Home

OPEN SYSTEMS® Accounting Software Bill of Materials/Kitting

1. 1 Enter the date or use the up down buttons to increase or decrease the date 2 Select OK to change the workstation date System Date to change the workstation date to match the operating system date Abandon to exit without changing the date or Exit to return to the Main menu Tools Menu fg ccc ei e ee ma cede 5 5 Command Icon Key Result Calculator Displays the Windows calculator Favorites Menu Fie Toole GRE ore Hate Cr 2 Command Icon Key Result Change to F2 Displays the Favorites menu Main Favorites ETA menu See Favorites Menu on page 1 97 Bill of Materials Kitting User s Manual 1 23 Graphical Style Menus Introduction Other Menu fi jedi Pga TEE ter Cabai ES fe Fea sia a D panei ipren Cormaard Cale PIDAS Pogam Erebi tigak Appir wee pira iri ei ET Seren al nia ton beg ups incor lume ena The Other menu contains a set of utilities A calculator and Global Inquiry which consolidates and presents data from other applications are some of the utilities on the Other menu See the Resource Manager User s Manual for information about the utilities on the Other menu Help Menu Fle Jock Feos Oie EES GC 2s ea Command Icon Key Result Help Fl Displays the online help 2 About OSAS Displays the About OSAS dialog box 1 24 Bill of Materials Kitting User s Manual Introduction Graphical Style Menus Toolbar Icons mE 0 t ESE There are three icons on
2. 6 24 Billing Materials and Kitting Users Manual Multilevel Cost Rollup Features Use the Multilevel Cost Rollup function on the File Maintenance menu to recalculate the cost for kits and assemblies If Bill of Materials is interfaced with Inventory and you are using the Standard cost method this function recalculates the standard cost makeup for each assembly or kit Reports No report is associated with this function Screen Use Screen Description Multilevel Cost Rollup Use the Multilevel Cost Rollup screen to select the range of assemblies and kits you want to recalculate Billing Materials and Kitting Users 6 25 Multilevel Cost Rollup File Maintenance Multilevel Cost Rollup Screen ad Baig Ct fin bjp Eultilsvel Coat Rollup Fick location I From ChOOOL THE TANFL Lemari ly 0 From Tiru M Kit ID From 500 Tht 20 Dae Lute i bevemlies Z Kita 3 Both L Update Inventory Bb miard Coat TES r Verification Praga Fola bo pzocemd Field Definitions Field Name Description Pick Enter the range of locations assemblies and kits for which you want to recalculate costs Include Enter 1 to include assemblies 2 to include kits or 3 to include both kits and assemblies in the cost rollup Update inventory If you want to update standard costs in Inventory enter Y if standard cost not enter N 6 26 Billing Materials and Kitting Users Manual File Maintenance Command Bar Defin
3. The parts that make up the other components are not sold separately either for example the F7 key or the monitor shell is not sold separately The difference between the shelf and the other components is that the reseller is in charge of assembling the shelf The reseller does not need to assemble a keyboard a monitor and a CPU they may as well be raw materials The example illustrates the difference between a kit and a bill of materials Each different kind of component in a kit can be sold separately You must use the Sales Order application to sell kits Bill of Materials Kitting does not work with the Accounts Receivable application alone Selling a kit is no different from selling its components separately other than saving keystrokes A bill of materials is composed at least in part of components that are not sold separately and that the user s business is in charge of building Bill of Materials Kitting User s Manual 1 5 The Bill of Materials Kitting System Introduction 1 6 The final stage that involves a kit is its sale through the Sales Order application which recognizes the item as a kit The final stage that involves a BOM is updating the INVExxx Inventory Items file with the on hand quantity of that BOM After the BOM has been built it is identified as an item in the Inventory application and you can sell it as an item through the Accounts Receivable application or the Sales Order application An assem
4. 1 15 1 31 menus Daily Work 1 7 File Maintenance 1 7 Master File Lists 1 7 Reports 1 7 messages A 1 modifications and conversion 2 9 monthly work 3 5 Multilevel Cost Rollup function 6 25 N negative builds definition 2 4 option to allow 2 4 option to warn about 2 4 Negative Item window 6 16 New Lot Serial Number Entry window 4 12 New Existing Lot Serial Number Entry window 6 18 O options additional descriptions for items 2 4 allowing negative builds 2 4 keeping history items in kits 2 4 posting component information 2 4 setting up Bill of Materials Kitting 2 3 warning about negative builds 2 4 Options and Interfaces function 2 3 OSAS conventions 1 10 Bill of Materials Kitting User s Manual running 1 10 Other Command menu accessing 1 15 1 31 Other function key 1 31 output device printer 1 40 P parameters access code 1 11 command to start OSAS 1 11 company ID 1 11 format 1 11 general expression 1 11 order 1 11 terminal ID 1 11 partial key inquiry 1 34 1 35 parts tracking 1 7 periodic work 3 5 posting transactions 3 5 producing reports 3 5 PgDn function key 1 32 inquiry command 1 34 report command 1 36 scroll region command 1 37 PgUp function key 1 32 inquiry command 1 34 report command 1 36 scroll region command 1 37 Post Transactions function 4 25 posting accounts debited and credited 3 5 builds 2 5 detail 3 6 kit information 2 5 lo
5. System Messages References Kit ID is not on file You must enter the ID of an existing kit To define a kit use the Kits function A kit cannot contain itself You cannot include a kit as part of the definition of itself Location is not on file The location ID you entered is not on file Enter an ID that is on file in Inventory Material List Loc ID not found The specified list of materials is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location since you defined the component as part of the assembly in Bill of Materials Kitting Maximum number of lines reached Maximum number of lines reached Cannot insert You can assign only 999 items to a kit or an assembly Must enter J or K or J The type of item you enter must be specified as either an item a kit or a job Depending on which applications are interfaced not all these choices may be available Negative quantities discovered Press Enter to back out build The Allow Negative builds option is set to NO in the Options and Interfaces function in Resource Manager Press Enter to abort If you want to build an assembly that will drive the quantity of one of your items below zero you must set the Allow Negative Builds option to YES in Resource Manager A 6 Bill of Materials Kitting User s Manual References System Messages No bills of material on file Y
6. Walnut Cabinet Walnut Cabinet Walnut Cabinet Walnut Cabinet Handles Series Number Serial Number 1 1000 Cabinets Cabinets Cabinets Cabinets Cabinet Assembly Cutting Board Drawer Assembly Cabinet Door Hinges Wood Screws Unstained Cabinet Unstained Cabinet Unstained Cabinet Unstained Cabinet Builders Supply Build Assembly Journal Component Component Component Component Component Component Component Component Component Component App Labor Overhead Process Material Material App Labor Overhead Process Material Material Component Component App Labor Overhead Process Assembly Component Component Component Component Component Component App Labor Overhead Process Assembly y Build Number Quantity Built GL Account Page 1 0002 03 29 1990 N0002 03 29 1990 0002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 N0002 03 29 1990 0002 03 29 1990 N0002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 0002 03 29 1990 N0002 03 29 1990 0002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 N0002 03 29 1990 0002 03 29 1990 N0002 03 29 1990 MNO002 03 29 1990 Unit Cost 00 0001 03 29 1990 N0001 03 29 1990 0001 03 29 1990 MNO001 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 03 29 1990 MNO002 0
7. You must build the CNVTxxx table before you build assemblies or assign transactions to periods If General Ledger is installed you can interface Bill of Materials Kitting with General Ledger and use the Period Setup function in Resource Manager to build the CNVTxxx table Bill of Materials Kitting User s Manual A 9 File Descriptions BKHIxxx History file When you build information is sent from a scratch file to the BKJRxxx and BKHIxxx files and to the Inventory system The BKHIxxx file holds historical information about each assembly built quantity and cost of the assembly date of the assembly and information in the user defined fields The file holds information until you remove it Use the Purge Bill of Materials History function to remove information from the BKHIxxx file based on the date it was built BKJRxxx Transaction Journal file When you build information is sent from the scratch file to the BKHIxxx BKJRxxx BKTRxxx and BKLSxxx files and to the Inventory system The BKJRxxx file is sent account information about each component general ledger period account number assembly ID and date of assembly entry type and amount sequence number description and reference number This information is held in the file until you post when it is transferred to the GLJRxxx file BKLSxxx Transaction Lot Serial Numbers file The BKLSxxx file stores quantities and lot and serial information from builds BKMDxxx Mast
8. damanhly TI rota Lart Becel Hora Revieioan ff T reriog XI TOL Version F kpproximmta Comto Typ Loo IF Cmap Te gous ENDO 700100 ther NEHODI 700100 rar EHO Tce Field Definitions Field Name Location ID Assembly ID Last Recalc User Defined Fields Approximate Costs Component Assembly 6 10 Bill of feterials ALL Sie ML Compa nt Ester edit igpend EIHHEAPOL IE WIREHIHT Canines ia k ipp Labor Dwar ia sd Protess m La a ta 5 8 2200 jammer ly 34 5705 Descrigcion avy Heski WALNUT CABINET 1O Ei HANDLES 4 0000 EA SERIES HUHEIF i EA Componeas pod of Os Heeder Becoalc Meet BOR Pild Description Enter the ID of the location that stores the assembly Enter the ID of the assembly you want to add or change The date of the last recalculation is displayed Use the first three fields to enter alphanumeric information you set up in the Tables function Use the last three fields to enter numeric information you set up in the Tables function The cost of the components is displayed The total cost of the assembly including costs in the user defined fields is displayed Billing Materials and Kitting Users Manual File Maintenance Bill of Materials Field Name Type Loc ID Component ID Description Qty Needed Units Description The type of component for the BOM is displayed The location ID of the compone
9. installing 2 3 interfaces 2 5 selling assemblies 3 4 additional descriptions option to use with items 2 4 Append Lotted Serial Number window 4 14 6 19 Append Edit Item window 6 12 applications base 1 4 order of installation 1 3 assemblies adding 3 4 adding and changing 6 9 building with deleted subassemblies 3 5 changing definitions 3 5 creating 1 5 deleting 3 4 6 33 identified as items 1 6 nonserialized 4 7 option to post 2 4 option to track before getting parts 2 4 recalculating costs 6 25 selling 2 5 3 4 serialized 4 7 tracking 4 7 Assembly Inquiry function 4 3 Bill of Materials Kitting User s Manual Index Available Components Report function 5 7 sample 5 10 B backing up before posting 3 6 before using critical functions 2 6 data files 2 6 for a list of companies 2 7 operating system commands 2 7 programs 2 7 setting up schedule 2 6 base applications definition 1 4 bell turning on or off 1 16 1 32 Bill of Materials backing out 4 17 components 1 5 definition 1 5 function 6 9 selling 1 6 updating INVExxx file 1 6 when to set up 2 6 Bill of Materials History Report function 5 15 sample 5 18 when to print 6 33 Bill of Materials List function 7 7 sample 7 10 Bill of Materials Kitting installing 2 3 interface with General Ledger 3 5 interfaces 2 4 IX 1 options and interfaces 2 3 options for setting up 2 3 BKGLxxx table description 2 6
10. 16 Billing Materials and Kitting Users Manual Reports Bill of Materials History Report Command Bar Definitions Command Printer File Screen End Saving and Exiting Definition Select P to send the report to a printer Select F to send the report to a file Select S to send the report to the screen Select E to change your selections or exit to the Reports menu After the report is produced the Reports menu appears Billing Materials and Kitting Users 5 17 Reports Bill of Materials History Report Bill of Materials History Report 06 28 1999 12 17 PM Inventory ID Description Build Number Builders Supply Bill of Materials History Report by Location ID Loc ID Revision Drawing App Labor Overhead Process Extended Cost 700 CABINETS 700 CABINETS 06 28 1999 12 17 PM Inventory ID Description Build Number Build Date Version Quantity Unit Unit Cost MN0001 T6 1 0000 SET 172 7800 XI 701 03 29 1990 545 701 MN0001 T6 1 0000 SET 172 7800 XI 701 03 29 1990 545 701 LOCATION TOTAL Builders Supply Bill of Materials History Report by Location ID Loc ID Revision Drawing 15 23 5 58 5 74 App Labor Overhead Process Page 199 33 199 33 398 6600 Page Extended Cost 700100 WALNUT CABINET 700100 WALNUT CABINET 700100 WALNUT CABINET 700110 UNSTAINED CABINET Build Date Version Quantity Unit Unit Cost MNO0
11. 6 32 setting up 2 6 Build Assembly Append Lotted Serial Number window 4 14 function 4 7 Negative Item window 4 10 Build Assembly Journal function 4 21 sample 4 24 when to print 3 6 Build window 6 14 builds posting 2 5 Cc Command help 1 15 1 31 closing window 1 15 1 31 commands backing up 2 7 in field editing 1 33 report 1 36 scroll region 1 37 companies access codes 2 6 backing up data files 2 7 company parameter 1 11 Component Cost Report function 5 11 sample 5 14 Components as items 3 4 as subassemblies 3 4 decreasing 1 6 function 6 21 option to post 2 4 returning to inventory 4 17 updating in several assemblies 6 21 conventions report 1 39 user s manual 1 9 converting deleting source files 2 10 effect on modifications 2 9 IX 2 erasing existing files 2 11 error log 2 11 pausing for problems 2 11 prerequisites 2 9 Ctrl F function key 1 32 Ctrl G function key 1 16 1 32 Ctrl V function key 1 32 cursor moving up or back one field 1 32 selecting item 1 35 customer support 1 3 D Daily Work adding assemblies 3 4 adding kits 3 3 deleting assemblies 3 4 deleting kits 3 3 menu description 1 7 data preparing 2 5 Data File Conversion steps 2 10 delete information on a screen 1 31 line item 1 37 detail lookup command 1 36 Down Arrow inquiry command 1 35 report command 1 37 scroll region command 1 37 E Edit Item wind
12. 93 5800 App Labor Overhead Process Ext Tot Cost 15 2300 5 5800 5 7400 15 2300 5 5800 5 7400 34 8700 20 2900 4 8200 8 3400 20 2900 4 8200 8 3400 40 0600 12 3500 2 7600 3 1200 12 3500 2 7600 3 1200 111 8100 47 8700 13 1600 17 2000 186 7400 Billing Materials and Kitting Users Manual 5 14 Bill of Materials History Report Features The Bill of Materials History Report shows the date assemblies were built how many were built the unit cost of each and the user defined cost of each on that date This report is helpful when you are planning a marketing strategy and want to see when assemblies are in peak demand Reports A sample Bill of Materials History Report is on page 5 18 Screen Use Screen Description Bill of Materials History Use the Bill of Materials History Report screen to select the Report information you want in the report Billing Materials and Kitting Users 5 15 Bill of Materials History Report Reports Bill of Materials History Report Screen 0545 To Saige CE Poe bjp Bill cf Metariels History Feport fewerbly ID From 700 Thre 100110 oild betes Fron ThEw Seal By ii Leation I 2 kmeenbly I2 Tutpuk cavrice CPheintec p P evinr i ile 3jorenn E ad Field Definitions Field Name Description Pick Enter the range of location IDs assembly IDs and dates you want in the report Sort By Select the option by which you want to organize the report 5
13. ID Enter the range of table IDs you want in the list Suppress blank lines If you want the list to exclude blank lines enter Y if not enter N Page break per table If you want a page break between each table enter Y if not enter N 7 12 Billing Materials and Kitting Users Manual Master File List Tables List Command Bar Definitions Command Definition Printer Select P to send the list to a printer File Select F to send the list to a file Screen Select S to send the list to the screen End Select E to change your selections or exit to the Master File Lists menu Saving and Exiting After the list is produced the Master File Lists menu appears Billing Materials and Kitting Users 7 13 Master File List Tables List Tables List 06 28 1999 Builders Supply Page 12 29 PM Tables List Bill of Materials Kitting Round 13 Table ID BKGL Description Bill of Materials General Ledger Table No of Columns 3 Column Length 12 Type A Description GL Number Cst Mkup CD App Labor 520000 01 Overhead 523000 02 Process 104200 03 06 28 1999 Builders Supply Page 12 29 PM Tables List Bill of Materials Kitting Round 13 Table ID BKGLH Description Bill of Materials General Ledger Table No of Columns 3 Column Length 12 Type A Description GL Number Cst Mkup CD App Labor 520000 01 Overhead 523000 02 Process 104200 03 06 28 1999 Builders Supply Page 12 29 PM Tables List Bill of Materials Kitting R
