ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Bill of Materials



In Dynamics 365 for Operations you can create such type of a product which is called a bill of materials (BOM) and its different versions. It refers to the complex component structure, basically this is the list of materials or components which is used to build the final product and from which this product actually consists. For example, a customer is looking for a computer and he or she wants to see the list of hardware the computer consists of. The ERP system can store a lot of different spare parts that are used to manufacture a product which are actually not intended to sell. These spare parts can be also a part of the complex product structure.

Create bill of materials

Step 1: Click: Product information management > Bills of materials and formulas > Bills of materials.

Step 2: Create a new BOM.

Step 3: Enter information to identify the BOM (Name, Site, Item group).

 NOTE

If a site that is set on the customer's form coincides with the one set for a BOM, then this BOM will be shown to a customer in the webshop. If you leave the Site field for a BOM empty, the BOM is valid for all sites.   

Step 4: On the Bill of materals lines FastTab add the BOM lines (components).

Step 5: Select the item numbers to create additional BOM lines. Make sure that the BOM consists of the correct set of items and their quantity.

Step 6: When BOM and all its lines are setup, go to the action pane and on the Bill of materials tab click Approval.

Step 7: On the Approve BOM or formula form select an employee by whom the BOM will be approved.

Create BOM versions

You can also create different versions of an existing BOM in the bill of materials header.

Step 1: Under the BOM versions FastTab create a new line.

Step 2: Select the relevant item number.

Step 3: Click Approve to approve the BOM version

Step 4: Click Activate to make the BOM version active.

Manage visibility of BOM and its lines

A bill of materials can be also shown or hidden in the Sana webshop just like a regular product. In the Released products table locate the necessary BOM and under the Sell FastTab use the Visible in webshop option. If you make the BOM invisible, the items inside BOM still remain visible in the webshop as seperate items.

You can also show or hide any BOM line in the webshop. In the Released products table open the necessary BOM and on the Engineer tab click BOM versions.

In the BOM versions window select the appropriate bill of materials line and click Edit. Use the Visible in webshop option to make the BOM line visible or invisible in the webshop.

In the webshop a customer can see a link View package contents on the product details page of a BOM. Clicking on this link opens the list of BOM components.

For more information about how to set up bill of materials, refer to the official Dynamics 365 for Operations Help: Bills of materials and formulas.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition