BOM
How to use BOM in Bills of Materials: access, working steps, fields, related records and troubleshooting.
Purpose and access
Define the finished item, component quantities and applicable operations in a BOM. Review units, scrap and costing before approval. An active/default BOM influences later production planning; it does not itself move stock.
This page is a record page in Manufacturing → Bills of Materials. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Company, Item to Manufacture, Quantity (Output Qty), Components, Currency, Conversion Rate.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open BOM from Manufacturing → Bills of Materials, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Item to Manufactureitem | Link Required | The final item that will be produced using this BOM. Linked record: Item |
Quantity (Output Qty)quantity | Float Required | How many units of the final product this BOM makes. |
Unit Of Measureuom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
% Cost Allocationcost_allocation_per | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Cost Allocationcost_allocation | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
% Process Lossprocess_loss_percentage | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Process Loss Qtyprocess_loss_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
With Operationswith_operations | Check Optional | Manage cost of operations |
Track Semi Finished Goodstrack_semi_finished_goods | Check Optional | Users can make manufacture entry against Job Cards |
Transfer Material Againsttransfer_material_against | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Routingrouting | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Routing |
Finished Goods based Operating Costfg_based_operating_cost | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Operating Cost Per BOM Quantityoperating_cost_per_bom_quantity | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Operationsoperations | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: BOM Operation |
Componentsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: BOM Item |
Secondary Itemssecondary_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: BOM Secondary Item |
Is Activeis_active | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Defaultis_default | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Set rate of sub-assembly item based on BOMset_rate_of_sub_assembly_item_based_on_bom | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Phantom BOMis_phantom_bom | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow Alternative Itemallow_alternative_item | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Quality Inspection Requiredinspection_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Quality Inspection Templatequality_inspection_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Inspection Template |
Default Source Warehousedefault_source_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Default Target Warehousedefault_target_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Based Onbackflush_based_on | Select Optional | Controls how raw materials are consumed during the ‘Manufacture’ stock entry.Available choices
|
Operating Costoperating_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Raw Material Costraw_material_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Secondary Items Costsecondary_items_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Operating Cost (Company Currency)base_operating_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Raw Material Cost (Company Currency)base_raw_material_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Secondary Items Cost (Company Currency)base_secondary_items_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Costtotal_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Cost (Company Currency)base_total_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate Of Materials Based Onrm_cost_as_per | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Price Listbuying_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Price List Currencyprice_list_currency | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Price List Exchange Rateplc_conversion_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Conversion Rateconversion_rate | Float Required | Enter a numeric value using the required unit and precision. |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Item Descriptiondescription | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Exploded Itemsexploded_items | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: BOM Explosion Item |
Show in Websiteshow_in_website | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Routeroute | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Website Imagewebsite_image | Attach Image Optional | Item Image (if not slideshow) |
Thumbnailthumbnail | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Show Itemsshow_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Show Operationsshow_operations | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Website Descriptionweb_long_description | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
BOM Creatorbom_creator | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM Creator |
BOM Creator Itembom_creator_item | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM |
Child tables
Operations — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Operationoperation | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Operation |
Sequence IDsequence_id | Int Optional | If you want to run operations in parallel, keep the same sequence ID for them. |
FG / Semi FG Itemfinished_good | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Qty to Producefinished_good_qty | Float Optional | Enter a numeric value using the required unit and precision. |
BOM Nobom_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM |
Workstation Typeworkstation_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Workstation Type |
Workstationworkstation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Workstation |
Operation Timetime_in_mins | Float Required | In minutes |
Fixed Timefixed_time | Check Optional | Operation time does not depend on quantity to produce |
Is Subcontractedis_subcontracted | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Final Finished Goodis_final_finished_good | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Set Operating Cost Based On BOM Quantityset_cost_based_on_bom_qty | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Quality Inspection Requiredquality_inspection_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Skip Material Transferskip_material_transfer | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Backflush Materials From WIP Warehousebackflush_from_wip_warehouse | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Source Warehousesource_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
WIP Warehousewip_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Finished Goods Warehousefg_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Hour Ratehour_rate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Base Hour Rate(Company Currency)base_hour_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Batch Sizebatch_size | Float Optional | Enter a numeric value using the required unit and precision. |
Cost Per Unitcost_per_unit | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Operating Costoperating_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Operating Cost(Company Currency)base_operating_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Imageimage | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Components — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Item operationoperation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Operation |
Operation IDoperation_row_id | Int Optional | Enter a whole-number value. |
Do Not Explodedo_not_explode | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
BOM Nobom_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM |
Source Warehousesource_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Allow Alternative Itemallow_alternative_item | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Stock Itemis_stock_item | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Item Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Qtyqty | Float Required | Enter a numeric value using the required unit and precision. |
UOMuom | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Stock Qtystock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Conversion Factorconversion_factor | Float Optional | Enter a numeric value using the required unit and precision. |
Raterate | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Basic Rate (Company Currency)base_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amountamount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Has Variantshas_variants | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Include Item In Manufacturinginclude_item_in_manufacturing | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sourced by Suppliersourced_by_supplier | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Sub Assembly Itemis_sub_assembly_item | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Is Phantom Itemis_phantom_item | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Secondary Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Typesecondary_item_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
UOMuom | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Qtyqty | Float Optional | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Conversion Factorconversion_factor | Float Required | Enter a numeric value using the required unit and precision. |
Stock Qtystock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
image_nygvimage_nygv | Image Optional · Read-only | Complete the value according to the field label and the record’s validation rules. |
Valuation Typevaluation_type | Select Required | Valuation Rate and Manual value this item on its own and deduct that cost from the raw material cost, like the pre-v16 scrap items. % of Component Cost allocates a percentage of the remaining raw material cost.Available choices
|
Cost Allocation %cost_allocation_per | Percent Required | Enter the percentage expected by the calculation and verify the resulting amount. |
Process Loss %process_loss_per | Percent Required | Enter the percentage expected by the calculation and verify the resulting amount. |
Costcost | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Process Loss Qtyprocess_loss_qty | Float Required · Read-only | Enter a numeric value using the required unit and precision. |
Exploded Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Source Warehousesource_warehouse | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Operationoperation | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Operation |
Descriptiondescription | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Stock Qtystock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Raterate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Qty Consumed Per Unitqty_consumed_per_unit | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Amountamount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Include Item In Manufacturinginclude_item_in_manufacturing | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Sourced by Suppliersourced_by_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Is Sub Assembly Itemis_sub_assembly_item | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.