Include and modify the custom bill of material on a transaction

Introduction

Paragon allows you to modify the BOM (bill of materials) of a product on specific transactions. This can be useful when a customer would like to have a product customized or changed. Here, we'll walk you through on how to include and modify BOMs on purchase orders and work orders.

Advanced settings in transactions

Use this article and follow the instructions to enable access to the custom bill of materials in advanced settings.

There is an advanced settings option in the screen setup for each transaction. The custom bom setting is available in the following transactions: invoice, order, purchase order and work order. Choose any or all of these transactions to enablecustombom.

For the purpose of this article, enable custombom in the advance settings for purchase orders.

Go to the purchase order module

Edit your custom BOM

Once you are in the purchase order module, select the purchase order you would like to update. To update the custom BOM of a line item, right click the line and click edit custom BOM.

If you want to add materials to your product's BOM, these materials will need to be already set up in the system.

To update the cost of one of the materials in the custom BOM screen, highlight the current cost and type in the new cost. Click the green accept button to save any changes.

Custom BOM currency and symbols

You can select the currency that you would like to use for your PO in the PO header. From a drop down list, select the currency that you would like to work with. The PO will be calculated in this chosen currency.

The currency and symbol selected in the PO header will be reflected in the PO's custom BOM.

Save your changes

To save your changes, click the save button at the bottom right corner of the purchase order screen.

Work order bom

From screen setup for work orders, enable custombom in advanced settings.

Now you will have the ability to edit or view the pivoted custom BoM for each line in your transaction. In this example, we will be in the work order module, editing the custom BoM for a line item.

You will need to navigate to the transaction. Click on the edit button in the top right corner, then double-click on the pivoted line item you want to edit.

A modal will then appear. Click on the custom BoM button.

If you would like to only view the custom BoM, you can follow the same steps but without entering edit mode at the start. The same modal will appear, however without the ability to edit the custom BoM.

What's next?

Here are some additional articles related to the BOM.

Import and Export BOMs

Copying a bom