BOM Drop (Sales Product Configurator, Quote Estimator, Make to Order)
The purpose of this page is to discuss how to use and customize the BOM Drop window. BOM Drop is an amazingly powerful concept and tool to build upon. Here are my thoughts:
- BOM Drop as a feature in iDempiere - out of the box (without modification)
- BOM Drop allows you to:
- select a semi-finished or finished Product
- review all levels of its Bill of Materials (all the way down to the lowest raw good)
- change the desired quantity of any Product in the Bill of Material
- choose to include/exclude optional Products in the Bill of Material
- choose between option groups (radial button) - Example: choose "Red" or "Green" color
- drop the configured BOM tree (including all levels) into a document - Example: Order, Project, Invoice
- BOM Drop issues (as of 20180518)
- Changing the product quantity at a semi-finished good level does not change the subsequent/dependent Quantities of raw good. Example: changing the Quantity of "Assembly Back Leg" semi-finished good in a GardenWorld "Patio Furniture Set" finished good does not automatically change the "Back Leg" Quantity.
- The drop option into a Project is simplistic.
- It does not take into account (or give consideration for) phases or tasks. Instead, I simply creates Project Lines assuming the Project is of type Line Level = "Project"
- It does not take into account multiple BOM levels. It simply assumes you want all BOM Lines for all BOM levels (depths) in a single document.
- Enhancements that make the world much better:
- It is not hard to imagine all kinds of enhancements to the BOM Drop window. Below are a couple of examples I have executed for customers:
- Add a table to right of semi-finished and raw good entries in tree. The table can include
- Sales Price List
- Purchase Price List
- Vendor
- Lead Time
- Pack Size
- MOQ
- Add a table under the BOM tree to show summarized data. Examples include
- Total Sales
- Total Cost
- Expected Lead Time
- Critical Parts List (ones most likely to cause issues)
- Add more than one product tree. There are times you might want to group many products into a single "Project" where you want to configure all Products/BOM at the same time.
- Be able to draft and save a current version of the tree for review by someone else at a later date. Be able to create versions for each iteration and see a history of versions.
- Be able to create many documents as a result of the many BOM levels (BOM depth) of the configure Product. Example. be able to produce 10 Production Orders as a result of the 10 semi-finished Products in a single Bill of Material.
- Add Product as a drop target (along side Order, Invoice and Project) of the BOM Drop. This concept allows you to create the concept of a "Template" Product that can be used to later create a modified/configured "Instance" Products. (Make to Order product)
- Tools you can create from BOM Drop by adding the above features to BOM Drop:
- Sales Product Configurator
- Product or Project Quote Estimator
- Make to Order Product Template
While the code for the above has been created in previous project, it is not readily available as a plugin. Because everyone wants to create "exactly" what they want, customizing the BOM Drop is a better option than trying to turn BOM Drop into a "Super BOM Drop" plugin.
Redhuan created an example BOM Drop customization called "Product Configuration BOM". This plugin includes some of the above features. You get it included when you install the Libero Manufacturing plugin.
Please be quick to propose questions, comments or concerns. I hope this helps!