14. If you are several menu levels away from the Main menu you can return to the Main menu by clicking items on previous menus Bill of Materials Kitting User s Manual 1 17 Graphical Style Menus Introduction Graphical Main Menu De Jet iin e file Bs neyo iaae irg E Live Dita SYSTEMS ING You can exit from a Graphical menu in these ways e select a button from a previous menu e press the Tab key to go to the Main menu e click the Close box in the upper right hand corner of the window to close OSAS use the Exit F7 command to close OSAS e select Exit from the File Menu to close OSAS Bill of Materials Kitting User s Manual Introduction Graphical Style Menus Start Main Menu D A ee psanme9 carp You can exit from a menu in these ways e press the left arrow key to go to the previous menu one menu up e hold the mouse over a different menu item e press the Tab key to go to the Main menu e click the Close box in the upper right hand corner to close OSAS use the Exit F7 command to close OSAS e select Exit from the File Menu to close OSAS Bill of Materials Kitting User s Manual 1 19 Graphical Style Menus Introduction Special Commands in Graphical menus Right click to display the Special Commands menu which allows you to perform these special tasks From the standard menus e add a function or menu to the Favorites menu e change to the Favorites menu e chang
15. Install Applications function in Resource Manager Before you convert an application s files verify the version number of the application you are converting from You can upgrade Bill of Materials Kitting from version 4 5x The Data File Conversion function in Resource Manager cannot determine the information from the function When you are ready to convert files use the Data File Conversion function on the Company Setup menu in Resource Manager see the Resource Manager User s Manual Consider Your Setup Before you try to convert your version of Bill of Materials Kitting to the current version consider the exact setup of your system Modifications to your system might be lost if you install a new version of a program or update a file If you are not sure whether your system is ready for conversion consult your value added reseller Bill of Materials Kitting User s Manual 2 9 Conversion Set Up and Conversion Converting to Version 6 0 When you select Data File Conversion from the Company Setup menu in Resource Manager the function screen appears P naas Toe MEE Faig E fmi bjp r Bete Tils Conveceion JEY On Shieh fo Grawe Files i DAAD Sirp Jey Belem diren 1 Entec directory thet conteins tha filam to Ee converted Go poa uant souros Tiles erased alter gonverajon Go yom want cormverrion to peume of e probla ix fourni Appl Beaoription BeTeion ippi Gesqription Version The conversion process is
16. Kit MN000 0 200 Heating Cooling Package A it TX000 1 200200 Water Heater A Item MN000 EA 1 0000 0 200 Heating Cooling Package A Kit CA000 0 200 Heating Cooling Package A it MD000 0 200 Heating Cooling Package A it 000 0 200 Heating Cooling Package A Kit TX000 1 200300 Air Conditioner A Item MN000 EA 1 0000 0 200 Heating Cooling Package A it CA000 0 200 Heating Cooling Package A Kit MD000 0 200 Heating Cooling Package A it MN000 0 200 Heating Cooling Package A it TX000 1 200400 Water Softener A Item MN000 EA 1 0000 0 200 Heating Cooling Package A it CA000 0 200 Heating Cooling Package A it MD000 0 200 Heating Cooling Package A Kit MN000 0 200 Heating Cooling Package A it TX000 1 200500 Sump Pump A Item MN000 EA 1 0000 0 200 Heating Cooling Package A Kit CA000 0 200 Heating Cooling Package A it MD000 0 200 Heating Cooling Package A che 000 0 200 Heating Cooling Package A Kit TX000 1 200600 Humidifier A Item MN000 EA 1 0000 0 200 Heating Cooling Package A it CA000 0 200 Heating Cooling Package A Kit MD000 0 200 Heating Cooling Package A it MN000 0 200 Heating Cooling Package A Kit TX000 700111 CABINET ASSEMBLY A Item MN0002 EA 0000 0 700110 UNSTAINED CABINET A BOM MNO002 700113 CUTTING BOARD A Item MN0002 EA 0000 0 700110 UNSTAINED CABINET A BOM MN0002 700115 DRAWER ASSEMBLY A Item MN0002 EA 0000 0 700110 UNSTAINED CABINET A BOM MNO002 700117 CABINET DOOR A Item MN0002 EA 2 0000 0 700110 UNSTAINED CABINET A BO
17. User s Manual Daily Work Assembly Inquiry Field Name Lvl Item ID Description Loc ID Unit Ext Qty Avail Qty Description The level of the component or material is displayed The component or item ID is displayed An asterisk before an item ID indicates that the quantity of the component in inventory is below the quantity needed to build the assembly The location ID is displayed The units by which the quantities are measured are displayed The quantities required to build the requested amounts are displayed The quantities available in inventory are displayed This number is based on the specified components in the Bill of Materials function Command Bar Definitions Command Header Online Saving and Exiting Description Press H to edit the fields in the header Press O to send the information to an output device Then select P to print the breakdown of necessary components F to send the information to a file or E to exit to the Daily Work menu Use the Exit F7 command to exit to the Daily Work menu Bill of Materials Kitting User s Manual 4 5 Build Assembly Features Use the Build Assembly function on the Daily Work menu to track the assembly of one BOM or many of the same BOM You can also build an established serialized or nonserialized assembly Reports No report is associated with this function Screen Use Screen Build Assembly Negative Item wi
18. YES if you indicated that you allow negative builds and you want the system to warn you when you try to build an assembly that uses an item with a quantity of zero Toggle to NO if you want the system to proceed tracking such a build without warning you first Toggle to YES if you want to keep history about each item in each kit otherwise toggle to NO You must select YES if you want the Detail History Report in Sales Order to take kits into account Toggle to YES if the items involved with the assemblies and kits carry additional descriptions and you want to use them in Bill of Materials Kitting otherwise toggle to NO If the items involved with the assemblies and kits do not carry additional descriptions from Inventory your entry does not have an effect Interfaces Bill of Materials Kitting can be directly interfaced only with General Ledger However it gets most of its information from Inventory which can be interfaced with several other applications See the Inventory User s Manual and other user s manuals for information about other interfaces that could have an indirect effect on Bill of Materials Kitting Bill of Materials Kitting User s Manual Set Up and Conversion Installing the Application Bill of Materials Kitting version 6 0 does not work with any version of Inventory Accounts Receivable or Sales Order lower than 5 21 Bill of Materials Kitting performs a specific operation it tracks the building of
19. a bill of materials This operation involves the creation of a retail item from other inventory items and needs the Inventory application Assemblies involve only Bill of Materials Kitting and Inventory You can sell an assembly through Accounts Receivable or Sales Order but its constituent parts are not directly taken into account at the point of sale Building and selling kits involves grouping and selling items as a single item that can be sold only through Sales Order If Sales Order is not interfaced with Bill of Materials Kitting but Inventory is you can take advantage only of the functions that pertain to assemblies you can still build kits but you cannot sell them If you sell a kit through Sales Order the constituent parts of the kit are automatically taken into account If Sales Order is interfaced with Bill of Materials Kitting and General Ledger kit information is sent to the GLJRxxx file when you post If Bill of Materials Kitting is interfaced with General Ledger information about builds is sent to the GLJRxxx file through the BKJRxxx Transaction Journal file If Bill of Materials Kitting is not interfaced with General Ledger no information is sent to the GLJRxxx file when you post Preparing Your Data Follow these steps to prepare your data 1 Organize your lists of components that constitute a kit or a BOM and the quantities for each Components kits and assemblies must be set up in the Inventory application f
20. automatic and invisible to you Simply specify path names of the source and destination files the application and a couple of preferences 1 Select the target directory from the list The system assigns a number to each OSAS data path with assigned values 2 Enter the path drive and directory that has the files you want to convert You cannot enter the same path as the destination path 3 Ifyou want source files to be erased after conversion enter Y if not or if you are not sure enter N When you are sure that the conversion has been completed successfully you can delete your old data files 2 10 Bill of Materials Kitting User s Manual Set Up and Conversion Conversion 4 If you want the conversion process to pause when a problem occurs enter Y if not enter N The system considers evidence of data not converting correctly or file corruption a problem Whether you enter Y or N the system creates an error log called CNVTLOG in the DATA subdirectory 5 Enter BK at the bottom of the screen in the APPL column Then enter the present version number and press Enter When you enter OSAS the copyrights screen shows the version of Bill of Materials Kitting you have 6 If data files already exist for Bill of Materials Kitting in the intended destination path the following prompt appears BK Data files exist Do you want this task to erase them If you want to erase the existing files and convert the files from the ver
21. can define and numbers you can specify when you use the Bill of Materials function The values you enter in the fields with these labels are sent to these general ledger accounts Enter the table ID BKGLxxx xxx is the company ID The description of fields 4 6 should be the same as user defined fields 4 6 in the TRMBK table Enter the general ledger account number you want the values from fields 4 6 to be sent to 6 32 Billing Materials and Kitting Users Manual Purge Bill of Materials History Features Use the Purge Bill of Materials History function on the File Maintenance menu to delete records of assemblies from the BKHIxxx History file Use it when you want to free disk space Before you use this function produce the Bill of Materials History Report You cannot recover historical data after you purge it Reports No report is associated with this function Screen Use Screen Description Purge Bill of Materials Use the Purge Bill of Materials History screen to make sure History that you have backed up data files and to select the date before which records from the BKHIxxx file should be deleted Billing Materials and Kitting Users 6 33 Purge Bill of Materials History File Maintenance Purge Bill of Materials History Screen S USAS TA r Purge Bill cf Netaziels Eistory Reve Too Becked Up tha Systran TES Delete Histery ESFE bee Doried Eetore THON 1199 r Veriftiostice Freeszs lt Pgln gt
22. table Number of Cols The number of columns in the table is displayed Column Length The length of the columns in the table is displayed 6 30 Billing Materials and Kitting Users Manual File Maintenance Tables Field Name Description Type The type of characters you can enter in the table is displayed alphanumeric A numeric N or numeric with one to four decimal places Although you can change the type you cannot enter any other type of character than the table originally specified Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and exit to the File Maintenance menu use the Proceed PgDn command Billing Materials and Kitting Users 6 31 Tables File Maintenance TRMBK Table The TRMBK table holds six fields that appear on other function screens The first three fields are alphanumeric and appear on the Bill of Materials screen and the Kits screen their values are for reference only and are not used in any calculations The last three fields are numeric and appear on the Bill of Materials screen their values are included in the cost of each assembly built Enter the table ID TRMBK Then enter a label for each field The first three fields hold miscellaneous information you might want to associate with an assembly or a kit for example a version number or a revision number BKGLxxx Table The BKGLxxx table holds three general ledger accounts whose labels you
23. the Components screen to select components you want to add replace or delete throughout the system The fields that appear depend on the selection you make Billing Materials and Kitting Users 6 21 Components File Maintenance Components Screen In Gaig Dat Por bjp r Conpomcia Bor ism Ton luce lL Ae Cooppecmene l Amauri lisa Replace Compie Ea KITA 3 Delate Component a Both l 1 Loz Ib Craan TE usmrtit y Inita CHEOL 155 1 0000 PEG Pluniibg Package Pick Lonmation Fros Print Log a3 Thr Foll Dp Costa mI dgeemb ly Foom Tpit Itariri Corts TIS Thru Cuipo device Flicinta piRl eviews White find Field Definitions Field Name Description Action Select 1 to add a component 2 to replace a component or 3 to delete a component Include Select 1 to include assemblies 2 to include kits or 3 to include both kits and assemblies Loc ID Enter the location ID of the component you want to change Component ID Enter the ID of the component you want to change The component description appears Quantity The quantity of the component is displayed Units The unit of measure for the component is displayed 6 22 Billing Materials and Kitting Users Manual File Maintenance Field Name Old New Pick Location Pick Assembly Pick Kit Print log Roll up costs Update standard costs Increase quantities if component already exists Billing Materials and Kitting U
24. the Proceed PgDn command or use the Exit F7 command to exit to the Bill of Materials screen Billing Materials and Kitting Users 6 15 Bill of Materials File Maintenance Negative Item Window aS TOII Seiny Gat fni bisp Losail Li FL depenhly TI kn Lart Becele Hora Rerimjon TE reriog F XI TOL Version F kpproxizmta Tusentity foz Item TO Leak bon MO Typ Lop I Hill Bence it agii Gop Mesied nite Sub ENOGO 1 000 EL them BHDGG Pesteed with Bulla ME 4 0000 Ei Loe Hee i ER Poocegming Bill o Saterials FIHHEAFOL IG WAREHUMST Canine dppe Labor iS Pa Dwar ia ad T SO Hegabive Iles Coons Ce of Cele Toe LAO Field Definitions Field Name Quantity for Item Location Will Become Proceed with build 6 16 Description The item ID is displayed The location for the item is displayed The negative quantity created when you entered the quantity to build is displayed You cannot include serialized items in negative builds You must have enough serialized items on hand to build an assembly To continue building the specified number of assemblies enter Y To cancel the task back out of the transactions and restore related file information enter N Billing Materials and Kitting Users Manual File Maintenance Bill of Materials Command Bar Definitions This window has no command bar Saving and Exiting If you d
25. then by digits then by uppercase letters and finally by lowercase letters No matter what you enter in the From and Thru fields however your entries are sorted in alphabetical order unless the function provides an option to sort the information differently Sorting by alphabetical codes or IDs is easy For example the ID ACL comes before the ID BB because A comes before B Bill of Materials Kitting User s Manual 1 39 Reports Introduction But take notice when you enter codes or IDs that consist of something other than letters the order might not be what you expect For example if 20 items are labeled 1 through 20 and you want all of them to be in a report you might enter 1 at From and 20 at Thru expecting them to be listed 1 2 3 19 20 However since OSAS sorts in alphabetical order they are listed in a different order 1 10 19 2 20 3 9 To prevent that situation pad extra spaces in codes and IDs with zeros so that numbers in alphabetical order are also in numerical order In the example above the items would be labeled 00000000000000000001 through 00000000000000000020 Output Device Report functions screens offer four output options printer file screen and end e When you need a hard copy of a report select P and either accept the printer that appears or enter the code for the printer you want to use If applicable select S if you want the report to be in standard size print or C if you want it to be
26. with a lotted nonserialized item Comment Enter additional information about the item 4 14 Billing Materials and Kitting Users Manual Daily Work Build Assembly Command Bar Definitions This window has no command bar Saving and Exiting To save your entries and continue building the assembly use the Proceed PgDn command Billing Materials and Kitting Users 4 15 Undo Build Features Use the Undo Build function on the Daily Work menu to back out unposted BOMs and return component parts to inventory Reports A sample log is on page 4 20 Screen Use Screen Description Undo Build Use the Undo Build screen to select the number of the unposted build you want to undo Billing Materials and Kitting Users 4 17 Undo Build Daily Work Undo Build Screen SAS TAIi Daig Cat Emi bjp Build Hiber LomAion 15 inmh ly IJ Field Definitions Field Name Build Number Location ID Assembly ID Quantity Built Date of Build 4 18 Quipot device Tado Build ons moid ECHHEAPOLIS WAREHTUSE Too Ceabinaco Tuantity Guilt I 00 Pare of Guile ProT i994 P cintaz pel eviews hile fing Description Enter the number of the build you want to undo The location ID and description are displayed The assembly ID and description are displayed The quantity built is displayed The date of the build is displayed Billing Materials and Kitting Users Manual Daily Work Undo Build C
27. without going into Defaults Displays information about the applications you have installed When working using the graphical menus you can use the pull down menus and tool buttons graphical icons to access functions without using the function keys While the function keys still work in the graphical menus the menu bar and icons offers you a choice in how you access certain functions Using the mouse move the cursor to the menu and click once or click on an icon for the function desired Pictured below is the OSAS pull down menu icon selection 1000 OMN brit CES Accounting Salina Fe Tew Frets gie Heb le 2a 3 Bill of Materials Kitting User s Manual 1 21 Graphical Style Menus Introduction File Menu j Dec esis gre He Command Icon Key Result Access code F4 Displays the Access Code dialog box See Access Code dialog box below Sample data set FS Toggles between the Sample Data or Live Data set and the Live Data Workstation date F6 Displays the Workstation date dialog El box See Workstation Date dialog box below Exit F7 Exits from OSAS Access Code dialog box 1 Enter the access code 2 Click OK to save your entry and return to the Main Menu or Exit to abandon the dialog box and return to the Main menu 1 22 Bill of Materials Kitting User s Manual Introduction Graphical Style Menus Workstation Date dialog box hal ahotahen Ciar _ ced or d am eee ee
