The Masters Menu is where you will find the hierarchical menu for the categories below.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Masters Menu

The Masters Menu is found on the main tool bar at the top of the window.

Parts

Group of Parts maintenance functions. Also see our Parts Menu guide.

Bills of Material

Group of Bills of Material maintenance functions. Also see our BOM Menu guide.

Process Routes

Group of Process Routes maintenance functions. Also see our ROUTES Menu guide.

Quality Assurance

Group of Quality Assurance maintenance functions. Also see our QUALITY Menu guide.

Engineering Data

Group of Engineering Data functions. Also see our ENGINEERING Menu guide.

Marketing

Group of Marketing Contacts maintenance functions. Also see our MARKETING Menu guide.

Customers

Group of Quality Assurance maintenance functions. Also see our CUSTOMERS Menu guide.

Suppliers

Group of Suppliers maintenance functions. Also see our SUPPLIER Menu guide.

Customer Parts

Group of Customer maintenance functions. Also see our CUSPARTS Menu guide.

Purchase Parts

Group of Purchase Parts maintenance functions. Also see our PURCHPARTS Menu guide.

Standard Texts

Group of Standard maintenance functions. Also see our TEXT Menu guide.

Global Changes

Group of Global Changes functions. Also see our GLOBAL CHANGES Menu guide.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide. Compiled in Program Version 6.00.

Compiled in Programme Version 6.00. Help date last modified 23 July 2024.

Class mMasters (Masters Menu) last modified 25 May 2022

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This window shows a single level Bill-of-Materials (BoM) and Where-Used listing for the currently selected part. The window is opened by selecting Masters — Parts — BoM Listing from the main menu bar or Parts ScratchPad Options — Show BoM for Selected from the Parts ScratchPad.

File Path

Masters > Parts > BoM Listings…

This file path takes you to the Bill of Materials and Where-Used Listings window.

Auto Rebuild

Causes the list to be re-built automatically on single-click selection of a part in the list.

Operation

The window shows all parts in the immediate single level BoM for the currently selected part in the top half of the list, and all parts containing the currently selected part in their immediate single level BoM in the bottom half of the list.

To make a part the currently selected part in the Parts ScratchPad (and the Part Maintenance window if open), click on the part in the list.

To re-build the list for a part, double-click on the part in the list.

If the Auto Rebuild option for the window is selected, single-clicking on a part in the list will automatically re-build the list for the selected part, with no need to double-click. In this way it is possible to “walk” up and down the BoM structure.

Compiled in Program Version 6.00.  Help date last modified on 16 July 2024.

Class wptmbomlist (Bill of Materials and Where-Used Listings) last modified 25 May 2022 FP: Masters > Parts > BoM Listings…

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The Bill of Materials Maintenance window contains an assembly tree list that can be populated using drag and drop from the parts ScratchPad or directly by using the Select Parent function on the BoM menu. When an assembly number is selected in the tree list the parent’s component list is built and is displayed. If there are potential conflicts with orders the Parent On-Order Status window will open to warn you.

To create an assembly in the first place, select the part number or drag it into the list and select it. Then add components to the list.

You can add parts to the component list using drag and drop from the Scratchpad or the BoM Listing built from the Scratchpad.

The window shows component current costs under the list and a total for the parent below the list. Note that this is NOT the total cost value for the parent as it ignores costs associated with the assembly process route and any receiving overheads.

File Path

Masters > Bills of Material > Select Parent

This file path takes you to the Bills of Material Maintenance window.

Assembly Tree

Click on the expander to show sub-assemblies. Click on the icon or part number to list components.

If you move the mouse over the tree list, there is a context menu (right-click) which contains the following functions:

Select Parent – has the same function as that on the BoM menu.

Expand All – causes any assembly listed to be fully expanded down to the lowest sub-assembly.

Where-Used – has the same function as the icon button above the tree list.

Clear All – has the same function as the icon button above the tree list.

BoM List – opens the Bill of Materials and Where-Used Listings window.

Component list

List of components in the selected parent’s bill of material.

TIP: You can multi-select components in this list and drag them onto a parent part number in the Assembly Tree to add them to that assembly.

