Custom manufacturing is done using “one-off” items and BOMs, which are generated during quote entry either through copying a “model” BOM or by creating a BOM from scratch.
One-Off Item Defaults
Enter the following default settings in the One-Off Item Defaults screen on the Inventory Setup menu:
•One-off item IDs are generated automatically by the program. Each ID consists of an alpha prefix and numeric suffix. Enter an Item ID Prefix and the Next ID No for the suffix.
•Select a default Item Category and a UM, both of which will be assigned to one-off items created from scratch.
•Select a Lead Days allocation. This is a default value that gets replaced by a calculated value when one-off BOM customization is completed.
•Finally, enter a Job Days allocation, which will be applied to one-off items created from scratch.
Generate one-off items within a quote
Always generate one-off items within a quote instead of a sales order. This enables the one-off BOM to be freely customized without affecting MRP job generation, which ignores demand from quotes. When the one-off BOM customization is completed, the quote is converted to a sales order to update the line item required date and drive MRP job generation.
Using the One-Off Item Generator
To generate a one-off item during quote entry, click the New Line button. In the Line Type field, select the One-Off option, which launches the One-Off Item Generator screen.
•Select the Generate From BOM Copy option to generate a one-off item and BOM from a model BOM. The lookup is initially limited to BOM parents designated as CTO (custom to order) items. If you wish to create the one-off item and BOM from a standard item, select the Include Standard Item BOMs checkbox.
•Select the Generate From Scratch option if you wish to create a one-off item without a corresponding one-off BOM at this time. The one-off BOM can be created later in the Bills of Manufacturing screen as a separate step.
NOTE: It may be that your products are highly engineered to order and the person entering the quote does not have the authority to make copy from decisions. In this case the Generate From Scratch option is used so that a qualified person can create the one-off BOM as desired outside of quote entry.
•The One-Off Item ID is assigned automatically by the program.
•The Item Category inherits the value from the copied from BOM parent. If the item is being created from scratch, the Item Category from the One-Off Defaults screen is assigned, but can be changed if desired.
•Enter the Order Qty.
•The Lead Days and Job Days allocations inherit the values from the copied from BOM parent. If the item is being created from scratch, the values from the One-Off Defaults screen are assigned, but can be changed if desired.
NOTE: The Lead Days will be recalculated automatically when one-off BOM details are finalized, so the value here is just a placeholder and does not need to be changed. The Job Days can be modified here, if desired, but is usually finalized when one-off BOM customization is completed.
•The item Description inherits the value from the copied from BOM, but can be edited, if desired. If the item is being created from scratch, enter the description manually.
•If a Customer Part No is cross-referenced to the BOM parent in the Customers sub-tab within the Stock Items screen, that part number is inserted into this field for cross-reference on the quote, acknowledgment, and invoice.
The one-off item record is created and, if Generate From BOM Copy is selected, a complete BOM record is created that is an identical copy of the indicated BOM.
Creating the one-off BOM manually
If you had selected the Generate From Scratch option, the one-off BOM record has not yet been created.
•To create a new BOM from scratch, empty of any detail, go to the List tab of the Bills of Manufacturing screen and click the + Define New BOM button. In the BOM Parent field, the lookup lists one-off items that do not yet have a BOM record. Select the one-off item and click OK.
•To create a new BOM from an existing BOM, go to the List tab in the Bills of Manufacturing screen, select the BOM you wish to copy, then click the Copy BOM button. In the New BOM Parent field, the lookup lists one-off items that do not yet have a BOM record. Select the one-off item and click OK.
