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 your purchase orders.
Go to My Company
From any screen in Paragon, hit the settings button in the top right corner of the screen.
This brings you to the settings screen. From here, hit my company under the system card.
Go to the financials tab
By default, you are brought to the summary tab. Hit the edit button to access module configuration.
You will have options to determine which modules should include a custom BOM. If you would like to use custom BOM on your purchase orders, check the corresponding box. Otherwise, make sure that it is unchecked.
Go to the purchase order module
If you have decided that you would like to include custom BOM on your purchase orders, you must first ensure that you have followed the correct procedures in the purchase order module. Next, go to any purchase order to edit it.
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 hit 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. Hit the green accept button to save any changes.
Verify PO 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, hit the save button at the bottom right corner of the purchase order screen.
What's next?
Here are some additional articles related to the BOM.