Parent part

Parent part number.

UoM

Standard stock unit of measure.

Part Type

Part type (A,B,M,N,O,P)

Change Part Type button

Having created a BoM for a parent part you can change that parents type classification with this button.

Expand icon

Clicking this icon causes any assembly listed to be fully expanded down to the lowest sub-assembly.

Higher Parent icon

Clicking this loads the highest parents of the selected part if there are any and they are not already listed.

Clear Assemblies icon

Clears all assemblies from the tree.

Open Report icon

Opens the Bill of Materials and Where Used report for the selected assembly.

Select Parent button

This opens the part selection window to select the Bill of Materials for maintenance.

Description

Description of parent part

Part issue

Engineering issue reference.

Bills of Materials fast view mode

Check this box to activate fast view mode. Fast view mode will supress all parent on-order status messages. Editing will not be permitted while in this mode.

Update Parent Costs

This button opens the Parts Cost Update window.

Total component current costs

The value of all the current costs of all components in the BoM. This is not the same as the total current cost of the assembly as it does not take into account any process route operations that may exist for the assembly.

Details tab

Edit Component button

To edit the selected component from the Bill of Materials component list.

Add Component button

To add a component to a new or existing Bill of Materials.

Delete Component button

To delete the selected component from the Bill of Materials component list.

Auto-add to scratchpad

To auto add selected parts from the Bill of Materials component list to the parts scratchpad.

Scratchpad icon

This opens the parts scratchpad window.

Part number

The Part Number of the Component Part must be defined in the Parts Master File. This Component can have its own BoM. The system protects against entry of a Component that is itself a Parent, at a higher level, of this bill structure. If this were allowed a physically impossible recursive structure would result.

Up and Down arrows

Finds and displays the previous or next record from the appropriate file. The index used may depend on the last Find you executed.

Current issue

Current Engineering issue reference.

UoM

Standard stock unit of measure.

Part type

Component part type.

Reference

Component reference within structure.

This optional 4-character alpha-numeric field is provided for any special Parent-Component link referencing you may wish to apply. BoM reviews and reports can list the components in Reference order. It is often used to provide for sub-kitting to Process Route individual Operations, or as a reference to details on a drawing.

Description

Part description.

Issue

Engineering issue reference.

The part issue for the component when used to manufacture this parent part. This can be different from the current issue for the component stored in the parts master. This enables you to hold historic designs and can be useful in managing engineering changes. However, this is for memo purposes only and is not used in any system processing logic.

Quantity per parent

Component quantity in stock UoM.

The quantity of the Component Part used on each Parent Part. Stock UoM applies to both Parent and Component. i.e. if the Stock UoM of the Parent is “Each” and the Component “Pk 10”, and if the Quantity (per Parent) is 5, then 50 Components are used in making each Parent.

TIP: If the system option optBoMZeroQty is set to 1, BoM quantity for a component can be zero.

TIP: If the system option optBoMAllowNegQty is set to 1, 2 or 3, BoM quantity for a component can be negative.

See the Negative BoM Component Quantities section below for more details.

Texts Tab

Special structure comment

Component special structure comment. Up to 10000000 characters.

Show button

Click this button to display a list of alternatives for the field alongside the button. Double-clicking on a list line will enter the value from the list.

Language swap icon

Click to open the Language Swap Maintenance Record or File window as applicable to translate available text into swap languages.

Standard engineering text

Standard engineering text of up to 10000000 characters.

Revert button

Re-reads the modified Bom from file. All changes other than deletes will be lost.

Save Changes button

Saves all component changes and additions to file. Consequential adjustments will also be made.

Cancel button

Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.

OK button

The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

Negative BoM Component Quantity

There are two reasons why you may want to create BoM Structures where some components have negative component quantities.

