BOM Lines Sub-Tab

This section includes the fields and descriptions for the BOM Lines sub-tab.

Field	Description
Level	This shows which level of the BOM the BOM part is on. Level 1 consists of items or BOM headers which are assigned directly to the BOM on an order line in the BOM Information Card in the Inventory module. Items on level 2 are part of a BOM which itself is part of a BOM, and so on. When you create a BOM part, its level will always be “1.” In the Sales Orders module, you cannot enter BOM parts levels lower than one and you cannot enter items to BOMs composed of more than one level.
Item No.	This is the item number of the BOM part. If you enter a BOM part, enter its item number here. If you cannot remember the number of an item, you can use the search functions in the Find menu. You can only enter standard items or BOMs not itemized on the order or order document.
Quantity	The quantity here shows how many BOM parts are in one unit of the BOM on the level higher than the BOM part. When you enter a BOM part line, which must be on level one, the quantity here denotes how many of the items are in one unit of the order line BOM.
Total	This is the total quantity of the BOM parts on the quote, sales order, credit order or back order line. It is found by multiplying the “Quantity” by the “No. BOMs” field and cannot be changed here.
Unit	Here you select the unit of the BOM part. Maconomy suggests the unit from the item information card in the Inventory module.
Description	Here you can enter an item text. Maconomy suggests the text from the “Description Lang. 1” field from the item’s information card.
Extra Text	Here you can assign an extra text to the BOM part. The text is printed on various order documents. If the item appears more than once in a BOM, and has different functions, you can make the distinction here. Maconomy suggests the text from the BOM part line in the BOM Information Card window in the Inventory module.
Unit Price	This is the unit price on the quote, sales order, credit order or back order line. If the line is from the back order register, the unit price is transferred from the sales order. For quotes, sales orders and credit orders, this price is calculated as described below. If the item is part of a BOM with price control, the price is found by one of the following two methods: The BOM part has price control: If the item is a standard item or BOM, which is not itemized on the order or order documents, the price is calculated by the following method: If there is a price list in the card part of the window, and if there is a price for the item in the price list, Maconomy will automatically suggest the unit price here. To set the price, Maconomy uses the delivery date on the order line to determine the price list edition which is valid at the time of delivery. If the quantity ordered justifies to a quantity discount, Maconomy includes the discount in the suggested price. If the price list does not have a price for the item, or if you have not selected a price list for the quote, sales order or credit order, Maconomy suggests the cost at the warehouse in question plus a GM %, both of which are retrieved from the item’s information card in the Inventory module. If the item is a BOM with price control, which is being shown on the order or order documents, the price is calculated thus: First the unit price is calculated in the same way as for standard items. The price is then distributed to the BOM parts in proportion to the price percentages entered on the BOM information card in the Inventory module. Finally, the price at the highest level is recalculated as the sum of the prices of the BOM parts. The BOM part does not have price control (it is in this case always a BOM): The price of a BOM without price control and which is being shown on the order or order documents is calculated as the sum of the prices of the BOM parts, the price at the highest level being determining. The prices of the individual BOM parts are included in the sum with an amount which is calculated by multiplying the unit price by the quantity of the item in the BOM, according to the BOM information card in the Inventory module, multiplied by the BOM header’s pricing unit and divided by the BOM part’s pricing unit. If the BOM part is part of a BOM with price control, the price is calculated as described above and distributed in accordance with the allocation percentages from the BOM information card in the Inventory module. The price of the item on the highest level with price control is taken from a price list or calculated from cost and GM% as described above. Please note that the unit price of BOMs can be reduced if the following scenario occurs: If the item is a BOM with inventory control that does not use price control, this means that the price in this field should be calculated from the unit prices of the BOM parts. If the unit price of one of these BOM parts is calculated from cost and the BOM part is not assigned to the warehouse on the current line (by means of a warehouse assignment line in the table part of the window Item Information Card), the unit price of that BOM part is set to zero, which affects the price in this field. It is only possible to change unit prices of BOM part lines which are at the lowest level. Maconomy alerts you if you have entered a new BOM part, which is not part of a BOM with price control, if you have entered a price list which does not have a price for the item and if cost is zero.
Discount %	Here you can enter a discount % if the BOM part is at the lowest level of the BOM. Maconomy suggests a discount % if the item has price control and if the customer is entitled to a discount from a discount table line in the Discount Table window or from a customer or item discount agreement. If the item is at the lowest level of the BOM, you can change the suggested discount %, but you cannot change both the percent and the discount amount in the “Discount” field, since these two are related. If you change the value — In this field, Maconomy verifies that you have user access to doing so. Access to changing price information, and thus to change the discount %, is given to users in the window Actions in the Set-Up module. If the item is a BOM which is not being shown on the sales order, the discount % is calculated as described above for standard items, and you can change it here. If the item is a BOM which is to be shown in full, the discount % is the total discount on all the BOM parts in proportion to the total price of the BOM. The calculation is based on the item on the highest level with price control. A BOM part contributes to the total discount if it has price control and if it is not an item in a BOM with price control. This functionality applies to any number of levels in the BOM. If you change the discount % here, the new value is copied to all the BOM lines, after which the discount amount is recalculated as described for the “Discount” field.
