Sage 50 Bill of Material
I wanted to provide you with the process below which I think will help clarify how Sage 50 assemblies work. Hopefully this will be enough information to test thru the process with me or your team. The reason for my suggesting you walk thru this is to see the effort required to manage multiple level bill of materials.
When using multiple level bill of materials Sage 50 does not have the capacity to help you manage processes like scheduling, timing of demands for inventory items or shop floor routing and scanning capabilities. I bring these points up to confirm whether or not you might need those now or in the future to help your day to day operations become more efficient.
Sage 50 Bill of Material by Sage Software
Sage 50 can do multiple level bill of materials. Most often the challenge is that each sub assembly needs to be completed One at a time Before the final assembly can be completed and invoiced. Sage 50 does not have a back flush feature to allow
You to have clients request a delivery date and then manage the purchase order or build process to calculate the needed start date.
That said Sage 100 will step up to those needs. I can get a demo set up for this application so you can see the difference. The only conflict I am aware of in running Sage 50 and Sage 100 on the same serve is a potential conflict in the versions Of crystal reporting.
Once we have a discovery call on Sage 100, I can then pull together pricing. If you wish I can get this on our schedule and we can offer estimates of conversion. We have migrated many clients in similar positions.
Yes, you can have some folks on Sage 50 and Some on Sage 100. A Consideration would be consolidated financials If you are doing that now using Sage 50 consolidated financials. That said Sage Intelligence may be able to provide this with a bit of setup. During the initial discussion we can him his opinion of Sage Intacct which may be Another option.
Let me know how you want to proceed. I am here to help. 800.475.1047
This is the process To set up inventory items
Set up all raw materials as inventory item class “stock”
Example of stock item is PTWheel-6
Set up all sub-assemblies as inventory item class “assembly”
Example of sub-assembly is PTHANDLE-ASM
Set up finished item – as inventory item class ‘assembly”
the components could be raw materials and/or sub-assemblies
Example of finished item is Red Lawn Mower
|Item ID||Item Description||Qty Needed||Qty on Hand||Est Cost|
|Red Lawn Mower||Red 18″ Reel Mower w/Tracking|
|. PTHANDLE-ASM||4′ Handle Assembly||1.00|
|. . PTHANDLE-BENT4||Handle – 4 ft bent||2.00||150.00||13.18|
|. . PTBOLT-1.5||Hex bolt 1.5″||4.00||1,280.00||1.32|
|. . PTNUT- 5/16||Hex nut 5/16″||8.00||1,180.00||0.56|
|. . PTBOLT-2||Hex bolt 2″||4.00||900.00||1.36|
|. PTWHEEL-6||6″ Wheel||2.00||70.00||12.00|
|. PTWHEEL-10||10″ Wheel||2.00||70.00||16.00|
|. PTBLADE-99-9||16″ 5 blade||1.00|
|. . PTBLADE-16-5||16″ 5 blade||1.00||56.00|
|. . PTNUT- 5/16||Hex nut 5/16″||6.00||1,180.00||0.42|
|. PTBOLT-1.5||Hex bolt 1.5″||6.00||1,280.00||1.98|
|. PTNUT- 5/16||Hex nut 5/16″||6.00||1,180.00||0.42|
|Red Lawn Mower Total||Cost||103.24|
In this example the highlighted items in orange are the sub-assemblies – this is the report found at
Reports – inventory – bill of materials
In the items that are sub-assemblies or final assemblies there is an option on the bill of materials file tab
Which allows you to include or exclude the component items from the customer orders.
Sage 50 Bill of Material – the process to build your finished items
You can build using one of two available methods
- Option a. Assembly Build
- Found under tasks – Assemblies
- Option b. Work Tickets
- Found under tasks Work Tickets
Either of these you would need to
Step 1. Build the sub-assemblies one at a time using assemblies or work tickets
Step 2. Build the final product
This build of the final product is the step that rolls up all costs
The thing I like about work tickets is you have a printable document
Where you can add some steps to help identify the process and give direction
Then when the build is complete a document that can be provided to the front
Office to complete paperwork and invoicing
Then when you ship/invoice the final product you would have
- Reports by customer
- By item
- Cost of Sales
The only item needed on the sales order or invoice is the finished item
+ any misc. items you may wish to include
I would recommend
As in any product you not allow the inventory to have quantities on hand
Go into a negative level.
I am here to help give us a call 800.475.1047
778 West Algonquin Road
Arlington Heights – Chicago, Illinois
Specialist in Sage Software