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

The post Masters Menu – Overview appeared first on Caliach.

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.

NOTE: The buttons on this window carry out the same functions as the equivalent menu items. If a menu item has been locked for a user or group by menu privileges, the matching button is locked for them too.

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.

TIP: You can lock individual users into fast view mode permanently using the optBoMViewOnlyMode system option. Enter a comma-delimited list of user ids. Users listed will be able to view the Bill of Materials, change pricing and print reports, but editing of any kind will not be permitted.

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

The post Bills of Material: Bills of Material Maintenance appeared first on Caliach.

BoM Trial Kit Parts Setup

Reference Contents > Bills of Material > BoM Trial Kit Parts Setup

If you select the Trial Kit report type from the BoM Reports window, there are no selections, options or sort. Simply press Print Report to pass on to the setup stage. This window will open in which you can setup a list of assemblies and parts for trial kitting.

The Trial Kit report is a very powerful tool in analysing current inventory in relation to the consolidated components needed for a set of products.

Firstly, you need to set up a list of parts, each with a quantity. You can add assemblies to the list using drag-and-drop from the Parts ScratchPad or BoM Listing or use the Parts ScratchPad Transfer Selected function.

The list can include both assembly parent parts and parts without bills of material. When the report is run the system will collect together all the parts needed for each assembly you have listed plus the parts listed which have no BoM. The list is then consolidated so that multiple quantities of the same part are brought together into a total. The resulting list of parts is then printed showing the net quantity needed in relation to the current inventory position. In addition the maximum accumulated lead times are shown for each part.

Load from SO or Job will bring forward the Sales Order or Job selection dialog. Having selected one, all part line items will be added to the Trial Kit list. You can add a number of Sales Orders or Jobs together on the list in preparation of a trial kit analysis.

There are a number of options available:

TIP: If you want to more permanently identify parts involved in a number of assemblies by setting an Index Code: First, use Global Changes to make sure the chosen Index Code is currently not applied to any parts. Second, use the Trial Kit analysis to load the ScratchPad with associated parts. Finally, use the ScratchPad contents in a Global Change to set the Index Code.

See also: –

BoM Reports Select Sales Order Part Range Selection

Compiled in Program Version 5.10. Help data last modified 18 Sep 2017 06:33:25.67. Class wBomTrialist last modified 10 Oct 2017 11:48:00.

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Bills of Material Topic Contents

Reference Contents

Most topics are related directly to functional windows, menus or toolbars. Click on the topic to view details.

• – Bill of Material Menu
• Bill of Materials Listing
• Bills of Material Maintenance
• BoM Changes Log
• BoM Log Report Options
• BoM Reports
• BoM Trial Kit Parts Setup
• Change Parent Part Type
• Component Mass-Change
• New Parent Selection
• Parent On-Order Status
• Part Selection

Reference Contents

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– Bill of Material Menu

Reference Contents > Bills of Material > – Bill of Material Menu

Contains commands and review functions for maintenance of Bills of Material. BoMs define the product structure in terms of the use of materials and parts used to make assemblies (all pre-defined as parts).

Introduction to Bills of Materials

An Assembly is a part that is made from one or more different parts or raw materials in various quantities. Each Assembly has a Parent Part number and is made up of one or more Component Parts. A Bill of materials is the list of Components and quantities that make up one Stock unit of measure (UoM) of the Assembly. The Bills of material (BoM) file contains the data that defines all the component structures within the business.

The Bills of Material define the physical make-up of products. It defines the relationships between parts and their physical hierarchy.

