BOQ/BOM Report
BOQ/BOM Report - User Guide
1. Introduction đ ī¸
The BOQ/BOM Report is the engineering and costing heart of the ErpCrystal/MFG system. It provides a structured breakdown of materials, sub-assemblies, and labor required to manufacture a product. Whether for production planning (BOQ) or financial analysis (Costed BOM), this report ensures that your manufacturing “blueprint” is both technically sound and financially viable.
âšī¸
Purpose of this Report:
- Technical Blueprinting: Document multi-level product structures, from raw materials to sub-assemblies.
- Financial Costing: Calculate the total landed cost of a product using real-time purchase rates.
- Production Planning: Generate a Bill of Quantity (BOQ) for material requirement planning (MRP).
- Audit Trail: Track revisions and changes in product designs via the BOM Change Log.
This report is essential for Production Managers, Design Engineers, and Cost Accountants.
2. Multi-Level Explosion Logic đ§Ŧ
The system supports complex, deep-nested manufacturing structures (up to 5 levels).
- Level 0: The main Parent Product.
- Sub-Assemblies (SA): When a component is marked as “Sub-Assembly,” the system automatically “explodes” its own BOM recursively until it reaches base raw materials.
- By-Products (BP): Identifies secondary outputs whose value is deducted from the total manufacturing cost.
3. Report Types & Use Cases đ
A. Costed Bill of Materials
- Purpose: Strategic financial overview of a product.
- Costing Modes:
- Last Purchase Rate (LPR): Values the BOM based on the most recent supplier invoice.
- Weighted Average Rate (WAR): Values the BOM based on the average cost of all current stocks.
- Print Options:
- BOM View: Focuses on the technical relationship between items.
- Cost Sheet View: Adds financial layers like Contingency, Overheads, and Target Margins.
B. Bill of Quantity (BOQ)
- Purpose: A non-priced list of all materials.
- Best For: Issuing “Pick Lists” to the warehouse or calculating bulk material requirements for a large production order.
C. BOM Change Log
- Purpose: Document control and revision history.
- Best For: Understanding why a product’s structure was changed and verifying who authorized the revision (Note: linked to Change Note numbers).
4. Specialized Analysis Sheets đ
| Sheet | Analytical Value |
|---|---|
| Missing BOMs | The Safety Net. List of products that have been sold via Invoices but do not have a defined BOM in the master. |
| BOM Summary | One-line summary per product showing total material, labor, and margin values. |
| Inactive BOMs | Audit of legacy product designs no longer used in current production. |
| Related BOMs | Shows the recursive links between parent products and their sub-assembly BOMs. |
5. Source Transactions đ
The BOM engine synthesizes data from:
- BOM Master: The core engineering definitions.
- Purchase Indents/Bills: Source for the “Last Purchase Rate.”
- Inventory Valuation: Source for the “Weighted Average Rate.”
- Production History: Source for “Missing BOM” alerts.
6. Best Practices / Tips đĄ
- Standardize UOMs: Ensure that the “Purchase Unit” and “BOM Consumption Unit” are correctly linked. A mismatch here will cause massive errors in the Cost Sheet.
- Audit the Missing BOMs Sheet: Weekly review of the Missing BOMs sheet is critical. It ensures that every product dispatched is backed by a cost structure, preventing financial leakage.
- Manual vs. System Rates: In the costed BOM, flag manual rates (marked as “Is Manual: Yes”) for items that aren’t regularly purchased but have a known standard cost.
- Margin Review: Use the Cost Sheet View to compare your Total Landed Cost against the List Price. Ensure the Margin Percent aligns with the company’s profitability goals.