Generate BOM and Kitting items on the fly from Order Entry screen in Sage 300 ERP

By | December 4, 2013

In our previous blog; we discussed simple steps to set up Bills of Material in Sage 300 ERP. Ever wonder about setting up bills of material from Order Entry screen?

Most often customers require to setup bills of material while they are taking an order from their customers. Say for e.g. your customer is selling customized kitchen cabinets. Every time they got an order for a new kitchen cabinet; it requires setting up a new BOM with the required components or making alterations to existing BOM. Similar needs arise for kitting items also.

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To cater these requirements we have designed a component for Sage 300 ERP which allows users to add/edit the BOM/Kitting Items from Order Entry screen itself. In this blog, we shall discuss these enhancements.

On Order Entry screen we have provided custom button “Update Kit/BOM”, which allows to add/edit BOM and Kitting items.

Now let’s see how the enhancement works with BOM items.

After selecting the Master Item and BOM No., Update Kit/BOM function will launch the new screen which will list the BOM and its components.BOM1

By default, screen will load the components of selected BOM.


On this screen; users can either edit the component quantity, remove the components or they can even add new component items. Upon saving; all these changes will be reflected in the current order and our program will also update the Master Item and BOM records.

In order to setup new BOM; enter a new BOM Number and then select the required components.

In given example; we are entering a new BOM Number 3 under Master Item A2(KINGS-5000)-B.


Upon saving, a new BOM will be generated for the selected Master Item and the same will be reflected in order detail.


Similarly, users can add/edit Kitting Items.

Note: This customization is done using Sage 300 SDK, as a result, easy to deploy and it works with Sage 300 ERP 2012 and Sage 300 ERP v6.0A.

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Greytrix a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity-enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at We will be glad to assist you.