Sage Pastel • Creating Bills Of Materials

Sage Pastel • Creating Bills Of Materials

Pastel Creating Bills Of Materials

Creating Bills Of Materials

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Manufacturing…

Bills Of materials

BOM Code

You assign each Bill of Materials its own unique code. This field can contain up to 15 characters. Once you save the record, you cannot change this code. If you use this BOM to manufacture one specific inventory item, you could use the same code here as the inventory item.

Description

In this field, you enter a description (name) for the BOM. This field can contain up to 40 characters.

Blocked

You can block a BOM, which prevents users from using it. To do this, check the check box. Alternatively, you can delete the BOM permanently. However, there are several reasons why you could prefer to block it instead:

  • You temporarily do not want to use the BOM because some or all of the items in it are out of stock or are changing.
  • You need to prevent use of the BOM, say if you only use it on a seasonal basis or on specials.
  • You need a Full Accounting or Supervisor access level to be able to block or unblock a Bill of Materials.

Manufacture Tab

Inventory Code / Store / Unit / Lock BOM to this item

You have the option of linking the bill of materials to an inventory item.

Your options are:
If you use this BOM to manufacture only one inventory item, you can enter the item code here and lock the BOM exclusively to this item. The user does not have to select an item code when manufacturing.

To do this:
Select the inventory item in the Inventory Code field. The system displays the unit field of the inventory item in the Unit field.
Check the Lock BOM to this Item check box.

If you use the BOM to manufacture many items, you can leave the inventory code blank, and the user then enters it during the manufacturing process. Alternatively, you can enter a default inventory code here, which the user can change when manufacturing.

Update Selling Prices

The system can update the manufactured item's selling prices when it manufactures. To do this, check the check box. If you do so, you specify how to derive these selling prices in the Selling Prices Tab. If you do not wish to update the selling prices of the manufactured item, uncheck the check box.

Print Details on Invoice

Select this option to print each component line on the invoice. Usually, you do not do this. If you wish to show multiple items on the invoice, the Kit Item Codes function may be better for you.

Components Tab

In this tab, you specify the components of the BOM. You can also enter additional costs such as labour, freight and other taxes.

When you manufacture, you may have non-inventory costs you wish to associate with the BOM. These can include labour, freight, and overhead costs.

The system offers two ways of adding such item costs to BOM:

You can setup up to three additional cost items. You specify the cost item's description and a general ledger account into which to charge the cost. You then enter these costs directly into each BOM. If inventory does not integrate into the general ledger, you can still enter the values, but the general ledger does not update.

You can use service inventory items. You enter the cost value in the item's Last Unit Cost field. The system uses the same costs across all Bill of Materials. You can use a combination of these methods - the one does not exclude the other.

You can enter additional charges and costs for the BOM in the table below the component table. To use this facility, you have to set up these costs in the Bill of Materials tab of the Setup Inventory function.

The first line (the Components line) shows the total average cost and total last cost of the components above.
Once you enter additional costs, the system adds these all into the last (Total) line.

Selling Price Tab

You can use this to preview with selling prices
You can set the system to update the selling prices on the manufactured item.

Comments ( 13 )

  • Pingback:Pastel Overview Of the Manufacturing Process |

  • When I try to edit a BOM, scrolling moves so fast that I cannot edit the BOM. What is the problem?

    • Hello Ronald,
      Apologies for the late reply.

      If you are editing a BOM, and as you click on NEXT or SAVE, or something similar, and it scrolls VERY FAST away from you, this means that there is a BOM that has been created, that is missing the description.

      You will need someone to go into the back end of Pastel and put that missing description back in for you.

      This will need to be fixed, as all your reports will not show this BOM listed.

      Hope this helps,
      Bev

  • Jean Nel

    Hi

    Is there an easier and faster way to remove the bill of materials data, than deleting them one item at a time.

    • Hi Jean,
      If only 🙁
      There is no way. Just grab a coffee, and a muffin and a whole lot of patience.
      Good luck
      Bev

  • Colleen Nydal

    hi there, as we have a lot of BOM items, is there a way we can check once doing one bill of materials if we need to make the same part on another BOM?
    some of our parts need a certain part in different areas. how do i check this stock with out going through all the BOM in inventory please?

    • Hi Colleen. So you mean possibly looking at a BOM report?
      Wondering if the report View… Manufacturing… MRP report would work?
      Or do you mean as a report that shows you what item is being used on multiple BOM’s?
      View… Manufacturing… Components used in BOM…
      Bev

    • Colleen

      Hi Bev,
      So for two different jobs, we would use two BOM, doing up the second one. We wondered if there was a way to show that ie Smith ordered 10 screws and Botha ordered 15 of the same so now you need to make 25? I hope this makes better sense?

    • Hi Colleen,
      Please call me on 0767336611.
      Bev

  • Mandy

    hi

    Is there any way to block items that have been used in a BOM, but are no longer required. When I try to block these codes, i get the error message “This option is not available as this item exists in a BOM code””

    thanks
    Mandy

    • Hi
      There is no way around this message.

      You have to find the BOM with the codes on them.
      Remove them from the components tab.
      Then you can block them under Edit… Inventory

      I’m sorry I don’t have any easier news.
      Bev

    • Mandy

      Thanks so much!

      I would also like to add mixing instructions to a BOM.
      IE we manufacture end products, and would like to add notes for each different product, for how it gets put together.

      Is there a way?

    • Hi Mandy,

      My one and the only solution is this.
      Go to Edit… Manufacture… Bill Of Materials

      On this screen, there is the notes tab.

      Right-click anywhere in the grid, to open a new note.
      Type out the instructions there and save.
      Or you can use the link to a button, to link it to a word doc you create on your pc.

      It’s not going to show up on the Bill Of Material manufacturing screen.
      The person would need to go to the Edit… Manufacture… Bill Of Materials screen, notes tab to read.

      But this way you won’t lose the instructions,

      Regards
      Bev

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