Copy a Bill of Material to a New 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 Bill copy.
Enter these fields:

Field Name	Type / Max Length	Action / Description
New item	Required 24 alphanumeric	Enter the number of the item you want to copy to a new bill of material.
New ECL	Required 4 alphanumeric	Enter an Engineering Change Level for the new bill of material. If you leave blank, the program prompts Use current ECL? Click Yes to use the ECL you entered on the project header or in the Current ECL field in the items branch record or click No to enter a different ECL. If you click No, the program prompts Product structure with blank ECL does not exist. Create it? Click Yes to create it or click No to cancel this action. ECLs should be assigned a number.
Notes	Optional	Select to copy notes for the components you are merging into this BOM or clear to not copy notes.

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without copying the bill of material to a new bill of material	Click Cancel.
Copy this bill of material to a new bill of material	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another parent or subassembly	Click Add. See Add a Subassembly to a Project BOM.
Delete the selected parent item	Click Delete.
Display the selected parent item	Click Select.
Display items from a specific number	Click Restart. The program prompts Parent item no and ECL. Enter the first item and ECL you want to display or leave blank to begin with the first item in the file.
Print the parent item listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
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.