28. 00 0000 POPRPNEE 638 36 682 15694 0000 0000 0000 0000 MAXIMUM AVAILABLE TO BUILD 0000 0000 0000 0000 0000 0000 0000 O8N PRP EE 15 3 15 4 91 4961 0000 0000 0000 0000 0000 0000 MAXIMUM AVAILABLE TO BUILD Page Max to Build 638 0000 18 0000 682 0000 3138 8000 1 Billing Materials and Kitting Users Manual 5 10 Component Cost Report Features The Component Cost Report is a list of assemblies in particular locations It shows the level 1 components of those assemblies and every cost including the user defined costs associated with each component and assembly This report is helpful when you are planning a budget and want to see how to allocate components most effectively Reports A sample Component Cost Report is on page 5 14 Screen Use Screen Description Component Cost Report Use the Component Cost Report screen to select the assemblies and locations you want in the report Billing Materials and Kitting Users 5 11 Component Cost Report Reports Component Cost Report Screen S065 Tiii Fig LE Poe bjp Jutput dav Field Definitions Field Name Pick Sort By 5 12 Copr Cout Beport Fick Location Ib From CApco kerarhly IP From 700 Sara By Thee 700110 i i bometion N Z dmmnmbly I CPheintec p F evirt di ile joreun E ad Description Enter the range of location and assembly
29. 00 4 0000 EA 2 0800 1 0000 EA 0000 1 0000 EA 2 6300 1 0000 PKG 339 9900 Total Assembly Component Cost 1 0000 OZ 4300 2 0000 EA 2 6300 1 0000 OZ 5200 5 0000 EA 0800 1 0000 EA 440 9800 1 0000 PKG 339 9900 Total Assembly Component Cost 1 0000 EA 57 4700 1 0000 EA 2 5000 1 0000 EA 12 4300 2 0000 EA 0000 4 0000 EA 2 0400 0000 EA 1100 1 0000 PKG 339 9900 Total Assembly Component Cost Page Ext Cost 380 3200 0000 6300 339 730 787 57 5000 12 0000 1600 0500 9900 9900 4300 2600 5200 4000 440 339 9800 9900 5800 4700 4300 2 2000 3395 422 9900 7500 1 Billing Materials and Kitting Users Manual 7 10 Tables List Features The Tables List provides information about the table you select It is helpful when you plan to change a table and want a list to compare it against Reports A sample Tables List is on page 7 14 Screen Use Screen Description Tables List Use the Tables List screen to select the tables you want to list Billing Materials and Kitting Users 7 11 Tables List Master File List Tables List Screen a Gains Ca Poe bjp Tabler List kpplicstica From BE ThE BE Table 1p Fron Thre Japprass Blank Lines TEA Page Break Pert Table TES Oeipuk device CP cigkec pierin aie S cceen 2nd Field Definitions Field Name Description Application The application ID is displayed Table
30. 02 J3 0000 EA 31 0100 WK 700100 03 29 1990 305 700100 MN0002 J3 0000 EA 31 0100 WK 700100 03 29 1990 305 700100 MN0002 J3 0000 EA 31 0100 WK 700100 03 29 1990 305 700100 MNO002 J3 0000 EA 31 0100 WK 700100 03 29 1990 305 700100 MN0002 B5 0000 EA 06 1700 HG 700110 03 29 1990 165 700110 20 29 4 82 8 34 20 29 4 82 8 34 20 29 4 82 8 34 12335 2 76 3 12 64 46 64 46 64 46 24 40 1 2 Billing Materials and Kitting Users Manual 5 18 File Maintenance Kits Bill of Materials Components Multilevel Cost Rollup Tables Purge Bill of Materials History Bill of Materials Kitting User s Manual 6 3 6 9 6 21 6 25 6 29 6 33 6 1 Kits Features Use the Kits function on the File Maintenance menu to establish and update information about kits This function is useful if you sell many items at once and want to group them as one item Kits can be sold only through Sales Order Reports To produce a list of the information entered in this function use the Kits List function on the Master File Lists menu Screen Use Screen Description Kits Use the Kits screen to enter and update information about kits Append Edit Item window Use the Append Edit Item window to add or change the definition of a kit Bill of Materials Kitting User s Manual 6 3 Kits File Maintenance Kits Screen 0545 Tim Kitz _ LosaiLon M
31. 3 29 1990 0000 0000 0000 0000 BUILD NUMBER 1 1 0000 1 0000 1 0000 2 0000 4 0000 20 0000 1 0000 1 0000 1 0000 1 0000 040 040 040 040 042 042 042 042 040 040 000 010 020 042 042 000 010 020 040 000 010 020 044 106 17 112 78 217 56 15 23 5 58 5 74 70 06 2 50 12 43 10 82 8 16 2 20 12 35 2 76 3 12 Billing Materials and Kitting Users Manual 4 24 Post Transactions Features Use the Post Transactions function on the Daily Work menu to post the transactions related to building the assemblies to General Ledger Reports A sample posting log is on page 4 28 Screen Use Screen Description Post Transactions Use the Post Transactions screen to verify that the required tasks have been completed before you post and to select the year you want to post to Billing Materials and Kitting Users 4 25 Post Transactions Daily Work Post Transactions Screen aA TOM r Port Treoeectionr Hare Too Packed Dp roar Date Files TES Hare Tou PeLabed ALL Beressary Beparta YES Heirs All bScemblies Beta Built TES Past Ts i torrent Piaoeld Year 2 Leaz Fiscal Teer Cuipot devic F cintaz piR evice Iii iie mind Field Definitions Field Name Description Have you backed up If you have backed up your data files enter Y if not enter N your data files to exit to the Daily Work menu Have you printed all If you have printed a
32. 400 200200 Water Heater MN0001 1 0000 EA 227 5300 227 5300 200300 Air Conditioner N0001 1 0000 EA 429 9500 429 9500 200400 Water Softener 0001 1 0000 EA 127 4000 127 4000 200500 Sump Pump MN0001 1 0000 EA 47 5000 47 5000 200600 Humidifier 0001 1 0000 EA 75 1500 75 1500 100 Electrical Package 0001 Item 1 0000 PKG 339 9900 339 9900 Includes Electrical Outlets and Breaker Box Total Kit Component Cost 1626 9600 200 Heating Cooling Package MD0001 200100 Furnace MN0001 1 0000 EA 379 4400 379 4400 200200 Water Heater MN0001 1 0000 EA 227 5300 227 5300 200300 Air Conditioner MNOO01 1 0000 EA 429 9500 429 9500 200400 Water Softener MNO001 1 0000 EA 127 4000 127 4000 200500 Sump Pump MNOO01 1 0000 EA 47 5000 47 5000 200600 Humidifier MNOO01 1 0000 EA 75 1500 75 1500 100 Electrical Package MN0001 Item 1 0000 PKG 339 9900 339 9900 Includes Electrical Outlets and Breaker Box Total Kit Component Cost 1626 9600 200 Heating Cooling Package MNOO01 200100 Furnace MNOO01 1 0000 EA 379 4400 379 4400 200200 Water Heater MNOO01 1 0000 EA 227 5300 227 5300 200300 Air Conditioner MNO001 1 0000 EA 429 9500 429 9500 200400 Water Softener MNOO01 1 0000 EA 127 4000 127 4000 200500 Sump Pump MN0001 1 0000 EA 47 5000 47 5000 200600 Humidifier MN0001 1 0000 EA 75 1500 75 1500 100 Electrical Package MN0001 Item 1 0000 PKG 339 9900 339 9900 Includes Electrical Outlets and Breaker Box Total Kit Component Cost 1626 9600 Kits List Kits List Bill of Materials Kitting U
33. 5 User Defined 6 Inventory Inventory Account Account Account Account Account BE ia E CR CR If General Ledger is not interfaced no information is sent to the GLJRxxx file but the posting log is still produced to show what would have been posted Before you post complete the following tasks e If you have a multiuser system make sure that no one else is using the Bill of Materials Kitting system You cannot post if someone else is using the Bill of Materials Kitting system e Print the Build Assembly Journal e Back up all the data files Bill of Materials Kitting User s Manual Daily Work Assembly Inquiry 4 3 Build Assembly 4 7 Undo Build 4 17 Build Assembly Journal 4 21 Post Transactions 4 25 Bill of Materials Kitting User s Manual 4 1 Daily Work 4 2 Introduction This chapter explains the features and uses of the screens windows and processes in the Bill of Materials Kitting application Screens are presented first windows associated with the screens in a function are presented after a description of all the screens Bill of Materials Kitting User s Manual Assembly Inquiry Features Use the Assembly Inquiry function on the Daily Work menu to inquire about assemblies that your business produces Reports No report is associated with this function Screen Use Screen Description Assembly Inquiry Use the Assembly Inquiry screen to view information about assembli
34. 6 inventory search command 1 36 Shift F7 inventory search command 1 36 Shift F8 inventory search command 1 36 source files deleting after conversion 2 10 Start Over function key 1 16 1 32 subassemblies changing assembly definitions 3 5 deleted 3 4 deleting 3 4 T T accounts 3 6 Tab function key 1 32 report command 1 36 Tables BKGLxxx table screen 6 32 function 6 29 General Ledger BKGLxxx 2 6 setting up 2 6 Terminology TRMBK 2 6 6 32 when to set up 2 6 IX 6 Tables List function 7 11 sample 7 14 terminal parameter 1 11 Terminology table description 2 6 setting up 2 6 toggle between halves of reports 1 36 transactions posting 3 5 TRMBK table description 2 6 6 32 setting up 2 6 U Undo Build function 4 17 Up Arrow function key 1 32 inquiry command 1 35 report command 1 37 scroll region command 1 37 updating programs 2 9 upgrading from previous versions 2 9 user s manual conventions 1 9 organization 1 9 V Verification function key 1 32 View inquiry command 1 35 W Where Used Report function 5 3 sample 5 6 Bill of Materials Kitting User s Manual
35. Company E Betldeca Supply 10 12 AN rm Bain Mera om al r Resoerce Basager an Forckrtiaiien Configuration Calora Fa board Pey jasa Pefsujta Toi ON SITE R dcoounting Software S When you select an application the application s menu which presents several related functions is superimposed over the Main menu Selecting a function leads you to a function screen or to another menu You can select applications from the Main menu in these ways e Use the arrow keys to move the cursor up or down highlighting the application you want to use Then press PgDn or Enter to select it Bill of Materials Kitting User s Manual 1 13 Text Menu Introduction e Press the first letter of the application you want to use The cursor jumps to the first application beginning with the letter press the letter key or the down arrow until the application you want is highlighted When your choice is highlighted press PgDn or Enter to select it e Position the mouse cursor over the application and click The application will briefly highlight and switch to the application screen e To jump to the first application on the menu press Home To jump to the last application on the menu press End To select a function from an application menu highlight and select your choices the same way you do on the Main menu with one exception you can press PgDn only when an option leads to another menu and y
36. Down Arrow 1 35 End 1 34 Enter 1 35 Esc 1 35 F7 1 35 Home 1 35 Ins 1 35 PgDn 1 34 PgUp 1 34 Up Arrow 1 35 Ins inquiry command 1 35 scroll region command 1 37 Insert line item 1 37 installation best time for 2 3 Bill of Materials Kitting 2 3 options and interfaces 2 3 order of applications 1 3 prerequisites 2 3 setting up kits and BOMs 2 6 interfaces 2 4 Accounts Receivable 2 5 General Ledger 2 4 IX 3 Inventory 2 4 Sales Order 2 5 Inventory installing 2 3 interfaces 2 4 inventory search commands 1 35 Shift F5 1 36 Shift F6 1 36 Shift F7 1 36 Shift F8 1 36 item description lookup command 1 36 item IDs source for BOMs 1 6 source for kits 1 6 items distinguished from kits 1 6 identified as assemblies 1 6 option to keep history 2 4 replacing discontinued 6 21 tracking 1 7 J Jump function key 1 16 1 32 K Kits adding 3 3 components 1 5 definition 1 5 deleting 3 3 distinguished from items 1 6 function 6 3 recalculating cost 6 25 selling 1 5 1 6 2 5 3 3 6 3 when to set up 2 6 Kits List function 7 3 sample 7 6 L Left Arrow report command 1 36 List function key 1 32 to printer or file 1 32 Look Up inquiry command 1 35 IX 4 lot item lookup command 1 36 Maintenance function key 1 32 manual conventions 1 9 organization 1 9 Master File Lists menu description 1 7 Menus conventions 1 12 Information 1 32 Other Command
37. FL SIMHELAPOLTe WIREHHIST Rin I0 bi Bearing Conlimg Pechage Lert Becelc Hora Rewieion ff Dreviog F Version F Appresimeta Compormant Com Totml Lia 2700 Bene Le ice Gusnticy Unita Furnace 1 0000 Ei Untet Heater 1 0000 ER dir Conditioner i mi E Qatar Softanec 1 0000 Ei Sump limp 1 0000 EL Ehki i ei Haida tier 1 00 Ei Coors ot Dbi Enter edit Append Hemderc Fecelc Mexi Kit Field Definitions Field Name Description Location ID Enter the ID of the location that stores the kit Kit ID Enter the ID of the kit you want to add or change Last Recalc The date of the last recalculation is displayed User Defined Fields Enter or change the information in your fields or blank out the fields Approximate The approximate component and assembly totals are Component Cost Total displayed Loc ID The location ID for the components that will make up the kit is displayed 6 4 Bill of Materials Kitting User s Manual File Maintenance Kits Field Name Component ID Description Quantity Units Description The ID for each component in the kit is displayed The description for the component is displayed The quantity of each component needed for the kit is displayed The unit of measure for the component is displayed Command Bar Definitions Command Enter edit Append Header Recalc Next Kit Saving and Exiting Definition Press Enter to edit the line item Press A to app
38. IDs you want in the report Select the option by which to organize the report Billing Materials and Kitting Users Manual Reports Component Cost Report Command Bar Definitions Command Printer File Screen End Saving and Exiting Definition Select P to send the report to a printer Select F to send the report to a file Select S to send the report to the screen Select E to change your selections or exit to the Reports menu After the report is produced the Reports menu appears Billing Materials and Kitting Users 5 13 Reports Component Cost Report Component Cost Report 06 28 1999 12 17 PM Company H Assembly Component ID Loc ID Builders Supply Component Cost Report By Assembly ID Page 1 700 MN0001 700100 MN0002 700300 MN0002 700500 MN0002 700100 MN0002 700130 MN0002 700998 MN0002 700120 MN0002 700999 MNO002 700110 MNO002 700110 MNO002 700111 MNO002 700113 MNO002 700115 MNO002 700117 MNO0002 700200 MNO002 700400 MNO002 1 0000 4 0000 1 0000 Assembly Total 1 0000 2 0000 1 0000 5 0000 1 0000 Assembly Total 1 0000 1 0000 1 0000 2 0000 4 0000 20 0000 Assembly Total End of Report Total ae eae Component Unit Cost Ext Cost 0000 0000 2 0800 8 3200 0000 0000 8 3200 4300 4300 2 6300 5 2600 5200 5200 0800 4000 0000 0000 6 6100 57 4700 57 4700 2 5000 2 5000 12 4300 12 4300 5 4100 10 8200 2 0400 8 1600 1100 2 2000
39. Ji Prink Py SL Fer bel dooce Build Humber EPhcintec p P evinr ie ile E pccesn E od Sutput cavrice Field Definitions Field Name Description Pick Enter the range of assembly IDs and location IDs you want in the journal Print By Select the option by which you want to organize the report 4 22 Billing Materials and Kitting Users Manual Daily Work Build Assembly Journal Command Bar Definitions Command Definition Printer Select P to send the journal to a printer File Select F to send the journal to a file Screen Select S to send the journal to the screen End Select E to change your selections or exit to the Daily Work menu Saving and Exiting After the journal is produced the Daily Work menu appears Billing Materials and Kitting Users 4 23 Daily Work Build Assembly Journal Build Assembly Journal 06 28 1999 12 13 PM Assembly Component 700130 700998 700120 700999 700111 700113 700115 700117 700200 700400 700110 700110 700110 700110 700110 700100 700100 700100 700100 700100 700300 700500 700 700 700 700 700111 700113 700115 700117 700200 700400 700110 700110 700110 700110 Description Varnish Varnish Brushes Stain Walnut Oil Rags Cabinet Assembly Cutting Board Drawer Assembly Cabinet Door Hinges Wood Screws Unstained Cabinet Unstained Cabinet Unstained Cabinet Unstained Cabinet Unstained Cabinet Walnut Cabinet
40. L Edit Teeneections If Transfers Jounal There are two ways you can set up your Favorites menu depending on if you use the text style menu or the graphical style menus To set up the text style Favorites menu follow these steps 1 Move your cursor to the submenu or application that you want placed in the Favorites menu 2 Press F10 You can press F2 to verify your selection was added to your Favorites menu To remove an application 1 Press F2 to display the Favorites menu 2 Move your cursor to the submenu or application you want removed 3 Press F10 Bill of Materials Kitting User s Manual 1 27 Favorites Menu Introduction Favorites Menu Start Style cy T St Tensei ae To set up the graphical style display you can find an example of the graphical style Favorites menu on page 1 12 follow these steps 1 Position the cursor over the submenu or function you want placed into your Favorites menu 2 Right click on the function or submenu The Favorites menu set up box shown below appears 3 Click on Add to Favorites 1 28 Bill of Materials Kitting User s Manual Introduction Favorites Menu Screen Use Screen Add to Remove Favorites Change to Favorites Main Sample data Live data Setup Function Information Bill of Materials Kitting User s Manual Description Use the Add to Remove Favorites menu button to add the desired submenu or function to or from your Favor