Discount	Here you can enter a discount amount if the BOM part is at the lowest level of the BOM. Maconomy suggests a discount if the item has price control and if the customer is entitled to a discount from a discount table line in the Discount Table window or from a customer or item discount agreement. If the item is at the lowest level of the BOM, you can change the suggested discount, but you cannot change both the discount amount and the percent in the “Discount %” field, since these two are related. If you change the value — In this field, Maconomy verifies that you have user access to doing so. Access to changing price information, and thus to change the discount, is given to users in the window Actions in the Set-Up module. If you have Maconomy Bill of Materials and if the item is a BOM which is not being shown in full, the discount is calculated in the same way as for standard items and you can change it afterwards. If the item is a BOM which is to be shown in full, you cannot change the discount here. The discount is the total discount on all the BOM parts in the BOM. The calculation is based on the item on the highest level with price control. A BOM part contributes to the total discount if it has price control and if it is not an item in a BOM with price control. This functionality applies to any number of levels in the BOM. If you change the discount, the discount % is recalculated from the calculated unit price and is copied to all the BOM lines. The discount amount is then recalculated for every BOM part and is summed up in this field. If the line is a text line, leave the field blank.
Extended price	This is the extended price. It is found by multiplying the total quantity by the unit price and dividing this figure by the pricing unit. Any line discount is then deducted. The extended price cannot be changed here.
Deliv. Date	This is the item’s delivery date. In this field, you can enter another preferred delivery date for the BOM item, if the upper level of the BOM has inventory control. If the BOM has inventory control, and if the BOM is itemized upon creation on the sales order, the BOM lines will be assigned the same delivery date as that of the order line in this window. If the BOM does not have inventory control, and the BOM is itemized upon creation on the quote/sales order, the suggested or preferred date in this field will be the basis for Maconomy’s calculation of an expected delivery date for each BOM line. These individual dates are only displayed in this field. On the order line in the window Sales Orders/Quote, the delivery date corresponds to the date on which the BOM can be delivered, that is, the delivery date of the BOM part that can be delivered last. For each BOM part the delivery date corresponds to the delivery date of the underlying BOM parts, and changes to the delivery dates of the BOM parts will therefore also be displayed in the field “Deliv. Date” on the BOM line. If none of the parts have inventory control, Maconomy will use the preferred delivery date of the order. The delivery date of a BOM can be changed if the item is provided with inventory control. If the delivery date is changed to an earlier date, Maconomy checks if the item can be delivered on this date. If this is not the case, the date will automatically be changed to the date on which the item can be delivered. For items on the highest level with inventory control, you can update the delivery date so that it reflects the latest developments in availability (for instance changes in the expected date of receipt of purchased items). This is done by deleting the date in the field and pressing Enter. Maconomy will then calculate the earliest possible delivery date based on delivery time, the current purchase, production and order volumes, and quantity in stock. However, whether you enter an earlier date or a blank value, the original date will be kept (that is, the date registered before the change was made) if the date found during the search is later than the original date. See “Appendix C: Calculation of delivery dates for BOMs” for further information on how delivery dates for BOMs on order lines are calculated. If the order line is assigned to a quote, the date in this field will be equal to the date in the field “Pref. Deliv. Date” in the card part of the window Quote.
Confirmed Delivery Date	In this field, you can enter the last date which has been communicated to the customer as the delivery date. In other words, this is the date which the customer has been informed as the day on which he can expect to receive the items on the line. By comparing the date in this field with the one in the field “Deliv. Date” on the line (or “Arrival Date” if a consignment has been specified on the line), you can determine whether the customer needs to be informed of any delivery date changes. You can enter a date manually, but when you print an order confirmation, Maconomy overwrites the value as follows: If the order line in the card part has not been assigned to a consignment, the field is assigned the line’s delivery date. If the order line has been assigned to a consignment, the field is assigned the arrival date of the consignment in question.
Deliv. Week	This field displays the number of the week in which the delivery date in the field “Deliv. Date” is placed. The value in this field cannot be changed here.
