In this article I want to show you what are the different types of component types that we can use on a sales BOM.
- Sales (kit) BOMs are the commercial BOMs used on SOs.
- You can define them under Common data, BOMs, Commercial BOMs
- A BOM is an assembly, a finished product, made up of assemblies and components.
- If an assembly is used as a component of a final product it is referred to as a subassembly or semi-finished product.
- Each subassembly will itself have a list of components and this list can also contain subassemblies.
- Continuing like this, you can create up to 999 levels of assembly below the final assembly.
- You assign the context in which a BOM code is used as the BOM type.
- Once defined the ‘type’ cannot be modified.
- BOM codes can be setup in Common data, BOMs, BOM code.
- Select Sales (kit) as the BOM type for commercial BOMs
- Once the BOM code is defined you can start creating the commercial BOM/ sales kit.
Select the parent item:
Fill in the following information:
- Parent product: Enter the assembly or finished product code. Parent product can be a fixed or a flexible kit. In this example I am using flexible kit.
In Common data, Products, Products, Sales tab select the type. The main difference between the fixed kit and the flexible kit is that in a flexible kit, you can delete products from the BOM as required vs in a fixed kit, you cannot delete products from the BOM.
Note: a product falling in the service and non-deliverable category cannot be defined as a fixed kit.
- Site: If the site is blank, it can be used at all sites
- Code: Enter the BOM code created earlier. Multiple BOMs can be defined for a single product.
- Reference date: It is assigned when you create the record and it can be modified. It cannot be blank.
- Version management: Commercial BOMs are not version managed.
- Management unit: Use this field to define how the quantities of the components needed to make this parent product. Percentage is not available for commercial BOM.
- Use status: ‘In development’ meaning the components that make up the product are being defined. ‘Available to use’ the structure of the BOM is complete and has been validated.
Select the components:
Components:
- You can include multiple components with the same product code, with each defined as a variant or an option.
- Sequence number: A single component can exist multiple times in a BOM by assigning a different sequence number for each instance of the component.
- Addition: Supplementary sequence number used for options and variants in commercial BOMs. This number relates to the component type, enabling you to define a component as a variant or an option.
- A list of possible options or variants for the same component must have the same sequence number. You use the supplementary sequence number to classify component options and variants into a given order for sales transaction selection.
- Selection formula: When using a selection formula leave the component field blank, the components selected by the formula are offered when this BOM is added to a sales document. You can only use one selection formula per sequence number.
- Link quantity: Use this field to define the quantity of this component in the displayed unit that is needed to make the parent product.
- Component type: There are several component types that we can use on a sales/ commercial BOM.
- Normal – standard component and always added to a sales transaction.
- Option – an optional component and it is not mandatory to add it to a sales transaction.
- Variant – a variant or alternative of a standard component. It is mandatory to add the standard/ variant component to a sales transaction.
- Multiple option – When a value must be calculated for the provisional cost and the production cost price of the parent product.
- Normal (with formula) – This is the default value if you are using a selection formula. Components selected by the formula are standard components of this BOM and added to a sales transaction.
Note: All components with the same sequence number must have the same component type.
- In Setup, General parameters, Formulas formula type is set to Select components.
Here the formula will select the products that match the product statistical group value 112 from group 3 ITMMASTER table.
- Common data, Products, Products, Product statistical groups
- Second formula
Product statistical groups
- Formula to set the component quantities Formula type = ‘Component quantities’, multiply the product selected by 2.
- Finally, when you enter this commercial BOM on the sales order line, you will get the following prompts to select the options and the variants.
- Selection option () – It is not mandatory to select the line. You can either pick or click close to continue.
- Selection variant () – Note: Items from other sites may show up in this list if they have the identical product statistical group codes.
Here we have 3 lines, lines 2 and 3 have the same component code but only one component line can be selected. It is mandatory to select a line.
- Selection variant () - variant with a different formula (SCR) and a quantity formula (SCR).
- Selection multiple option () – you can select a single component, all the components or not select anything.
- Note: the component must be on the BOM.
- Sales order lines with the selected kit components
