Job Bill of Materials Process (BOM)

The Job Bill of Material (BOM) 

 This process enables you to produce a BOM resultant item using a job, ensuring accurate control of the final item cost, including all applicable labour and service costs. 

 

 Process Steps: 

 Quote Create and prepare the initial job quote. 

 Manage Job Convert the approved quote into an active job and manage it accordingly. 

 Add Labour and Service Costs Include any relevant labour or additional service costs to ensure the total job cost is accurate. 

 Process Job BOM and Close Process the Job BOM to generate the resultant item, then close the job. 

 

 

 

 

 Job Bill Of Material (BOM) Process 

 

 

 

 

 Resultant Item Setup 

 Go to  Inventory > Configuration > Inventory Setup 

 

 

 Click Add 

 Enter an Item Code (ensure it aligns with your existing inventory coding convention) 

 Enter the required Item Description 

 Select the correct Group Code 

 Click Save 

 Navigate to the Bill of Material tab 

 

 

   

 

 

 Select the BOM Item checkbox 

 Click Save and Close 

 

 

 

 

 

   Setup the BOM item 

 Go to setup the Bill of Materials item 

   

   

 Capture Quote - Job Costing 

   J ob Costing > Activity >Quotation 

 

 Enter the GST Production Account Code 

 Enter the  Description and Reference 

 Enter the  Order Number 

 Click the  Address tab 

 

 

 

 Enter the required Division 

 Enter the required  Region 

 Enter the  Invoice Group (if applicable) 

 

 

 

 Click Save 

 Select the  Add tab 

 Choose the  Stock Code or enter the description for the resultant item to be produced 

 Enter the required  Quantity 

 Enter the estimated  Cost Price - Do  not enter a selling price 

 

 

 

 Click Save and Close 

 Click the  Approval Options dropdown 

 Select  Customer Approval – this must be selected to ensure correct reporting 

 Select  Approve to Job 

 

   

 Once Approve to Job has been selected, this screen will appear 

 

 Ensure the appropriate options are selected based on how you want to control and manage the job 

 

   

 Ensure the Exceed Quantities and Value options are selected. 

 (This allows quantities and values to exceed the original job budget where required) 

 

 

 Click Continue 

 Click  OK 

 

   

 

 Manage Job 

 Job Costing > Activity > Manage Job 

 

 Enter the Job Number 

 Select the required  Production Job 

 Click  Manage Job 

 Click the  Cost to Company button 

 

 

 

 Enter the Item Code of the stock item being used to produce this BOM item 

 Enter the required  Quantity 

 Click  Save and New to add another item 

 

   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Continue adding all items required to produce the resultant item 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

 You can check stock on hand for both the component items and the resultant item by navigating to: Inventory > Analysis > Stock Enquiry 

 

   

 

 Manage the stock items added to the job 

 Double-click the relevant line and enter the  quantity used 

 

 

 Once all stock items have been processed, review the job lines to ensure they are accurate and have been correctly managed 

   

 Ensure all timesheets from relevant staff have been submitted and are ready for capture, or have already been entered into the system 

   

 

 Check the costing analysis of the job 

 Open the job 

 Select the  Print tab 

 Click the  Job Total Analysis button 

 

   

 Click the Managed Totals tab 

   

 

   Click the View Details Button 

 

   

 Review the details to ensure everything is accurate. 

 

 Once all lines have been verified and the job is ready to be completed:

 

 Close all open windows 

 Return to the Job Search screen 

 Search for the job, then click the  Extras dropdown 

 Select the  Job BOM button 

 

 

   

 

 Enter the Resultant Item Code 

 Enter the  Quantity to be produced 

 Click  Save 

 Click  Process 

 

   

           

 

 

 

 

 Verify the BOM Item Stock 

 

 

 

 You will notice that the resultant item stock on hand has now been updated and increased accordingly