Material

In this box there is a table where you can create a material list (a BOM list) for the part selected in the structure.

It is possible to add, insert, and delete, material rows by using the buttons Add (F5), Insert new row (Shift + F5), and Delete (F6) on the function menu.

An alternative is to add parts from a part selection by using the button Create from Part Clipboard .

Using the button Copy records to Clipboard you copy all material rows to a part clipboard that can be used in another material list (or for example as a clipboard in a procedure).

Using the button Go to procedure you can go to different procedures for the selected material.

Warehouse (WH)

(Applies if you have installed the option Warehouse) If you change to another warehouse you will see the WH column. On the rows which belong to another warehouse than the selected warehouse you will see a symbol in the column. A tooltip for the symbol informs you of which warehouse the row belongs to. Values and texts in all columns for these rows are displayed in italics.

In many of the procedures you can change the warehouse which you will be working in by using a button in the toolbar of the procedure. It is also possible to generally change in which warehouse to work. Then it is changed for all procedures. This is done in the desktop backstage. In registration procedures for quotes, inquiries, different orders, and invoice bases, you can in a field select to which warehouse the record belongs.

Row

Here you can see the row number of the material. For each row added, one will be added to the number in this column. The row number cannot be edited.

Position

What is entered in this column refers to a particular position in the material list for a drawing. The field is alphanumerical and can contain a maximum of 10 characters. If the same position is used on several rows, you will see a warning.

Part number

Here you can see/enter the part number of the included material. If the same part number is used on several rows, you will see a warning. A check is made of underlying nodes to make sure that the same part number as the main part is not used, that is, a part cannot be included in itself. If you enter a part number which does not exist in the system, a new part will be created. You can enter name, part type, and standard price, which will become saved when you save in the procedure. When you have saved, it will no longer be possible to edit these fields.

Name

Here you can see the name of the selected material. If you are creating a new part number, you can enter the name here.

Translations

Clicking this button you can enter a translation of the material's name. By using the button Translations you can translate the text to the different active languages registered in the system.

Part type

Here you can see the part type of the selected material. If you are creating a new material, you can enter the part type here.

Lot sizing rule (LSR)

The lot sizing rule of the material determine the suggested quantity in order suggestions when a shortage occur. The lot sizing rule you select will also become updated in the field Lot sizing rule in the part register. This way the part will have the same lot sizing rule in other material lists. If you switch between lot sizing rules with different control methods, for example from Lot-for-lot (order oriented) to Fixed order quantity (stock driven) or the opposite, then the field Control method in the part register will also become updated.

• Lot-for-lot – This lot sizing rule generates a linked order suggestion where the quantity matches the quantity of the requirement/shortage. Structure explosion will take place. The part's balance and other purchases might be a supply.
• Fixed order quantity – This lot sizing rule generates a suggestion (not linked) which is the same as the order quantity.
• Period requirement – This lot sizing rule reviews all shortages within the period length and creates a joint suggestion (not linked) for these. Firstly, a check will be made to see if there are any rescheduling suggestions (that are simulated as performed) within the days of grace.
• No requirement calculation – This lot sizing rule means that no order suggestions will be provided and no structure explosion will take place. This setting can be used for parts for which the planning method "physical" has been activated.
• Linked requirement – This lot sizing rule generates a linked order suggestion where the quantity matches the quantity of the requirement/shortage. Structure explosion will take place. Here only linked orders or reporting can be a supply.

For operation

Here you can enter the operation number for which the material will be used. The first operation is selected by default. If you enter an operation number that does not exist, you will see a warning.

If the material is included in a fictitious part, you can enter a 0 (zero) as the operation number. By entering a zero, the material will inherit the operation number from the fictitious part that was superior (on a higher level) when placing the order. It will also be moved up a level in the structure, and the fictitious part will be deleted. It may be necessary to enter a zero as operation number for included material of a fictitious part. This ca be the case if the fictitious part appears in several places in other BOM lists (it may get different operation numbers).

Quantity

Here you see the quantity of the part or material that will be used in the next operation. By using the button Weight calculation , you can perform a weight calculation of the quantity entered in this field.

Quantity formula f(x)

(This applies if you have the option Product configurator) In the f(x) column you find the button Quantity formula . This button opens a window where you can add a formula for quantity and setup quantity for the material row. When a formula already exists, the symbol on the button will be different . You can select one of three different functions for a quantity formula which will be taken into consideration when an order is registered for the part. It is possible to multiply, add, or replace the regular value with the result of the formula. Read more in the section Formulas in Using MONITOR about the product configurator.

Formula

This button opens a small table where you can add parts as terms for the material row.

Weight calculation (WC)

Under this button you will find a calculator function you can use to perform weight calculation for the Quantity field. In the calculator, you can select the profile type and density. Rows can be added with information about drawing number, quantity, and different measures from the drawing in the selected profile. By using the button Apply calculation in the calculator, you can insert the result in the quantity field on the material row.

Unit

This field shows the default unit of the material. If there is an alternative unit and you change to it, you will see the quantity and standard price in that unit.

Standard price

Here you can see the standard price of the material in the company currency and per selected unit. If you are creating a new material, you can here enter the standard price.

Revision

Here you can see the active revision of the material.

Only calculation

If you check this box, the material will only be included in the calculation but not on the order.

Instruction (I)

Here you can see/enter a material instruction. This instruction text will be printed on the manufacturing order documents.

Files (F)

By clicking the Files button , it is possible to link different files related to a comment or an instruction for the record in question. When the setting Automatic printout is available for activation, you can choose to get the linked file automatically printed. Read more in the topic General features about how to link files, automatic printout, and where linked files can be automatically printed. If there are linked files, you will see this symbol on the button.

Here you can choose if you wish to print linked files automatically together with the manufacturing order documents. You can also choose if a unique file (copy) should be created of the linked file on the manufacturing order and if the unique file should be allowed to be opened in an external program in Windows. Read more about Link files in the section General features in the online help function.

Configured instruction (CI)

(This applies if you have the option Product configurator) Here you can enter a configured material instruction. If there is also a regular material instruction (I), this will be combined with the configured material instruction on the manufacturing order documents.

By clicking the button CI you open a window where you can create a configured instruction per configuration group you add. You can enter variables by using the mouse pointer to drag and drop to the places in the instruction text where you want them. You can also manually enter a variable in the instruction text as [v:variable code]. You can create formulas from the available variables and add the formulas in the instruction text using drag and drop. It is also possible to manually enter a formula in the instruction text as [f:formula name]. Validations are made to make sure the entered variables and formulas are available.

You can test the outcome by using the button Preview instruction next to the instruction text.

Read more about configured instructions in the topic called Basic data in the chapter about using the Product configurator.

Traceability

Here you see if it is a material with traceability and on what level.

More info

Under the More info button , you can generally find additional columns. Below you find the online help topics for the columns.

Setup quantity

In this column you can enter a fixed quantity in addition to the calculated quantity and extra quantity as a percentage, if any. You can use Setup quantity as an alternative to, or in combination with, Extra % on the material row.

Extra %

Here you can enter a percentage for overflow of quantity. This can be used if it is more convenient to add a percentage rather than a fixed overflow.

Terms

By using different terms on material rows (and operation rows), you can apply alternate BOM and routing. The terms available are: Finish date, Quantity, Customer number, Order, Revision, Variant code, and Part status. You choose to apply a row with a term in one of the following ways in the BOM and routing:

• add this extra row (+)
• replace previous row (±)
• delete this row (-)

From

Here you can enter a "from value" of the selected term.

To

Here you enter the "to value" for the selected term. By entering a value in From and To you decide within which interval the material row with the terms will be met.