Viewing the Purchasing Bill of Materials page

Users can navigate to the Purchasing Bill of Materials page via the Purchasing tab. Users will input the job number within the field and click ‘Search’.

Users will then be taken to the Purchasing Bill of Materials page for that particular job:

If any items are against this job, they will appear in the above table.

Functionality within the Purchasing Bill of Materials page

Print PBOM

The Print BOM button will show the below pop-up. The user can select a particular drawing or all and click ‘Print’ to output the Job PBOM report.

Delete Non MTO Lines

If the line has been manually created within the Purchasing Bill of Materials page (Not an MTO Tag), users have the option to delete these lines. This is done by selecting the lines and clicking the ‘Delete Non MTO Lines’ button. The user will met with the below pop-up to confirm deletion of the line(s).

Copy Non MTO Lines

If the line has been manually created within the Purchasing Bill of Materials page (Not an MTO Tag), users have the option to duplicate these lines. This is done by selecting the lines and clicking the ‘Copy Non MTO Lines’ button. This will then create a duplicate item within the Purchasing Bill of Materials page.

New Items

Users can manually create items within the Purchasing Bill of Materials page by clicking ‘New Item’. This will open up the below pop-up:

Once the user populates the above, the item will appear within the table.

Change Detail/Grade

Users have the ability to change the material/grade of items within Purchasing Bill of Materials. Users would select the lines and click the ‘Change Detail/Grade’ button. Users then have the ability to change the items using the below pop-up.

Create PO/Quotation Request

The ‘Create PO/Quotation Request’ button will allow users to select lines and click the ‘Create PO/Quotation Request’ button. This then pulls through the item details into the below page:

From there users can import the lines to a new/existing draft PO or create a quotation request.

Import Lines

The ‘Import Lines’ button will direct users to the ‘Import PBOMS’ page. This will allow users to import bill of materials lines if they have the appropriate permissions.

Create PR

The ‘Create PR’ button will allow users to select lines to create a Purchase Requisition. Find out more about this functionality here.