41. M MN0002 700120 STAIN WALNUT A Item MN0002 OZ 0000 06 28 1999 Builders Supply Page 2 Bill of Materials Kitting User s Manual 5 6 Available Components Report Features Use the Available Components Report to determine the maximum quantity of an assembly that you can build with the inventory on hand You can also check the available quantity of each assembly and each component Reports A sample Available Components Report is on page 5 10 Screen Use Screen Description Available Components Use the Available Components Report screen to select the Report information you want in the report Billing Materials and Kitting Users 5 7 Available Components Report Reports Available Components Report Screen 0545 Tim Faig Cat Poe bjp Availeble Compecants Rexork Sack Location Ib From CAoool Thee Tale fawerbly ID From 700 Thi 100110 Component I0 From 700111 Thu OOS Fring Jwr by I Sirgla Lawel L Lecmrion ID 2 Fully Eneesited 2 keenly 1D Fwtput rice Fjris tet p F evirt i ile jorenn E od uig Field Definitions Field Name Description Pick Enter the range of location assembly and component IDs you want in the report Print Enter 1 to include only the assembly and the first level of components Enter 2 to include the assembly and all its levels of components Sort By Select the option by which to organize the report 5 8 Billing Materials and Kitting Users Man
42. Materials function Deleting Assemblies To delete an assembly use the Delete F3 command in the Bill of Materials function The assembly record is deleted from the BKMHxxx and BKMDxxx files but an assembly of which the deleted assembly was a part is not deleted For example if assembly 100 is part of assembly 450 and you delete assembly 100 the record for assembly 100 is gone the record for assembly 450 and the components that make it up are still intact Whether you keep the deleted subassembly as part of the definition of assemblies is up to you When a component is marked as a subassembly the component is considered as another assembly When a component is marked as an item it is considered only as an inventory item When you use the Delete F3 command the system checks for other occurrences of the assembly s usage as a subassembly Sub If the subassembly is not part of another assembly s definition the subassembly s record is deleted and the task is complete If the subassembly is part of another assembly s definition a prompt appears Change Sub JD to Item Everywhere 3 4 Bill of Materials Kitting User s Manual Work Flow Tasks To change the definition of all the other assemblies that use the ID from a subassembly assembly to an item nonassembly from the Inventory file enter Y To leave the other assemblies definitions alone enter N Be careful if you enter N If you try to build an assembly t
43. OPEN SYSTEMS Accounting Software Bill of Materials Kitting User s Manual PN 2210 BK60 1998 Open Systems Holdings Corp All rights reserved Document Number 2210 BK60 No part of this manual may be reproduced by any means without the written permission of Open Systems Holdings Corp OPEN SYSTEMS is a registered trademark and OSAS Resource Manager Resource Manager for Windows and Report Writer are trademarks of Open Systems Holdings Corp BB is a trademark and PRO S5 and Visual PRO S are registered tradmarks of BASIS International Ltd Novell and NetWare are registered trademarks of Novell Inc Microsoft Windows Windows 95 Windows NT and MS DOS are either trademarks or registered trademarks of Microsoft Corporation Adobe and Acrobat are registered trademarks of Adobe Systems Inc TrueType is a registered trademark of Apple Computer Inc Open Systems Accounting Software for UNIX uses PKUNZIP utilities from Ascent Solutions Inc 9009 Springboro Pike Miamisburg OH 45342 Phone 937 847 2374 Internet www asizip com Printed in U S A This manual is recyclable March 1999 Release 6 00 This document has been prepared to conform to the current release version of OPEN SYSTEMS Accounting Software Because of our extensive development efforts and our desire to further improve and enhance the software inconsistencies may exist between the software and the documentation in some instances Call your customer support represent
44. RNE AC TURING Batmur Sabi ner Compress in of Os Poems lt Pgin gt to proceed Description Press S if the item is set up as a subassembly Press I if the item is not an assembly Enter or change the location ID You must enter an item ID for a component to add it to an assembly Enter or change the component or subassembly ID The description appears Enter or change the quantity of the item the assembly requires The quantity must be greater than zero Enter or change the unit of measure the item requires Billing Materials and Kitting Users Manual File Maintenance Bill of Materials Field Name Description Approx Unit Cost The item s unit cost is displayed from the Items function in Inventory Approx Ext Cost The item s extended cost is displayed from the Items function in Inventory Command Bar Definitions This window has no command bar Saving and Exiting After the BOM is built the File Maintenance menu appears To exit from the Bill of Materials function without building use the Exit F7 command Billing Materials and Kitting Users 6 13 Bill of Materials File Maintenance Build Window Fas TON Sains Eat fini biip Lomatlon Uf AL depenhly TI kan Lest Becelc Hora Revisjon Th XI TOL Version F Siet Approximate Comte Typ Loo IF Comper Sub moo 700100 ier SMDDG2 70010 rar GHGs WHS Field Definitions Field Name Do you want to calcul
45. als Kitting User s Manual General Information The OPEN SYSTEMS Accounting Software OSAS product line consists of several accounting applications Each application addresses a different phase of your financial operations together they form a powerful accounting solution to your daily and periodic accounting needs Customer Support Open Systems Holdings Corp has a strong commitment to customer service and product quality If you have difficulty in using Open Systems products consult the user manual and other OSAS reference materials If you need more information consult a customer support representative OSAS Overview Resource Manager The Resource Manager application is the foundation or shell of OSAS it provides the operating environment that holds the other applications To use OSAS you must run Resource Manager through an operating system based on Microsoft Windows Windows 95 Windows NT UNIX or Novell NetWare OSAS operates on LAN systems across a web server using the OSAS Web program and within a single computer After you install Resource Manager you can use it to install other applications modify how each application works and specify how the overall system operates You can install the other applications in any order unless their user s manuals specify otherwise Bill of Materials Kitting User s Manual 1 3 General Information Introduction Base Applications Base applications
46. are designed and produced with the largest possible number of industries in mind They are most effective when you interface them with each other Base applications are usually named after common accounting operations Examples are General Ledger Accounts Payable Purchase Order Accounts Receivable Sales Order Payroll and Inventory 1 4 Bill of Materials Kitting User s Manual The Bill of Materials Kitting System Use Bill of Materials Kitting to take into account assemblies that you manufacture bills of materials or take from inventory and sell kits The assemblies can be created from raw materials other assemblies or a combination of raw materials and assemblies For example a computer reseller sells a computer system as a single unit made up of a monitor a keyboard a CPU and a shelf The reseller buys the monitor the keyboard and the CPU from different companies The business also buys raw material for the shelf but the reseller s business builds the shelf for the customer The computer system is a kit The reseller identifies the system as a kit ID CS0001 with four types of components from inventory one monitor one keyboard one CPU and one shelf Each can be sold separately The shelf is a bill of materials The reseller identifies it as an assembly ID SH0001 with three types of components one board two metal plates and eight screws The boards plates and screws are not sold separately from each other
47. ate the maximum available Build Number Quantity to Build Available to Build Build Date 6 14 Bill of Metecials SIHHEAPOL IG WIBEHHHSE Canines ipp Labor iS HDO Owar ia ad a SE Build a Build Number Tiama Lh t Buils Oooo dwaihanie to Bud id 1 G000 gry Needed Mnita Build Cate m UREE Late 1 000 EA OL Peeled EJ 4 0000 EA Ingeice tbo deseen ly HE ite 6 Corea Oe ot Oa Description This prompt appears when you enter the assembly ID If you want the system to calculate the maximum number of assemblies you can build from inventory enter Y if not enter N Enter or change the build number Enter the number of assemblies you want to build If the system calculated the number available to build based on the components that make up the assembly it is displayed If the system did not do the calculation zero is displayed The system date is displayed If the assembly is done on a different date change the date Billing Materials and Kitting Users Manual File Maintenance Bill of Materials Field Name Description GL Period Enter or change the general ledger period for the date of build Inquire about assembly If you want more information about the assembly before building it enter Y if not enter N If you enter Y the Assembly Inquiry screen appears Command Bar Definitions This window has no command bar Saving and Exiting To continue with building the BOM use
48. ative if you encounter an inconsistency Open Systems Holding Corp 1157 Valley Park Drive Suite 105 Shakopee Minnesota 55379 General Telephone 612 403 5700 General Fax 612 496 2495 Support Telephone 800 582 5000 Support Fax 612 403 5870 Internet Address www osas com Contents Introduction General Information The Bill of Materials Kitting System Conventions Text Menu Graphical Style Menus Favorites Menu Function Commands Reports Set Up and Conversion Installing the Application Conversion Work Flow Tasks Daily Work Assembly Inquiry Build Assembly Undo Build Build Assembly Journal Post Transactions Reports Where Used Report Available Components Report Component Cost Report Bill of Materials History Report Bill of Materials Kitting User s Manual 1 3 1 5 1 9 1 13 1 17 1 27 1 31 1 39 2 3 2 9 3 3 4 3 4 7 4 17 4 21 4 25 5 3 5 7 5 11 5 15 File Maintenance Kits Bill of Materials Components Multilevel Cost Rollup Tables Purge Bill of Materials History Master File List Kits List Bill of Materials List Tables List References System Messages File Descriptions Index 6 3 6 9 6 21 6 25 6 29 6 33 7 3 7 7 7 11 B 1 Bill of Materials Kitting User s Manual Introduction General Information The Bill of Materials Kitting System Conventions Text Menu Graphical Style Menus Favorites Menu Function Commands Reports Bill of Materi
49. bly or a build BOM is identified differently from a kit Bill of Materials Kitting is the only OSAS application that identifies an item ID as an assembly ID Inventory Accounts Receivable and Sales Order see an assembly as another item However Bill of Materials Kitting and Sales Order distinguish between a kit and an item Inventory and Bill of Materials Kitting check the Inventory system for the item ID if the item is a BOM Sales Order and Bill of Materials Kitting read the BKMHxxx Master Header and BKMDxxx Master Detail files for the item ID if the item is a kit If an assembly is sold as a kit the appropriate items are subtracted from Inventory Following the example above if the reseller sells one kit CSO001 the computer system the number of CPUs keyboards monitors and shelves decreases by one If an assembly is sold as a BOM its quantity decreases by one in Inventory the quantities of its constituent parts decrease when the BOM is being built Following the example above when the computer system is sold the number of shelves decreases by one but the number of boards plates and screws stays the same Those numbers adjust accordingly only when you use the Build Assembly function If the reseller sells the kit and each component decreases by one the reseller must check the quantities of each piece of equipment If the number of monitors keyboards or CPUs is in the negative range the reseller orders more from the ven
50. cognize three parameters t c and a The terminal ID t is the identification code assigned to the terminal you are using to work with OSAS On multiuser systems each terminal usually has a default ID that was assigned when the terminals were added to the system Use the t parameter only when you want to log on with an ID other than the default ID The terminal parameter is valid only if you are using Resource Manager for LANs The company ID c is the identification code assigned to a company If your system carries two or more companies and you do not enter a company ID the menu of the company entered by the last person who used the terminal appears The access code a is your personal password Refer to the Resource Manager User s Manual for information about assigning passwords The most general expression for getting into OSAS takes all the parameters into account For example if you are on terminal 2 you want to work with company B and the password is lerxst specify that information to enter the system osas t T2 c B a lerxst You can enter the parameters in any order and you can use any combination You must leave a space between the parameter mark t c or a and the parameter itself Bill of Materials Kitting User s Manual 1 11 Conventions Introduction Menu Conventions When you start OSAS the Main menu which presents the applications you can use appears If you are using the Resource Manager
51. dor If the number of shelves is in the negative range the reseller knowing that the shelf is a BOM sees from the assembly ID for the shelf that each shelf needs one board two plates and eight screws Bill of Materials Kitting User s Manual Introduction The Bill of Materials Kitting System The reseller checks inventory again for the BOM s components If the right quantity of necessary items is not in stock the reseller places the appropriate order If the right quantity is in stock the reseller supervises the assembly of the shelf and then uses Bill of Materials Kitting to enter the fact that a shelf has been built To do this task with only the Inventory application the reseller needs to know which items make up a shelf along with any other items the business is responsible for making Inventory can track an item s ID description quantity cost and so on but it cannot track its constituent parts or quantities of those parts Daily Work Use the Daily Work functions for operations that involve building and tracking assemblies producing the Build Assembly Journal undoing a build and posting transactions Reports Use the Reports functions to produce summarized information about components costs and histories File Maintenance Use the File Maintenance functions to set up and maintain information about assemblies and kits Master File Lists Use the Master File Lists functions to produce information about k
52. e at Pin ihip Prins k ticigral Taput device Field Definitions Field Name Pick Print Additional Descriptions for Include costs Sort By 7 4 Piok Loesecion I0 From CAO Desgripticas for Kita List Thru TL Kirt I0 From PDO Thra 200 Kit TES Componenia TES Toclucs Comta TES Sort iy 1 Location ID Fit ff Fl cinta pR eriet hile ccee cele Description Enter the range of location and kit IDs you want in the list If you want to list the additional descriptions of each kit and each component enter Y if not enter N If you want to list costs for each kit and component enter Y if not enter N Select the option by which you want to organize the list Bill of Materials Kitting User s Manual Master File List Kits List Command Bar Definitions Command Definition Printer Select P to send the list to a printer File Select F to send the list to a file Screen Select S to send the list to a file End Select E to change your selections or exit to the Master File Lists menu Saving and Exiting After the list is produced the Master File Lists menu appears Bill of Materials Kitting User s Manual 7 5 Master File List 06 28 1999 Builders Supply Page 1 12 28 PM Kits List by Assembly ID Costed Estimated Inventory ID Description Loc ID Quantity Unit Unit Cost Ext Cost 200 Heating Cooling Package CA0001 200100 Furnace 0001 1 0000 EA 379 4400 379 4
53. e cursor back to the first field on the screen or to the first field after the key field without erasing the entries or changes you made Approve the data on the screen change the file accordingly and proceed to the next spot field or screen Move the cursor to the next block of data on the screen or to the next field that requires an entry Move the cursor to the next field and accept the data entered Move the cursor up or back one field If you changed the information in the field you were in before you used this command the change is lost when you move the cursor up If verification is turned on you must press a key twice to verify that you want to perform that operation If the bell is turned on it sounds at an error or when you must verify a command To turn off the bell use this command or the Defaults function in chapter 3 To turn the bell back on use this command again If this option is turned off the cursor stops at every field possible To make the cursor skip the fields that do not require an entry use this command to turn the option on Bill of Materials Kitting User s Manual Introduction Function Commands Key Operation Ctrl O If this option is turned on the applicable function keys are Show hide function displayed on the screen If this option is turned off no keys are keys displayed Help Commands When you use the Help F1 command three commands become available for you to use on
