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 Overview

The Bill of Materials Setup Wizard provides several pages of questions and options that help you set up the Bill Of Materials module for a new company. You must complete this wizard and additional procedures before using the Bill of Materials module.

 Before You Begin

Before beginning the Bill of Materials Setup Wizard, assemble the following information:

• Your general ledger chart of accounts

• A list of single-level bills of materials for bills you want to maintain

• A list of miscellaneous charges to include with the bills of materials

 

The following must be set up before you can set up the Bill of Materials module:

• Set up the General Ledger module for this company. For more information, see Set Up General Ledger for a New Company.

• Set up the Common Information module for this company. For more information, see Set Up Common Information for a New Company.

• Set up the Inventory Management module for this company. For more information, see Set Up Inventory Management for a New Company.

 

To set up the Bill of Materials module for a new company

1. When you access the Bill of Materials module for a new company for the first time, the Bill of Materials Setup Wizard appears. Complete the Bill of Materials Setup Wizard.

2. To print a listing of your wizard selections and other module default settings, on the Completing the Bill of Materials Setup Wizard page, click Wizard Listing.

3. To review or change any default options not included in the Setup Wizard, select the "Access Bill of Materials Options to change the default settings after clicking Finish" check box.

2. In the Completing the Bill of Materials Setup Wizard page, click Finish.

3. Review the settings in the Bill of Materials Options window and make any needed adjustments.

4. Complete these additional setup tasks:

1. Set up and create bills of materials. For more information, see Bill of Materials Maintenance.

2. Set up and create miscellaneous, charges, and comment items. For more information, see Miscellaneous Item Maintenance.

The Bill of Materials module is set up for the new company, and you are ready to process bill of materials transactions.