MVP Insight: The Amazing World of Building Bills of Materials (BOMs) Kelly Kane, Microsoft Business Solutions MVP #CollaborateCanada

About Me Microsoft MVP for Business Solutions Work at Algood Food Company in Louisville, Kentucky, United States Involved with AXUG as: Certified Microsoft Specialist: Microsoft Dynamics AX 2012 R3 Trade and Logistics Write a blog called AX Soup www.axsoup.com Find me on Twitter @KellyLappKane or @AXSoup Kentucky Chapter Leader AXUG Board of Advisors Women in Dynamics SIG Leader Summit Planning Committee #CollaborateCanada

What is a BOM?

What is a BOM? Bills of Materials (BOMs) A bill of materials or product structure (sometimes bill of material, BOM or associated list) is a list of the raw materials, sub-assemblies, intermediate assemblies, sub-components, parts and the quantities of each needed to manufacture an end product. Wikipedia A formula or recipe of the components needed to build your finished product or a sub-assembly of that finished product. Kelly #CollaborateCanada

What is a BOM? Bills of Materials (BOMs) Commonly used in Manufacturing Associated with Discrete manufacturing, however can be used for formulas and recipes for process manufacturing in Dynamics AX. Formulas (Available in later versions of AX 2012) allow for batch processing. Earlier versions have to use BOM functionality. #CollaborateCanada

In Released Products Product information management > Common > Released products In a Released product with a BOM, navigate to the Engineering tab Lines will open up the BOM for that Released product #CollaborateCanada

In Inventory Management Inventory management > Common > Bills of materials ALL BOMs shown here #CollaborateCanada

Formulas Product information management > Common > Released products Still under the Engineering tab on a Released product Different location and Batch orders become available instead of Production orders! #CollaborateCanada

Formulas Inventory management > Common > Formulas ALL Formulas shown here #CollaborateCanada

BOM Line Types

BOM Line Types Item Any inventory can be used Phantom Represents a placeholder for a subassembly Pegged supply Make-to-order – doesn’t use on-hand inventory Vendor Creates a marked purchase order – used for services #CollaborateCanada

Where do I set the BOM Line Type? #CollaborateCanada

Flushing Principles

Flushing Principles Set on Released Product or at BOM level Used to indicate when to automatically include the selected line on a picking list Start – when the production is started, include the line on a proposed picking list Finish – when the report as finished step is processed, include the line on a proposed picking list Manual – don’t include at either of the steps #CollaborateCanada

Protect Your BOMs

How can I stop others from editing BOMs? Inventory Management > Setup > Inventory and warehouse management parameters Block removal of approval Block editing #CollaborateCanada

Active Versions and Effective Dates

Active Versions and Effective Dates BOMs can only have one active BOM per combination BOMs must be Approved first! #CollaborateCanada

Active Versions and Effective Dates Effective dates drive validity period for a BOM Can be managed at the BOM line level to phase out components! #CollaborateCanada

BOM Designer

BOM Designer #CollaborateCanada

Where Used Functionality

Where Used Inventory Management > Reports > Bills of materials > Where-used In the BOM lines, there is a Where used button that will pull up an inquiry form On the Released product, Engineer tab #CollaborateCanada

Where Used #CollaborateCanada

Mass Update and Copy

Change BOM Item Inventory Management > Periodic Bills of materials or Formulas allow for Change of item. Be careful! This can really get messed up. Try in a TEST environment first! #CollaborateCanada

Copy BOM In the BOM Lines Functions > Copy #CollaborateCanada

Copy BOM Will open a new form Can copy BOM BOM, BOM Production, Production BOM Can choose method Replace or Add #CollaborateCanada

Thank You Contact: Kelly Kane Email: kkane@algoodfood.com Twitter: @KellyLappKane Reminder: Complete your surveys – the information received from surveys helps dictate content at future events and also webinar content on AXUG’s website. #CollaborateCanada