D365: How to create a BOM using BOM and BOM version feature

The challenge we face today is to create BOM (Kit in essence) and its components. The structure that I am going to create will be the following:

BOM1

                Item1

                BOM2

                                Item2

                                Item3

Despite being faced with the major task of creating the structure above, in AX we have several options to manage this.

Let’s create a BOM using BOM and BOM version feature.

And first step will be creation of Item1, Item2 and Item3.

Navigate to Production information management > Products > Released products

Create new items by clicking New button and populating mandatory fields.

The next step will be creation of BOM1 and BOM2

We will start creating our structure from the lowest level. Select BOM2, go to Engineer tab on the Action pane and select BOM versions.

On the opened from, click New button. Here we have 2 options. We will review 2 of them, but now let’s use BOM and BOM Version

Create BOM dialog will be opened where you need to type the Name and Site.

BOM version (in our case it’s 000125) is automatically created

Create BOM lines by clicking New button on the Bill of materials lines section

Specify Item2 and Item3 since they are part of our BOM2

Click on the Approval button on the Bill of materials tab

Approved by will be automatically filled by worker assigned to your user

Click Ok

Switch to the Header view and notice that Active flag is still unchecked. You have to approve the version and activate it by clicking Approve and Activate buttons

The dialog after clicking on Approve button

The result of Activation

Once you close the Bill of material from, you will see the structure that you have created

Now we can go to BOM1 and create specification there by following the steps above.

Here is the structure that has been created for BOM1

And BOM version information

Now if you go back to the Released products, select BOM1 and click Designer

You will see the full picture