A “model” bill of manufacturing is a set of specifications that is a template for customization. The model BOM parent is not directly sold or manufactured. Instead, the model BOM is copied to a “one-off” BOM during quote entry and then the one-off BOM is customized for that particular customer order.
Why use a model BOM?
Many custom items are variations of a base product. Each customized version may differ in color, size, accessories, and so on, but the core product remains the same. So instead of creating a custom BOM entirely from scratch for each customer order, it is much easier to create a model BOM that is copied and modified to order.
Use the model routing for customization instructions
Use the model BOM’s routing for customization instructions. The Traveler Notes and Task Notes within each routing sequence provide for unlimited freeform text and are ideal for storing customization instructions.
For example, if a component assigned to a routing sequence can be swapped with another component (such as a different color), freeform notes can be used to indicate the available alternatives.
Use phantom assemblies for alternate sets of components
A routing sequence may be associated with optional sets of components rather than a single component. A set of components can be defined within a Phantom type BOM and is referred to as a “phantom assembly.” If a phantom assembly component assigned to a routing sequence can be swapped with another phantom assembly, freeform routing notes can be used to indicate the available alternatives.
Devise a customization methodology
BOM customization is not a formal, structured process. It is up to you to devise a customization methodology that suits your products, procedures, and personnel. Some products require little customization beyond swapping a few components, while other products require extensive customization that may involve phantom assemblies or importing sets of BOM components. Whatever your methodology is, use the model BOM as your customization template.
