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Bill of Materials (BOM)

Goals

  • Know how to link a Kit to a Batch.

  • Know how to incorporate Item usage into a Batch.

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.

mes_bom_tab_occ_3_3.png

The Batch Sections button displays an overview of the manufacturing process (Recipe).

Note

In the BOM tab, this is for viewing purposes only.

Mapping L7|ESP 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.

Table 35. 

Field Name

L7|ESP Resource

L7|ESP App

Kit

Kit Name

L7 Location

Material Number

Item Type Name

L7|Master

Material Description

Item Name - Kit Name - Kit Position

L7 Inventory

L7 Location



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 selecting the arrow to the left of the table name.

The following information is displayed in this table:

mes_bom_available_items_3_3.png

  • 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) with a specified quantity.

  • 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:

  1. Add the custom field to the Batch Entity Type or a Protocol (Batch Entity Type used in this example).

  2. Add a tag to the field (optional).

  3. Set the Type as Resource Link.

  4. Set the Link Type as Container.

  5. Restrict To the desired Container Type (Kit).

  6. Select the Valid Container Statuses to filter the list of Containers based on their status (optional).

  7. 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.

master_kit_selection_3_3.png

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 (cell used in this example).

master_kit_use_3_3.png
Table 36. 

Expression

Description

{{ [json_loads(entity_value('Field Name'))['uuid']] }}

Used to reference a Batch Entity Type field.

{{ [json_loads(cell('Field ID', 'Protocol ID'))['uuid']] }}

Used to reference a field in a Protocol by ID

{{ [json_loads(tagged_value(['tag']))['uuid']] }}

Used to reference a field in a Protocol by tag



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:

mes_bom_item_usage_3_3.png

  • 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.

    • 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.

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