Linking a BOM to an Assembly

After you create BOM records and revisions, you can link them to individual assemblies. You can also designate a BOM as either a location default or master default for that assembly.

To link a BOM to an assembly:

  1. Go to Lists > Accounting > Items.

  2. Beside the item you want to update, click Edit.

  3. Click the Manufacturing subtab.

  4. In the Current Revision list, select a BOM to associate with this assembly.

    The displayed Current Revision name is the same as the Bill of Materials revision name.

  5. To designate this as the default BOM for the assembly, check the Master Default box.

    Checking this box disables the Default for Location option.

  6. Alternatively, check the Default for Location box to designate a default location. Select a location from the list.

    For example, the West Coast location is the default location BOM. It is also the default assembly location. To see the example illustrated, see Default BOM Workflow.

  7. To add more BOMs for this assembly, click Add and then repeat steps 4 to 6.

    For example, Wolfe Manufacturing operates from 10 distinct locations. BOM U.S. is designated as the default for 6 locations and BOM CA is the default for the remaining 4 locations.

  8. Click Save.

Related Topics

Linking Assemblies to BOM Records
Linking Assemblies and BOMs

General Notices