Uniconta operates with two types of BOMs; BOMs and Production BOMs.
A BOM can be two things; an item with additional items attached or a term for a collection of items.
- Example 1: A wine with associated wine tax and packaging tax.
- Example 2: A garden set consisting of a garden table, 4 garden chairs and 1 parasol.
A production BOM is an item that only exists when it is produced. Production BOMs contain 2 or more items that are produced, either via the inventory draft or via the production module.
Selecting/deselecting modules in BOMs
In order to use BOMs and production BOMs, you must
Lager and
BOMs must be enabled in
Turn features on/off.
- Go to Company / Maintenance / Turn features on/off
- Check the Parts lists field
- Select the Save to tape button
- It is then possible to create BOMs and use them in sales orders and production via completion notification in the stock draft.
Note: If you also want to use the production module, this must also be selected under
Turn features on/off
Creating BOMs
Go to
Lager/Items, select the Add item button or press
Ctrl+N to add a new item.
Both the BOM item and the items to be included in the BOM must be created.
Below is a "Garden furniture set" parts list and the items that the parts list should contain, in this example garden chairs and garden tables.
When the BOM item is created, you need to define which raw materials the BOM consists of and calculate prices for the BOM. These points are described below in separate sections.
Below is the item card for the BOM item number itself. See the description of relevant fields on the item card for BOMs in the section 'BOM fields on the item card':
BOM fields on the item card
Product type
In the field, select BOM or Production BOM.
ATTENTION!
Cost model "Fixed Cost" should never be used for BOMs.
ATTENTION!
Parts list. Diet is sum of lines and
Item included in BOM should never be marked at the same time.
Parts list. Diet is sum of lines
If this field is checked on the product card, the cost price of the BOM will be the sum of all the items included in the BOM.
For example, if you have a garden set that includes a table and 4 chairs, the cost price of the garden set will be the sum of the cost price of the table and the 4 chairs.
If the field is unchecked, the total cost price is not calculated, and you must therefore manually enter a cost price on the product card.
For example, if you have a bottle of wine that includes wine tax and packaging tax, the cost price of the wine should not be calculated from the sum of these two taxes.<
If the box is not checked, the BOM will be stocked at the cost price specified in the
Cost price field on the item card.
Any differences between the cost price specified on the BOM and the sum of the cost prices from the raw materials will be posted to the account specified in the
Increase in stock value field on the BOM item group.
Item included in the parts list
If this field is checked, the BOM item is included in the BOM itself.
For example, if you have a bottle of wine that includes wine tax and packaging tax, you must take a stock of the wine and not the two taxes.
If the field is not checked, the BOM item is not included in the BOM itself, and the BOM in this case acts as a kind of assembly list.
For example, if you have a garden set that includes a table and 4 chairs, you do not need to draw on the stock of the garden set, but only of the 4 chairs and the table.
Note! If the field
Include item in BOM is checked, then the field
Include sales price on BOM lines must not be checked.
Assign items to the BOM
From the item overview, you need to assign the items that belong to the BOM itself.
Select the BOM item and select the
BOM/Contains button and add a line for each item, service, production BOM to be included in the BOM/Production BOM.
In a new tab, as shown below, you now need to select the items to be included in the BOM.
In this example, the item 'Garden furniture set' is selected and then the
Parts list/Contents button, where the items below are added:
Buttons for BOMs on the item overview
| Menu item |
Menu item description |
| BOM/Contents |
Displays the content of a parts list or allows you to edit the content of a parts list. |
| BOM/Included in |
Shows which BOM item(s) the selected item is part of. |
| Parts list / Completed items |
Shows an overview of the completed production parts lists. Only applies to the production parts lists. |
| BOM/Hierarchical BOMs |
Shows the hierarchy of a BOM. If there are multiple levels in a BOM, these can be displayed here. |
| Parts list/Unfold parts list. |
Unfolds and displays the parts list on screen. Possibly with simulation of a selected quantity. Read more here. |
Description of fields under BOM/Contains
| Field name |
Field Description |
| Memo |
|
| Attachment |
|
| Line number |
Shows the line number of the created line |
| Item number |
The item number of the item is selected here. |
| Name of the item |
The name is filled in based on the selected item number. |
| Product type |
Shows the item type of the selected item. This can be useful if you have multiple levels of BOMs, so you can choose in the "Unfold BOM" field whether to unfold it in production. |
| Variant |
It is possible to select a fixed variant on the sub-item. In production, you will also be able to select this when creating a production order, so it can remain blank until then. |
| Number of |
The quantity to be included in the BOM. When selling or producing a BOM, this is the quantity that is drawn from the warehouse. |
|
|
| Unit count |
In Unit count, enter the number of units of the main item that should result in a pull of the number of sub-items in the Quantity field.
- If Quantity = 1 and Unit Quantity = 2, then selling 2 units of the main item will result in a withdrawal of 1 unit of the current sub-item.
- If Quantity = 1 and Unit Quantity = 4, then a sale of 10 units of the main item will result in a withdrawal of 3 units of the current sub-item. This means that the system rounds up to the nearest unit count.
