Maintenance
Tasks - Assign / Remove a Bill of Materials (BOM)
Linking material resource requirements to a Task, gives you the ability to see which parts are required for the Task to be completed. In order to link a Bill of Materials for parts required, you will need to ensure one has been configured. Refer to the Creating a New Bill of Materials manual to ensure that a BOM is already set up before you continue with this manual.
Ribbon Access: Maintenance / Projects > Tasks |
- The Tasks listing screen will be displayed.
- Click on the row of the task you wish to assign a BOM to.
- Click on Edit.
Short cut key: Right click to display the Process menu list. Click on Edit.
- The Edit Task screen will be displayed.
Assign BOM Details to Task
- In the BOM Details frame,
- Right click in an available line in the BOM details data grid to display the Process menu.
- Click on BOM - Add new BOM.
- The Select a BOM screen will be displayed.
- Click on the row of the BOM you wish to attach to this task.
- Click on OK.
- The selected BOM will be displayed in the BOM Details frame.
- Expand the BOM Items frame to view a list of all the items required to complete the task.
- Continue adding BOMs to the task as required.
Remove BOM Details from a Task
- From the BOM Details frame,
- Right click in the row of the BOM you wish to remove from the Task to display the Process Menu.
- Select Delete - Delete BOM
- When you receive the Delete BOM message to confirm;
- Are you sure you want to delete this bom [bom code]?
- Click on Yes if you are certain about your selection, or
- Click on No to ignore the request and leave the BOM assigned to the Task.
Save the BOM Details
- When you have finished editing the Task, click on Save.
- You will return to the Tasks list screen.
- When you receive the Tasks message to confirm that;
- The Task: [task number] has been saved.
- Click on OK.
View the Status
- From the Tasks list screen,
- Click on the row of the task you wish to view the status of.
- Click on Edit.
Short cut key: Right click to display the Process menu list. Click on Edit.
- The Edit Task screen will be displayed.
- The Status field for the BOM you have assigned has now been updated with A - Active.
- Click on Back to return to the Tasks list screen.
MNU.044.005