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Copy the BOM into a quotation

Written by Pieter Hamans on . Posted in Exact Online

Order driven manufacturers often have the wish to start a quotation by modifying an existing bill-of-materials (BOM) and/or routing. Other manufacturers would like to start with a template bill-of-material or routing where they for example remove unwanted options.

New feature for manufacturing basic and advanced

Copy the BOM into the quotation is a roadmap item for Manufacturing Basic (and therefore also a feature of Manufacturing Advanced) due for delivery in Q1 2014. There will be no controlled release for this feature. The release is on schedule for release in March and applies to all countries.

New icon in the quotation lines

In the quotation lines there is an icon “custom copy” which will default to the Custom copy | Bill of material screen. From that screen we can select an item of which we can copy material and/or routing lines into the quotation (details). Starting from these copied details we can add, delete or edit materials and/or routing.

BOM-1

New buttons in the quotation details

The material details and routing details screens in the quotation have now buttons for respectively Copy from and Delete all lines. The Copy from allows us to select a BOM (version) and copy the respective category of details: material or routing. With Delete all lines we can quickly correct mistakes in the copy process. Important is also the Add or Replace choice. By Add, we can append details of another BOM to the details already collected. Replace would then overwrite the already collected details.

BOM-002

The copy BOM into the quotation feature will improve the usability of Exact Online Manufacturing for order driven manufacturers. The choice for this feature is influenced by feedback from existing customers.

More information with Pieter Hamans (pieter.hamans@exact.com).

Comments (1)

  • How to Build a Special with Exact Online Manufacturing | Exact Support Blog

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    […] One: From the quotation line, we can copy in the BOM for the BMX Bike, and then change a line (just press the BOM icon). The obvious drawback in this solution is: it only works when we are able to flatten the BOM to a single level. This also fails when we want to start from the sales order entry. See also: Copy a BOM into a quotation […]

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