exit this bill of material	Click Exit. The program prompts Parent item no and ECL. Enter the parent of a subassembly or leave blank to exit.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another subassembly	Click Add.
Delete the selected subassembly	Click Delete. See Delete.
Display the selected subassembly	Click Select.
Display items from a specific item	Click Restart. The program prompts Parent item no and ECL. Enter the first item you want to display or leave blank to begin with the first component in the file.
Print the item listing	Click Print. See Print.
Sort the item listing	Click Sort options. Click a sort option or click Cancel to use the original sort order.
Exit this bill of material	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record. See Enter an Item for a Project.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

Enter a new customer

Click Customer. See Enter a New Customer.

This button displays only if you entered a new customer in the Customer number field.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

When you click OK or Cancel, enter another project number or exit the program.