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Exact for Manufacturing Ease of Use: Documents to Bills of Materials

Written by Pieter Hamans on . Posted in Exact Online

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In Exact for Manufacturing we can attach documents (files) to quotations. These documents will become attached to the shop order upon accepting the quotation. This is great for job shops. But for repetitive manufacturing we were not able to attach documents to bills of materials. A recent enhancement supports attaching documents to material lines and routing lines in the bill of materials. A shop order created from such a BOM will inherit those documents.

Attaching documents to the BOM material lines

Instead of attaching documents to the bill of material version (header), we will let you add documents to the material and routing lines. In Maintenance | Materials there is a column on the right side of the screen that shows the number of attached documents:

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By clicking on the (blue) number you navigate to the screen listing the attached documents. You can add new documents from here:

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Attaching documents to the BOM routing lines

In Maintenance | Routing there is a column on the right side of the screen that shows the number of attached documents:

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By clicking on the (blue) number you navigate to the screen listing the attached documents. You can add new documents from here:

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Copying BOMS with documents

The Copy BOM function lets you choose whether you want to copy material and/or routing documents:

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Creating shop orders

When we create a shop order from a BOM with attached documents, all documents will be copied into the shop order. We cannot attach documents to the lines within the shop order, but of course we can attach documents directly to the shop order (tab Documents).

 

These improvements are available for all versions of Exact for Manufacturing. The Ease of Use project aims to make Exact for Manufacturing easier and more efficient using the feedback of customers. Do you think we can make Exact for Manufacturing better? Contact Exact support and we dive into your suggestion.

More information with Pieter Hamans, pieter.hamans@exact.com

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