How to do BOM version validation in Sage X3

By | February 22, 2021

Basically work order uses a bill of materials (BOM) to create a list of materials to be issued, and a Routings to make a list of operations to be performed on work centers. Also provides a description of the various operations and activities involved in the Work orders dictate what product need to be manufactured, what raw materials are going to be required to manufacture the product, and which work center that the product needs to pass through in the manufacturing process. An operational routing defines the formalization of the steps required for a manufactured product (finished or semi-finished). It  production process, as well as the sequencing of the operations to be completed. In Sage X3, there is a standard functionality , with the help of this we can do the Version validation of BOM and Routings. Also after the Version validation process the BOM product will be Available to use.

Follow the below steps for the setup:

Steps:

First make sure that in Product category the Version management should be allow to use, as shown in below figure.

 Navigate To : Common Data > Products > Product Categories

Also same setup should be done on Product screen also.

Navigate To : Common Data > Products > Products

In Management Tab, Version management Checkbox as well as Routing version checkbox should be checked, as shown in below figure.

In short product and that respective product category set up should be set as defined above.

Now, we have to create Production BOM of the same product.

Navigate To : Common Data > BOM’s > Production BOM’s

  • Enter a  all mandatory fields value
  • Also enter Minor and Major version values in respective field
  • Enter components on line level
  • Create the transaction

Refer the below figure for the same.

You can see in above figure BOM code is ’40’ and Use Status is set as a ‘In Developement’.

Now we will change the BOM code with the help of BOM code screen, as shown in below figure.

User will enter the new BOM code i.e.41 or any(it will different) in ‘Available to use’ field and it should be different from ‘In Development BOM ‘ code i.e.40.

Now we will do the BOM version validation with help of validation button.

After clicking on Validation button it will display one pop up window just click on ‘Yes’ button to proceed for validation process ,as shown in below figure.

Now we have done the BOM version validation. Now you can see in below figure after validation Use Status has changed from ‘In Development’ to ‘Available to Use’.

Also we can do the version validation of Routings with the same way.

 Just click on the ‘Routings’ button as shown in below figure and do the same procedure.

With the help of this user can does the BOM and Routings version validation and BOM product will be Available to use.