One example (A) is a non-obvious way of handling final assembly exceptions or customisation. In this case, suppose we are making a standard car with black tyres and a customer comes along and says that he will place a large order but only if we provide the car with green tyres. The tyres are on the axles which are on the chassis, so they are deep within the BoM structure, but as we have anticipated this possibility and our car is made on a production line as a single large BoM Assembly it is easy for us to make the standard car with black tyres a phantom kit. Then we create an end product with a single BoM component of the standard phantom kit assembly. To make the green-tyred car all we need to do is to duplicate the standard black-tyred car end-product assembly and add two components to it’s BoM; 4 green tyres and minus 4 black tyres. When the kit is issued the minus 4 and plus four black tyres in the phantom kit resolve to zero black tyres and we are left with the standard kit without tyres plus 4 green tyres (substitute 5 for 4 if there is a spare!). The main value of this is data efficiency and transparency as the ‘specials’ are all in the top level BoM which will be small, having only the standard phantom kit and any variants. Also any change to the basic common design means only a change to the phantom kit after which all end-product variants will reflect the change.

Another example (B) is where the production process results in a predictable return of stock, perhaps where it has been consumed at a deeper level of production, such as tooling or complex by-products that fall outside the normal by-product functionality.

The following illustrates a non-negative simple build followed by A and B scenario illustrations.

Caliach Vision (V3.1013 onwards) allows negative component quantities through a system option optBoMAllowNegQty which can take the value 1, 2 or 3. This option works in conjunction with the optBoMZeroQty system option which, if 1 or YES permits the entry of zero quantity components. The rules are as follows:

1. You can create/edit/import negative component quantities if optBoMAllowNegQty=1, 2 or 3.
2. If optBoMAllowNegQty=1, 2 or 3 the File — System Manager — System Preference, Bill of Material tab, “Do not consolidate common BoM components in lists” preference will be turned off and disabled; you must view and operate on consolidated kit lists only.
3. You cannot have a zero-component quantity unless optBoMZeroQty=1.
4. The costing system takes account of any negative BoM quantities regardless of any option settings.
5. In the Bills of Material task (BoM Maintenance) all BoM structures are shown in full, as that is what is stored in the data. There are two exceptions to this: the BoM Report – Lowest-Level Component Breakdown and Trial Kit as both of these reports simulate stock movement activity which abide by the following additional rules:
6. optBoMAllowNegQty=1 negative component quantities are permitted but any net negative results are ignored in any stock movements or reviews. This means that case A in the preamble will operate fine if the main BoM assembly is a phantom kit. Any net negative quantities will not complicate stock movements when kitting but will affect costing, so such entries that produce net negatives may well be validly used. In this case if optBoMZeroQty=1, the kitting lists will show net zero components but not negatives. This may be useful if the net zero is an optional kit component.
7. optBoMAllowNegQty=2 negative component quantities are permitted, and any net negatives will be listed in kit lists, etc. But by default, the return quantity during a kit issue or an issue quantity in a kit return will default to zero. The user will have to manually enter a negative quantity to affect a return/issue. optBoMZeroQty=1 has the same effect as in 6.
8. optBoMAllowNegQty=3 negative component quantities are permitted, and any net negatives will be listed in kit lists, etc. By default, the return quantity during a kit issue or an issue quantity in a kit return will default to the negative value so the reverse transaction will typically be made. optBoMZeroQty=1 has the same effect as in 6.
9. The Allocated quantity of a component will go negative if there is a net negative on a WO kit list but only if optBoMAllowNegQty=2 or 3 and Part Process Analysis and Reset Part Process Quantities will reflect this rule. If at any time you change the optBoMAllowNegQty setting, it would be wise to do a File — Advanced — Re-Set Data File and Reset Part Process Quantities for all parts to correct any Allocated balances on part records.
10. Net negative kit components can never be inverse shortages regardless of option settings.
11. Net negative kit components will show up as negative dependant demand in MRP Results and will supplement supply, but only when optBoMAllowNegQty=2 or 3.
12. In subsequent kit issues or returns of net negatives the stock movement type will remain the type of the function but it’s direction will be the reverse of normal (movement quantity sign opposite to normal). So, a positive WO Kit Issue movement will result from a net negative kit issue component.
13. Multi-Location, Batch Tracked and Serial Numbered parts will behave in the same way as stock movements, with reflected logic.
14. Sales Orders and Jobs cannot have negative line-item quantities, as before, but can have net-zero or negative component quantities in single or multi-level phantom kits.
15. Changing the optBoMAllowNegQty or optBoMZeroQty setting or removing either will not change any BoM stored data or any already recorded transactions. However, it will affect future transactions, reset part process quantities, BoM Maintenance activities and, in particular, a Re-Unite Missing Relatives operation on the BOMFILE. In the latter case a check is made on component quantity and if it is found incompatible to the option settings the record is deleted. So, if you have negative (or zero) quantity components, they will be removed by the re-unite process if the option settings no longer permit negative (or zero) quantities.

