Change or remove items in a casual bill of material

A casual bill of material is a way to estimate the parts needed to produce a component. You can change items in casual bills of material whenever you want.

To change or remove an item in a casual bill of material

1. Open the casual bill of material:

   1. Open the quotation or sales order.

   2. Click the Items tab and highlight the item.

   3. Click the ellipsis under the Action column.

   4. Select Grid Accessories > Grid Actions > Casual Bill Of Material.

      The Quote Casual Bill of Material or the Sales Order Casual Bill of Material screen appears.

   5. Click New on the grid toolbar to add a component. Or Click Copy on the grid toolbar to add a BOM.

2. To change an item:

   1. Highlight the item to change.

   2. Make the necessary changes.

   3. Click Save on the Toolbar to keep the changes.

      Repeat this step for all the items you want to change.

3. To remove an item:

   1. Highlight the item to remove.

   2. Click the Delete icon under the Action column.

      A message, ‘Are you sure you would like to delete this record?’ appears.

   3. Click OK to confirm.

      Click Cancel to retain the item.