From the Bills of Materials window:
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Click the + Add button at the upper right.
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Complete the New Bill of Materials popup with your Code and Name for the BOM.
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Click the Create button on the popup.
See the next topic Add Parts and Items to BOM.
Add Parts and Items to BOM
From the Bills of Materials window:
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Click the + Add button at the upper right.
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Complete the New Bill of Materials popup with your Code and Name for the BOM.
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Click the Create button on the popup.
See the next topic.
Add Parts and Items to BOM
The window is separated into to grids. Parts are on the left and Items are on the right.
See the next topics for instructions.
Add Parts to BOM
Use the Add Part to Bill of Matrials popup to find and select as many Parts as needed. Parts with a value in the field at the right are added to the BOM list.
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Click the +Add Part link to select a Part.
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(Optional) Filter the results using the fields at the top.
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Enter the number of Parts needed in the field(s) at the right.
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Click Done.
Go to next topic to complete the record.
Add Items to BOM
Use the Add Item to Bill of Materials popup to find and select as many Items as needed.
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Click the +Add Item link to select an Item.
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Select the Item Type (required).
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(Optional) Use the Find Items field to search the list.
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Click the Plus
sign of desired Items.
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Click Done.
Bookmark and Navigate BOM
When you add Parts and Items to BOM, the window that opens includes a Bookmark option as well as navigation to return to the Bills of Materials window.
Select the bookmark icon to add the record to the list of Favorites. Once clicked, the icon
changes to a solid color that indicates the record is bookmarked. This is a toggle switch. You can remove the bookmark status by clicking the icon once more.
Bookmarked records display in a drop-down from the Favorites Star on the menu bar as illustrated below.
To navigate to the full list of Bills of Materials, click the Bills of Materials section in the path above the record name .
NOTE: The Favorites entries are visible throughout the application as well as on the new interface pages.