Skip to main content
Prerequisites
  • At least one submitted (active) BOM exists under Manufacturing > Bill of Materials > BOM List.
  • You understand the basic structure of a BOM—components, quantities, operations, and costs.
  • You have permission to create, amend, and view BOM records in the system.

​
1.0 Identify the BOM to Revise

  1. Navigate to Manufacturing > Bill of Materials > BOM List.
  2. Use the Search Bar or Filter > Add Filter to find your active BOM (e.g., filter by Item = “Valdana Chocolate Bread”).
  3. Confirm that the BOM’s Status is Submitted (active). You cannot directly edit a draft; only submitted BOMs can be revised.

​
2.0 Create a New Revision (Amend)

Never edit a submitted BOM directly. Always create a new version to preserve historical data.
  1. Open the BOM you wish to revise by clicking its BOM No. (e.g., BOM-0001).
  2. In the BOM header, click New Version.
  3. A prompt appears asking for the “Applicable From” date.
    • Enter the date when this new revision should become effective (e.g., today’s date if you want it active immediately).
  4. Click OK.
  5. CGIC generates a new draft version prefixed with “**Amended from BOM-0001**” and assigns it a new Revision Number (for example, BOM-0001-02).
  6. Click Save at the top-right to lock in the new revision number and enable editing of the header, materials, and operations.
Use “Applicable From” to control which BOM version applies for Work Orders on or after that date—older Work Orders retain their original BOM.

​
3.0 Edit the New Revision

  1. With the draft revision open, make your changes to:
    • Header Fields: Adjust Quantity to Manufacture, Warehouse, or Cost Center if needed.
    • Materials Table: Add, remove, or edit raw material rows and quantities.
    • Operations Tab: Insert new operation steps, modify times or costs, or delete obsolete steps.
    • Scrap & Process Loss: Update expected scrap percentages.
    • Costing Tab: Recalculate costs based on updated component rates or operation expenses.
  2. Click Save after each section to ensure data is validated.
If you change the Quantity to Manufacture, CGIC auto-scales all component quantities. Always click Save after adjusting the header to trigger recalculation.

​
4.0 Review and Submit the Revision

  1. Scroll to the top of the BOM form and verify:
    • Applicable From date is correct.
    • All updated components and operations reflect the intended changes.
    • Costing results align with expectations (use Update Cost if necessary).
  2. Click Submit to finalize the new revision. The BOM status changes to Submitted (Active).
  3. The prior version (e.g., BOM-0001-01) remains in the system as a historical record but is no longer used for new production after the “Applicable From” date.
Once submitted, you cannot edit this revision. To make further changes, repeat Step 2 to create another amended version.

​
5.0 View Version History

  1. Open any BOM (active or historical) by going to Manufacturing > Bill of Materials > BOM List and clicking the desired BOM No.
  2. In the BOM form, click Menu > View History (often found at top-right or bottom of the form).
  3. A pop-up lists all versions with:
    • Revision No. (e.g., “BOM-0001-01,” “BOM-0001-02”)
    • Modified By (user who submitted that revision)
    • Modified On (timestamp of submission)
    • Change Log (fields changed—e.g., “Required Qty for Flour changed from 10 kg to 12 kg”)
  4. Click any entry to open that specific revision in read-only mode for review.
Use Change Log details to quickly pinpoint what exactly changed between revisions.