View Proposal BOM Where-Used Information

Use this application to locate a component part as it is used in a proposal bill of material (PBOM). You can locate both standard and provisional parts in this inquiry. You can view only one component part/revision at a time, and you can select the number of assembly levels to display and which configurations to include. The component must exist at a specified level of the PBOM.

Location

Component

Part

Enter, or click to select, the component part ID of the PBOM that you like to view. You can select whether you want the lookup for parts to show only standard or provisional parts through the Part Lookup Type drop-down list. This field must have a valid part number from the Manage Parts screen (for standard parts) or from the Manage Provisional Parts screen (for provisional parts). A description of the part displays in the unlabeled field to the right of the Rev field. Use to populate the table window with the PBOM line rows in which the entered part is a component.

Rev

Enter, click to select, the assembly or parent part revision of the PBOM to be viewed based on the BOM type. This field must be a valid revision number for the part from the Manage Parts screen (for standard parts) or from the Manage Provisional Parts screen (for provisional parts).

Part Lookup Type

Select a type from the drop-down list that you want the part lookup to show. The values are:

BOM Levels

Use the options in this group box to specify whether the inquiry contains the first-level where-used assemblies of the component, the entire where-used BOM through all the levels, or an indented where-used BOM through a specified number of levels.

Single-Level

Select this option to view only the first-level assemblies of this component.

Indented - All Levels

Select this option to view all assemblies of this component with their related level numbers.

Indented-Specify Levels

Choose this option to view an indented where-used BOM through a specified number of levels, as entered in the adjacent field.

Proposal, Rev

Enter, or click to select, a proposal ID/revision if you want to view PBOM information only for a specific proposal. This is an optional field. When you execute the inquiry, only those PBOM line rows in which the entered part is listed as a component, and are linked to the entered proposal, are displayed in the table window. The proposal name displays to the right of these fields. If you do not enter a proposal ID and you execute the inquiry, all PBOM rows in which the component part is listed display.

Table Window

This table window displays the proposal, PBOM, and assembly part information in which the component part exists.

Proposal, Prop Rev, Proposal Name

These respective fields display the ID, revision (if applicable), and name of the proposal in which the component is listed for the BOM assembly. These fields do not display when you execute the inquiry if you entered the Proposal ID along with the Part.

Line

This field displays the line number that identifies the specific PBOM assembly line.

Find No

This field displays the drawing find number for this PBOM assembly line.

Assembly Part

This field displays the assembly part ID for this PBOM line in which the component exists.

Assy Rev

This field displays the assembly part revision for this PBOM line.

Assembly Description

This field displays the description of the assembly part/revision.

Provisional Part Type

This field displays the provisional part type code that is assigned to the assembly part, if it is a provisional part. Establish provisional part types on the Manage Provisional Part Types screen, and assign them on the Manage Provisional Parts screen. If the assembly part is a standard part, this field remains null.

Comp Type

This field displays the component type code for the assembly line:

Qty Type

This field displays the quantity type code from the assembly line:

Assy U/M

This field displays the default inventory unit of measure for the assembly part.

Component Quantity

This field displays the component part quantity for the assembly line of this PBOM.

Component Make/Buy

This field displays the M (Make)/B (Buy) code of the component.

WBS

This field displays the work breakdown structure (WBS) for the component (provisional) part from the Manage Proposal Bills of Material screen. The WBS helps to track the provisional part and assembly part for the job or project. You can link each PBOM to a user-defined WBS code for additional sorting and rollup options.

Component Firmed

This field displays Y (Yes) if the component is considered to be firm for pricing purposes, or N (No) if it is not firmed for pricing purposes. You can modify this field on the Manage Proposal Bills of Material screen for the given assembly.

Component Part, Component Rev, Component Description, Component Provisional Part Type, Assembly Make/Buy

These fields display the component part ID, revision (if applicable), component part description, provisional part type (if the component part is a provisional part), and make or buy code for the selected proposal line in the main screen table window.

PBOM Status

The field displays the assembly's status as F (Firmed) or U (Unfirmed), as indicated on the Manage Proposal Bills of Material screen.

Assy Available Inventory

This field displays the available inventory for the assembly part.

Assembly Fixed Cost Amount

This field loads from the Proposal Item Costs subtask of the Manage Proposal BOM Cost Estimates screens, where you can add fixed charges to the estimated cost of the item.