Compiled in Program Version 6.00. Help date last modified on 24 August 2022

Class wbommaint last modified 25 May 2022

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Bill of Materials Listing

Reference Contents > Bills of Material > Bill of Materials Listing

The multi-level indented list, either bill or where-used, can be used to select components or assemblies of interest. Click and or drag any line to select the part number shown.

For the multi-level assembly list, the parts in the list are components, and for the where-used list, the parts are parents. The component/parent part numbers are preceded by their level numbers below/above the selected parent/component. The part number is indented up to 15 levels. At, and above, 15 levels a “o” precedes the part number indicating that indentation has been stopped. The BoM quantity of the component structure is shown at each level. The net quantity is shown and is the quantity of the component/parent shown used at that position in the structure having taken account of the route through the structure to the component/parent. The costs on a multi-level assembly are the net current value of required components or sub-assemblies. On the where-used list it is the current cost of each parent.

See also: –

Bills of Material Maintenance Part Selection

Compiled in Program Version 5.10. Help data last modified 11 Oct 2001 18:47:00.00. Class wBomList last modified 23 Sep 2017 10:50:48.

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BoM Changes Log

Reference Contents > Bills of Material > BoM Changes Log

Changes to BoM Structures can be logged. To automatically log changes you must set the two preferences in File — System Manager — System Preferences and the Bills of Material tab pane.

The BoM Changes Log to record quantity changes preference logs any quantity changes.

WARNING: No BoM Changes Log records are created during importing data using Data Transfer functions.

The BoM Changes Log to record component issue-only changes preference controls whether changes to component engineering issue references, when not accompanied by a quantity change, are recorded in the log. This takes place when editing a component BoM record or during “Update issue…” in parts maintenance.

NOTE: Although these controls are independent, there is little point of setting the second without the first as the second only records issue changes when no quantity change is recorded.

BoM Change Log data

Each time a change is detected a single record is created. The fields are as follows:

Listing Window

See also: –

Bills of Material Maintenance BoM Log Report Options System Preferences

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:47:00.00. Class wBomLogList last modified 23 Sep 2017 10:50:48.

Reference Contents > Bills of Material > BoM Changes Log

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BoM Log Report Options

Reference Contents > Bills of Material > BoM Log Report Options

This window provides options for printing a BoM Changes Log.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
Print	Will cause a report to be printed of the subject matter. Right-click to change the report destination.

See also: –

BoM Changes Log Bills of Material Maintenance

Compiled in Program Version 5.10. Help data last modified 20 Oct 2001 21:57:00.00. Class wBomLogPrt last modified 17 Oct 2017 04:29:54.

Reference Contents > Bills of Material > BoM Log Report Options

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Parent On-Order Status

Reference Contents > Bills of Material > Parent On-Order Status

This window lists all current orders that are associated with a selected parent part.

You may not edit or otherwise change a BoM structure if there exists a work order for the parent part and the System Preferences have not been set to permit change in the File — System Manager — System Preferences and the Bills of Material tab pane. When a WO (or PO if the parent is an ‘O’utwork type part, or SO if the parent is a ‘P’hantom assembly) exists for a parent, all BoM associated parts have process quantities calculated on the basis of the BoM structure. If the structure is changed while the WO is in process, part quantities will be adjusted. You may either prevent this, by preventing BoM changes, or accept part process quantity changes during maintenance. You can confirm the status of process quantities using the Re-set Part Process Quantities function in the File — Advanced — Re-Set Data Files window. When you attempt to confirm your selection for a parent part, the system will check for active orders. Active orders are Work Orders for the selected part or any WO for a higher parent if the parent is a ‘P’hantom type part. They are also Sales or Purchase Orders if the parent is a ‘P’hantom type part, or SOs of higher parents if those are also ‘P’hantoms. Active orders are also Purchase Orders if the selected parent is a ‘O’utwork type part. If there are any active orders you will be warned with the display of this list of the active orders.

