Change or remove items in a detailed bill of material

The detailed bill of material lists all the parts and assemblies needed to produce a part or assembly. You can change parts and assemblies in a detailed bill of material as necessary.

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

1. Open the detailed 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 > Detailed 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 your changes.

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

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.