Overview:

A Bill of Material (or BOM) is a grouping of budget lines including quantities that constitute an end product. BOMs are then used to quickly Create Budgets for Jobs based on these predefined groupings, saving time and streamlining estimating in your company.

BOMs can be added to budgets with the At Cost Element and At Revenue and Cost Element input methods.

Screen Guide:

A. The Bill Of Materials List is accessed from System Setup -> Jobs Setup in Stock Setup, Bill of Materials in the site map. The list provides the familiar filtering and column sorting functionality, with new BOMs being created from the + New BOM button and editing by clicking the desired BOM Header ID.

B. BOM editing is reached through the BOM Header ID number.

C. The BOM header section consists of four fields:

• BOM Item - Select the Stock Item to associate the BOM Item with. The Stock Item must already exist, and for new BOMs the new item can be created from Stock Item List as either a Stock or Non-Stock item.
• Unit - The unit of measure for the composite item.
• BOM Type - Select a type for the BOM item. The types can be defined as a Lookup with the Type of ‘BOMType’.
• Stock Location - Stock location is optional. BOM kits must be created under a Non-stock location, as a Non-stock item if this item will not have a stock on hand quantity maintained. This location stock issues when using a BOM.
  • When creating an issue using a Stock Item that is setup as a BOM Kit, on save, Workbench will automatically create stock issue lines for each one of the stock items that make up the BOM kit.
  • Stock location for these stock issues will be the Stock location on the BOM header, or alternatively, if there is no Stock location defined on the BOM header, the first Stock location listed in the Stock Locations will be used. It is assumed that the Stock items are in the same Stock location as the BOM item.
• Description - An optional brief of the item.

D. The BOM lines allow definition of various cost types as specified by the Type column, in the same manner as budget lines. The lines define:

• Sequence (Hand) - Drag-drop this column to order the lines if required.
• Type - Dictates the type of line - Activity, Plant, Labour, or Item.
• Line Code - A contextual picker based on the Type;
• Activity - disabled
• Plant - Plant picker
• Labour - Employee Class picker
• Item - Stock Item picker
• Plant Rate - The rate applicable to a Plant line.
• Activity, Work Centre, Description, Unit, Quantity, Details as expected.
• Cost Rate - Defaulted based on the Type.
• Fixed - Indicates a fixed cost irrespective of number of instances of the BOM i.e. cost incurred once only.
• Procurement Type - Hardwired list of procurement options.

E. On Saving, the Total Cost of the BOM is reflected in the list.

Next Steps:

Once the desired BOMs are created, they can be used when on the Create/Edit Budget screen.