TABLE OF CONTENTS

• Return BOM Items
  • Financial Distribution for Return BOMs
  • Back to Pending
• Cancel BOM

Return BOM Items

Now, to return BOM items, you should create a specific type of BOM – Return. This function is available for the  “Warehouse Leads” user group.

So, how to create a BOM and return materials:

1. Create a new BOM record conveniently: in the BOM tab of the Build Plan, through Bill of Materials reference.

2. Select a Build Plan.

3. Select the Return type of BOM.

Change BOM Details (Name, BOM Date, Warehouse and Warehouse Lead), if needed. Remember, that the Warehouse is filled according to the calculation specification. Warehouse Lead is a Manager specified in the Office/Department card related to the Warehouse.

4. Add items to return. To do this, click on the table and add a row. You will see materials that have a price list for the project of the BOM.

5. Select the material you want to return.

6. Add QTY to be returned and save the BOM. 

7. Click to Return and Complete. This action adjusts the stock balance: generates a “Push” inventory transaction entry. And moves the BOM to the Completed stage.

Financial Distribution for Returned BOMs

As soon as “Returned” BOMs are completed, the system will generate Financial Distributions (FDs) for them. Note that FDs generation starts on a set schedule, several times a day.

Billable and non-billable materials are charged to the difference financial accounts (FAs). We set up these FAs in a system setting. For the “billable” marker, we pull it from the material card.

Back to Pending

The next employees can move a “Returned” BOM to Pending:

• Employees assigned to roles: BOM Manager or Advanced BOM Manager.
• Users Groups: “Warehouse Leads”, “Administrators”.

Once you set the BOM to Pending, the system deletes the financial distribution previously generated for the completed BOM.

Cancel BOM

The Cancel action moves a BOM to the appropriate lifecycle stage. When you move a returned BOM from Completed to Canceled, the system also deletes the transaction entry for a material that was previously returned to inventory. Any financial distributions that have been created are also deleted the next time the “Update FDs” script is run.

The following table shows who can cancel a BOM and when.