Cloudy Revenue Inventory Knowledge Base

Bill of Material Creation Steps

Step 1: Navigate to the Product

Open the Products tab and select the required Product (e.g., Sedan Car). 

Navigate to the BOM related list and click New. 

Step 2: Enter Bill of Material Information

Provide the required details:

• Bill of Material Name
• Finished Product (Automatically populated from the selected Product)
• Legal Entity
• Type
• Status
• Quantity
• Effective From
• Effective To
• Yield Percentage
• Scrap Percentage
• Parent Bill of Material (Optional)
• Finished Stock Item
• Revision
• Notes
• Warehouse (Optional, if applicable)

Step 3: Save the Bill of Material

Click Save to create the Bill of Material record

Step 4: Add BOM Lines

After the Bill of Material is created, add one or more BOM Line records to define the required manufacturing components, including:

• Product
• Stock Item
• Required Quantity
• UOM
• Issue Method
• Scrap Percentage
• Sequence Number

Step 5: Create a Production Batch

Once the Bill of Material is Active and all BOM Lines are configured, create a Production Batch to begin the manufacturing process.

Best Practices

• Create the Bill of Material before starting any manufacturing activity.
• Keep only approved BOMs in Active status for production use.
• Maintain Revision history for every engineering or product design change.
• Configure accurate Yield Percentage and Scrap Percentage for better production planning.
• Define all required components through BOM Lines with correct quantities and UOM.
• Use Effective From and Effective To dates to control BOM validity.
• Associate the BOM with the correct Warehouse and Legal Entity.
• Review BOMs regularly to ensure manufacturing standards remain up to date.
• Create Production Batches only from the latest active BOM revision.
• Archive obsolete BOMs to maintain a clean and controlled manufacturing environment.