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D365: How to create a BOM using BOM version feature

Galyna Fedorova Profile Picture Galyna Fedorova 3,566

In previous topic D365: How to create a BOM using BOM and BOM version feature I described the way of BOM creation using BOM and BOM version feature. In this topic I am going to describe another option is BOM creation using BOM version feature

We will create BOM and its components in the following structure:

BOM1

                Item1

                BOM2

                                Item2

                                Item3

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

Released products Items

The next step will be creation of BOM1 and BOM2

Released products BOMs

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

BOM versions menu item

On the opened from, click New button. Previously we used BOM and BOM Version button, but today we are going to use BOM version button

BOM and BOM Version

With this option, BOM version is not created automatically. You have to create it manually. In order to do this from this form, right click on the BOM and select View details

View details

In the opened form, click New button.

Specify BOM version name, Site and Item group

New BOM version creation

Note: Here we can see another difference between ā€œBOM versionā€ and ā€œBOM and BOM versionā€ feature. Item group is not filled automatically as it was using BOM and BOM version feature. You should be careful while selecting the group.

BOM version creation

Once you have created BOM version, close this form.

Now you are able to select the BOM version

BOM version selection

Next step is BOM lines creation. Click New button

BOM line creation

After clicking After line, ā€œSelect component to be addedā€ form will be opened

Select component to be added

Once you have added BOM components, you can go ahead and approve the BOM version

BOM version approval

Click Approve button.

In this dialog you have ability to approve not only BOM version, but BOM itself as well. Just set ā€œDo you also want to approve the bill of materials?ā€ to yes.

Do you also want to approve the bill of materials

Status Approved will be changed to Yes.

Then click Activate.

Status Active will be changed to Yes

BOM status

Repeat the same steps for BOM1.

BOM1 version creation

As usual, go to Designer to check the structure of the BOM1

BOM1 Designer


This was originally posted here.

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