54. e from live to sample data and vice versa e display information about a function e perform special application setup From the Favorites menu e remove a function or menu e change to the Main menu e change from live to sample data and vice versa e display information about a function e perform special application setup Menu Keys 1 20 Most keyboards have a set of function keys usually labeled with the letter F and a number In OSAS commands are assigned to these function keys Key Fl Key Help F2 Favorites Menu F4 Access Code F5 Live Sample swap Operation Displays the list of Icons and Functions keys available to you Displays the Favorites menu Displays the Access Code dialog box Switches between live and sample data Bill of Materials Kitting User s Manual Graphical Style Menus Key Operation F6 Displays the current workstation date and allows you to Workstation Date change it F7 Exits from OSAS Exit F9 Allows certain functions to be set up Works only in certain Application Setup applications This application does not use an application setup function F10 Allows you to add to and delete from your Favorites menu Change to Favorites Right click Shift F5 Change menu style Shift F2 Application Info Window Title Bar Menus works only with Start style menu Displays the a functions display box Switch between text and graphical menu styles
55. eate the data files see the Resource Manager User s Manual and select the options and interfaces Determining Options and Interfaces Setting up the options and interfaces is a standard part of installation The selections you make determine the way Bill of Materials Kitting runs To begin setting up each company s options and interfaces use the Resource Manager Options and Interfaces function see the Resource Manager User s Manual BK is the application ID Options Your answers to the following questions determine how the system works and how information flows through it Bill of Materials Kitting User s Manual 2 3 Installing the Application Set Up and Conversion 2 4 If Bill of Materials Kitting is interfaced with General Ledger the BKJRxxx Transaction Journal file sends information about an assembly to the GLJRxxx Journal file when you post Toggle to YES if you want information about each component that makes up the assembly to be posted Toggle to NO if you want information about the assembly to be posted as one unit If you track the building of an assembly and the quantity of one of the assembly s components falls into the negative range you have a negative build Toggle to YES if you want to allow a negative build or track the assembly of a BOM before you get the parts for it otherwise toggle to NO You might want to select YES if you usually sell items before you build them Toggle to
56. ect P to send the list to a printer Select F to send the list to a file Select S to send the list to the screen Select E to change your selections or exit to the Master File Lists menu After the list is produced the Master File Lists menu appears Billing Materials and Kitting Users 7 9 Master File List Bill of Materials List Bill of Materials List 06 28 1999 12 29 PM Inventory ID 700100 700300 700500 700998 100 700100 700130 700998 700120 700999 700110 100 700110 700111 700113 700115 700117 700200 700400 100 End of Report Builders Supply Bill of Materials List by Assembly ID Costed Description Loc ID Type Cabinets 0001 Made up of parts 700100 700300 and 700500 WALNUT CABINET 0002 Sub HANDLES MN0002 Item SERIES NUMBER MN0002 Item Varnish Brushes 0002 Item Electrical Package MNOO01 Item Includes Electrical Outlets and Breaker Box WALNUT CABINET MNO002 VARNISH MN0002 Item VARNISH BRUSHES MNO002 Item STAIN WALNUT MNO002 Item OIL RAGS MN0002 Item UNSTAINED CABINET MNO002 Sub Electrical Package MNOO01 Item Includes Electrical Outlets and Breaker Box UNSTAINED CABINET MNO002 CABINET ASSEMBLY MN0002 Item CUTTING BOARD MN0002 Item DRAWER ASSEMBLY MNO002 Item CABINET DOOR MN0002 Item HINGES MNO002 Item WOOD SCREWS MNO002 Item Electrical Package MN0001 Item Includes Electrical Outlets and Breaker Box 20 Estimated Quantity Unit Unit Cost 1 0000 EA 380 05
57. ed Report Features Use the Where Used Report to review assemblies that contain components you specify This report is useful if you want to know which components are used where and how important each one is so that you can easily make substitutions Reports A sample Where Used Report is on page 5 6 Screen Use Screen Description Where Used Report Use the Where Used Report screen to select the information you want in the report Bill of Materials Kitting User s Manual 5 3 Where Used Report Reports Where Used Report Screen 705A nioa BEG Gig Cat Pert bjp r Bhece eed Feport Pick Locetson ID Feom TA0001 Enc loa THREW TED desea Les TES Jamey Ib From T Fite TS Theu T00110 Sorta Tr Fit if few 200 Thru 200 no lode Greate Comporant ID feom 700111 botive TE THE THOSE Rupee deeded TES fitineed TES Ibun L om TEST Frist I Single Leval Zi Fully Codenoted 1 Tutpuk rice CPheictec p F evirt ii ile 3pcreegn E od Field Definitions Field Name Description Pick Enter the range of location assembly kit and component IDs you want in the report Include Enter Y for each option you want to include in the report Enter N for each option you want to exclude Include Status Enter Y for each status you want to include in the report Enter N for each status you want to exclude Print Enter 1 to print the report for first and second level assemblies or 2 to print the report fo
58. eld to the right of the cursor If insert mode is turned off and you enter a character in the field s first position everything in the field is deleted When you use the Inquiry F2 command several other commands become available for you to use in the inquiry window To shorten your data search use a partial key inquiry to cut down the size of the inquiry list For example if you know that the ID starts with J enter J in the ID field before you use the Inquiry command The inquiry list will start with J and run through the end of the list Key PgUp PgDn End Operation Display the previous page of the window Display the next page of the window Move directly to the last item on file Bill of Materials Kitting User s Manual Introduction Function Commands Key Home Down Arrow Up Arrow Ins Look up F7 Exit Enter Esc View commands Operation Move directly to the first item on file Move down one item Move up one item Enter a string of information If you have an idea of what you are looking for and the ID is longer than one character you can make a partial key inquiry to cut down the size of the inquiry list For example if you know that the ID starts with J enter J in the ID field Leave the Inquiry window without selecting anything Select the item the cursor is pointing to Open a window that shows Inquiry window commands and the window ID Inventory Search Com
59. end a line item Press H to move the cursor to the header region Press R to recalculate the approximate cost for the kit and update the Last Recalc field Press N to work with the next kit To exit to the File Maintenance menu use the Exit F7 command Bill of Materials Kitting User s Manual 6 5 Kits File Maintenance Loematlon DO FL Fin ID boo Lert Facelis Hora A U Trau Tian Vj Lana Leen Hii rer Th pin amp ji TIF Hiii G Tice FRG AMO F r Veriftoerice Field Definitions Field Name Type Location Item ID Qty Needed Units Approx Unit Cost Approx Ext Cost 6 6 Eleocrioa Pasig 1 000 APEG Dk CASE 343 53 ippeny Ext QOST DEPL ELHHEALFOLLS MERE RIESE satira Con iny Pechage ipperi iter AIRREAPOILIS WALRENAISE Unter Heater 1 0000 dit Comditianerc i ooo Qatar Softanec 1 0000 Sump limp 1 2000 Hadi tier i Cao Topless of Oe Poems lt Pgln gt to proceed Description The type of inventory item is displayed Enter or change the location ID The description of the location appears Enter or change the item ID The description of the item appears Enter or change the quantity of the item the kit requires Enter or change the unit of measure the item requires The unit cost of the item is displayed The extended cost of the item is displayed Bill of Materials Kitting User s Manual File Maintenance Kits Command Bar Definit
60. er Detail file The BKMDxxx file stores information about assemblies components and general ledger account numbers Bill of Materials Kitting User s Manual B 1 File Descriptions References BKMHxxx Master Header file The BKMHxxx file stores information about assemblies and user defined fields BKTB Tables file The BKTB file stores information about the TRMBK and BKGLxxx tables The TRMBK table stores information about user defined fields that you can assign to the header section of the Kits function and the Bill of Materials function Refer to the Tables function for information about how the information is used The BKGLxxx table stores general ledger accounts for user defined fields You can assign these accounts to user defined fields 4 to 6 in the header section of the Bill of Materials function When you build an assembly or a kit information about which components are involved comes from the BKMDxxx file Information about each component comes from the Inventory system Information for user defined fields comes from the BKTB file BKTRx Build Assembly Transaction file The BKTR x file stores information about assemblies components levels units of measure general ledger account numbers quantities and costs from builds B 2 Bill of Materials Kitting User s Manual A Abandon function key 1 31 Access Codes parameter 1 11 access codes company specific 2 6 purpose of 2 6 setting up 2 6 Accounts Receivable
61. er NO in the Proceed with Build field for one of the assembly s items after giving the instruction to build the assembly or when the Negative Quantities Discovered message appears and you press Enter Serialized components must have integer quantities You must enter whole numbers for quantities of serialized items Serialized kits are not allowed Serialized items are not allowed in kits You cannot involve serialized items with kits either as kit IDs or as components of kits Serial number found under item You must assign a serial number to the item involved with the assembly or kit A user may have made this item serialized since the assembly or kit was defined Service items are not allowed in bills of material You cannot include a service item in a bill of materials Terminology table ID not found You cannot use a function which involves user defined fields from a TRMBKxxx table which does not exist The table may have been deleted from the system with the delete F3 command on the table itself Thru value cannot be less than from value The Thru value must be greater than or equal to the From value A valid is required You must enter an item or a location that is already in inventory A 8 Bill of Materials Kitting User s Manual References System Messages Valid units of measure are You must enter one of the units of measure listed at the bottom of the screen You must build the CNVTxxx table first
62. erences Table not found This table is not on file probably because it was deleted Try to reconstruct the table A cannot contain itself A BOM or a kit cannot carry its own ID as part of its definition Already sold You cannot commit an item assembly or kit that has already been sold Amount entered causes assembly cost to be too large A cost cannot be larger than 999 999 9999 The amount you entered pushes the cost over this amount Build abandoned after record in use message If you try to build an assembly that involves an item someone else is using the Record in Use message appears and the building operation stops Build cancelled Assembly contains no components You cannot build as assembly that does not have any components One reason the assembly does not have components might be that the components items IDs were deleted from Inventory since the assembly was defined in the BOM Build cancelled Assembly not on file You cannot build an assembly that is not on file One reason it is not on file might be that the assembly item ID was deleted from Inventory since it was defined in the BOM Build cancelled Fractional quantities found for serialized items You cannot build an assembly that has a fractional quantity for at least one serialized item A 2 Bill of Materials Kitting User s Manual References System Messages Build cancelled The maximum of levels has been reached You have
63. es that your business produces Bill of Materials Kitting User s Manual 4 3 Assembly Inquiry Daily Work Assembly Inquiry Screen Sas TOD Saige E Bet bjp kamarbly Inquicy LoSatlon L Aa SIHMEAPOL IG Bee HERE demembly TI rota Cah ines CUT OUami ley a O Qusntity to Guida i 00a Mas iyaijlable to Build amp DEN tem Lh beser ip lok Loe 13 DeLee EEL RW rail dee i AW a aed Ei 1 0000 a7 pE BELHUT CAS CHET j maiti AHi ot 1 0000 32 0005 VARHIAH 2 TOOeRS AHO Ei 2 0000 34 0000 TIAHISH BRUSHES Whi bi HHO on 1 0000 68S 0000 STACM WALHUT 2 T0928 AHO Ei 0000 iSi DE DIL Bae 2 mol mowe Ei 1 0000 85 0000 STAINED CABINET i Cepat Exceeds dnp iwailable Somporess W of Didi nlir Gobo mader Field Definitions Field Name Description Location ID Enter the location ID for the assembly you want to view Assembly ID Enter the ID of the assembly you want to view Do you want to calculate This prompt appears when you enter the assembly ID If you the maximum available want to calculate the available number of assemblies that you can build with the available components in the specified locations enter Y if not enter N Current Quantity The available quantity of the assembly is displayed Quantity to Build Enter the number of assemblies you want to build Max Available to Build The maximum available quantity to build is displayed 4 4 Bill of Materials Kitting
64. ey change and before you run these functions e Build Assembly e Components e Multilevel Cost Rollup e Purge Bill of Materials History Bill of Materials Kitting User s Manual Set Up and Conversion Installing the Application Post Transactions Undo Build Back up your programs once a month as insurance against diskette damage or deterioration Use the Backup function on the Resource Manager Data File Maintenance menu to back up files You must back up all the files in the data path for a particular list of companies at once to ensure that you have up to BK Rel 6 0date copies of the system files Do not try to use operating system commands to back up only a few files that have been changed if you do your system may not work after you restore them The Backup function backs up all the data files for a specified company in a data path at one time Bill of Materials Kitting User s Manual 2 7 Conversion You can put this version of Bill of Materials Kitting on the system in one of two ways you can install a new system or you can convert an older version of Bill of Materials Kitting to the current version keeping your old files intact Since Bill of Materials Kitting updates Inventory files Inventory must be converted before Bill of Materials Kitting Before you convert files you must install the new version of Bill of Materials Kitting You can replace and update the programs properly only by using the
65. for UNIX or DOS the Text menu appears If you are using the Resource Manager for Windows you can choose between the Text Menu Graphical Menu or Start Menu In Windows use the Workstation Configuration Defaults function in Resource Manager to select the style of menu you want displayed The following pages describe how you use each of these types of menus Favorites Menu The Favorites menu operates in the text based format as well as in the graphical formats The Favorites menu allows quick and easy access to the OSAS functions you use most allowing you to add selections for entire menus or particular functions With the Favorites menu you save time in no longer switching to and from commonly accessed applications For example if you have application entries in Transactions Accounts Payable Transfer Journals Inventory and Edit Transactions General Ledger rather than enabling each application menu by menu you could set up a Favorites Menu where with one press of the enter key or a click on the button your application would be open for work Favorites Menu Graphical Style For Favorites Menu set up information see page 1 27 1 12 Bill of Materials Kitting User s Manual Text Menu The Text menu can be used on all OSAS compatible systems Using text based menus the Text menu shown below offers easy access to your applications Text Main Menu 0545 Tio Ree Sarge Gt Eii Hip ANFLE biTh FETH Oe of Lopa
66. g 3 6 preliminary steps 3 6 summary information 3 6 T accounts 3 6 transactions 3 5 printing screen contents 1 32 Bill of Materials Kitting User s Manual Proceed function key 1 32 programs backing up 2 7 updating 2 9 Purge Bill of Materials History function 6 33 Q Quick entry turning on or off 1 32 R report commands 1 36 Down Arrow 1 37 End 1 36 Exit 1 36 F7 1 36 Home 1 36 PgDn 1 36 PgUp 1 36 Right Arrow 1 36 Tab 1 36 Up Arrow 1 37 Reports Available Components Report 5 7 Bill of Materials History Report 5 15 Bill of Materials List 7 7 Build Assembly Journal 4 21 Component Cost Report 5 11 conventions 1 39 including all information 1 39 Kits List 7 3 limiting information 1 39 menu description 1 7 producing periodically 3 5 selecting information for 1 39 Resource Manager description 1 3 Right Arrow report command 1 36 S Sales Order installing 2 3 interfaces 2 5 selling assemblies 3 4 IX 5 selling items 2 5 selling kits 2 5 3 3 6 3 scroll region commands 1 37 Down Arrow 1 37 End 1 37 Enter 1 37 F3 1 37 Home 1 37 Ins 1 37 PgDn 1 37 PgUp 1 37 Up Arrow 1 37 serial number item lookup 1 36 setting up Bill of Materials Kitting access codes 2 6 backup schedule 2 6 installing 2 3 options and interfaces 2 3 preparing data 2 5 tables 2 6 Shift F2 function key 1 32 Shift F5 inventory search command 1 36 Shift F