Stock Location No.	In this field, you can specify the location in the selected warehouse from which the items on the current line are to be shipped. If you leave this field blank, the location number specified in the card part of the window will apply to the line. For further information on the effects of the location number on an order line, please see the descriptions of the actions in the window Sales Orders. If the item in the card part is a BOM without inventory control, Maconomy attempts to derive a location for the items on the highest level with inventory control for the lines created automatically. To do this, Maconomy checks if a standard picking location has been specified in the table part of the item’s information card on a line pertaining to the warehouse specified in the card part. If a standard picking location has been specified and if this location is also marked as a shipping location in the window Warehouse Information Card, the item’s standard picking location is suggested — In this field, but the value can be changed manually. If no standard picking location has been specified for the item or if the item has a standard picking location for the warehouse but it is not a shipping location, Maconomy suggests a blank value in this field. This procedure is also used when manually creating lines. You cannot select any of the actions that result in the creation of a warehouse transaction or packing list until you have either entered a location in the card part or on the individual item lines. For itemized BOMs without inventory control, a warehouse transaction or packing list cannot be created until you have specified a location for the BOM part items on the highest level with inventory control.
For Packing	Here you enter how many of the items to pack from the warehouse, if the line is in a sales order and if the BOM part is not in a BOM with inventory control. This field is especially useful if the customer is having part of the order delivered now and the rest later. The field has no function if the BOM has inventory control. If your company applies the “By Packing” back order principle, Maconomy suggests that all the items are selected here. Maconomy verifies that the value does not exceed the difference between items ordered and items already delivered. If your company applies the “By Reservation” back order principle, Maconomy selects as many items as are available in the warehouse. Maconomy verifies that the value here does not exceed the difference between items ordered and items already delivered. Any unavailable items are put on back order. The field has no function if the order line is from a quote, credit order or back order register.
Discount Desc.	This is the discount description printed on all external order documents. If the description of the discount (be it item discount, customer discount or a discount from a discount table) granted on the line has been translated into the language specified in the card part of the quote or order to which the order line belongs, the translation in question is suggested here. If no such translation exists, Maconomy suggests the discount description specified for the discount in question in the window Item Discount Agreements, Customer Discount Agreement or Discount Tables, depending on the type of discount granted. However, you can change the text here. Translations are created in the window Language Texts in the Set-Up module. If you have entered a discount manually, you can enter a text to describe it. If the line is a back order register line, the text is transferred from the sales order.
Pricing Unit	This field shows how many item units are included in the unit price. The value is retrieved from the Item Information Card in the Inventory module. It cannot be changed here.
External Desc.	This is the item description printed on all external order documents. If a translation exists for the current item in the language specified in the card part of the quote, order or credit order from which the line originates (or from which it was transferred if it is a back order register line), the translation in question is shown here. If no such translation exists, the item text from the field “Item Description, Language 1” is suggested instead. You can change the text here. Translations are created in the window Language Texts in the Set-Up module.
Internal Desc.	This is the internal item text from the Item Information Card. You can change this text. It is printed on the packing list and is suitable for messages to warehouse employees. You can, for example, specify how the item should be handled and packed. The text is not printed on external order documents.
Extra Text 1-10	In these fields, you can enter supplementary text for a further description of the current item. In the first three fields, Maconomy suggests the value from the corresponding fields in the item information card. You can change the suggested texts and enter additional information in the remaining seven fields.
Popup 1-5	In these fields, you can enter further information about the current item. Maconomy suggests the value from the corresponding fields in the item information card, but you can change the value for the current order line. The pop-up options are created in the window Popup Fields in the Set-Up module.
Delivered	This shows how many units of the BOM part have already been delivered. If the BOM part is a BOM, which is being shown on the order or order documents, the field will show how many complete BOMs have been delivered. You cannot change the value. The field has no function, if the order line is from a quote, credit order or back order register.
Invoiced	This shows how many units of the BOM part have already been invoiced. If the BOM part is a BOM, which is being shown in full on the order or order documents, the field will show how many complete BOMs have been invoiced. You cannot change the value. The field has no function, if the order line is from a quote, credit order or back order register.
Back Orders	This shows how many items are in back order. It only applies if the item is not part of a BOM with inventory control. If the item is part of a BOM with inventory control, back orders are always zero. You cannot change it here. A back order is delivered by entering the remaining quantity in the “For Packing” field, after which you can print a packing list, packing slip or invoice in the Sales Orders window, or you can select “Release to Invoice.” If the line is a back order register line, the quantity will always be zero when you use the “By Packing” back order principle. If you use the “By Reservation” back order principle, the field will show how much of the item is not available. The field has no function, if the order line is from a quote or credit order.
Return	Here you can enter how many items are being returned in the crediting. It only applies to credit orders and if the BOM part is not part of a BOM with inventory control. It is always zero for items which are part of BOM with inventory control.
Originally Ordered	If the order line is a sales order line, which is transferred from the back order register, or if it is a back order register line, this field will show how much was ordered in the original sales order. The value cannot be changed. The field has no significance for quote and credit order lines.
Deliv. to Date	If the order line is a sales order line, which is transferred from the back order register, or if it is a back order register line, this field will show how many items have been delivered since the line was originally created. The value cannot be changed. The field has no significance for quote and credit order lines.
