User GuideAX Specific

AX Specific

Bill of Materials Management

In Microsoft Dynamics AX 2012 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/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.

To create a BOM in Microsoft Dynamics AX 2012:

Step 1: Click: Inventory and warehouse management > Common > Bill of materials.

Step 2: Create a new BOM.

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

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 blank, the BOM is valid for all sites.

Step 4: Click Lines to open the BOM line form where you can set 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: You can show or hide any BOM line in the webshop. Select a BOM line and under the General tab, using the Visible in webshop checkbox you can make any BOM component visible or invisible in the webshop just like a regular product.

      Management of BOM lines visibility is available in Sana Commerce 9.1.3 with Sana 9.1.1 package for AX (and higher).

Step 7: When BOM and all its lines are setup click Approve at the top of the Bill of materials window.

Step 8: On the Approve bill of materials form select an employee by whom the BOM will be approved.

Bill of Materials Management 

You can also create different versions of an existing BOM. To do this:

Step 1: In the Versions grid create a new line.

Step 2: Select the relevant item number.

Step 3: Click Approve to approve the BOM version.

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

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 check box. If you make the BOM invisible, the items inside BOM still remain visible in the webshop as seperate items.

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.

User GuideAX Specific