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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

job_bom_updated.png.png

Overview

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

Process Flow

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

2. Capture QuotationQuote
Create and prepare the initial job quote,quote.

including materials and estimated costs.

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

accordingly.
  • Add StockLabour Items
    • and
  • RecordService TimeCosts
    Include Logsany (Labour)
    • relevant
  • Managelabour Jobor Lines
    • additional
service costs to ensure the total job cost is accurate.

4. Process Job BOM and Close
FinaliseProcess the job by processing theJob BOM to producegenerate the resultant itemitem, and capture actual costs.

5. Close Job
Complete andthen close the jobjob.

once
all
costs
and
outputs

Job areBill confirmed

Of Material (BOM) Process

Navigation

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&

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

  1. 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

 Job 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 selectedselected.

    (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

     


     

    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 accurateaccurate.
    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

          


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

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