Users can link material inventory items to items on BOMs! Read on to learn how.
Linking Items
Linking Items
On the BOM Screen
On the BOM Screen
Find the “Linked to Inventory” column by scrolling right.
Click the “Link Material” button to link the BOM item to a material inventory item
From here you can search your inventory
Click the “Unlink” button to remove links
On the Inventory Item Detail Screen
On the Inventory Item Detail Screen
At the bottom, navigate to the “Linked BOMs” tab
Click “Link to New BOM” to link the inventory item to a BOM item
From this modal you can search BOMs and items
Click “Unlink Material” to remove a link
On the Requisition Screen
On the Requisition Screen
For inventory items from a warehouse request (WHREQ) click the “Link Item to BOM” button
Link-ability
Link-ability
A single inventory item can be linked to multiple BOM items
A BOM item can only have a link to one inventory item
Usage Quantity Updates
Usage Quantity Updates
For General stock
For General stock
We ignore all GS (General Stock) POs
When a GS item is linked to a BOM item when that item is picked, the used quantity will update
For Job stock
For Job stock
When a PO for a job has an inventory location set as a delivery address and the items are linked to BOM items, then the used quantity will update when the inventory items are picked
Cost Updates
Cost Updates
For General Stock
For General Stock
Costs are updated in the following order:
We will not take prices from general stock POs
First, if there is a price on the internal order we use that
Second, if there is a price on the inventory item then use that price
Third, users can turn on the Admin setting “Use BOM estimated price as actual when inventory item price is not available from the item or from the PO. ”
When turned on: When the inventory item does not have a price and the internal order does not have a price, then use the Estimated Price for that item as the actual. If the estimate does not have a price either the price will be $0
When turned off: When the inventory item does not have a price and the internal order does not have a price then the price will be $0
For Job Stock
For Job Stock
We do not update prices from PO acknowledgment when the delivery address is an inventory location address. If the PO has an inventory location address, we update the BOM price based on picking.
First, we update the BOM price based on the setting “Use job stock PO to update BOM” when job stock is picked and the item(s) is linked to a PO(s)
When the setting on
If only one PO with one price or all prices match across POs, we autofill the price on BOM
if prices differ we use the inventory item price
when setting is off, we use inventory item price
Second, when job stock is picked and the item has no PO links but does have an inventory link, then we use the inventory item’s price
Third, we have an admin setting called “Use BOM estimated price as actual when inventory item price is not available from the item or from the PO. ”
When turned on: When the inventory item does not have a price and no POs have a price, then use the Estimated Price for that item as the actual. If the estimate does not have a price either we keep the price $0
When turned off: When the inventory item does not have a price and no POs have a price then we keep the price $0
Note
If an inventory item is picked then a link added to a BOM item, it will not update the usage numbers. The link must be present before picking.