Merge Components from Another 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.

Select the parent item and click Select.
Click Component.
Click Add.
Leave the Comp item no and Part designator fields blank.
Click Bill merge.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Merge from project	Optional 12 alphanumeric	Enter the project number from which you want to merge components into this bill of material.
Item	Required 24 alphanumeric	Enter a parent item number from your database whose components you want to merge into this BOM.
ECL	Optional 4 alphanumeric	Enter an Engineering Change Level for this item.
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 merging components from another project or item	Click Cancel.
Merge components from another project or item into this bill of material	Click OK.

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 components list	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.
Merge components from another project BOM or for an item in your database into this BOM	Click Bill merge.
Exit components	Click Exit. The program prompts Parent item no and ECL. Enter another parent item or leave blank to exit.

Choose the appropriate options:

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. See 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 number you want to display or leave blank to begin with the first item in the file.
Print the 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.