Should be a simple one…
How to create a BOM?
Issue is I need to be able to have 1 part number that pulls in 4 separate parts. So create a BOM right?
It’s all stocked parts.
Client doesn’t know how to do it, tried searching through the help, didn’t really get anywhere. Anyone know of a tutorial or can explain it?
well… we need more info… when you say “Pulls in 4 separate parts”, are these parts actually assembled, or is this a sales kit that is pulled from stock and shipped together as 4 separate parts?
In either case, you will need to create a Part REVISION for the parent (top) part, and check that revision out to the Engineering workbench… then in the workbench, you “add” the 4 materials to the BOM, Approve, and check in.
If it is a sales kit, the only difference is that the Part in the PartSite record, needs to be marked as a Sales Kit instead of a manufactured item.
OH… also, if it is manufactured, then you will need to create a JOB to make the item and pull the components from stock. If a sales kit, then when you sell the top item, the system will tell you to ship the 4 lower components.
I would head to Epicweb and download the application user guide Alan. You should be able to find something in there about making parts and building BOMS.
@timshuwy looks like a sales kit would be better. The parts are stocked. We aren’t building them. These are parts that are sold as one item instead of each seperate part.
What they are is a set of running boards for a vehicle. The parts are as follows:
Left board - qty 1 - UOM EA
Right board - qty 1 - UOM EA
Box of mounting brackets - 1 qty - UOM EA
12 feet of step pad - 12 qty - UOM FT
@utaylor I’ll look for it and read up on it. I checked the help section in Epicor app but didn’t much of anywhere.
This sounds like a sales kit of 4 different parts. Or are you performing work on those 4 parts before selling?
Negative. All gets put in a box and shipped.
Do they stock the boxed parts as a separate item in inventory, or to they box just-in-time for shipment? If the latter, then sales kit is the way to go. If the former, then they need to build a MOM/BOM and record the “manufacture” of the boxed part in a job.
We’re a manufacturer here, so we have literally thousands of manufactured parts, and I’ve got a deep understanding of Engineering Workbench. So I can tell you what you need to know, but that might be overkill for what’s trying to be accomplished here.
They keep track of inventory for each separate item, it’s all boxed together and sales staff has to input 4 part numbers to sell, what is really 1 item.
It’s boxed at the time of shipment, so the items come together at time of shipment. They don’t package the items together and keep inventory of the package of the 4 items as 1 item.
Sales kit seems like the way to go but don’t see the clear path on how to do that.
The user guide walks you through it step by step starting at page 318. You’ll use Engineering Workbench to build the BOM.
Yup… that is a sales kit. There are options on sales kits as well… you can choose whether the sales kit can be modified (qty, part number, price, etc) when defining the parent kit part number. Definitely check out the user guide as well.
Wanted to say thank you to you all. Got it working! Not super simple but not terrible to setup.
One thing I haven’t figured out is setting a QTY on the kit items.
There are 4 parts, 3 with a QTY of 1 of each, and the last one is 12 QTY.
I can set it in Order Entry but I cannot set it in the sales kit itself.
… Never mind, I solved it!