- Clicking the manex icon in the top left-hand corner of the screen will list the manex modules available.
- Clicking the magnifying glass icon will give the user a variety of options with which to find a record.
- Clicking on the up arrow icon will give the user the opportunity to select "New" or "Reports".
- Clicking on the bell icon will display a list of BOM Imports that have been started.
- Clicking on the clock icon will allow the user to clock into a job or work order.
If the user attemps to create a new import for an assembly and revision that already exist, the following message will be displayed:
This is to prevent users from accidentally working on multiple versions of the same record and wondering why their changes aren't being saved. Instead, the user is automatically redirected to the existing active import. Once the BOM is transferred, a new import can be started for the same BOM, or the part number or revision number can be changed in order for it to be treated as a new import. Another option is to delete the current active record and start fresh.
NOTE: The import in process does not exist in the desktop. You must first transfer it in order to see the parts and changes. The "Existing Active Import" is an import that you can finish and transfer in order to see it in the desktop.
Note: If the system finds errors during the validation process, these fields will be shaded in Red, indicating that they have missing or incorrect information.
The Notes function can be accessed by clicking on the notebook icon in the upper right portion of the screen. This will display notes pertaining to this BOM Import and allow the user to add, edit, and delete notes.
Clicking the filter icon in the upper left of the Notes screen will allow the user to change how the notes are filtered:
Guide to Notes Icons
Flag  | Allows the user to flag a note. |
Clipboard  | Allows the user to copy a note to the clipboard. |
Tag Note | Allows the user to add a tag to the note. |
Tag User  | Allows the user to tag a user on this note. |
Delete | Allows the user to delete the note. |
Edit | Allows the user to edit the note. |
Add | Allows the user to add a new note. |
Guide to Icons: BOM Import Main Screen
Notes | Allows the user to open the Notes screen. |
Add | Allows the user to add a new item to the BOM import. |
Import Parts | Allows the user to import a BOM to desktop. |
Delete | Allows the user to delete the BOM import completely. |
| Itm # | BOM item number |
| Used | Used in kit. Enter "Y" (used in kit), "N" (not used in kit), or "F" (Floor Stock). See Article #34 for further detail. |
| Source | Component source. Enter "MAKE", "BUY", "CONSG" or "PHANTOM". |
| Class | Component part class |
| Type | Component part type |
| Part Number | Internal component part number (new or existing) |
| Rev | Internal component revision level |
| Description | Part description |
| Qty | Quantity of component used in parent part |
| Cust Part No | Customer part number (if applicable) |
| Cust Rev | Customer revision level (if applicable) |
| UOM | Stock/Usage Unit of Measure (each, feet, inches, etc.) |
| WHS | Warehouse/location of component |
| Std Cost | Standard Cost for component |
| WC | Work Center where component is used |
| Item Num | BOM item number |
| Used | Used in kit. Enter "Y" (used in kit), "N" (not used in kit), or "F" (Floor Stock). See Article #34 for further detail. |
| ManEx Part Num | Internal component part number (new or existing) |
| ManEx Rev | Internal component revision level |
| Cust Part Num | Customer part number (if applicable) |
| Cust Rev | Customer revision level (if applicable) |
| Descript | Part description |
| Source | Component source. Enter "MAKE", "BUY", "CONSG" or "PHANTOM". |
| Class | Component part class |
| Type | Component part type |
| Qty | Quantity of component used in parent part |
| UOM | Stock/Usage Unit of Measure (each, feet, inches, etc.) |
| Warehouse | Warehouse/location of component |
| Standard Cost | Standard Cost for component |
| Work Center | Work Center where component is used |
| BOM Note | Note that pertains to BOM |
| Inv Note | Note that pertains to Invoice |
Note: The data to the right in gray is the data that was imported originally.
| L | Checking this box will add the AVL information to the part number. |
| B | Checking this box will add the AVL information to the BOM. |
| C | If this box is checked, this means that it is connected to a customer part number. |
| Manufacturer | Manufacturer name |
| Manufacturer Part Num | Manufacturer part number |
| MatlType | Material type |