Bill of Materials	This shows whether the BOM part is a BOM itself. If the field is marked, the item was created in the Item Information Card window and marked in the “BOM” field. Its BOM parts are shown on the lines beneath it in this table. Prices, discounts, inventory figures, and so on, are for a nested BOM calculated from the BOM parts using the same principle as the BOM on the order line. You cannot change the value here.
Inventory Control	This field shows whether inventory control is applied to the BOM part. If the field is marked, Maconomy applies the inventory control at the BOM part level. If inventory control is applied to BOM which the item is part of or to a BOM at a higher level, the field will not be marked, regardless of whether the “Inventory Control” field is marked in the item information card. Inventory control is then applied to at the highest level with inventory control. You cannot change the value in the field.
Price Control	This field shows whether price control is applied to the BOM part. If the field is marked, Maconomy applies the price control at the BOM part level. If there is price control at a higher level, that is, if the BOM part is part of a BOM with price control, the field will not be marked, regardless of whether the BOM part is a standard item or a BOM with price control. Price control is then applied at the highest level with price control. You cannot change the value of this field.
Price List	This is the price list applied in the item line. Maconomy automatically inserts the value from the quote, sales order or credit order. You cannot change the value. If the item line is not assigned to price control, the field is blank.
Price Step	This field shows the price step in the price list applied in the item line. If the item is assigned price control, Maconomy automatically suggests the price step justified by the quantity in the “Total” field. If the quote, sales order or credit order is tied to a fixed price step (and the item is priced on this step) Maconomy automatically inserts this step. If the line is a back order register line, the value will be transferred from the sales order. You cannot change the price step. If the item line is not assigned to price control, the value is zero.
Price at Step 1	This is the price of one unit of the item if the quote, sales order or credit order is assigned to a price list, which includes this item, and if the item line is assigned price control. If the line is a back order register line, the value will be transferred from the sales order. The price cannot be changed here. If the item line is not assigned to price control, the value is zero.
Quantity Disc.	This field shows the quantity discount on the item line, if applicable. The item line must be marked in the “Price Control” field. Quantity Discount is defined as the difference between the price at price step 1 and the actual unit price, multiplied by the item quantity in the “Total” field. The value cannot be changed here.
Quote	If this field is marked, the BOM part is shown on the printed quote. The value is retrieved from the BOM information card for the BOM it is part of. The field is not marked if the item is part of a nested BOM which is not being printed on the quote. If the field is not marked, only the BOM header is shown on the quote. You cannot change the value.
Order Confirmation	If this field is marked, the BOM part is shown on the printed order confirmation. The value is retrieved from the BOM information card for the BOM it is part of. The field is not marked if the item is part of a nested BOM which is not being printed on the order confirmation. If the field is not marked, only the BOM header is shown on the order confirmation. You cannot change the value.
Packing Slip	If this field is marked, the BOM part is shown on the printed packing slip. The value is retrieved from the BOM information card for the BOM it is part of. The field is not marked if the item is part of a nested BOM which is not being printed on the packing slip. If the field is not marked, only the BOM header is shown on the packing slip. You cannot change the value.
Invoice	If this field is marked, the BOM part is shown on the printed invoice. The value is retrieved from the BOM information card for the BOM it is part of. The field is not marked if the item is part of a nested BOM which is not being printed on the invoice. If the field is not marked, only the BOM header is shown on the invoice. You cannot change the value.
No. BOMs	This field shows how many BOMs on the order line the BOM part is part of. If the BOM part is on level 1, this value here will be the same as in the “Ordered” field in the Quotes/Sales Orders island or the “Credited” field in the Credit Orders island in the card part of the island. If the BOM part is on level 2, the value here will take into account how many times the BOM on level 1 is included in the BOM on the order line, and so on. The value here is used to calculate the value in the “Total” field and cannot be changed.
Location	In this field, you can enter a value for the dimension Location. If the current line was created automatically from a sales order line, the value in this field is retrieved from the sales order line in question. If the line was created manually, and you do not enter a value, Maconomy will attempt to derive a value, using the order of priority set up in the window Dimension Derivation in the G/L module. However, any manually entered value will be overwritten if Maconomy can derive a value for which overwriting has been selected. If no value can be derived, Maconomy transfers the value from the field “Location” in the card part of the window. See the section on dimension derivation in the chapter “Introduction to the G/L module” as well as the description of the window Dimension Derivation for further information about dimension derivation.
Entity	The functionality of this field is similar to the functionality of the field “Location” above.
Project	The functionality of this field is similar to the functionality of the field “Location” above.
Purpose	The functionality of this field is similar to that of the field “Location” above.
Spec. 1-3	The functionality of these fields is similar to that of the field “Location” above.
Local Spec. 1-3	The functionality of these fields is similar to that of the field “Location” above.