BOM – Working with a Bill of Materials

The BOM function provides you with a number of features that are based on your bill of materials (or BOM), as defined in your QuickBooks company file. When you first select this function there may be a momentary delay while CCRQBOM retrieves all of the assembly items from your file.

There are three primary functions that can be performed with CCRQBOM:

      Displaying and printing an indented Bill of Material.

      Generating Requirement listings that help you determine if you can issue a Build.

      Issuing a single level or multiple level Build.

When you select BOM from the menu the following window opens. All of the Inventory Assembly items from your QuickBooks company file are listed. You can scroll through the list to locate the Inventory Assembly that you want to work with.

You also can click on any column that is displayed and start typing a value, the program will locate the item that matches what you are entering.

To illustrate how to use CCRQBOM we will work with assembly 0050-MC. This is a pool cover, and it has several subassemblies: WHAS (a wheel assembly), TUCA-4X2 (a power track), PU-1800 (a pump assembly), and several screws.

The WHAS wheel assembly has two components, a RORO-4 roller and some more screws.

The PU-1800 pump consists of a PUBP pump base, a PUHC clamp, another WHAS assembly, and some screws.

Note that there are several “levels” to this assembly, some sub-assemblies are used in several places, and some low level items (screws) are used in multiple places.

Viewing a multiple level assembly like this in QuickBooks is difficult – there isn’t a way to see the entire product structure at one time. You have to print individual reports for each level of the assembly.

Using QuickBooks we can see the following:

      Highest level assembly 0050-MC

      Subassembly WHAS

      Subassembly PU-1800

As you can see, we have to print three separate reports to see the product, and even then it is difficult to see exactly what is included. Also note that this report cannot be modified in QuickBooks – so if you want to hide cost information, or COGS account information, you can’t!

Using CCRQBOM and the BOM function, we can display the product structure in several ways. Here is a screen representation (which can be modified):

You can clearly see the subassemblies and their relation to the main assembly.

You can also print this information – and CCRQBOM includes a report designer that lets you modify this report (adding fields, changing titles, moving things around and so forth).

Note that if you want to print this BOM report for multiple assemblies at one time, select the Mult-Build function.

More:

Assembly Window Features

Displaying a Bill of Material

Printing

Requirements/Shortages

Issue Builds