About template BOMs
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
A template bill of materials (BOM) provides you with a standardized list of components for service objects that are serviced regularly. The components that are listed in the template BOM represent the individual subcomponents of the service object. By applying a template BOM to a service object, you can keep a record of the subcomponents that have been replaced on the service object.
To apply a template BOM to a service agreement or a service order, you attach it to a service object relation.
Note
You can apply only one template BOM to a service object.
Creating a template BOM
The following table contains information about the various methods that you can use to create a template BOM.
Method |
Description |
|---|---|
Production |
The template BOM is based on a production order. This option is applicable only if you operate in a production environment. The benefit is that you have a current, detailed listing of the components that make up an item. |
Item BOM |
The template BOM is based on an item BOM. The item BOM, unlike the production BOM, is a static list of the components that make up an item. |
Existing template |
The template is based on an existing template BOM. |
Manual |
If you know what spare parts are typically replaced on a service object, you can create your template BOM manually. This method helps make sure that the components that are included in the template reflect the actual requirements of your workplace. |
Applying the template BOM to a service agreement or service order
You can apply a template BOM to a service agreement, a service order, or both. The service agreement usually covers a long-term relationship with a customer. The history of replacements that is recorded in the service BOM is useful data to have for the service agreement.
You can also apply a template BOM to a service order to record the history of the service that has been performed on a service object.
Copying the history of a service BOM
You can copy the history of a service BOM line from one service agreement to another service agreement. By copying the service history between service agreements, you can preserve the record of replacements for an item.
Example
You have set up a three-year service agreement for a customer's car. During that period, the customer becomes accustomed to the good service that the company provides. Therefore, after the agreement expires, the customer wants to set up a new one. You are now able to negotiate a more favorable agreement for the company. Because the record of replaced components might be useful in the future, you copy the history of the service BOM to the new agreement.
Modifying the template BOM
If a template BOM has not been attached to a service object, you can modify or delete lines in it. After the template BOM is attached to a service object, you can modify only the local version of the BOM. If you want to duplicate the setup of a local version of a template BOM, you can create a new template BOM based on the local version. For more information, see Modify a Service BOM.
If you replace an item in the BOM, you can register the replacement on the BOM line in the BOM designer. Optionally, you can create a service order line for the replacement object. If you create a service order line, you can invoice the replacement item. If you do not create a service order line for a replacement, the replacement registration is kept to track the history of the service object.
Changing how information on the BOM line is displayed
You can change the way that information on the BOM line is displayed for all template and service BOMs. The changes are applied to all template BOMs and service BOMs. This includes those that are attached to service objects.
Setting up number sequences for template BOMs
To use template BOMs, you must set up two number sequences. Set up one number sequence for the template BOM and one for the BOM history line number.
Note
Number sequences are used throughout Microsoft Dynamics AX to allocate identifiers to records that require them. Before you can assign a number sequence to a template BOM or a BOM history line number, you must set up number sequences codes. For more information, see Set up number sequences.
Set up number sequences
On the Number sequences list page, create number sequences for template BOMs and the BOM history line number. For more information, see Set up number sequences.
Click Service management > Setup > Service management parameters.
Click Number sequences, and then select a number sequence code for the number sequence references that you created in the Number sequences form.
Close the form to save your changes.
Note
The BOM history line number is used by the system to associate the transactions in the BOM history with a service agreement or service order. The number is not displayed in the user interface.