TABLE OF CONTENTS

• Return BOM Items
  • How to Create a Return BOM and Return Materials:
  • Complete the Return BOM
• Financial Distribution for Returned BOMs

Return BOM Items

To return BOM (Bill of Materials) items, create a specific type of BOM called a "Return BOM." This function is available only to employees assigned the Warehouse Manager role.

How to Create a Return BOM and Return Materials:

1. Create a New BOM Record:

• Navigate to the BOM tab in the Build Plan or use the Bill of Materials dashboard.
• Click New BOM button.

• In the opened BOM window, select the Build Plan for which you need to pull materials.
• Choose the appropriate Warehouse. The Warehouse field is automatically populated based on predefined calculation specifications, such as Region, Market, Project, Scenario, or Customer. The Warehouse Lead is the manager specified in the Office/Department card associated with the Warehouse. Select the desired Warehouse and Warehouse Lead.
• The BOM date defaults to the current date. Adjust it if necessary.
• In the Due Date field, specify when the BOM needs to be "Kitted" (picked and prepped for crew pickup).
• Select the "Return BOM" type. Warehouse Managers and Administrators can choose between Original or Return BOM types, while other users can only create an Original BOM.
• Add any relevant comments in the Comments box.
• Click Create to proceed.

2. Alternatively, Return Materials from a Completed BOM:

• Open the specific BOM card.
• Click the ellipsis (...) button to access the drop-down menu.
• Select Return BOM. The BOM card details (Build Plan, Warehouse, and material list) are automatically copied from the selected BOM, providing a convenient way to prefill the list of materials to be returned.

Complete the Return BOM

To complete the Return BOM:

• Finalize the list of materials to be returned.
• Click the + Add button to open the drop-down menu.
• Choose Add Materials or Add Material Items, depending on what is being returned.
  • You may return any quantity of materials, regardless of the stock quantity in the BOM's warehouse.
  • For Material Items, the available list includes items sent to the site, the same site as specified in the Return BOM.
• Once the list is complete, click Complete BOM. This action adjusts the stock balance by generating a "Push" inventory transaction entry and moves the BOM to the Completed stage.

Financial Distribution for Returned BOMs

As soon as “Returned” BOMs are completed, the system will generate Financial Distributions (FDs) for them. Note that FDs generation starts on a set schedule, several times a day.

Billable and non-billable materials are charged to the difference financial accounts (FAs). We set up these FAs in a system setting. For the “billable” marker, we pull it from the material card.

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