Custom BoM On Sales Quotation

This feature streamlines the creation and management of custom BoMs by enabling users to design BoMs directly from Sales Orders, making the process more efficient and adaptable to unique project needs. The feature introduces enhanced functionality within the SO interface and BoM forms to improve usability and tracking.

Functionality:

1. BoM Creation on Sales Orders:
   • Add the ability to create a new custom BoM directly from Sales Order lines.
   • Provide options to:
     • Define quantities, components, and operations manually.
     • Select an existing BoM template to copy components and operations into the new custom BoM.
2. Sales Order Line Enhancements:
   • BoM Template Column: Add a column to Sales Order lines for selecting a BoM template.
     • Templates are listed with reference names for easy identification.
     • The Reference field is mandatory for all products with associated BoMs.
   • Cost Calculation: The cost of the product is automatically derived from the BoM Overview Report and displayed in the Sales Order lines.
3. BoM Form Enhancements:
   • History Tab: Add a new History Tab in the BoM form to track changes or previous versions, improving traceability and version control.
4. BoM Template Dropdown:
   • The dropdown for BoM templates includes reference names for each existing template, ensuring clarity when selecting a template.
5. Mandatory Fields:
   • Ensure the Reference Field is mandatory in the BoM template column for each product on the Sales Order lines.

Key Benefits:

1. Streamlined BoM Creation: Simplifies and accelerates the creation of custom BoMs directly from Sales Orders.
2. Tailored Manufacturing: Enables customization of BoMs for unique customer requirements, improving flexibility.
3. Integrated Cost Calculation: Automatically pulls and displays product costs from the BoM Overview Report, ensuring accurate pricing and cost management.
4. Enhanced Usability: Provides an intuitive interface with new columns and dropdowns, making it easier to manage and customize BoMs.
5. Improved Traceability: Tracks BoM changes through the History Tab, ensuring full visibility into customizations and updates.

Example Use Case:

A customer requests a custom furniture design with specific materials and assembly requirements. During the Sales Quotation process:

1. The sales representative adds the product to the SO line.
2. They select an existing BoM template for similar furniture in the BoM Template Column.
3. A new custom BoM is dynamically created, inheriting the template's components and operations.
4. The sales representative customizes the BoM (e.g., changing materials or adding steps).
5. The cost of the custom product is automatically calculated and displayed in the SO line.
6. The BoM includes a mandatory reference field and the customization history is tracked in the History Tab for future audits.