Multi-level BOM Estimates

A Multi-level BOM estimate is built as a tree of assemblies with their materials, tasks and outwork.

Overview#

• Each Estimate Type has a Model, which is one of these:
  • Standard: The estimate opens in the standard estimate screen, with parts, groups, impositions and several quantities.
  • Multi-level BOM: The estimate opens in the BOM window described on this page.
• A Multi-level BOM estimate shows the estimate as a tree. The top of the tree is the Root. Under it are Assemblies (ASM), each with its materials, tasks and outwork, and Assemblies can contain other Assemblies, up to 25 levels deep.
• Material lines can be any of these material types:
  • Materials (MAT)
  • Substrate Sheets (SHT)
  • Substrate Reels (REL)
  • Substrate Square Metres (SQM)

  Task lines are TSK and outwork lines are OWK.

• A line can be linked to an item in the item master, or it can be a custom line that is not (yet) an item.
• Each line can override the quantity, the prices and the Supplier (materials and outwork) or the Cost Centre (tasks) of its item. The totals are recalculated through all the levels.
• The estimate has a single quantity: the Qty of the transaction item.
• The Costs tab adds up the materials and routing of the whole tree. Production and purchasing use these lines.

Setting Up#

• Set the Estimate Type's Model to Multi-level BOM on the Estimate Types Edit View.
  • Note: The Model cannot be changed once the Estimate Type is used on estimates.
• A Multi-level BOM Estimate Type has no Parts tab.
• The items you can add are Assemblies that have a BOM or routing (materials, tasks or outwork on the item's Costing tab), materials, tasks and outwork. Costing items cannot be added. (A Standard estimate is the opposite: Costing items can be added, but Assemblies cannot.)
• As on a Standard estimate, the Estimate Type's Item Category – Costings setting or its Groups limit the items you can select.
• Item values come from the item master:
  • Materials take their Cost Price, and their waste, round up and minimum quantity from the item's Estimate Attributes.
  • Tasks and outwork take their values from the item's Estimate Attributes.
• To use estimates in a transaction, add the Transaction Type setting Estimating > Enable Estimating, as for Standard estimates.

BOM Window#

The window has these areas:

• The buttons and header at the top.
• Three tabs: BOM, Costs and Overrides.
• The totals below the tabs.
• The Summary and the price fields of the estimate on the right.

Buttons Explained#

Fields Explained#

Totals Explained#

Summary and Prices Explained#

• The Summary breaks down the estimate's total in the same way as on a Standard estimate. See Fields Explained: Summary.
• The price fields work as on the Prices tab of a Standard estimate, for the single quantity of the estimate.
  • If the Fix checkbox is checked, you can edit Fixed Sell and Unit Sell, and the MU% is calculated.
  • If the Fix checkbox is unchecked, you can edit the MU%, and the sell prices are calculated.
• To show more price fields (for example, VAT Type, Total (inc) or GM%), right-click the fields or select Menu (button) > Customise Qty Fields.

BOM (tab)#

Buttons Explained#

Filter Explained#

Fields Explained#

Line Edit Window#

Buttons Explained

Fields Explained

Add Custom Item Popup#

Buttons Explained

Fields Explained

Select Items Popup#

• The Item button and the Add Item to options open the same Select Items popup as a Standard estimate. See Add Items Popup.
• A Multi-level BOM estimate has no parts, so you select only the items. The popup stays open, so you can add more items; each item appears in the tree as soon as it is added.
• Change to Similar Item opens the popup as Change to Similar Item. It lists only items of the same kind as the line, and you select one item with Select (button).

Costs (tab)#

Materials Section#

Fields Explained

Routing Section#

Fields Explained

Overrides (tab)#

Button Explained#

Fields Explained#

Create Items From BOM Popup#

Buttons Explained#

Fields Explained#

Copying and Deleting#

• When a transaction item with a Multi-level BOM estimate is copied, the copy gets its own tree. Changing one does not change the other.
• When the transaction item is deleted, its tree and its Costs lines are deleted too.

