2. MVP Insight: The Amazing World of Building Bills of Materials (BOMs)
Kelly Kane, Microsoft Business Solutions MVP
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3. 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
Find me on
Kentucky Chapter Leader
AXUG Board of Advisors
Women in Dynamics SIG Leader
Summit Planning Committee
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4. What is a BOM?

5. 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
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6. 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.
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7. 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
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8. In Inventory Management
Inventory management > Common > Bills of materials
ALL BOMs shown here
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9. 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!
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10. Formulas Inventory management > Common > Formulas
ALL Formulas shown here
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11. BOM Line Types

12. 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
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13. Where do I set the BOM Line Type?
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14. Flushing Principles

15. 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
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16. Protect Your BOMs

17. How can I stop others from editing BOMs?
Inventory Management > Setup > Inventory and warehouse management parameters
Block removal of approval
Block editing
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18. Active Versions and Effective Dates

19. Active Versions and Effective Dates
BOMs can only have one active BOM per combination
BOMs must be Approved first!
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20. 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!
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21. BOM Designer

22. BOM Designer
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23. Where Used Functionality

24. 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
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25. Where Used
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26. Mass Update and Copy

27. 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!
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28. Copy BOM
In the BOM Lines
Functions > Copy
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29. Copy BOM Will open a new form Can copy BOM BOM, BOM Production,
Production BOM
Can choose method Replace
or Add
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30. Thank You Contact: Kelly Kane
Reminder: Complete your surveys – the information received from surveys helps dictate content at future events and also webinar content on AXUG’s website.
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