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Prerequisites
  • Finished-goods items and BOMs exist under:
    • Stock > Item > Item List (for product items)
    • Manufacturing > Bill of Materials > BOM List (for BOM documents)
  • The BOM you intend to assign is in Submitted (Active) status.

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1.0 Verify the BOM and Finished-Goods Item

  1. Locate the BOM
    • Go to Manufacturing > Bill of Materials > BOM List.
    • Use filters (e.g., Item = “Danaval Chocolate Bread”) or the search bar to find the specific BOM you want to assign.
    • Confirm the BOM’s status is Submitted (Active) and its Production Item matches the intended product.
  2. Locate the Finished-Goods Item
    • Navigate to Stock > Item > Item List.
    • Search for the product (e.g., “Danaval Chocolate Bread”).
    • Ensure this item’s Is Stock Item flag is checked (it must be a stock-tracked finished good).

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2.0 Open the Finished-Goods Item Record

  1. In the Item List, click the product’s Item Code to open its profile.
  2. Review the Item Details: make sure the item type, UOM, and default warehouse are set correctly.
  3. Click Actions > Edit to enable editing of item fields.
  1. Scroll down (or click the Manufacturing tab, if shown) to find the Default BOM field.
  2. Click the Lookup (🔍) icon next to Default BOM.
  3. In the pop-up, start typing the BOM number or product name (e.g., “BOM-Danaval-Chocolate-001”).
  4. Select the matching BOM from the list; the BOM No. populates automatically.
  5. (Optional) If the item has multiple valid BOMs (e.g., seasonal recipes), confirm that the one you selected has the correct Applicable From date so it’s active for new production.

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4.0 Save and Confirm

  1. After selecting the Default BOM, click Save in the item form.
  2. The item’s profile now shows the assigned BOM number under Manufacturing Settings.

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5.0 Verify Automatic BOM Use in Work Orders

  1. Create a new Work Order to confirm the BOM assignment:
    • Go to Manufacturing > Work Order > New.
    • In the Work Order header, select your product under Production Item.
  2. When you select the item, CGIC automatically populates the BOM field with the BOM you assigned.
  3. Confirm the Quantity and UOM; you’ll see the component list and operations pulled from that BOM.
  4. Click Save (and Submit when ready). The Work Order now references the correct BOM.