67. hat involves a deleted subassembly a message states that you cannot build the deleted subassembly Monthly Tasks At the end of every month complete the daily work and print the period to date reports Periodic Tasks Periodic tasks comprise tracking the occurrences of building assemblies and posting transactions Produce the reports periodically as a backup before you purge information and as a safeguard against circumstances that might harm your data Posting Transactions If Bill of Materials Kitting is interfaced with General Ledger entries and transactions associated with a general ledger account are transferred from the BKJRxxx Transaction Journal file to the GLJRxxx Journal file for accurate tracking of the individual inventory general ledger accounts and the user defined accounts in the BKJRxxx file Each component s inventory account is credited for the cost amount and each user defined account The assembly s inventory account is debited for the sum of the components costs and the user defined amounts Bill of Materials Kitting User s Manual 3 5 Tasks Work Flow 3 6 If detail is to be posted information about each component in the BKJRxxx file is sent to the GLJRxxx file If only summary information is to be posted information in the BKJRxxx file is accumulated for each general ledger account and the sum total is transferred to the GLJRxxx file Assembly Component User Defined 4 User Defined
68. he menu you selected the report from e If you need to change some selections before you produce the report select E and then press Enter To end the function and return to the menu without producing the report select E and then use the Exit F7 command Bill of Materials Kitting User s Manual 1 41 Set Up and Conversion Installing the Application Conversion Bill of Materials Kitting User s Manual 2 3 2 9 2 1 Installing the Application The best time to install Bill of Materials Kitting is at the beginning of your fiscal year so that you do not have to enter information for an entire year If you cannot install Bill of Materials Kitting at the beginning of your fiscal year install it at the beginning of a month or an other accounting period You can put this version of Bill of Materials Kitting on the system in one of two ways you can install a new system or you can convert the old files and upgrade the system Installation is explained in this section Conversion is explained in appendix A Before you install and set up Bill of Materials Kitting version 6 0 of Resource Manager and version 6 0 of Accounts Receivable and Inventory must be installed and set up and your printer must be configured If you want to use Kitting Sales Order 6 0 must be installed To install Bill of Materials Kitting use the Install Applications function in Resource Manager see the Resource Manager User s Manual Then cr
69. help screens Key Operation F3 Delete the help screen contents Delete To recover a deleted help screen copy the xxHELP file from the distribution media to the PROGxx subdirectory xx is the application ID The copying process overwrites changes you made to other help screens F6 Edit a help screen Maintenance F7 Exit from the help screen and close the window Exit In Field Editing Commands When the cursor is in a field that contains information you can use the following keys and commands Key Operation Right Arrow Move the cursor to the right Left Arrow Move the cursor to the left Del Delete the character the cursor is on Delete Bill of Materials Kitting User s Manual 1 33 Function Commands Introduction Key Ins Insert on off Home End F9 Undo F10 Delete to end of line Inquiry Commands 1 34 Operation Switch insert mode on and off When the Insert flag appears at the bottom of the screen characters you type push characters after the cursor off to the side When insert mode is turned off characters you type write over existing ones Move the cursor directly to the beginning of the field Move the cursor directly to the end of the field Restore a field to the way it was before you changed it You can use this command only while you are in the field once you move past it you must use the Abandon F5 command to clear the field Delete the characters in the fi
70. in compressed print If you want to stop printing after it has begun press Ctrl Break e Ifyou want to save the report as a data file for example to include it in a word processed report in CR LF format select F The data path for the workstation including the default drive appears if it is specified in the Defaults function Enter the filename and file extension using no more than 35 characters overall e To preview the report you must be using the Visual PRO 5 Interpreter and have a sysprint printer in your CONFIG BBX file select R If applicable select S if you want the report to be in standard size print or C if you want it to be in compressed print In the Printer dialog box that appears select a sysprint printer and press Enter The report is displayed on the screen 1 40 Bill of Materials Kitting User s Manual Introduction Reports e To view the report on the screen select S If the workstation default for compressed characters is inactive the report is displayed in standard character mode If the default is active you can select standard mode or compressed mode See your terminal documentation and the section on the termcap file in the User s Reference Guide PRO 5 If the message End of Page appears at the bottom of the report screen you can press Enter to generate the next page of the report If the message End of Report appears at the bottom of the report screen you can press Enter to exit to t
71. ions This window has no command bar Saving and Exiting To save your entries and exit to the File Maintenance menu use the Proceed PgDn command Bill of Materials Kitting User s Manual 6 7 Bill of Materials Features Use the Bill of Materials function on the File Maintenance menu to establish and update information about assemblies This function is useful if you often sell items that you assemble yourself Reports To produce a list of the information entered in this function use the Bill of Materials List function on the Master File Lists menu Screen Use Screen Description Bill of Materials Use the Bill of Materials screen to enter and update information about assemblies Append Edit Item window Use the Append Edit Item window to add or edit BOMs Build window Use the Build window to track an assembly Negative Item window Use the Negative Item window to track a build that makes the involved item quantity a negative number New Existing Lot Serial Use the New Existing Lot Serial Number Entry window to Number Entry window enter or edit serial and lot numbers for inventory items used ina BOM Append Lotted Serial Use the Append Lotted Serial Number window to add Number window information about lotted serialized items to a BOM Billing Materials and Kitting Users 6 9 Bill of Materials File Maintenance Bill of Materials Screen w An Tiii Faing Ee Di ihip LoSatlon Li
72. ired function and quickly press the left mouse button twice If there is too long a pause between clicks the computer may interpret your action as two separate clicks and may not perform the desired function Bill of Materials Kitting User s Manual 1 9 Conventions Introduction To deselect an object move the cursor off the icon or folder onto a blank space within the window and press the left mouse button Some mouse manufacturers allow you to change the function of the mouse buttons for those who prefer for example to use the mouse with their left hand In this case reverse the commands when you use them For example a click refers to a single press of the right mouse button while the term right click refers to a single press of the left button and so on OSAS Conventions Operations in OSAS follow conventions or patterns The conventions used in OSAS applications are presented below Running OSAS OSAS memory and disk space requirements vary according to the operating system you use and the size of your data file Consult the Resource Manager User s Manual for more information 1 10 Bill of Materials Kitting User s Manual Introduction Conventions Starting OSAS To start OSAS on a Windows machine double click the OSAS icon on the desktop or in the appropriate folder To start OPEN SYSTEMS Accounting Software on a non Windows machine enter osas at the operating system prompt The command can re
73. irst because Inventory must recognize each item 2 Prepare the information specified in chapter 2 in the Inventory User s Manual 3 Build tables see page 4 7 for information about setting up tables 4 Define BOMs see page 6 9 for information about setting up BOMs Bill of Materials Kitting User s Manual 2 5 Installing the Application Set Up and Conversion 5 Define kits see page 6 3 for information about setting up kits 6 Set up access codes You should establish valid kits and BOMs immediately after you install Bill of Materials Kitting Tables Before you begin to define BOMs and kits you must set up the system tables e The Terminology TRMBK table holds labels of the user defined fields used in the Kits and Bill of Materials functions e The General Ledger BKGLxxx table assigns the general ledger accounts you specify to the amounts entered for the three user defined fields Access Codes To restrict access to data files menus and functions that provide confidential information or are sensitive to change use the Resource Manager Access Codes function to set up access codes on your system Access codes are company specific When you set up an access code for a user the code is assigned the company you are in After you set up your access codes print a list of the codes and store it in a safe place Creating a Backup Schedule 2 6 Back up your Bill of Materials Kitting data files whenever th
74. ites menu Toggles your display menu between your Favorites menu and your Main menu Switches between your sample data and your live data Clicking on this button or pressing F9 sets up the selected application Setup works only in certain applications If an application requires a setup function you will find instructions in that application s user s manual Displays information about the selected function 1 29 Function Commands Once you select an OSAS application function from the menu the function screen appears The way that you enter data on OSAS screens is consistent from function to function To move around the OSAS screens you use the function commands described below Most keyboards have a set of function keys usually labeled with the letter F and a number In OSAS commands are assigned to these function keys You can use the commands to work with data entry screens Except for the Command Help Esc and Jump Tab commands and the Enter key you can use the Keyboard function in Resource Manager to reassign any function key to any command Key Operation Esc View the list of commands for the screen you are on and the Command help field you are in To close the commands window press any key Fl Get information about the field you are working on Help F2 Make a selection from a range of entries for a field if the Inquiry Inquiry flag appears at the bottom of the screen F3 Delete the infor
75. itions This screen has no command bar Saving and Exiting To save your entries use the Proceed PgDn command Billing Materials and Kitting Users Multilevel Cost Rollup 6 27 Tables Features Use the Tables function on the File Maintenance menu to maintain the TRMBK and BKGLxxx tables Tables store information about the system data options and default settings for other applications Reports To produce a list of the information entered for each table use the Tables List function on the Master File Lists menu Screen Use Screen Description Tables Use the Tables screen to maintain the system tables Billing Materials and Kitting Users 6 29 Tables File Maintenance Tables Screen e O T ETT ee Tanis ID BFL Desr LBC Lon BLL Of ASAT els Generel Ledger Tanla Husker of Cola 1 Columa Lergth i2 Tra amp Beecrige ion GL BShombeac Cat Akep Co ipp Labor Eain a e mi Coar tand oz Probess BS Field Definitions Field Name Description Table ID Enter or change the table ID To set up a company specific table enter the table ID plus the one to three character company ID To set up a terminal specific table enter the table ID plus the four character terminal ID Copy From This field appears if you entered a new table ID To copy a company specific or a terminal specific table enter the table ID plus the company and terminal ID Description Enter or change the description of the
76. its and BOMs Bill of Materials Kitting User s Manual 1 7 Conventions Your manual will help you to install OSAS on any standard machine within many popular operating systems and help you with your accounting software questions In the manual we use the term Conventions or standards to help describe complicated processes new terms and to help you use your OSAS applications Manual Conventions This User s Manual is divided into these sections made up of several chapters e The Introduction provides an overview of this application and the OSAS system including installation procedures graphical and text based application features and function key references e Installation explains the steps necessary to begin using this application in your company including how to install the application on your system e The last part of your manual is made of several chapters each chapter describing a function group within this application Mouse Conventions The standard mouse has two buttons left and right each performing certain functions In this manual we use these terms for using the mouse click right click double click and deselect The click is a single press on the left mouse button Place the cursor over the desired function and press the left button to enable or select that function A right click is a single press of the right mouse button To double click move the cursor over the des
77. ll the necessary reports enter Y if not necessary reports enter N to exit to the Daily Work menu Have all assemblies If all assemblies have been built enter Y if not enter N to exit been built to the Daily Work menu Post To Enter 1 to post entries to the current fiscal year or 2 to post entries to last fiscal year 4 26 Billing Materials and Kitting Users Manual Daily Work Post Transactions Command Bar Definitions Command Definition Printer Select P to send the log to a printer File Select F to send the log to a file End Select E to change your selections or exit to the Daily Work menu Saving and Exiting After posting is completed and the log is produced the Daily Work menu appears Billing Materials and Kitting Users 4 27 Daily Work Post Transactions Posting Log 06 28 1999 12 13 PM Company H Transactions Posted to GL Period 3 Description Component App Labor Overhead Process Component Assembly Assembly End of Report Ref ID Builders Supply Bill Of Materials Post to GL Summary GL Account 1000 1010 1020 1040 1042 1044 PERIOD 3 TOTAL TOTAL GL POSTING 34 50 191 416 89 416 89 Page 1 Billing Materials and Kitting Users Manual 4 28 Reports Where Used Report 5 3 Available Components Report 5 7 Component Cost Report 5 11 Bill of Materials History Report 5 15 Bill of Materials Kitting User s Manual 5 1 Where Us
78. mands If you use the Inventory application and the cursor is in an Item ID field you can use any of the Inventory Search commands to search for information about items and select an item for entry in the field you are in Key Shift F3 Alias Lookup Shift F4 Customer Vendor Lookup Operation Search for items with a specified alias listed as an alternate item When you enter the alias you can use the and wildcard characters to restrict or widen the search Search for an item based on customer ID or vendor ID When you enter the customer or vendor ID you can use the ke and wildcard characters to restrict or widen the search Bill of Materials Kitting User s Manual 1 35 Function Commands Introduction Key Shift F5 Detail Lookup Shift F6 Lot Item Lookup Shift F7 Serial Number Item Lookup Shift F8 Item Description Lookup Report Commands 1 36 Operation Search for detailed information about an item You can enter search information in any of the fields that appear using any of the following wildcard characters to restrict or widen the search lt gt Search for an item based on lot number When you enter the lot number you can use the and wildcard characters to restrict or widen the search Search for an item based on serial number When you enter the serial number you can use the and wildcard characte
79. mation on the screen Since this command can Delete delete an entire record use it with caution F4 Open a menu of utilities A calculator and Global Inquiry Other which consolidates and presents information from other applications are some of the utilities on the Other Commands menu See the Resource Manager User s Manual for information about the utilities on the Other Commands menu F5 Move the cursor back to the first field on the screen or to the Abandon first field after the key field The entries and changes you made are erased Bill of Materials Kitting User s Manual 1 31 Function Commands Introduction 1 32 Key F6 Maintenance F7 Exit F8 List Shift F2 Information PgUp Start over PgDn Proceed Tab Jump Enter or Down Arrow Enter Up Arrow Ctrl V Verification on off Ctrl G Bell on off Ctrl F Quick on off Operation Go directly to the appropriate File Maintenance function to update information about the field you are in if the Maint flag appears at the bottom of the screen Exit from a screen or a window and disregard everything you entered Send the contents of the screen to a printer or a text file Open an Information menu Each selection on the menu is an information window that you can access if the Info flag appears at the bottom of the screen Each window contains a category of information about the field you are in Move th
80. menu Allows you to switch between companies Displays the Access Code prompt Opens a menu of utilities A calculator and Global Inquiry which consolidates and presents information from other applications are some of the utilities on the Other Commands menu See the Resource Manager User s Manual for information about the utilities on the Other Commands menu Switches between live and sample data Displays the current workstation date and allows you to change it Exits from OSAS Allows certain functions to be set up Works only in certain applications The application s user s manual will describe the function if necessary Allows you to add to and delete from your Favorites menu Bill of Materials Kitting User s Manual 1 15 Text Menu Introduction Key Operation Shift F5 Switch between text and graphical menu styles without going Change menu style into Defaults Shift F2 Displays information about the applications you have Application Info installed PgUp Move back one menu level Start over Tab Move back to the Main menu Jump Enter Select a menu or function from a menu Up Arrow Move the cursor up or down through the menu selections Down Arrow Ctrl G Tf the bell is turned on it sounds at an error or when you must Bell on off verify a command To turn off the bell use this command or the Defaults function in chapter 3 To turn the bell back on use this command again 1 16 Bill of Material