A typical symbolic BoM structure is illustrated above. Both parts A and D are parents. To manufacture parent A, you need a kit of two Bs, five Cs, two Ds and one E. For each parent D, four Fs and one C are needed. As a simple listing this would be shown as:

Parent A  Component B  Qty per parent = 2

          Component C  Qty per parent = 5

          Component D  Qty per parent = 2

          Component E  Qty per parent = 1

Parent D  Component F  Qty per parent = 4

          Component C  Qty per parent = 1

When Parts are given the Bulk Issue attribute, they will be ignored in kit lists. This enables them to be included for costing and engineering purposes but ignored when issuing from stores. A stores issue kit for one parent A will be:

Component B  issue of 2

Component D  issue of 2

Component E  issue of 1

If a Parent Part is made a Phantom type part then the parent part itself is ignored in manufacturing. A stores issue kit for a parent having a phantom as a component will include all the phantoms components. This can operate in a multi-level manner (phantoms as components in phantoms). A stores issue kit for one parent A when D is a phantom will be:

Component B  issue of 2

Component E  issue of 1

Component F  issue of 8 = 2 x 4

Within an MRP production environment each Parent part has a Bill of Materials and, usually, a Process Route, which holds the processing information to produce a finished Parent part from a kit of its Components. This kit of parts is known as the Bill of Materials. (Note: Phantom parent parts, with Part Type ‘P’, do not have Process Routes as their Bills of Materials are combined with a higher level bill, or are sold as kits of parts rather than completed assemblies. – See Parts, Part Type for more details.) You can designate a Parent as a Type ‘M’ part, in which case it will always be considered a Make or Manufactured part regardless of any BoM or current PO items. This is useful where you manufacture an assembly from unrecorded free issue materials, in which case you would have a Process Route without a BoM.

With each part in the system having a Lead Time, the BoM also defines the structure time line. The lead time is expressed in working days. If it is a parent part the lead time will be the number of days taken to manufacture a batch – from kitting to receiving the completed parents into inventory. If it is a purchased part, the lead time will be the number of working days it takes to order and receive the part from a supplier.

MRP schedules a time line for each part and, after assessing whether there is sufficient stock on the dates when it is needed, may recommend an order to satisfy the demand.

For you to be able to make full and effective use of Caliach Vision you need to ensure BoM accuracy. Bills of Material are at the very heart of the system.

See also: –

Bills of Material Maintenance BoM Reports

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:47:00.00. Class mBom last modified 18 Apr 2012 12:39:38.

Reference Contents > Bills of Material > – Bill of Material Menu

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Component Mass-Change

Reference Contents > Bills of Material > Component Mass-Change

This function enables the user to replace a Component in all bills that contain it with a different part. The new part cannot be a Parent with its own BoM unless automatic lowest-level adjustment is off in the File — System Manager — System Preferences and the Bills of Material tab pane. Before operating the menu command select the part you wish to replace by clicking on the component list in the maintenance window. A window is presented in which the user enters the replacement component part number. Then click the Build List of Parents button.

Select those parent lines you wish to change and click on the Process Selected Parents button. The mass-change will then be initiated. On completion a list of Parents with BoMs that contained the original component is left on the window for review which can be printed.

Parents marked with a “+” had bills that already contained the replacement component. In this case the quantity of the replaced part was added to the existing replacement part. Because of this, great care must be taken that Units of Measure of the new and old part are not different. The process makes a simple numerical addition with no account being taken of UoMs. Also, in this case the old components details (other than quantity) are lost. Unmarked Parents in the list have had their components changed. Note that the new component will have all structure details such as Reference and Comments identical to the old component.

Parents marked with a “*” have not been changed as they were subject to open Work Orders.

Parents marked with a “#” have not been changed as doing so would result in a recursive structure.

Button	Action
Build List of Parents	This will test the data and list the results that will happen if the Process Changes button is clicked. Those selected will change if processed.
Print Results	Will cause a report to be printed of the subject matter. Right-click to change the report destination.
Process Selected Parents	Process the component change after selecting the parents you want changed.

See also: –

Bills of Material Maintenance

Compiled in Program Version 5.10. Help data last modified 8 May 2012 06:20:00.00. Class wBomComchange last modified 23 Sep 2017 10:50:48.

Reference Contents > Bills of Material > Component Mass-Change

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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.

Reference Contents > Bills of Material > Bill of Materials Listing

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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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