Creating and Breaking Out BOM’s
The BOM tells the system what components are contained in packaged Items. In order to sell parts individually that have been purchased in packages, the procedure Adjust by BOM must occur. This breaks the individual parts out of the packaged Item making them available for sale individually.
In the BOMs, the packaged item is referred to as the “Parent”. An component item is called a “Child.”
Find the Parent Item by using : Production Dept > Items Menu > Search By Item #
Move to the "BOM" Page of the"Item" record.
Click the" +" button on top left to add a Child Item.
Put the Item number in the Child Item field, and press "Tab" or "Enter". A Search will be executed. When the Item is found, the description will appear. If the item is not found, an error message will be shown. After the correct Item is found, enter the following information:
Qty in Assembly enter the number of pieces in the package.
In the Planned Cost enter the cost for each Child Item. All other fields are not required. Click the "OK" button to save the record. The Parent Item "BOM" page now shows the new Child Item in the list.
Creating Single Items From Packages
Any time a Parent Item is inshipped it should be broken out into it individual components. To break out a Parent Item into its Child Items take the following steps:
Production Dept > Items Menu > Adjust OnHand.
Enter the Item number for the Parent Item. CommerceExpert/WebClerk will search and find the Item number and put its Item information in the list shown.
Click on the line in the list and the "Adjustment" area will be filled in.
Enter the Negative Quantity (quantity of Parent Items being broken out) in the "Change" field and press the "BOM" button at the bottom left of the screen.
A dialog box will appear asking if you want to “Break Out” this Item?
Click on "OK".
The "OnHandQty" of the Parent Item will be reduced. The "OnHandQty" of the Child Items will be increased, thus making them available for sale.
This feature works in both directions. If a packaged Item (Gadget) is to be sold as a package (i.e. Gadget 5 Pack), the Parent Item can be “built” by using the Adjust BOM button with a positive quantity. The inventory of the Child Items will be depleted; the inventory of the Parent Item will be increased making it available for sale.
Note: Make sure that the Parent "Item" record is marked "Has Child" in the Check box and that the Child Item is marked as " Has Parent".