81. n for the item is displayed Will Become The negative quantity created when you entered the quantity to build is displayed You cannot include serialized items in negative builds You must have enough serialized items on hand in order to build an assembly if not enough serialized items are on hand the system will not continue with the build Proceed with build To continue building the specified number of assemblies enter Y To cancel the task back out of the transactions and restore related file information enter N 4 10 Billing Materials and Kitting Users Manual Daily Work Build Assembly Command Bar Definitions This window has no command bar Saving and Exiting To cancel the build and return to the Build Assembly screen enter N to build the assembly enter Y Billing Materials and Kitting Users 4 11 Build Assembly Daily Work New Existing Lot Serial Number Entry Window SAS TON Build deb Ly e E a BETAL AEE ENEY G Tram Ib T0500 Jarissa Hurter Lez Ib Wo0 EIMHEAFOLIS EAHUF PIT e os a Unies EE Requested ULF LO harhar Tnit Coat Bamber 001 GL F riod a Ingqeire Abour dasemiily Ho Entec edit Append Too Field Definitions Field Name Description Item ID The ID of the item is displayed Loc ID The location ID of the item is displayed Units The unit of measure for the item is displayed Requested Qty The quantity of the i
82. ndow New Existing Lot Serial Number Entry window Append Lotted Serial Number window Billing Materials and Kitting Users Description Use the Build Assembly screen to enter information about the assembly of one BOM or many of the same BOM and to record the assembly of products Use the Negative Item window to instruct the system to track a build that makes the involved item quantity a negative number Use the New Existing Lot Serial Number Entry window to track the lot and serial number of each serialized item Use the Append Lotted Serial Number window to add information about lotted serialized items to the assembly 4 7 Build Assembly Daily Work Build Assembly Screen SAS TOM Buidid Agu Ly Cocecivan Th Mtg ATREDAPOLTS WARKIKTIE Asse LY LE AOD CaaS Baile Mier OOODLE Maximo Jveileble to Build z 00oc Guanti po Bad be i ie SUL La Sale Oo oss 1999 GL Period 7 Ingaire kbogt lasami y Eb m Verificaticm Freess lt Pgln gt to pooceed Field Definitions Field Name Description Location ID Assembly ID Do you want to calculate the maximum available Build Number Maximum Available to Build 4 8 Enter the ID of the location that will hold the assembly you are going to build Enter the ID of the assembly you want to build This prompt appears when you enter the assembly ID If you want the system to calculate the maximum number of assemblies you can build from inventory enter Y if no
83. ne item in the entire list Delete the line item at the prompt gt Insert a line item at the prompt gt Edit the line item at the prompt gt Bill of Materials Kitting User s Manual 1 37 Reports Selecting a Range of Information Sorting To produce a report you must specify the amount of information you want in the report e To produce a report that includes all the available information leave the From Thru fields on the report function screen blank For example if you want information about all the vendors to be in a report leave the Vendor ID From and Thru fields blank e To limit the amount of information in the report enter the range of information in the From Thru fields For example if you want a report to include information only about vendor ACE001 enter ACEQ001 at both From and Thru If you want the report to include information only about vendors that start with CO enter CO at From and COZZZZ at Thru Each field where you enter information on a report function screen usually restricts the overall output of the report For example if you leave the Vendor ID From and Thru fields blank the report will contain information about all the vendors But if you enter invoice 100 in the Invoice Number From and Thru fields and invoice 100 is assigned only to vendor ACEO001 the report includes information only about vendor ACE001 Information for reports is sorted first by a space _ then by characters
84. nt is displayed The component ID for the BOM is displayed The description of the component is displayed The quantity needed to make one assembly is displayed The component s unit of measure is displayed Command Bar Definitions Command Enter edit Append Header Recalc Next BOM Build Saving and Exiting Description Move the prompt gt to the line you want to edit and press Enter Press A to add an inventory item to the BOM Press H to edit the user defined fields Press R to recalculate the cost of the BOM If you are using the Standard costing method in Inventory these costs are updated in Inventory Press N to enter and update information about the next BOM Press B to build the current assembly To exit to the File Maintenance menu use the Exit F7 command Billing Materials and Kitting Users 6 11 Bill of Materials File Maintenance Append Edit Item Window w An Tiid Faing Ge fer bep LoSatlon Li dome ly TI Lart Becel A U Tre P Laker Lew Iten Th A Wt Needed T Taits Fea am Hora Tram AMS wg Ei them MHDS 70010 Tras BHO 1005 r Verificaticzm Field Definitions 6 12 Field Name Type Location Item ID Qty Needed Units 1 0N APREOEK Init Cast 103 93100 ippenx Ext COST iga SiGe HAMELIN imn EA SERIES HUHEIE itt ER Bill of faterials EIHHEAPOL IG WIREHIHIHST Canines BSpeEna Lee AIRHEAPILIS AA
85. o not continue with the build the cursor returns to the Bill of Materials screen Billing Materials and Kitting Users 6 17 Bill of Materials File Maintenance New Existing Lot Serial Number Entry Window C SAS Doe Gating L Poe tjap r Bill of Natecisls eee Eg Loser il Hiber Enli Tram Th T0500 Jarise Huser Lez Ib Boo EIMMEAFOLIS EAHUF A TURINE Units EE Pegusa ULF L a CE ariel Merher zazil Bamber Trem EHOGG1 J00 Betrigecstcor Bleck Loong EA Compress jO of WAJ Entec eit Append Poo Field Definitions Field Name Description Serial Number The serial number for the item is displayed Unit Cost The unit cost of the serialized item is displayed Unit Price The unit price of the serialized item is displayed Command Bar Definitions Command Definition Enter edit Move the prompt gt to the line you want to edit and press Enter 6 18 Billing Materials and Kitting Users Manual File Maintenance Bill of Materials Command Definition Append Press A to append a BOM Done Press D when you finish entering lot and serial number information for the BOM Saving and Exiting When you finish entering lot and serial information use the Done D command to save your changes or use the Exit F7 command to exit to the File Maintenance menu Append Lotted Serial Number Window Fas Ve Gating at Pmi bip Bill of Beteciala oo Ermy Los berial Heber Entr
86. ommand Bar Definitions Command Definition Printer Select P to send the log to a printer File Select F to send the log to a file End Select E to change your selections or exit to the Daily Work menu Saving and Exiting To undo the build and return to the Daily Work menu use the Proceed PgDn command Billing Materials and Kitting Users 4 19 Daily Work Undo Build Undo Build Error Log 06 28 1999 Builders Supply 10 31 AM Undo Build Error Log Company H Undo Build 000004 was successful End of Report Page 1 Billing Materials and Kitting Users Manual 4 20 Build Assembly Journal Features Use the Build Assembly Journal function on the Daily Work menu to produce a summary of the assemblies you have instructed Bill of Materials Kitting to track This function is useful if you want to see a list before you post of the assemblies that are to be built or have been built After you post to General Ledger you can compare the Build Assembly Journal with the Audit Log Reports A sample Build Assembly Journal is on page 4 24 Screen Use Screen Description Build Assembly Journal Use the Build Assembly Journal screen to select the information you want in the journal Billing Materials and Kitting Users 4 21 Build Assembly Journal Daily Work Build Assembly Journal Screen S An 10M Build Asgerbly Journal Fick Ammamhly I Feo 700 Thru 700110 From Cle Thru TOG Leration
87. ou have not defined any BOMs Define a BOM assembly in the Bill of Materials function Press any key to continue with Recalc To recalculate the number of assemblies to build press any key Press F3 to delete the entire ID When you try to delete an assembly or a kit this message appears for verification If you do not want to delete use the Abandon F5 command Quantity must be greater than zero You must enter a positive quantity A quantity of zero would mean that you do no want to build and a negative quantity would mean that you want to take assemblies apart Quantity will become for inventory You have instructed the system to push the quantity of the assembly larger than 999 999 9999 or smaller than 999 999 9999 Reduce or increase the quantity to fit within the range Recalculate cost total Information about the item assembly or kit has changed probably because of a change in the INVExxx Items file with one of the items involved To enter the instruction to recalculate the cost use the Proceed PgDn command to cancel use the Abandon F5 command Record in use Because someone else is using the item assembly or kit you are trying to work with you cannot change the record and can read it only when the other user is finished using the record Bill of Materials Kitting User s Manual A 7 System Messages References Restoring item ID The items that were being assembled are restored when you ent
88. ou must press Enter to select a function On an application menu you can press PgUp to move to the menu immediately above it If you are several menu levels away from the Main menu you can return to the Main menu by pressing PgUp repeatedly or by pressing the Tab key You can exit from a menu in these ways e Press the PgUp key to go to the previous menu one menu up e Press the Tab key to go to the Main menu e Use the Exit F7 command to go to the operating system Function Keys Used in the Text menu Most keyboards have a set of function keys usually labeled with the letter F and a number Within the menu commands are assigned to these function keys You can use the commands to work with data entry screens 1 14 Bill of Materials Kitting User s Manual Text Menu Except for the Command Help Esc the Jump Tab commands and the Enter key you can use the Keyboard function in Resource Manager to reassign any function key to any command Key Esc Command help F1 Function Help F2 Favorites Menu F3 Change Company F4 Access Code F4 twice Other Menu F5 Live Sample swap F6 Workstation Date F7 Exit F9 Application Setup F10 Add to Favorites Operation Views the list of commands for the menu To close the commands window press any key Displays help information for this function Displays the Favorites menu or changes to the regular menu from the Favorites
89. ound 13 Table ID CNVT Description Bill of Materials Conversion Table No of Columns 3 Column Length 12 Type N Period Begin Date End Date 1 00 1 01 1 31 2 00 2 0 2 29 3 00 3 0 3 31 4 00 4 0 4 30 5 00 5 0 Dy 6 00 6 0 6 30 7 00 7 0 7 31 8 00 8 0 8 31 9 00 9 0 9 30 10 00 10 0 10 31 11 00 11 0 11 30 12 00 12 0 12 31 13 00 00 00 00 00 00 1 Billing Materials and Kitting Users Manual 7 14 System Messages ID Already sold The serialized item you are trying to work with has been sold and the sale has been posted ID Currently in use The serialized item you are trying to work with has been sold or is committed The sale has not been posted but it is no longer available ID Is a BOM You cannot use the ID of an existing assembly for a kit or a different assembly ID Is a Kit You cannot use the ID of an existing kit for an assembly or a different kit Item ID Is not on file You cannot use an item that is not in the INVExxx Items file You may have deleted an item from inventory without deleting it from the definition of an assembly or a kit Location ID Is not on file Location ID Not found Location ID Is not a valid location The location ID you entered does not exist You cannot add locations in Bill of Materials Kitting you must use the Locations function in Inventory see the Inventory User s Manual Bill of Materials Kitting User s Manual A 1 System Messages Ref
90. ow 6 6 edit line item 1 37 End inquiry command 1 34 report command 1 36 scroll region command 1 37 Enter inquiry command 1 35 scroll region command 1 37 error log conversion 2 11 Esc Command help 1 15 1 31 Bill of Materials Kitting User s Manual inquiry command 1 35 Existing Lot Serial Number Entry window 4 12 6 18 exit from inquiry window 1 35 from report to menu 1 36 from screen or window 1 15 1 32 F F1 function key 1 15 1 20 1 31 F2 function key 1 31 F3 function key 1 31 scroll region command 1 37 F4 function key 1 15 1 31 F5 function key 1 31 F6 function key 1 32 F7 inquiry command 1 35 report command 1 36 F8 function key 1 32 File Maintenance menu description 1 7 files descriptions B 1 function keys Ctrl F 1 32 Ctrl G 1 16 1 32 Ctrl V 1 32 Esc 1 15 1 31 F1 1 31 F2 1 15 1 31 F3 1 31 F4 1 31 F5 1 31 F6 1 32 F7 1 15 1 32 F8 1 32 PgDn 1 32 PgUp 1 16 1 32 Shift F2 1 32 Tab 1 16 1 32 Up Arrow 1 32 Bill of Materials Kitting User s Manual G General Ledger interface with Bill of Materials Kitting 2 4 3 5 General Ledger table description 2 6 setting up 2 6 H Help function key 1 31 Home inquiry command 1 35 report command 1 36 scroll region command 1 37 l Information function key 1 32 Information menu accessing 1 32 Inquiry function key 1 31 partial key 1 34 1 35 inquiry commands
91. r s Manual A 3 System Messages References Currently in use You cannot commit an item assembly or kit that is being used Detail history not selected in Options table You cannot work with detail history of an assembly or a kit unless the Keep Detail History option in the Resource Manager Options and Interfaces function is set to YES Fractional quantities not allowed for You must enter whole numbers for quantities of serialized items and material items GL account for user defined field does not exist You cannot build an assembly when the BKGLxxx table has a general ledger account label without an account number If you use General Ledger you must enter an account number If you do not use General Ledger go to the BKGLxxx table and either add a number to the label or remove the label without the number GL account table ID not found You cannot use a function which involves general ledger accounts from a BKGLxxx table which does not exist The table may have been deleted from the system with the Delete F3 command on the table itself Invalid unit of measure You must enter a valid unit of measure Valid options are displayed at the bottom of the screen Inventory item Loc ID not found The specified item is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location since you defined the component as a part of the assembl
92. r all assemblies and subassemblies and their components 5 4 Bill of Materials Kitting User s Manual Reports Where Used Report Command Bar Definitions Command Definition Printer Select P to send the report to a printer File Select F to send the report to a file Screen Select S to send the report to the screen End Select E to change your selections or exit to the Reports menu Saving and Exiting After the report is produced the Reports menu appears Bill of Materials Kitting User s Manual 5 5 Reports Where Used Report Where Used Report Unit Cost 379 4400 227 5300 429 9500 127 4000 47 5000 75 1500 57 4700 2 5000 12 4300 5 4100 5200 Page 1 Ext Cost 379 4400 286 9700 286 9700 286 9700 286 9700 227 5300 286 9700 286 9700 286 9700 286 9700 429 9500 286 9700 286 9700 286 9700 286 9700 127 4000 286 9700 286 9700 286 9700 286 9700 47 5000 286 9700 286 9700 286 9700 286 9700 75 1500 286 9700 286 9700 286 9700 286 9700 57 4700 93 5800 2 5000 93 5800 12 4300 93 5800 10 8200 93 5800 5200 06 28 1999 Builders Supply 12 16 PM Where Used Report Company H Single Level Costed Level Inventory ID Description Status Type Loc ID Unit Quantity 1 200100 Furnace A Item MN000 EA 1 0000 0 200 Heating Cooling Package A it CA000 0 200 Heating Cooling Package A it MD000 0 200 Heating Cooling Package A
93. rs to restrict or widen the search Search for an item based on item description When you enter the description you can use the and wildcard characters to restrict or widen the search You can use the following commands when a report is displayed on the screen Key PgUp PgDn Home End F7 Exit Left Arrow Right Arrow Tab Toggle Operation Move to the previous page of the report Move to the next page of the report Move directly to the top of a group of pages Move directly to the bottom of a group of pages Exit to the menu from any point in the report Move left one character Move right one character Toggle between the left and right halves of a report Bill of Materials Kitting User s Manual Introduction Function Commands Key Up Arrow Down Arrow Operation Move a line up and down the screen to line up information when you toggle between halves of a report Scroll Region Commands When the prompt gt is in a line item scroll region you can use the following commands Key Down Arrow Up Arrow PgUp PgDn Home End F3 Delete Ins Insert Enter Edit Operation Move down one line item Move up one line item Move to the previous screen or to the first line if you are on the first screen Move to the next screen or to the last line if you are on the last screen Move to the first line item in the entire list Move to the last li
