Bill of Materials (BOM)
Goals
Know how to link a Kit to a Batch
Know how to incorporate Item usage into a Batch Record
BOM Tab Overview
The Bill of Materials (BOM) tab displays information about Kits associated with the Batch (Available Items) and the Items consumed during Batch production (Item Usage). Kits and Items can be viewed for a single Section or all Sections in the Batch. To view a single Section, select the Section in the left panel. To view all Sections in the Batch, turn on Show All Sections at the top of the tab.
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The Batch Sections button displays an overview of the manufacturing process (Recipe).
Note
In the BOM tab, this is for viewing purposes only.
Mapping previously created resources to the BOM tab
Use the the table below to see how Kits and Items are displayed in the BOM tab, and where these values are defined should they need to change.
Field Name | L7|ESP Resource | Defined in |
|---|---|---|
Kit | Kit Name | Location App |
Material Number | Item Type Name | L7|Master (Item Types builder) |
Material Description | Kit Name + Item Name | Location App + Inventory App |
Available Items Table
This table includes information about the Kits associated with the Batch. If Kits are not used in the Batch, this table will be empty and can be collapsed by clicking the arrow to the left of the table name.
The following information is displayed in this table:
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Kit – the name of the Kit
Material Number – the type of Item in the Kit
Material Description – the name of the Item in the Kit
Note
Recall that a coalesced resource is created when an Item is transferred to a Container (Kit).
Lot Number – the lot number of the Item in the Kit
Note
If more than one lot of the same Item is included in the Kit, each lot will be listed on its own row.
Status – the status of the Item in the Kit
Expiration – the expiration date of the Item in the Kit
Note
Expired Items are highlighted in red.
Quantity – the current quantity of the Item in the Kit
How to setup the Available Items Table
To have Items listed in Available Items table, begin by creating a custom field for Kit selection:
Add the custom field to the Batch Entity Type or a Protocol (Batch Entity Type used in this example)
Add a tag to the field (optional)
Set the Type as Resource Link
Set the Link Type as Container
Restrict To the desired Container Type (Kit)
Select the Valid Container Statuses to filter the list of Containers based on their status (optional)
Change the Container status after use (optional)
Tip
Steps 6 and 7 prevent the same Kit from being assigned to more than one (1) Batch.
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Then for each inventory field where an Item will be consumed from the Kit:
Set Only use items within containers to ESP Expression
Enter an Expression to reference the Kit selected (
cellused in this example)
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Expression | Description |
|---|---|
| Used to reference a Batch Entity Type field. |
| Used to reference a field in a Protocol by |
| Used to reference a field in a Protocol by |
Item Usage Table
This table includes information about the Kit content (Items) consumed during Batch production. Items are consumed in Steps (Protocols) using the Inventory item use field.
The following information is displayed in this table:
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Step – the name of the Sub-Step the Item was consumed in
Material Number – the type of Item consumed
Material Description – the name of the Item consumed
Kit # – the Kit that contained the Item
Lot Number – the lot number of the Item consumed
Note
If more than one lot of the same Item is consumed, each lot will be listed on its own row.
Status – the status of the Item consumed
Expiration – the expiration date of the Item consumed
Note
Expired Items are highlighted in red.
UOM – the unit of measure for the Item consumed
Quantity Used – the quantity of the Item consumed
Tip
Items can be tracked independent of quantity. For non-quantity inventory items, Unit of Measure (UOM) and Quantity Used are null and N/A, respectively in the Item Usage table.
