Add a Subassembly to a Project BOM

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.

Click Add to enter a new subassembly.
Enter these fields:

Field Name

Type / Max Length

Action / Description

Parent item no / Subassembly

Required
24 alphanumeric

Enter the number of the new subassembly or click the Lookup icon and use the standard lookup options to select the item number from a list.

You must first click Inventory and then Item to create a record for this item.

ECL

Required
4 alphanumeric

Enter an Engineering Change Level for this bill of material.

If you leave blank, the program prompts Use the current ECL? Click Yes to use it or click No to enter a different ECL.

If you click Yes and the Current ECL field for this item is blank, 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.

The Eng drawing no field displays the drawing number you entered in that field in the item's branch record.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Eng approved?	Optional	Select if the engineering department approved this bill of material or leave blank if it has not.
Eng appr date	Optional 10 date	Accept the login date, select another date, or enter a date shortcut when engineering approved this BOM.
Bill audited date	Optional 10 date	Accept the login date, select another date, or enter a date shortcut when this BOM was audited
Bill auditor	Optional 30 alphanumeric	Enter the name of the person who audited this BOM.
QA approved?	Optional	Select if the quality assurance department approved this BOM or leave blank if it has not.
QA appr date	Optional 10 date	Accept the login date, select another date, or enter a date shortcut when QA approved this BOM.
Mfg approved?	Optional	Select if the manufacturing department approved this BOM or leave blank if it has not.
Mfg appr date	Optional 10 date	Accept the login date, select another date, or enter a date shortcut when manufacturing approved this BOM.

Click Component. You can add components to the BOM or merge components from another project or from an item in your database. See:

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.
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. 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.
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 field

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.