Routing and BOM Overview

As a Production Engineer
I want to see the complete routing and BOM structure for a specific item in one unified view
So that I can understand the full manufacturing process and component structure at a glance

Setup:

1. Open the Item Card for a manufacturing item (e.g., PROD-001) that has both a Routing and a Production BOM assigned.
2. Press Shift+Ctrl+B to open the Routing and BOM overview.
3. The page displays:
   • Item No. (read-only)
   • Current Routing No. and Routing Version Code
   • Current Production BOM No. and BOM Version Code
   • A worksheet showing all operations (work type = Routing) and materials (work type = Material) in sequence
4. Materials are listed immediately below the routing operations they are linked to (via routing link codes).

Note: The worksheet is sorted by operation number and routing link code, so dependent materials appear grouped under their respective operations. Unlinked materials appear in their original BOM sequence.

As a Production Planner
I want to change which Routing or Production BOM is active for an item
So that I can switch to a different manufacturing approach or component set without leaving the overview

Setup:

1. Open the Routing and BOM overview for an item.
2. In the Routing No. field, type or look up a different routing number (e.g., ROUT-002).
3. Press Enter. The system updates the item's Routing No. and recalculates the entire display.
4. Similarly, change the BOM No. field to switch to a different Production BOM.
5. The worksheet automatically refreshes to show operations from the new routing and materials from the new BOM.

Note: If you type a routing or BOM number that does not exist, the system offers to create it.

As a Process Manager
I want to view and work with a specific version of the Routing or Production BOM
So that I can evaluate changes made in a versioned structure before certifying it

Setup:

1. Open the Routing and BOM overview for an item.
2. In the Routing Version field, look up an existing version code (e.g., V02) or leave it blank to use the base routing.
3. Press Enter. The routing lines recalculate to show only lines from that version.
4. Similarly, adjust the BOM Version field to view a different BOM version.
5. The worksheet updates immediately to reflect the selected versions.

Note: If you enter a version code that does not exist and version management is enabled, you can create a new version on the fly.

As a Manufacturing Engineer
I want to quickly adjust material quantities, descriptions, and other details without navigating away from the overview
So that I can make BOM changes efficiently while seeing the full manufacturing context

Setup:

1. Open the Routing and BOM overview.
2. Locate a material row (Work Type = Material) in the worksheet.
3. Click the Quantity per field and change the value (e.g., from 5 to 7).
4. Press Enter. The quantity updates in the underlying Production BOM Line.
5. Similarly, edit the Description field for a material. The change is immediately saved to the BOM.
6. For materials linked to a routing operation, the Routing Link Code is shown; you can also edit this to relink the material to a different operation.

Note: The Quantity field is read-only (it is calculated). Edit Quantity per to change the component consumption.

As a Process Engineer
I want to assign a material (BOM line) to a specific routing operation (work step) using routing link codes
So that the production schedule knows when to consume this material during the manufacturing process

Setup:

1. Open the Routing and BOM overview for an item with both a routing and BOM.
2. Locate a material row (Work Type = Material) that is not yet linked to an operation (its Routing Link Code field is empty or shows no link).
3. Click the Operation No. field for that material row and enter or look up an operation number from the routing (e.g., 10, 20, 30).
4. Press Enter. The system:
   • Finds the corresponding routing operation
   • Assigns or creates a routing link code
   • Updates the material's Routing Link Code field
   • Moves the material row to appear immediately after the linked operation in the display

Note: If you enter an operation number that does not exist, an error appears. Each material must be linked to an existing operation.

As a Manufacturing Engineer
I want to insert a new operation (work center or machine center step) into the routing without leaving the overview
So that I can expand the manufacturing sequence and immediately see how it affects the overall structure

Setup:

1. Open the Routing and BOM overview.
2. At the end of the worksheet (or anywhere in the routing section), click an empty line or use an Add action (if available).
3. Set Work Type = Routing.
4. Set Type to either Work Center or Machine Center.
5. Enter the No. (the work center or machine center number).
6. Enter an Operation No. (e.g., 40 if the last operation is 30).
7. Fill in timing fields as needed: Setup Time, Run Time, Wait Time, Move Time.
8. Press Enter. The new operation is inserted into the routing and appears in sequence.

Note: After adding an operation, you can link materials to it using the Routing Link Code.

