Define the components
Build component lists with required quantities and units. Use the available unit conversion workflow to keep material definitions consistent.
BILLS OF MATERIALS & COMPONENT CHANGES
Define the materials needed to make each product. Set component quantities and units, manage BOM release status, and record replacements or removals when the design changes.
PRODUCTS, MATERIALS & QUANTITIES
List the materials needed to make a product, enter their quantities and units, and review the BOM before release. Keep component changes recorded for the teams planning and issuing material.
Build component lists with required quantities and units. Use the available unit conversion workflow to keep material definitions consistent.
Use release locking to keep the working BOM stable while teams carry out the agreed build.
Replace or remove components through the BOM change workflow and keep the change log with the record.
COMPONENT LISTS
Select the finished product and set the BOM output quantity. Keep each component’s code, description, quantity and unit together so your team can review the materials needed for that output.
FG-0042
| Component | Item code | Quantity | Unit |
|---|---|---|---|
| Steel tube40 × 40 mm sectionRM-0012 | RM-0012 | 1.8 | m |
| Base plate100 × 100 mmRM-0021 | RM-0021 | 4 | Nos |
| M8 bolt25 mm lengthFT-0008 | FT-0008 | 8 | Nos |
Choose the finished item and how many units this BOM’s component quantities will produce.
Select material records using their item codes and descriptions.
Record how much of each component is needed, using the correct unit.
COMPONENT QUANTITIES & UNITS
A length of steel and a pack of fasteners cannot be described by quantity alone. Maintain the unit alongside each component and use the available unit conversion workflow when the BOM and item units differ.
Define the material requirement for the product instead of leaving the quantity to be interpreted during issue.
Use the configured units for items measured by count, length or weight.
Check the conversion between the selected BOM unit and the item’s unit before using the definition for material requirements.
Review the quantity and configured conversion before release.
Component definition locked for routine editing.
Use BOM change control for replacements and removals.
BOM RELEASE & LOCKING
Check the product, output quantity, components and units before releasing the BOM. Released BOMs are locked against ordinary editing, with a separate workflow for component replacements and removals.
Add and review the components needed for the product.
Release the reviewed component list. Releasing a BOM does not create or consume stock.
Use change control for replacements and removals, or unlock the BOM back to Pending when an ordinary edit is required.
Review before release. Confirm the component choices and quantities with the people responsible for the product.
COMPONENT REPLACEMENT & REMOVAL
Replace or remove a component in selected BOMs or across all affected BOMs. Preview where the item is used, record the reason, and keep the change log available for review.
Find the BOMs containing the item and choose selected records or the mass-change scope.
Select a replacement item or remove the component. Replacement keeps the existing quantity, unit and description, so review their suitability for the new item.
Check the action, original and replacement items, reason, person, date and affected BOMs in the change log.
RM-0021 · 100 × 100 mm
RM-0022 · 100 × 100 mm
Use the reinforced plate for this frame.
Selected BOMs · 1 affected · BOM-0042
Quantity, unit and description retained. Review these for the replacement item.
BOM QUANTITY & MATERIAL REQUIREMENTS
Component quantities apply to the BOM’s defined output. Material planning scales them to the required production quantity, then reviews stock and shortages. Review open work separately after a BOM change.
| Component | Per BOM | Gross required |
|---|---|---|
| Steel tubeRM-0012 | 1.8 m | 36 m |
| Base plateRM-0021 | 4 Nos | 80 Nos |
| M8 boltFT-0008 | 8 Nos | 160 Nos |
Maintain the product’s material list, quantities and units.
Product & component recordsUse BOM data when reviewing material requirements for planned quantities.
Explore material planningWork with production kits and material issues for the products being made.
Explore productionThey apply to the output quantity defined on the BOM. For example, if a BOM makes 10 units using 20 components, planning 50 units requires 100 of that component. Use a BOM quantity of 1 when defining materials for a single finished unit.
Yes. Components can use their configured units of measure. The available conversion workflow helps align the selected BOM unit with the item unit; review those conversions during setup.
Released definitions use locking and a dedicated change workflow. The available replacement and removal actions retain a change log for review.
BOM changes do not trigger automatic replanning. Review open production kits and material requirements separately before proceeding. Replacements keep the line’s existing quantity, unit and description, which also need review for the new item.
BOM and change control are included in Growth and Advance, alongside material planning and production. Basic covers sales, purchases, inventory and finance.