Objective
Hide auto-created item from your BoM during the Order Flow
Background
When you create orders, all ordered items are added to your Project BoM. You have the ability to hide auto-created BoM items during the order flow by enabling a setting in 'System Settings' so that your team can easily determine which items are part of the original BoM import.
Things to Consider
Permissions
A user with ‘System Admin’ level permissions has the ability to adjust your default ‘System Settings’
Steps:
Navigate to the ‘Settings’ tab on the bottom left-hand side of the screen
Select the ‘System Preferences’ section
Select ‘Orders’ (after ‘System Default’ and before ‘Invoice Settings’)
Scroll down to the ‘Don’t show the auto-created BoM items in the order flow. Checking this checkbox will prevent the selection of auto-created BoM items.
You can filter the Project Quantities and Project BoM screen by 'Creation Source' so you can choose to view or hide line items that are not part of the original BoM.
The ‘Creation Source’ options are:
Imported- Shows items that were imported via an Excel into your BoM
Single Created- Shows items that were added via the 'Create New Project Item' option in the BoM screen
Auto-Created- Shows items that were added to the BoM during the order flow
The ‘Creation Source’ options are BoM, Company (previously ‘Master List’), Supplier, Warehouse, Manual and Source from Parent PO.
Created From | Catalog Source |
BoM | BoM |
Company | Company |
Supplier | Supplier |
Warehouse | Warehouse |
Imported (order) | Manual |
Manually created | Manual |
Free text | Manual |
Return from PO | Sourced from Parent PO |
Duplicate order | Sourced from Parent PO |
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
929.567.3474