Appending a PDF File to Print with the Bill of Materials

If you print your bills of materials (BOM) in PDF format, you can append the PDF file to print additional materials with the BOM. These additional materials are for use when picking and assembling the item. For example, you can print a diagram or instructions about the assembly process for the top level assembly item.

To append a file to a bill of materials:

  1. Go to Lists > Accounting > Items.

  2. In the Type field, select Assembly to filter your item list to show assembly items.

  3. Click Edit next to the assembly item.

  4. Click the Communication subtab of the item record.

  5. In the Attach File field, attach the PDF file that contains the diagram, instructions, or other information you want to print with the BOM.

  6. Check the Print with BOM box.

    The printed file is in PDF format and the contents of the PDF file are appended to printed BOMs for this assembly item.

  7. Click Add.

  8. Click Save.

Related Topics

General Notices