Assembly Qty Break 1 to 5

The system calculates the quantity breakpoint for each item by multiplying the part's End Item Quantity Per and the Breakpoint Quantity for each Proposal Quantity Break field.

Assembly Burden Unit Cost 1 to 5

These fields display the Proposal Burden Unit Cost, calculated by summing each of the following cost amounts and burden rates (as indicated on the Costing Parameters tab of the Manage Proposals screen) for the component as it appears for the proposal row's selected breakpoint:

(material cost * material burden rate) + (labor cost * labor burden rate) + (subcontract cost * subcontractor burden rate) + (miscellaneous 1 cost * miscellaneous 1 burden rate) + (miscellaneous 2 cost * miscellaneous 2 burden rate)

Assembly Direct Unit Cost 1 to 5

These fields display the Proposal Direct Unit Cost, calculated by summing each of the following cost amounts for the component as it appears for the proposal row's selected breakpoint:

material cost + labor cost + subcontract cost + miscellaneous 1 cost + miscellaneous 2 cost

Assy Fixed Cost Type

This field loads the fixed cost line charge type code that is associated with the additional fixed unit cost, if applicable.

Assembly Total Cost 1 to 5

This field displays the Net Required Extended Cost, which depends on the Available Component Inventory for the row. The calculation is as follows:

Proposal Total Unit Cost * (proposal quantity based on selected breakpoint number - Available Component Inventory) + Fixed Cost

If the required quantity is less than or equal to zero, this field displays zero.

Component Available Inventory

This field displays the available inventory for the component part.

Comp Fixed Cost Type, Component Fixed Cost Amount

These fields display from the Proposal Item Costs subtask of the Manage Proposal BOM Cost Estimates screens, where you can add fixed charges to the estimated cost of the item. The fixed cost line charge type code is associated with the additional fixed unit cost, if applicable.

Component Qty Break 1 to 5

The system calculates the quantity breakpoint for each item by multiplying the part's End Item Quantity Per by the Breakpoint Quantity for each proposal quantity break field.

Component Direct Unit Cost 1 to 5

These fields display the Proposal Direct Unit Cost, calculated by summing each of the following cost amounts for the component as it appears for the proposal row's selected breakpoint:

material cost + labor cost + subcontract cost + miscellaneous 1 cost + miscellaneous 2 cost

Component Burden Unit Cost 1 to 5

These fields display the Proposal Burden Unit Cost, calculated by summing each of the following cost amounts and burden rates (as indicated on the Costing Parameters tab of the Manage Proposals screen) for the component as it appears for the proposal row's selected breakpoint:

(material cost * material burden rate) + (labor cost * labor burden rate) + (subcontract cost * subcontractor burden rate) + (miscellaneous 1 cost * miscellaneous 1 burden rate) + (miscellaneous 2 cost * miscellaneous 2 burden rate)

Component Total Cost 1 to 5

These fields display the Net Required Extended Cost, which depends on the Available Component Inventory for the row. The calculation is as follows:

Proposal Total Unit Cost * (proposal quantity based on selected breakpoint number - Available Component Inventory) + Fixed Cost

If the required quantity is less than or equal to zero, this field displays zero.

Address, Customer, Customer Name

Customer, Address

These fields display the customer ID, customer name, and address information for this proposal. Establish customer information, including address codes, on the Manage Customers screen.

Proposal Manager

This field displays the employee ID of the manager responsible for the proposal. Maintain employee IDs and related information on the Manage Employee Information screen.

Manage Name

This field displays the name of the manager responsible for the proposal.

Proposal Notes

This field displays any notes that were entered for the proposal on the Notes tab of the Manage Proposals screen.

Required Date

This field displays the date when the customer requires the proposal.

RFP Date

This field displays the date when the request for proposal was sent by the customer/prospect.

Proposal Status

Status

This field displays the proposal's status from the Status drop-down list on the Manage Proposals screen. The system-defined options are:

Assembly Notes

This field displays any assembly notes that were entered in the Assembly Details group box of the Manage Proposal Bills of Material screen.

PBOM Line Notes

This field displays any PBOM line notes that were entered for the component part on the main screen table window on the Manage Proposal Bills of Material screen.