Change or remove items in 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:

   a. Open the quotation or sales order.

   b. Click the Items tab and select the item.

   c. Click the ellipsis under the Action column.

   d. Select Grid Accessories > Grid Actions > Detailed Bill of Material.

   The Quote Casual Bill of Material or Sales Order Casual Bill of Material window appears.

   e. On the toolbar, click New to add a component.

   Or

   Click Copy to add a BOM.

2. To change an item:

   a. Select the item to change.

   b. Make your changes.

   c. On the toolbar, click Save.

3. To remove an item:

   a. Select the item to remove.

   b. Click the Delete icon under the Action column.

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

   c. Click OK to confirm.

   Click Cancel to retain the item.

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