Identify Missing Materials

Just because you do not immediately find a Material when you try to add it ad-hoc to your BOM does not necessarily mean it is missing and needs to be added to the library. 

Before coming to that conclusion, check to see if the Material is just missing from your Project Price List.

To do this:

Option 1: Materials Reference

1. Open the Materials Reference directly via Quick Launch (desktop or web).

• Make sure “Quick Filter” is turned-on on the “View”  tab of the Ribbon (adds search row under column titles).
  • Search by Vendor Part #  and various keywords that may be part of the Material name.

Option 2: Materials Dashboard

1. Navigate to the Inventory section of the dashboard.
2. Switch to the Materials tab.

Next Steps:

• If found the Material: Follow the instructions below on how to add it to your Project’s Price List.
• If not found: Follow the instructions under “Initiate MPR from BOM to Address Shortages”.

Add Materials to Project Price List, Where Applicable

From a Material card, take the following steps to add it to the Project’s Price List.

1. Verify the Unit of Measurement (UOM)

• Note the material's UOM before proceeding.

2. Add to Price List

• Navigate to the Vendors and Pricing tab.
• Click the "Add to Project Price List" button.

Note: Only perform this step if permitted by your company's policies, and you have full access to the Material List reference.

3. If Restricted Access

• Submit a task to your Material Library Manager (IC Administrator) requesting them to add the material.

Check the Marked-Up Price

The Material Marked-Up Price may not be correct. Take steps to fix Marked-Up Price, if needed. There are 2 possibilities:

1. Material Has Unique Pricing

If it does not follow a general rule which applies to all or most Materials under this Project, then it has unique pricing. Here you should just:

• Set Fixed Price = “Yes”
• Manually enter the Marked-Up Price
• Select “Billable: Yes/No” per contract terms.

2. Material Should Follow Project Pricing (But Doesn’t)

If the material should follow a pricing calculation, but doesn’t:

• Send a task to your Project Library Manager requesting a pricing rule (creating a calculation specification rule). 
• Include:
  • Whether the material is billable or non-billable
  • The desired markup percentage

Reference: Marked-Up Percentage Calculation Specification

Important Notes:
• Confirm UOM First: Before concluding the pricing is wrong, make sure you are thinking in terms of the correct Unit of Measurement (UOM). If you ever feel a Material's UOM should be changed, reach out to your Material Library Manager (IC Administrator).
• Refresh Data: After updates, refresh to see the Material added to the Project’s Price List.

Identify Stock Shortages

Anytime the Requested QTY entered exceeds the amount in stock at the selected WH, the system will alert you and indicate how many the location has.

When you see this message, it tells you need to fill a shortage. Note that the message will be displayed with multiple Materials listed if you add from a BOM Template with default quantities in excess of current stock. 

To export a list of all Material shortages, click Show Materials Report in the Inventory group of the ribbon. You are going to have to do a Material Purchase or Transfer before all Materials for this Site can be kitted and picked-up.

Address Shortages (Incl. Missing Materials)

At this point in the process, if the BP Manager has a shortage, he or she needs to make 2 decisions.

1. Choose who will address shortages (BP Manager or WH). 

The BP Manager has 2 choices:

• Personally initiate MPR or Transfer to resolve  the shortage. 
• Allow the WH to initiate these steps as they see fit.

Which route you choose will be determined by the policies and procedures at your company, as well as workload and the specific situation.

2. Choose when to address shortages:  before or after kitting starts

The 2nd decision the BP Manager needs to make now, if there is a shortage, is when to address shortages.

Stated differently,  he or she needs to decide how the BOM process should proceed regarding the delay in resolving the shortage. There are 2 choices:

• Wait to send the BOM to the WH until the shortage has been resolved.
• Partially Kit BOM:
  • If you send the BOM to the WH and allow them to proceed with the next step, Kitting the BOM, they will have to Partially Kit the BOM.
  • Doing this Creates Child BOMs for the un-kitted items. The first BOM can be completed, but the child BOMs are still open.

Which route you choose will be determined by the policies and procedures at your company, as well as workload and the specific situation.