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How to Create a Works Order From a Bill of Materials in Sage 50

Using the extract function on the PostTrans toolbar you can easily import Sage product BOM data. The data can be filtered as well.

If you need more advanced assembly and stock management functionality than sage 50 premium provides consider an add on such as Cim50. It combines stock assembly and production accounting with full workflow features such as trial kitting, maximum build calculators and work ticket processing.

Sales Orders

Many Sage users require more than the BOM functionality offered by Sage. Our Stock50 manufacturing add-on provides intelligent assembly and works order functionality that integrates with your existing stock module. It can create a full works order from an engineering bill of materials, record component lines to sales orders and process raw material and finished product stock transfers. It also supports trial kitting, maximum build calculators and work ticket processing.

All the components, sub-assemblies and assemblies that make up a product must be set up as separate inventory item records in your Sage accounting system. Each component item record is referred to by the product code of the final end product it makes up. This information can then be referenced on a BOM to track the cost of the assembled product.

You can use the Engineering Bill of Materials (tdsls4100m000) session to copy a BOM to sales order lines at the main product level or the Sales Order Line Components (tdsls4163m900) session to copy a BOM to a sales order item at a phantom or component level. The resulting component lines will show the quantities required to build the finished product and can be matched to operations in the Work Ticket Manager.

The revision number of a BOM can be amended using the Edit BOM Revisions (tdsls4100m00) session. It is important to enter an effective date and a note for each revision. The effective date indicates when the new revision will be used, and a note helps you keep track of why a revision is being made.

Purchase Orders

If you manufacture or assemble items into finished products then a bill of materials is essential to your stock management system. The standard Sage 50 account software only offers limited BOM and manufacturing capabilities, but with our Cim50 add-on you get a full feature set to handle production, stock assembly, work orders and costing breakdowns.

BOM records are created against a stock item record and allow you to keep track of the components required to build that stock item and also check that you have sufficient stocks of each component in stock to make that stock item. The BOM records can then be used to create a Works Order which will record the machine and labour routings for a single or batch production run. This allows the user to see what has been made and why – and can help identify quality issues in the output. The BOM can also be revised and an effective date can be specified so that any future assembly transactions will use the new BOM.

Tradebox has an extensive BOM function which is able to handle complex product mappings where the end product you sell is a combination of multiple component parts (or sub-assemblies) you have in inventory. This is different to the way BOM functions in Sage work where each online SKU is mapped directly to an end product in Sage without the need for any multipliers and is adjusted out per the quantity of the subcomponents used when the finished product is built using Stock Transfer from Tradebox.

Inventory

Many businesses sell both the end product they manufacture and the subcomponents that go into it. Sage handles this with a Bill of Materials tab on the stock product record for the end product that holds a list of the subcomponents required to make it up and how much of each is used. This provides a useful way of keeping track of which items are being used in assembly, assessing whether enough are available on hand and then raising purchase or inventory adjustment transactions to get the correct amounts in place.

The BOM also supports work order processing with production recipes, verification of work orders, machine and labour overheads, component parts and assembly build tracking. It can even support trial kitting and maximum build calculators.

Each assembly, sub-assembly and component product needs to be set up as its own stock code in the accounting system so that it is eligible to have a BOM recorded against it. These stock codes can then be linked together in a BOM to form a product assembly, which is then treated as one item when it appears on a sales or production transaction.

The BOM allows for unlimited revisions to be retained on the assembly, enabling engineering change control and improving productivity and quality. When a new BOM is created it can be assigned an effective date and a note, which will appear when a transaction uses the assembly.

Manufacturing

Using a BOM to guide manufacturing processes increases efficiency and reduces errors. Without a BOM, workers may encounter shortages or overages of materials that cause production to slow down or halt. Production delays can result in lost sales opportunities and higher costs to expedite materials. A BOM allows you to predict and order the necessary components ahead of time to ensure you are able to meet production schedules.

A BOM tab within the Sage product record for an end product holds a list of its subcomponent parts and specifies how many are required to make up that end product. This is a great tool for companies that sell complex products such as computers and automobiles that require multiple component parts.

The Sage BOM module can also be used to manage stock assembly and production accounting. This is especially useful for manufacturers that assemble their own products rather than purchase them in finished form. Sage 200’s BOM functionality includes features to allow you to manage inventory components, record work in progress and works orders, calculate machine and labour overheads and track serial numbers and batching. BOMs can be amended as needed using engineering change control with unlimited revision capabilities. A BOM can include a total of up to 99 levels and support multiple option categories. Components that are grouped together for manufacturing purposes but never built into stock can be identified as phantom bills so you can still view and print reports with those groups excluded.