Note! Number factor must be set to 'Per unit' for this to work. |
| Cost price factor |
In Cost factor, enter a value if you want the price calculation to deviate from the unit trait. For example:
- Without Cost price factor. Cost price = DKK 10 results in an inventory draw of 1 and a cost price of DKK 10
- With Cost price factor. Cost price = 10 DKK. Cost factor = 0.8 results in an inventory deduction of 1 and a cost price of DKK 10 * 0.8. This can be used, for example, if the number of bottles for which wine tax has been paid must be shown in the correct number sold in the inventory. It also means that the number of item numbers for the same type of sale can be significantly reduced.
Note! Number factor must be set to 'Proportional' for this to work. |
| Number factor |
Number factor. Can be set to[Proportional, Fixed, per unit ].
Proportional
This is the default value.
Proportional means that if 2 pieces of the main item are sold, then 2* the number of sub-items is subtracted.
Fixed
Fixed means that if 10 pieces of the main item are sold, only the quantity of the sub-item specified in the Quantity field in the BOM is deducted.
Per unit
Per unit is used together with the unit factor.
If Quantity = 1 and Unit count = 4, then a sale of 10 units of the main product will result in a withdrawal of 3 units of the current sub-product. This means that the system rounds up to the nearest unit count. |
| How to use |
Usage can be set to [Buy/Sell, Buy, Sell] which determines whether the BOM can be used for sales orders and/or purchase orders. The field is only relevant for the item type 'BOMs'.
Buy/Sell
This is the default value.
This sub-item will be sold when selling the main item and purchased when buying the main item.
Note! Does not apply to production parts lists.
Sales
This sub-item will only be sold when the main item is sold.
Note! Not valid for production parts lists.
Purchase
This sub-item will only be purchased when purchasing the main item.
Note! Not valid for production parts lists.
Finish
This value has no meaning. |
| Cost value |
Cost value is taken from the item/service and cannot be changed here. |
| Sales value |
Sales value is taken from the product/service and cannot be changed here. |
| View on invoice |
If you want the sub-item of a BOM to be shown on the invoice, check this box. Only works for BOMs, not production BOMs. |
| Show on Delivery Note |
If you want the sub-item of a BOM to be shown on the delivery note, check this box. Only works for BOMs, not production BOMs. |
| View on Pick List |
If you want the sub-item of a BOM to be shown on the pick list, check this box. Only works for BOMs, not production BOMs. |
| Order confirmation |
If you want the sub-item of a BOM to be shown on the order confirmation, check this box. Only works for BOMs, not production BOMs. |
| Include sales price |
If the sub-item of a BOM is shown on a document, you can choose to show the sales price next to the item. Checking this box means that the item should be invoiced with its own price. This means that the item will be included on the invoice. Only works for BOMs, not production BOMs. |
| Unfold BOM |
If this field is checked on a sub-item of type BOM, the sub-item list will be unfolded when creating a production order, similar to manually selecting 'Unfold' on the production order lines. |
| Storage location |
|
| Placement |
|
| Weight |
|
| Volume |
|
| Cardboard |
|
Parts list with variants
Under
Company/Maintenance/Turn functions on/off, you can enable the option to define separate BOMs per variant.
This is done by checking the
Styles list for variants box.
When a BOM item number with variant information is created (i.e. the fields
Standard variant, Use variant and possibly
Compulsory variant are filled in), you can select the
Variants and/or
Variant details button on the item overview and create a BOM per variant.
Reservation of sub-items on BOMs
Uniconta cannot create reservations for items included in a BOM when the BOM item itself is entered on an order line, for example.
However, it is possible via the reorder list to have the reservations on BOMs broken down by BOM content. This is only a report and not something that is saved.
Inventory management under
Preferences must be set to Reserved for this to work. Read more about inventory management
here...
To reserve sub-items for a production BOM, production orders can be created instead. Read more about this below.
BOMs for projects
As a BOM is not a "finished" product, a BOM cannot be consumed on a project. Here, the individual raw materials must be registered as consumption.
A production BOM can be produced for a project. This is done by specifying a project number on the production order.
Create production parts lists
Go to
Lager/Items, select the Add item button or
Ctrl+N to add a new item.
Below is a production parts list "Bicycle with two wheels" and the items that the production parts list must contain.
This is where you create the production BOM itself. Remember to select the item type Production BOM.
Assign item to the production parts list
Items are assigned to a production BOM in the same way as if it was a regular BOM. In other words, from the item overview, select the
BOM/Contains button
.
Quantity must be filled in with the quantity included in the production, as in the example below, 2 wheels, 1 frame and 1 bell.
Calculate BOM prices
From the screen that appears when the
BOM/Contains button is selected on the item overview, you can calculate cost and sales prices from the items etc. included in the BOM by selecting the
Calculate sales prices button.
Read more about this
here.
Completion of the bill of materials
A regular BOM (i.e. item type = BOM) is not finalized.
A production parts list, on the other hand, is completed via a stock draft or via a production order.
In a completion notification, the sub-items are deducted from stock and the production BOM item itself is added to stock.
Completion notification via stock draft
If you want to finalize a production BOM via a stock draft, proceed as follows:
- Select Lager/Stock draft and the Draft lines button.
- In the stock draft, enter a line as shown below, with Movement = Complete, Item = the production BOM item number and Quantity = the quantity to be completed.
- Select the Unfold BOM button if you want to see the move that will be made on the sub-items before posting. The number of sub-items can be changed on the displayed lines. However, it is not necessary to fill in the BOM before posting.
- Select the Post draft button to post the completed message.