As a BOM Manager
I want to add a new material or production BOM item to the BOM without leaving the overview
So that I can quickly build up the component list while seeing the full routing context

Setup:

1. Open the Routing and BOM overview.
2. Click an empty line in the worksheet (or use an Add action).
3. Set Work Type = Material.
4. Set Type to Item or Production BOM (i.e., a nested BOM).
5. Enter the No. (the item or BOM number).
6. Enter the Quantity per (how many units of this component per finished product).
7. Optionally, assign an Operation No. to link the material to a routing operation via routing link code.
8. Press Enter. The new material is inserted into the BOM.

Note: If you set Type to "Work Center" or "Machine Center" instead of Item/BOM, an error appears because those types are reserved for the routing section.

As a Capacity Planner
I want to adjust setup time, run time, wait time, and move time for routing operations
So that the scheduling and capacity planning calculations are accurate

Setup:

1. Open the Routing and BOM overview.
2. Locate a routing operation row (Work Type = Routing).
3. Edit the Setup Time field (e.g., change from 10 to 15 minutes).
4. Press Enter. The field updates in the underlying Routing Line.
5. Similarly, edit Run Time, Wait Time, and Move Time as needed.
6. Adjust the corresponding Unit of Measure Code fields for each time type if the unit of measure (e.g., Minutes, Hours) differs.

Note: All time fields are optional and default to 0. The Unit of Measure Code must reference a valid Capacity Unit of Measure in Business Central.

As a Production Manager
I want to set scrap factors, concurrent capacities, send-ahead quantities, and other efficiency parameters for operations
So that cost calculations and scheduling reflect real production constraints

Setup:

1. Open the Routing and BOM overview.
2. Locate a routing operation row (Work Type = Routing, Type = Work Center or Machine Center).
3. Edit the Fixed Scrap Quantity field (e.g., 2 units are expected scrap per production run).
4. Edit the Scrap Factor % field (e.g., 5% of run quantity is expected scrap).
5. Edit Concurrent Capacities (the number of parallel machines/work centers; default is 1).
6. Edit Send-Ahead Quantity (how many units can move to the next operation before the current operation is complete).
7. Press Enter. Each field updates in the Routing Line and affects downstream calculations.

Note: These fields are optional. Leave them at 0 or blank if not applicable to your operation.

As a Product Manager
I want to specify item variants (e.g., Color: Red, Size: Large) for BOM components
So that the BOM accurately reflects variant-specific materials

Setup:

1. Open the Routing and BOM overview.
2. Locate a material row (Work Type = Material, Type = Item).
3. Click the Variant Code field and look up or enter a valid variant code for that item (e.g., RED-L for Red, Large).
4. Press Enter. The variant code is saved to the Production BOM Line.
5. When the BOM is used in production orders, the system will pull the specified variant.

Note: The Variant Code field is only relevant for materials of Type = Item. It has no effect for BOM components or work centers.

As a BOM Administrator
I want to transition the active Routing or Production BOM from New → Certified → Closed without navigating to separate pages
So that I can manage the lifecycle of manufacturing specifications efficiently

Setup:

1. Open the Routing and BOM overview.
2. In the header, locate the Routing Status field (showing the status of the current routing).
3. Click the field and select a new status: New, Certified, or Closed.
4. Press Enter. The underlying Routing Header (or Routing Version) is updated to that status.
5. Similarly, adjust the BOM Status (the status of the current Production BOM) using the same dropdown.
6. Press Enter. The change applies immediately.

Note: Closing a routing or BOM prevents it from being used in new production orders. Ensure you have a certified version before closing.

As a Manufacturing Engineer
I want to duplicate an existing routing structure and modify it for a new item
So that I can avoid re-entering the entire routing from scratch when the new product is similar to an existing one

Setup:

1. Open the Routing and BOM overview.
2. Click an action or button labeled Copy Routing or similar (specific UI location may vary).
3. The Copy Routing BOM dialog opens.
4. Set the dialog to copy a Route (routing).
5. In the No. field, look up and select the source routing (e.g., ROUT-001).
6. In the Version field, optionally select a specific version of that routing (or leave blank for the base).
7. Click OK or Confirm. A dialog with the source routing details appears; confirm the copy.
8. A new routing is created with a generated or suggested routing number, containing all the same operations and parameters as the source.
9. The Routing No. field updates to the new routing number, and the overview refreshes to show the copied routing.

Note: The new routing starts with status = New. You can then edit operations, times, and links, then certify when ready.