How to Add a Multi-level BOM Estimate to a Transaction#

1. Create or edit a transaction (for example, a Quotation).
2. Click Estimate (button) and select a Multi-level BOM Estimate Type from the dropdown list.
   • Note: The BOM window opens.
3. Description = Enter a description for the estimate. It appears on the transaction as the item.
4. Qty = Enter the quantity.
5. Add items and custom lines to the tree.
6. Change the lines as needed.
7. Set the prices on the right (for example, MU%, or check Fix and enter Unit Sell).
8. Click Save (button).
9. Click Back To Trans Item (icon) to return to the transaction.

How to Add Items to the BOM#

1. On the BOM tab, select the Assembly to add the items to. To add them at the top of the tree, right-click any line and select Add Item to Root instead.
   • Note: If you select a line that is not an Assembly, the items are added next to it.
2. Click Item (button).
3. Select one or more items and click Add (button).
   • Note: The items appear in the tree. An Assembly is added with one level of its BOM and routing.
4. Add more items, or close the popup.

How to Add a Custom Line#

1. On the BOM tab, select the Assembly to add the line to (or right-click a line and select Add Custom Item to Root).
2. Click Custom (button).
3. Type = Select one of these types:
   • ASM
   • MAT
   • TSK
   • OWK
4. Code = Enter a code.
5. Description = Enter a description.
6. Unit = Enter the unit.
7. Qty (per parent) = Enter the quantity.
8. Unit Cost and Fixed Cost = Enter the costs (not for an Assembly).
9. Click Add (button).

How to Edit a Line#

1. Double-click the line on the BOM tab.
2. Change the fields as needed, for example:
   • The Qty Type, Qty or Waste %.
   • The Unit Cost or Fixed Cost.
   • The Supplier of a material or outwork line, or the Cost Centre of a task.
3. Click the up or down arrow (Prev / Next) to save the line and edit the previous or next line.
4. Click OK (button).
   • Note: The totals are recalculated through all the levels. The changed values of a linked line appear on the Overrides tab.

How to Change a Line to a Similar Item#

1. Right-click the line and select Change to Similar Item.
2. Select the new item and click Select (button).
   • Note: The line's item is replaced. If the line is an Assembly, its lines are rebuilt from the new item.

How to Expand or Collapse an Assembly#

• To expand an Assembly that is shown as a material line, right-click it and select Change Material to Assembly. One level of its BOM and routing is added below it.
• To collapse an Assembly into a material line, right-click it and select Change Assembly to Material. Click Yes (button) to confirm. The lines below it are deleted, and the item's cost price is used again.
• To expand or collapse every Assembly, click Actions (button) > Expand All Assemblies or Collapse All Assemblies, and click Yes (button).

How to Move Lines#

• To move a line to another Assembly, drag it onto that Assembly. To move it to the top of the tree, drag it onto an empty part of the tree. A line can be dropped only onto an Assembly, and an Assembly cannot be dropped onto a line below it.
• To change the order within an Assembly, right-click the line and select Move Up or Move Down (or press Ctrl + U or Ctrl + D).
• To sort the whole tree, click Actions (button) > Sort BOM.

How to Delete Lines#

1. Select the lines on the BOM tab.
2. Click Delete (button).
3. Confirm the deletion on the popup.
   • Note: An Assembly is deleted with all the lines below it.

How to Reset Lines to the Item Master Values#

1. Click Overrides (tab).
2. Select the rows to reset (press Ctrl + A to select all of them).
3. Click Update (button).
4. Click Yes (button) to confirm.
   • Note: A message shows how many lines were updated.

How to Create Items From the BOM#

1. Click Actions (button) > Create Items from BOM. To create items for one line and the lines below it only, right-click the line and select Create Item.
2. For each Changed Assembly, select one of these options in the Action column:
   • Create new Item
   • Update existing Item BOM
   • Skip
3. Click Create Items (button).
   • Note: The Result section lists each item created, updated or skipped.
4. Click Close (button).

How to Set the Production Status of Costs Lines#

1. Click Costs (tab).
2. Status = Select a status for the line.
3. Click Save (button).