Phantom Bill of Materials on Assembly and Work Orders

To use the Phantom Bill of Materials functionality, the Assembly Items and Work Orders features must be enabled. These features are located on the Items & Inventory subtab on the Enable Features page.

When these features are enabled, phantom assembly options appear on the assembly and work order records.

Screenshot of the Mark Sub-Assemblies Phantom and Phantom check boxes, which appear on the assembly and work order records.

Screenshot of the Components subtab, specifically the Phantom Item Source list.

The following table describes the phantom-related options:

Option	Visible on	Action Performed
Phantom	Assembly/Bill of Materials record	Check this box to mark the Item Source for this item on any bill of materials as Phantom by default. This also applies to the item source value on any work order where the item is used.
Mark Sub-Assemblies Phantom	Assembly/Bill of Materials and Work Order records	Check this box to mark all sub-assemblies on the work order as Phantom. The sub-assemblies will be built as part of the higher-level work order rather than drawn from stock. Clearing this box does not refresh the items in the Item subtab. It enables in-line editing of individual components. Clearing the Mark Sub-Assemblies Phantom box does not refresh or remove sub-assembly components on the Items subtab. This is due to support of in-line editing of individual components. To reload the BOM for a top level assembly, select a different assembly in the Assembly field. To reload a BOM for a phantom sub-assembly, change the item source for the sub-assembly back to Phantom.
Item Source	Components subtab Assembly/Bill of Materials and Work Order records	Adds Phantom as an option on the Item Source list. Enables sub-assembly components to be treated as phantoms on one BOM, and regular stock items on another.

Option

Visible on

Action Performed

Phantom

Assembly/Bill of Materials record

Check this box to mark the Item Source for this item on any bill of materials as Phantom by default. This also applies to the item source value on any work order where the item is used.

Mark Sub-Assemblies Phantom

Assembly/Bill of Materials and Work Order records

Check this box to mark all sub-assemblies on the work order as Phantom. The sub-assemblies will be built as part of the higher-level work order rather than drawn from stock.

Clearing this box does not refresh the items in the Item subtab. It enables in-line editing of individual components.

Clearing the Mark Sub-Assemblies Phantom box does not refresh or remove sub-assembly components on the Items subtab. This is due to support of in-line editing of individual components. To reload the BOM for a top level assembly, select a different assembly in the Assembly field. To reload a BOM for a phantom sub-assembly, change the item source for the sub-assembly back to Phantom.

Item Source

Components subtab Assembly/Bill of Materials and Work Order records

Adds Phantom as an option on the Item Source list. Enables sub-assembly components to be treated as phantoms on one BOM, and regular stock items on another.

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