94. s Kitting User s Manual Graphical Style Menus There are two types of graphical style menus to choose from The standard Graphical menu features application buttons that resemble many Windows functions The Start Main menu is named because of its functional resemblance to the Start menu in Windows 95 and Windows NT Featuring graphical displays access buttons for your installed applications and allowing access to OSAS functions via both the mouse and function keys both graphical style menus allow you a greater selection of interaction with OSAS and your data Both graphical style menus are available in a Windows environment only Much like the Text menu when you select an application in either graphical menu the application s menu presenting several related functions is displayed beside the Main menu Selecting a function leads you to a function screen or to another menu If you are using the Graphical menu click the appropriate button with the mouse to select an application from the Graphical menu To select a function from an application menu click the function s button with the mouse the same way as you do for an application If you choose the Start menu you can select applications from the Main menu in these ways e Use the arrow keys and press Enter Click the selection Hold the mouse over the selection From any application menu you can select a button from the previous menu to move directly to that menu
95. ser s Manual 7 6 Bill of Materials List Features The Bill of Materials List shows the components that are in each assembly and the cost of each component and assembly Reports A sample Bill of Materials List is on page 7 10 Screen Use Screen Description Bill of Materials List Use the Bill of Materials List screen to select the information you want in the list Billing Materials and Kitting Users 7 7 Bill of Materials List Master File List Bill of Materials List Screen 0545 Ton Bs Ei Baig D Pii bbls r Bill of Mmtertels Liat Pack Lecwtion IR From ChO005 Thru Teno deem by ID From 700 Thro 700110 Princ dickiicicnal Desgriptiops for Ampanblien TES Cimpa EES Imc lude Coste TES Sort Ey 1 Location ID hasendoiy Cb Oetpul Gerice CF cinkec piPovias i aie S cceen find Field Definitions Field Name Description Pick Enter the range of location and assembly IDs you want in the list Print Additional If you want to list additional descriptions of each assembly Descriptions for and each component enter Y if not enter N Include costs If you want to list costs enter Y if not enter N Sort By Select the option by which you want to organize the report 7 8 Billing Materials and Kitting Users Manual Master File List Bill of Materials List Command Bar Definitions Command Printer File Screen End Saving and Exiting Definition Sel
96. sers Components Description This field appears if you are replacing a component Enter the information about the component you are replacing in the Loc ID Component ID Quantity and Units fields This field appears if you are replacing a component Enter the information about the replacement component in the Loc ID Component ID Quantity and Units fields Enter the range of locations for which you want to change components If you elected to change components in assemblies enter the range of assemblies for which you want to change components If you elected to change components in kits enter the range of kits for which you want to change components If you want to print a log of changed components enter Y if not enter N If you want costs to be rolled up for the range of kits and or assemblies enter Y if not enter N If you want standard costs in Inventory to be updated enter Y if not enter N This field appears if you are adding a component If the component already exists and you want the system to increase quantities for the component enter Y if not enter N 6 23 Components File Maintenance Command Bar Definitions Command Definition Printer Select P to send the log to a printer File Select F to send the log to a file End Select E to change your selections or exit to the File Maintenance menu Saving and Exiting When the log has been printed the File Maintenance menu appears
97. sion in the source path enter Y If you enter N you must change your entries so that no conflict exists 7 To convert use the Proceed PgDn command 8 The following prompt appears Do you wish a printout of error log after each application If you want the error log to be produced after the files are converted for each application enter Y if you want the log to be produced after all the files are converted enter N If you are converting only Bill of Materials files your answer to this prompt makes no difference If a prompt appears when a problem occurs enter Y to stop the conversion process or N to let the conversion run its course 9 When the process is finished the files are converted Select the output device for the error log After conversion is finished and the error log is produced the Main menu with Bill of Materials Kitting 6 0 added appears Bill of Materials Kitting User s Manual 2 11 Tasks Bill of Materials Kitting User s Manual Work Flow 3 3 3 1 Tasks Your work flow is divided into daily and periodic tasks After the kits and BOMs are established you can use the File Maintenance functions to update information about kits or assemblies substitute components among several kits and assemblies and remove unnecessary data from history Daily Tasks You can use the functions on the Daily Work menu only if you have established BOMs Adding Kits To add a kit you must use an ID of an e
98. t enter N Enter or change the build number The maximum number of assemblies that you can build with the available components in the specified locations is displayed Billing Materials and Kitting Users Manual Daily Work Build Assembly Field Name Description Quantity to Build Enter the number of assemblies you want to build Build Date Enter or change the date for the assemblies to be recorded as built GL Period Enter or change the general ledger period for the date of build Inquire about assembly If you want to view the Assembly Inquiry screen enter Y if not enter N Command Bar Definitions This screen has no command bar Saving and Exiting To save your work and proceed to the New Existing Lot Serial Number Entry window if you are working with lotted or serialized items use the Proceed PgDn command If you entered more assemblies to build than the maximum available to build the Negative Item window appears Billing Materials and Kitting Users 4 9 Build Assembly Daily Work Negative Item Window FAS TAN Ging Cat Poe tjap Budid Armenb ly CGoosrion TD NNHDOD3 ATERILAPOLTS SAREE Aasai Lb 700 be eS a Hegetive len Tua icy fox Item 700113 DON Leek bon As Will Become ii ggn Cie Prstee ed witk B lt ki B GL Pertod B Ingaire kibot dese dr H Field Definitions Field Name Description Quantity for Item The item ID is displayed Location The locatio
99. tem needed for the assembly is displayed Serial Number The serial number of the item is displayed Unit Cost The unit cost for the item is displayed Unit Price The unit price for the item is displayed 4 12 Billing Materials and Kitting Users Manual Daily Work Build Assembly Command Bar Definitions Command Definition Enter edit Press Enter to edit a serial number Append Press A to append a serial number Done Press D to exit to the Build Assembly screen Saving and Exiting To save your entries and continue building the assembly use the Proceed PgDn command Billing Materials and Kitting Users 4 13 Build Assembly Daily Work Append Lotted Serial Number Window as TAN Gai CE Poe bjp Duild Armari Ly EKisa10g Le BETIal Miter ENET G Tram Th TOSTO Series Huser Lez ID Booz EIMMEAFOLIS EAHUF ATUR IHE A Unius EE Pegusa ULF 1 Saciel Bromberc Tnit Coat a3 LODO Sefieal Bamber af 001 Edit Leceed Serie arber Sex bel H mi 1000 Lot Ho 120195 ft 2 S500 Bag Cost tagi Fulfill oer hae Field Definitions Field Name Description Serial No Enter the serial number for the item Lot No Enter or change the lot number for the item Cost The cost of the item is displayed Ext Cost The extended cost of the item is displayed Fulfill Qty Enter or change the quantity that will be removed from inventory You can access this field only if you are working
100. the toolbar that were not described above Icon Key Result Displays the Application Information dialog box Opens an MS DOS prompt Displays a screen for calling any BBx program ge that does not require variables to be passed to it See the Resource Manager User s Manual Other Graphical Screen Features The graphical screens offer more than shortcuts to application functions In version 6 0 you can at a glance or with a mouse click determine the date and time switch between live and sample data and switch between companies and their data sets Date and Time Taste dered Tina hes 220 PH The workstation date and time are displayed Bill of Materials Kitting User s Manual 1 25 Graphical Style Menus Introduction Data Set Testa Set Lie Diss Soanple Duis Check the Live Data radio button to work with live data Check the Sample Data radio button to work with sample data Change Company Field Select the company to change to 1 26 Bill of Materials Kitting User s Manual Favorites Menu Your Favorites menu saves time in moving between applications opening and closing submenus and application menus and allows easy access to your common applications By setting up your Favorites menu you can access your most used functions or submenus by pressing the F2 button or selecting the mouse pull down menu Favorites Menu Text Style Favocitamz Menu TOO F T es BP OLD area 1 ore G
101. to proceed Field Definitions Field Name Description Have you backed up the If you have backed up the information you are about to purge system enter Y if not enter N to exit to the File Maintenance menu Delete History for Items If you want to delete historical information about items built Dated Before before the system date press Enter To delete historical information about items built before a different date enter that date Command Bar Definitions This screen has no command bar 6 34 Billing Materials and Kitting Users Manual File Maintenance Purge Bill of Materials History Saving and Exiting To save your entries use the Proceed PgDn command To return to the File Maintenance menu use the Exit F7 command Billing Materials and Kitting Users 6 35 Master File List Kits List Bill of Materials List Tables List Bill of Materials Kitting User s Manual 7 3 17 7il 7 1 Kits List Features The Kits List shows the components that are in each kit and the cost of each component and each kit This list is helpful when you are planning a budget and want to see how to allocate components most effectively Reports A sample report is on page 7 6 Screen Use Screen Description Kits List Use the Kits List screen to select the information you want in the list Bill of Materials Kitting User s Manual 7 3 Kits List Master File List Kits List Screen gt USAS TAE Seig
102. too many levels of assemblies or kits You cannot track more than 10 levels Build request is above maximum available When you send instructions to build more assemblies than your inventory is capable of supporting you can proceed only if the Allow Negative Builds option is set to YES in the Options and Interfaces function in Resource Manager see the Resource Manager User s Manual the code is BK Cannot delete last component of a Cannot delete last line of a You cannot delete the last line of an assembly or a kit if you could you would delete the assembly or kit Changing line type to KIT will clear all values The values in the line item entry area disappear when you enter the letter K to declare the item as a kit Component already exists for this You cannot assign the same component to an assembly or a kit more than once Component in location not on file The specified component is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location since you defined the component as part of the assembly in Bill of Materials Kitting Cost update aborted You cannot update cost information about a kit or an assembly which involves an inventory item which is not in the INVExxx Items file You must first define all items in the Items function in Inventory see the Inventory User s Manual Bill of Materials Kitting Use
103. ual Reports Available Components Report Command Bar Definitions Command Printer File Screen End Saving and Exiting Definition Select P to send the report to a printer Select F to send the report to a file Select S to send the report to the screen Select E to change your selections or exit to the Reports menu After the report is produced the Reports menu appears Billing Materials and Kitting Users 5 9 Reports Available Components Report Available Components Report 06 28 1999 12 16 PM Company H Level Inventory 0 700 1 700100 1 700300 1 700500 0 700100 1 700130 1 700998 1 700120 1 700999 1 700110 0 700110 1 700111 1 700113 1 700115 1 700117 1 700200 1 700400 End of Report Description CABINETS WALNUT CABINET HANDLES SERIES NUMBER WALNUT CABINET VARNISH VARNISH BRUSHES STAIN WALNUT OIL RAGS UNSTAINED CABINET UNSTAINED CABINET CABINET ASSEMBLY CUTTING BOARD DRAWER ASSEMBLY CABINET DOOR HINGES WOOD SCREWS Builders Supply by Assembly ID MN0002 I 15 MNO002 I 12 MN0002 I 17 MNOO02 1 12 MNO002 I 17 MNO002 MNO0002 MN0002 I MNOO02 I MN0002 I MN0002 I MN0002 I MN0002 I w w Available Components Report Unit EA OZ EA oz EA EA EA EA EA EA EA EA EA Quantity Each Available Qty 1 0000 1 0000 4 0000 1 0000 MAXIMUM AVAIL 90 Ti 0000 0000 BLE TO BUILD 0000 0000 0000 0000 00
104. xisting inventory item that has been marked as a kit in Inventory provided that it is not already a BOM The reason is that when you sell the kit Sales Order gets kit information from Inventory files Sales Order cannot recognize it except as an inventory item The best way to add a kit is to use the Items function in Inventory When you use the Items function you know that the inventory item has been established to be used as a kit Sales Order recognizes the inventory item and you can change an established kit in the Kits function Deleting Kits To delete a kit from the BKMHxxx Master Header and BKMDxxx Master Detail files use the Delete F3 command in the Kits function You cannot undo this action Bill of Materials Kitting User s Manual 3 3 Tasks Work Flow Adding Assemblies To add an assembly you must use an ID of an existing inventory item provided that it is not already an assembly or a kit The reason is that when you sell the assembly Accounts Receivable and Sales Order get assembly information from the Inventory system Accounts Receivable and Sales Order cannot recognize it except as an inventory item The best way to add an assembly is to use the Items function in Inventory When you use the Items function you know that the inventory item has been established to be used as an assembly Accounts Receivable and Sales Order recognize the inventory item and you can change an established assembly in the Bill of
105. y Tram TD TO0so00 Serises Huser Lez Ib Woz HECHMELFOLIS EEHUF PTT Unkle EE Se QLRSted ULF a Saciel harhar Tnit Coat Sr Looi Sttiel Bumber igpend Lotted Jacieal Ruse Jariji me Lf 1000 Let Ho 1201973 Eais i2500 Ear Cost b aN Fulfill ory 1 0000 coment O Billing Materials and Kitting Users 6 19 Bill of Materials File Maintenance Field Definitions Field Name Description Serial No Enter the serial number for the item Lot No Enter or change the lot number for the item Cost The cost of the item is displayed Ext Cost The extended cost of the item is displayed Fulfill Qty Enter or change the quantity that will be removed from inventory Comment Enter additional information about the item Command Bar Definitions This window has no command bar Saving and Exiting When you finish entering lot and serial information use the Proceed PgDn command 6 20 Billing Materials and Kitting Users Manual Components Features Use the Components function on the File Maintenance menu to update the components used in several different assemblies at once This function is useful if an item is discontinued and you need to replace it with a different item or a different quantity of items You cannot use this function for location transfers Reports You can produce a verification log of all the BOMs that have been added replaced or deleted Screen Use Screen Description Components Use
106. y in Bill of Materials Kitting A 4 Bill of Materials Kitting User s Manual References System Messages Inventory update for this component aborted The update for the quantity of the component in inventory has been stopped because you cancelled the instruction to build an assembly Item already exists on this assembly You cannot add an item twice to the same assembly You can update the quantity of the item to increase the number of the item the assembly requires Item does not have a materials list The specified item does not have any materials assigned to it you cannot build it Use the Bill of Materials function to assign materials to it Item is an assembly Item is not a bill of material Item is not a component An item cannot be an assembly and a kit at the same time To work with a kit you must enter an item that is not already an assembly To work with an assembly you must enter an item that is not already a kit Item is not an inventory item Items you enter either as assemblies kits or components must already be in inventory Item is not in location Item is not on file Item not found in location The specified item is not in the specified location Perhaps a user used the Location Transfers function in Inventory to move the component item to a different location since you defined the component as part of the assembly Bill of Materials Kitting User s Manual A 5

OPEN SYSTEMS® Accounting Software Bill of Materials/Kitting

Contents

Download Pdf Manuals

Related Search

Related Contents

OPEN SYSTEMS&reg; Accounting Software Bill of Materials/Kitting

Contents

Download Pdf Manuals

Related Search

Related Contents

OPEN SYSTEMS® Accounting Software Bill of Materials/Kitting