You can print the results of the active order analysis using the Print List button. The message will differ depending on the System Preference applicable. If you answer No you will be able to select an alternate parent part number, otherwise a Yes will give you full access to the parent BoM.

If your selected parent has any active orders the following adjustments will be made to the component part when changes (if permitted with the System Preference) are made to the BoM structure:

The quantities applied are the order balances factored by the BoM net quantity for the part.

See also: –

Bills of Material Maintenance

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:47:00.00. Class wBomMessage last modified 23 Sep 2017 10:50:48.

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New Parent Selection

Reference Contents > Bills of Material > New Parent Selection

This window is presented when copying a BoM. The user must enter a new Parent part number. After entering a part the system checks that the new Parent is pre-defined in the Parts master, that its Lowest level number is not equal to or greater than the Maximum BoM level set in the Company Details, and that it has no existing BoM. The system will then duplicate the previously selected bill and, where necessary, adjust all relevant parts lowest level numbers. This process can take time and must not be interrupted.

WARNING: You can’t copy the structure to a parent that has any active orders on file.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.
Search for String	Use to locate a part number which contains the string of characters you have entered. Repeatedly clicking will cycle through all parts which contain the characters.

See also: –

Bills of Material Maintenance

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:47:00.00. Class wBomNewparent last modified 18 Feb 2015 01:54:36.

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Part Selection

Reference Contents > Bills of Material > Part Selection

This window enables you to select a part number. There are a number of navigation buttons, including a special string search.

Typically you can enter a part number partially or in full, use the navigation buttons, use the Keyword system, click on a Parts Scratchpad line or use drag and drop from the Scratchpad or BoM Listing.

Button	Action
Next Parent	To cycle to the next part that has a BoM . If there is no greater parent part number, it will find the first part that has a BoM.
Previous Parent	To find the preceding part number that has a BoM. If there is no preceding parent part it will cycle to the last parent part on file.
Search for String	Use to locate a part number which contains the string of characters you have entered. Repeatedly clicking will cycle through all parts which contain the characters.
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

Bills of Material Maintenance

Compiled in Program Version 5.10. Help data last modified 8 May 2012 06:20:00.00. Class wBomParent last modified 10 Oct 2017 11:47:59.

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Change Parent Part Type

Reference Contents > Bills of Material > Change Parent Part Type

In the Parts master maintenance window the user is prevented from defining a Part as a Phantom assembly or an Outwork assembly unless the Part is pre-defined as a Parent in the BoM file. Once a Parent part has been given at least one Component the user can re-define the Parent part as a Phantom or Outwork assembly using this command. This operation acts on the currently selected parent.

WARNING: You can’ t:

1. Change a parent part type FROM a ‘P’hantom type while there are any active orders for the parent.
2. Change a parent part type FROM an ‘O’utwork type while there are any active Purchase Orders for the parent.
3. Change TO a P’hantom or O’utwork type while there are any active orders for the parent.

Field	Description
Automatic (buy or make)	The program will determine whether the part is manufactured or purchased, depending on the presence of a BoM.
Buy complete assembly	The parent is purchased complete, regardless of the existence of a BoM.
Manufactured assembly	The parent is always manufactured, regardless of the existence or not of a BoM.
Outwork assembly	The parent is always manufactured under a purchase order by a supplier from a kit of components supplied by us.
Phantom assembly	The assembly never exists in stock. The bill is absorbed in any higher assemblies kit, or it is a sales order kit that is assembled at the time of dispatch, or it is a purchase order kit where the components are received rather than the parent assembly itself.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

Bills of Material Maintenance

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:47:00.00. Class wBomPartType last modified 18 Feb 2015 01:54:36.

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