Summarized Bill of Materials Report

Summarized Bill of Materials Report - Fields

Report Setting

Enter a report setting, or click the Lookup button to list all report settings. The Standard report setting provides a set of default options, sort criteria, and selection criteria for each report.

Description

This field displays the description for the selected report setting. Enter a description that describes the output of the report. The description can be up to 60 characters.

Type

This field displays the type of access assigned to the report setting. A Public report setting allows access to all users. This includes the ability to access, modify, save, print, and delete the report setting; however, the Standard report setting cannot be deleted. This field can only be viewed.

Default Report

Select this check box to set the current report setting as the default report setting. The default report setting is the first report setting displayed when the report is accessed. Clear this check box if you do not want this report setting to be the default.

When a default report setting is not selected, the Report Setting field displays the Standard report setting.

Print Report Settings

Select this check box to print the options, sort criteria, and selection criteria for the selected report setting. This information prints on a separate cover page when the report is printed. Clear this check box if you do not want to print the report settings.

Three Hole Punch

Select this check box to print the report with a larger margin. This allows enough space for you to three-hole punch the report. Clear this check box if you do not want a larger margin for this purpose.

Number of Copies

Select the number of copies to print.

Collated

Select this check box to print each copy of the report or form in proper binding order when printing multiple copies. Clear this check box if you do not want to collate the report or form. This check box is available only if the value selected in the Number of Copies field is greater than 1.

Bill Types to Print

Select one or more check boxes corresponding to the bill types to print, or select the All Types check box to print all bill types. Clear the check boxes corresponding to bill types to exclude from the report. The Kit check box is available only if Allow Kit Bills check box is selected in the Bill of Material Options window. The Phantom check box is available only if Allow Phantom Bills check box is selected in the Bill of Materials Options window.

Note If a phantom bill is used as a subassembly in a standard bill, the bill is shown as a bill, and all of its items are shown at the next sublevel, even if the Phantom check box is cleared.

Page Break

Select this check box to print each bill on a separate page. Clear this check box to print multiple bills per page.

Number of Levels

Select the maximum number of bill levels to print (up to 99).

Note Printing up to 99 levels requires a large amount of paper resources and time.

Note An endless loop can occur when a parent bill has been entered as a component of one of its subassembly items.

Include Option Bills

Select this check box to print option bills and base bills. Clear this check box to print only base bills. This field is available only if the Use Option Bills check box is selected in the Bill of Materials Options window.

Print Current Revision Only

Select this check box to print only the current revision of the bill. Clear this check box to print all revisions of the bill. This field is available only if the Require Bill Revisions check box is selected in the Bill of Materials Options window.

Effective Change Date

Type an effective change date to include changes made through the date specified, or click the Calendar button to select a date from the calendar. You can also select the All check box to include all engineering changes. This field is available only if the Enable Engineering Change Control check box is selected in the Bill of Materials Options window.

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand

Operand Function

All Selects all information for the Select Field.

Begins with Selects only the information for the Select Field that begins with the value entered in the Value field.

Ends with Selects only the information for the Select Field that ends with the value entered in the Value field.

Contains Selects only the information for the Select Field that contains the value entered in the Value field.

Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.

Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.

Range

When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.

Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.

Equal to

Selects only the information for the Select Field that is equal to the value entered in the Value field.

Not Equal to

Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.

Note When alternate separators are used, the value list must end with the alternate separator character.

The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

You can enter single or multiple values as follows:

Operand

Value

All Selects all information for the Select Field.

Begins with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Ends with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Contains

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Less than Only single values are allowed.

Greater than Only single values are allowed.

Range Both Value fields are used to define a range. Only single values are allowed at each Value field.

Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Not Equal to

Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

Printer/Output

Select a printer or output method. The following output methods are available:

Select Deferred to save the report or listing to your hard drive for printing at a future time using Deferred Printing.

Select Export to export to a file type, such as PDF or Excel. The file can then be saved to your hard drive.

Select Data Only Export to export only the data portion of the report (excluding header information) to a file type, such as PDF or Excel. The file can then be saved to your hard drive or e-mailed.

Note This option is available only if the report or listing contains header information.

Select Office Merge to export data to a Microsoft Word or Excel template. For more information, see Office Template Manager.

Select Paperless Office to e-mail, fax, or print the report as a PDF document. When you select this option and click Print, the Paperless Office Selection window appears and allows you to define recipient and message options.

Keep Window Open After Print

Select this check box to keep this window open after you print. Clear this check box if you want this window to close automatically after you print.

Note The selection for this check box is set by user and workstation.

Keep Window Open After Preview

Select this check box to keep this window open after you preview the report or form. Clear this check box if you want this window to automatically close after you preview the report or form.

Note The selection for this check box is set by user and workstation.

Operand	Operand Function
All	Selects all information for the Select Field.
Begins with	Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with	Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains	Selects only the information for the Select Field that contains the value entered in the Value field.
Less than	Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than	Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range	When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields. Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to	Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to	Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Operand	Value
All	Selects all information for the Select Field.
Begins with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than	Only single values are allowed.
Greater than	Only single values are allowed.
Range	Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to	Multiple values are separated by a comma or alternate separator. An AND condition is assumed.