As a BOM Manager
I want to duplicate an existing BOM and modify it for a new product variant
So that I can reuse the component structure without manually entering all components again

Setup:

1. Open the Routing and BOM overview.
2. Click an action or button labeled Copy BOM or similar.
3. The Copy Routing BOM dialog opens.
4. Set the dialog to copy a BOM (production BOM).
5. In the No. field, look up and select the source BOM (e.g., PBOM-001).
6. In the Version field, optionally select a specific version (or leave blank for the base).
7. Click OK or Confirm. A dialog with the source BOM details appears; confirm the copy.
8. A new BOM is created with a generated or suggested BOM number, containing all the same materials as the source.
9. The BOM No. field updates to the new BOM number, and the overview refreshes to show the copied BOM.

Note: The new BOM starts with status = New. After copying, you can edit component quantities, variant codes, and routing links, then certify when ready.

As a Production Planner
I want to open the Routing and BOM overview for an item directly from the Planning Worksheet
So that I can review and edit manufacturing specifications while performing demand and supply planning

Setup:

1. Open the Planning Worksheet (found in Planning or similar).
2. Select a line item (e.g., an item with demand).
3. Look for an action or button to open Routing and BOM Overview (may be in the ribbon or inline).
4. Click the action. The overview page opens for that item, showing its current routing and BOM.
5. Make any needed edits.
6. Close the page to return to the Planning Worksheet.

Note: This is a quick way to context-switch between planning and specification management without returning to the Item Card.

As a Item Manager
I want to open the Routing and BOM overview for an item from the Item List
So that I can review and modify manufacturing specifications while browsing items

Setup:

1. Open the Item List (Inventory > Items).
2. Select an item in the list.
3. Look for an action or button to open Routing and BOM Overview (may be in the ribbon).
4. Click the action. The overview page opens for that item.
5. Make any needed edits.
6. Close the page to return to the Item List.

Note: This is an alternative entry point to the Item Card shortcut key.

As a Quality Manager
I want to attach notes or comments to specific routing operations or BOM materials
So that important manufacturing instructions or material notes are visible to production staff

Setup:

1. Open the Routing and BOM overview.
2. Locate an operation or material row.
3. Look for a Comment field or action (displayed as an indicator if a comment exists).
4. Click to open the comment dialog or text field.
5. Enter or view notes (e.g., "Use high-grade stainless steel for this component" or "Ensure pressure test after this operation").
6. Save the comment. The field updates to show that a comment exists (e.g., an icon or indicator).

Note: Comments are stored in the standard BC Routing Comment Line or Production BOM Comment Line tables and are visible in the standard routing and BOM pages as well.

As a Inventory Manager
I want to specify the correct unit of measure (UoM) for each BOM component and operation timing
So that quantities and times are recorded and calculated correctly

Setup:

1. Open the Routing and BOM overview.
2. For a material row (Work Type = Material):
   • Locate the Unit of Measure Code field (auto-populated from the item's base UoM when you select the item).
   • Click to change it to an alternative UoM (e.g., from PCS to BOX).
   • The system validates that the UoM is defined for that item.
3. For a routing operation row (Work Type = Routing):
   • Edit Setup Time Unit of Meas. Code, Run Time Unit of Meas. Code, Wait Time Unit of Meas. Code, and Move Time Unit of Meas. Code to specify whether times are in Minutes, Hours, or Days.
   • The system validates against the Capacity Unit of Measure list.

Note: When you change an operation's work center from Work Center A to Work Center B, the system may auto-populate the UoM codes from the new work center; verify these are correct.

As a Manufacturing Engineer
I want to focus on specific parts of the routing or BOM (e.g., only operations, or only materials for operation 20)
So that I can work more efficiently with large or complex manufacturing structures

Setup:

1. Open the Routing and BOM overview.
2. In the worksheet, use the built-in filter options (if available in your BC version):
   • Filter by Work Type to show only Routing operations or only Material components.
   • Filter by Operation No. to show only components linked to a specific operation.
   • Sort by Line No. (default) or by Operation No. to reorganize the view.
3. Apply the filter. The worksheet updates to show only matching rows.
4. Make edits as needed within the filtered view.

Note: Filters are visual only; no data is deleted or excluded permanently. Close the filter to see the full structure again.

As a Design Engineer
I want to specify dimensions (Length, Width, Depth, Weight) and positioning codes (Position, Position 2, Position 3) for BOM components
So that downstream processes (e.g., assembly, packaging) have accurate spatial and physical information

Setup:

1. Open the Routing and BOM overview.
2. Locate a material row (Work Type = Material, Type = Item or BOM).
3. Scroll right in the worksheet (or use the form layout) to find dimension and position fields:
   • Length, Width, Depth, Weight (numeric fields)
   • Position, Position 2, Position 3 (code fields for spatial location, e.g., "TOP", "LEFT-FRONT")
4. Edit these fields as needed (e.g., Position = "TOP-CENTER").
5. Press Enter. The fields update in the underlying Production BOM Line.

