Inventory Bill of Materials Inventory Bill of Materials
The Bill of Materials report is specifically designed to itemize the Component Parts of one or more Bundle type inventory items. An Item entered through the Inventory Item Price file program can be designated as a "Bundle" item. This means the item is made up of multiple associated Component Parts. This report makes it easy to see all the pieces that need to be pulled together to fill an order that is comprised of Bundle items. The report is accessed through the Inventory Reports menu.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Add or Change (button)
To modify the information used in generating the report, press the Add or Change button. For more information, see Add or Change a Bill of Materials Listing.
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports
Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
1. There is no information within the selected limits. Remove all limits. One at a time, reinsert the limits. If the report still will not print, insert a new report title.
2. No report title is selected. The report title is used to store the selected limits. A report title must be entered in order for the report to print.
Add or Change a Bill of Materials Listing
To Add or Change a Bill of Materials Listing, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all inventory is desired.
Report Title
The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report. .
User
Enter the User ID of the report creator.
Lock (check box)
If this option is selected, only the User listed in the User field can change or delete this report.
This section allows the selection of Items for which the report should be printed.
All, Range, List (radio buttons)
Select the All radio button to print all Items. Select Range to enter a range of Items in the From and To fields. Select List to report on a list of selected Items.
These fields will be available if the Range radio button is selected.
From
Enter the Item Number or press the lookup button and select from the Items screen that comes into view.
To
Enter the Item Number or press the lookup button and select from the Items screen that comes into view.
Edit List (button)
Click the Edit List button to add or remove Items from the list of Items to be included in the report. The following screen will come into view.
Available Records
All Available Items that are not included in the list are displayed in these columns.
Included Records
All Included Items are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
To print all Items, do not check the Select Categories box.
Select Categories (check box)
Activates the ranges defined on the next lines. This option may be used to limit the report to specific Categories or a single Category. To limit the report to a single Category, enter that Category in both the From and To fields.
From
Selects the first Category in a range of Categories or a single Category. Enter the Category or select it from the drop-down list.
To
Selects the last Category in a range of Categories or a single Category. Enter the Category or select it from the drop-down list.
Bill of Materials (radio button)
Selecting this radio button will cause the program to print a standard Bill of Materials report. Each desired Bundle Item will be printed, along with a listing of all the Component Items that are attached to the bundle.
Project Scope of Supply (radio button)
Selecting this radio button will cause the program to print a Project Scope of Supply listing. The Item Selection portion of the screen will be altered to allow for just one Item ID to be entered. The report will include all the component items attached to this main Bundle Item. If any of these component items is also a bundle of component items, these will be printed as well. The report is capable of printing up to five levels of bundle detail beneath one master Bundle Item.
Job Scope of Supply (radio button)
Selecting this radio button will cause the program to print a Project Scope of Supply listing for a selected Job. The Item Selection portion of the screen will be altered to allow for just one Job ID to be entered. The report will include all the cost code budgets that have an Item ID attached, as well as the component items attached to this main Item (if it is a Bundle Item). If any of these component items is also a bundle of component items, these will be printed as well. The report is capable of printing up to five levels of bundle detail beneath one master Bundle Item
Include Component Detail (checkbox)
If this box is checked, each sub-level Bundle Item will have all of its details printed. Otherwise, the sub-level Bundle Item header will be printed, with no component detail.
The report can be sorted in a number of ways. Each of these different sorts can be an important view of the report information.
by Bundle Item
This will sort the listing by top-level bundle. This is the most basic sort.
by Component Item
This will sort the listing by component item. If a particular item happens to be a component for more than one bundle in the listing, it will be listed multiple times, each listing showing the Bundle Item it is a member of. This is useful for seeing how many times each component shows up in the desired list of bundles.
by Vendor ID
This will sort the listing by Vendor ID. If a number of component items are supplied by the same vendor, these component items will all be listed together under a common vendor heading. This is useful for seeing how many different items are supplied by each vendor.
by Vendor Name
This will create a listing identical to the one described above, except that the vendors will be listed Alphabetically.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Report Sample - Component Bill of Materials
Report Sample - Project Final Assembly Bill of Materials
