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Job Bill of Materials (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.

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Overview

This process allows you to create a finished (resultant) item from a job while accurately capturing all material, labour, and service costs.

Process Flow

1. Setup Resultant Item
Define the final item that will be produced from the Job BOM.

2. Capture Quotation
Create and prepare the job quote, including materials and estimated costs.

3. Manage Job
Convert the approved quote into an active job and manage all components.

  • Add Stock Items
  • Record Time Logs (Labour)
  • Manage Job Lines

4. Process Job BOM
Finalise the job by processing the BOM to produce the resultant item and capture actual costs.

5. Close Job
Complete and close the job once all costs and outputs are confirmed.confirmed

Process Steps

  1. Quote
    Create and prepare the initial job quote.

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

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

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

 

Navigation & Item Setup

Go to Inventory > Configuration

  1. Click Add
  2. Enter an Item Code (ensure it aligns with your existing inventory coding convention)
  3. Enter the required Item Description
  4. Select the correct Group Code
  5. Click Save

 

  1. Navigate to the Bill of Material tab
  2. Select the BOM Item checkbox
  3. Click Save and Close
  4. Enter the GST Production Account Code
  5. Enter the Description and Reference
  6. Enter the Order Number
  7. Click the Address tab
  8. Enter the required Division
  9. Enter the required Region
  10. Enter the Invoice Group (if applicable)
  1. Click Save
  2. Select the Add tab
  3. Choose the Stock Code or enter the description for the resultant item to be produced
  4. Enter the required Quantity
  5. Enter the estimated Cost PriceDo 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

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
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 dropdownS
elect the Job BOM button

Enter the Resultant Item Code
Enter the Quantity to be produced
Click Save
Click Process

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

Resources or staff members are assigned to a Task Activity, which is then linked to a job

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