Note: These fields are informational and do not affect production order calculations. They are useful for assembly and QC documentation.

As a Cost Accountant
I want to see how quantities are calculated for each BOM component (fixed amount, percentage of parent, etc.) and what scrap factors apply
So that I can accurately project material costs and waste

Setup:

1. Open the Routing and BOM overview.
2. Locate a material row (Work Type = Material, Type = Item).
3. View the Calculation Formula field, which shows how the quantity is computed:
   • Fixed (a fixed amount per parent)
   • Per Unit of Measure (scales with the UoM)
   • Other formulas as defined in BC
4. Also view the material's component fields for any scrap or efficiency adjustments (if present in the BOM line definition).
5. These fields are typically read-only in the overview, but can be modified in the standard Production BOM Line page if needed.

Note: The Quantity per field shown in the overview is the calculated result; the Calculation Formula defines how it is derived.

As a Process Improvement Manager
I want to view two different versions of a routing or BOM to compare their structures and identify differences
So that I can evaluate engineering changes before certifying a new version

Setup:

1. Open the Routing and BOM overview for an item.
2. Note the current Routing Version Code (e.g., blank for the base, or V01 for a specific version).
3. Open a second browser tab or window and navigate to the same overview page.
4. In the second view, change the Routing Version Code to a different version (e.g., V02).
5. Now you can review differences between the two routing versions side-by-side by comparing the two windows or tabs.
6. Repeat for BOM versions if needed.

Note: This is a manual comparison workflow; the app does not provide an automated diff report, but the side-by-side viewing facilitates visual comparison.

As a Manufacturing Setup User
I want to automatically create a new routing when I assign a previously-empty routing field to an item
So that I can start building the routing structure without additional clicks

Setup:

1. Open the Routing and BOM overview for an item that has no routing assigned (or an invalid routing no longer exists).
2. In the Routing No. field, type a new routing number (e.g., ROUT-NEW-001).
3. The system checks if this routing exists. If not, a confirmation dialog appears: "Do you want to create a new routing?"
4. Click Yes. A new Routing Header is created with the entered number and description auto-populated from the item description.
5. The Routing No. field updates and the overview refreshes to show the (empty) new routing.
6. You can now add operations to populate the routing.

Note: The new routing starts with status = New.

As a BOM Setup User
I want to automatically create a new production BOM when I assign a previously-empty BOM field to an item
So that I can start building the component list without additional clicks

Setup:

1. Open the Routing and BOM overview for an item that has no BOM assigned.
2. In the BOM No. field, type a new BOM number (e.g., BOM-NEW-001).
3. The system checks if this BOM exists. If not, a confirmation dialog appears: "Do you want to create a new BOM?"
4. Click Yes. A new Production BOM Header is created with the entered number.
5. The BOM No. field updates and the overview refreshes to show the (empty) new BOM.
6. You can now add materials to populate the BOM.

Note: The new BOM starts with status = New.

As a Production Engineer
I want to adjust a parameter (e.g., scrap factor) across multiple operations or materials in one action
So that I can quickly apply global changes to the manufacturing structure

Setup:

1. Open the Routing and BOM overview.
2. In the worksheet, select multiple rows using checkboxes or standard multi-select (if available in your BC version).
3. Look for a bulk edit or mass update option in the ribbon or context menu.
4. Click to open a bulk edit dialog.
5. Enter the parameter value (e.g., Scrap Factor = 5%).
6. Click Apply. The parameter is updated for all selected rows.

Note: Bulk edit functionality depends on the BC version and may not be available in all deployments. If not available, edit each row individually.

As a Quality Manager
I want to generate a printed or exported copy of the routing and BOM structure for documentation, training, or distribution to production staff
So that manufacturing instructions are available in formats suitable for the shop floor

Setup:

1. Open the Routing and BOM overview.
2. Look for a Print or Export action in the ribbon or menu.
3. Click Print. A print dialog appears; configure print settings (pages, copies, printer).
4. Click OK to print the overview as it is currently displayed.
5. Alternatively, click Export (if available) to save as PDF or Excel for distribution.

Note: The exported output includes the full overview structure (header fields, routing status, all operations, and all materials) as visible on screen.