🚚 BOM for Ordering

PO line items that are linked to BOM line items will have their quantities and costs accounted for in the BOM.
Create PO/BOM links from the BOM view or from the PO view.

Create a PO from the BOM

In the BOM table view, select line items using the checkboxes. In the example below, the BOM was filtered for all materials in Phase 1, then all were selected.
Choose to add these items to a new draft: Standard Purchase Order (PO), Hold-For-Release (HFR) Purchase Order, or Request for Quote (RFQ). In the example, a Standard PO is chosen.
- Check “Include Est. Prices in PO” to bring estimated unit prices in the BOM over to the draft you’re creating.
- Select “Fill Remaining Qty” to buy out the rest of the estimated quantity less anything already purchased. Edit these values here or later on in the draft itself.
When a BOM is uploaded for a job, the PO view will include a column called “BOM” that will report whether the PO line item is linked to the BOM.
- Any items brought over from the BOM will be automatically linked.
- Additional items may still be added to the PO even if they are not part of planned materials, like Gatorade, and the BOM column will also show when the PO line item is not linked.

When a BOM exists for the job, the Description column in the PO view will also search the BOM for matches in addition to the Kojo catalog.
When you accept the match to the BOM, linking to the BOM happens automatically.
Descriptions do not need to match between the PO and the BOM as long as they are linked.

Edit links from the PO line item to the BOM by clicking “Linked” or “Not Linked” in the BOM column.
If a PO line item is already linked to a BOM, the popup will show you how it’s linked, let you change the link, or remove the link.
If a PO line item is not linked to a BOM, the popup will let you search the BOM for any matches and establish a link.

Pricing and quantities from RFQs do not count against the committed costs tracked in the BOM.
Pricing and quantities from a Standard PO will only reflect in the BOM once it is marked as Acknowledged.
Pricing and quantities from a Hold-For-Release PO will only reflect when the materials are Released.

From the BOM Table view, find all associated documents—in draft state or issued—for any line item by clicking the blue text in the “Linked To” Column.
- This popup will list each associated document, show its status, and show what description text was used there.
- Click the blue hyperlink to navigate to open that document in a new tab.
From the PO view, click the Job number to jump right to that job’s BOM.