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Hide Auto-Created BoM Items
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Written by Shlomo
Updated over 2 months ago

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.

AutoCreateBoM

  • 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

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