JOB BOM Process

The Job Bill of Material (BOM)

 This  process allows one to produce a BOM resultant item using a job, thereby accurately controlling the cost of the resultant item including and labour cost that are applicable.

The Process is as follows:

1.Quote

2.Manage Job

3.Add any labour or service costs

4.Process Job BOM and close

 

 

Resultant Item Setup

              Go to Inventory > Configuration

1.Click Add

2.Enter an Item Code. Bear in mind to keep consistent with the current coding convention of your inventory setup.

3.Enter the item description required

4.Ensure the correct Group code is selected

5.Click Save

6.Click the Bill of Material tab

        

1.Tick the BOM Item Box

2.Click Save and Close

      

 Setup the BOM item

Go to setup the Bill of Materials item

 

 Capture Quote

 Job Costing > Activity >Quotation

 Enter the GST Production account code

Enter the Description and Reference

Enter an Order number

Click the Address Tab

 Enter the required Division

Enter the required Region

Enter the required Invoice Group if applicable

 Click Save

Click the Add tab

Select the Stock code or 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 – Remember this must be selected to report correctly.

Select Approve to Job

 

 Once approve to Job, this screen comes up

Ensure that the ticks based on how you want to control the job

 

 Ensure the exceed quantities and Value boxes are ticked.

This enables one to exceed quantities budgeted on the job.

Click Continue

Click OK

 

Manage Job

Job Costing > Activity > Manage Job

Enter the Job Number

Highlight 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 to add the items required to produce then resultant item.

 

 One can check the stock on hand of these items as well as the Resultant item by going to Inventory module > Analysis > Stock Enquiry

 

Manage the stock items added to the Job

Double click the line and enter the quantity used.

 When all stock items have been managed. Verify that the job lines are correct and correctly managed.

 

 Ensure all time sheets from the various staff members have been submitted for capture or have been captured.

 

 Check the costing analysis of the job

Open the Job

Click the Print Tab

Click the Job Total Analysis Button

 

 Click the Managed Totals tab

 

 Click the View Details Button

 

 Review the details and ensure that all is correct

Once you are satisfied that all lines are correct and the job can now be completed,

Close all the windows and go back to the job search screen

Search for the job, click the Extras dropdown and click the Job BOM Button.

 

 Enter the resultant item code

Enter the quantity being produced

Click Save

And then click Process

 

         

         

         Verify the BOM Item Stock

        

       You will notice that the resultant item stock on hand has now increased accordingly.