Table of Contents

Create Production Instructions

You can add multiple sets of instructions to a production BOM and production BOM version. These instructions can be viewed from an production order created with the BOM or BOM version.

Instructions can include colors, bulleted and numbered lists, and images.

Create instructions for a production BOM

You can create instructions for a production BOM, which will be available from the associated production orders. If you are copying an existing BOM, any associated instructions will also be copied.

  1. Choose the icon, enter Production BOMs, then choose the related link.

  2. Select the production BOM to which you want to add instructions.

  3. On the Production BOM page, choose the Instructions action.

    If you choose the Copy BOM action, any instructions will also be copied.

  4. On the Production BOM Instructions page, populate the following fields:

    You can add different sets of instructions by adding multiple lines to the Description of Instructions field, and adding the appropriate details in the Details field.

    Field Description
    Description of Instructions Enter a description of the instructions that you will enter in the Details field.
    Details Enter the instruction details.

    The instructions can include colors, bulleted and numbered lists, and images.

  5. If applicable, repeat step 4 on a new line to add more sets of instructions.

The instructions will now be available from any production order created with the production BOM. The instructions will not be added to existing production orders.

Create instructions for a production BOM version

You can create instructions for a production BOM version, which will be available from the associated production orders. If you are copying an existing BOM or BOM version, any associated instructions will also be copied.

  1. Choose the icon, enter Production BOMs, then choose the related link.

  2. Select the production BOM to which you want to add instructions.

  3. On the Production BOM page, choose the Versions action.

  4. On the Prod. BOM Version list page, select an existing version, or create a new one.

  5. On the Production BOM Version page, choose the Related > Version > Instructions action.

  6. If you choose the Copy BOM or the Copy BOM version action, any instructions will also be copied to the BOM version.

  7. On the Production BOM Instructions page, populate the following fields: You can add different sets of instructions by adding multiple lines to the Description of Instructions field, and adding the appropriate details in the Details field.

    Field Description
    Description of Instructions Enter a description of the instructions that you will enter in the Details field.
    Details Enter the instruction details.

    The instructions can include colors, bulleted and numbered lists, and images.

  8. If applicable, repeat step 6 on a new line to add more sets of instructions to the BOM version.

The instructions will now be available from any production order created with the production BOM version. The instructions will not be added to existing production orders.