BOM Journals

Overview

BOM (Bill of Materials) journals in Resico ERP allow users to produce or disassemble products whose type is BOM (a BOM product consists of multiple components). These journals generate stock movements when a finished product is created from its components or when an existing assembly is broken down. The BOM journals list is similar to other journal lists; it displays existing journals with their status and provides actions to edit, approve, delete or view entries depending on the journal’s status.

Who Can Use This

Users must have BOM journals rights assigned under the Administration → Users → Permissions tree. Separate rights exist for viewing journals and creating/editing them. Only users with view BOM journals rights can see the list and only those with edit BOM journals rights can create, edit or approve journals.

Preconditions

Bill of Materials products and their component items must exist in the Product list and have the BOM product type.
Locations, units of measure, VAT groups and other retail setup data must be configured.
The user must have appropriate rights to view and edit BOM journals.

Navigation

Menu path: ERP → Journals → BOM Journals. The All BOM journals page lists existing BOM journals and includes a Create new BOM journal button.

Step‑by‑Step Process

Viewing the BOM Journals List

Navigate to Journals → BOM Journals.
The list displays each journal’s Journal code, Journal name, Number of lines, Amount, Status, Approved date, Modified by and ActionsColumns can be added, removed or reordered using the blue column‑customization button in the upper‑left corner of the table (same as other journals).
Use the Status dropdown to filter open or approved journals and the Search box to find a journal by code or name. Quick filter buttons allow filtering by status, and a green Export button exports the current list.
For each open journal, the Actions column provides buttons to Edit, Delete or Approve. Approve button shows only when the journal has entries. Approved journals only show a View entries button.
To view lines of an approved journal, click View entries—the system opens a read‑only page showing all lines with columns Line No., Date, Product No., Location, Trans. type, Qty (+/‑), Value and Modified by. The page includes Return to list, Export the journal, and Undo approve buttons>

Creating a New BOM Journal

From the BOM journals list, click Create new BOM journal.
Enter a Journal code (optional) and a Journal name (mandatory). If you supply a journal code, it must be unique and up to 40 characters. The journal name must not exceed 45 characters and should describe the production or disassembly activity (e.g., “Assemble product 800010 on 2025‑02‑03”).
Click Save. The lines table appears below the header.
Click Add a new journal line to open an editable line row For each line, fill in:
- Date – the transaction date (defaults to today).
- Product No. – select the BOM product being assembled or the BOM (or component) product being disassembled. Product numbers (including barcodes or aliases) may be up to 50 characters and must correspond to existing products.
- Location – choose the inventory location (code up to 20 characters).
- Trans. type – select Produce to assemble the BOM product from its components or Disassemble to break down a BOM product into its components.
- Qty (+/‑) – quantity of the finished product to produce or disassemble. Enter a positive number when you are producing and a positive number when disassembling; the system applies the sign based on the transaction type. For example, entering 10 with Produce increases the BOM product by 10 and reduces components accordingly. Quantities can include decimals if the unit of measure allows fractional quantities.
Each column with a red asterisk is mandatory. Click the Save button in the actions column to add the line to the journal.
If needed, click Add a new journal line again to add additional transactions. Use the Delete button (trash icon) to remove a line.
When all lines are correct, click Save at the top of the page to save the journal header and lines. The journal remains in Open status and can be edited later.
To finalize and update stock, click Approve journal. Approval posts the stock changes—quantities of component items decrease (for production) or increase (for disassembly) and quantities of BOM products adjust accordingly. Once approved, lines can no longer be edited.
Use the Import / export dropdown to Export the journal for audit or record purposes. Unlike Adjustment and Transfer journals, BOM journals currently do not support importing lines—only exporting is available.

Required Fields

Journal code – optional but must be unique if provided; codes can be up to 40 characters.
Journal name – mandatory; the journal cannot be saved without a name and must not exceed 45 characters.
Line fields – each line requires Date (in dd‑mm‑yyyy format), Product No. (up to 50 characters), Location (up to 20 characters), Trans. type (Produce or Disassemble) and Qty (number). Trans. type determines whether the quantity is treated as production or disassembly.

Validation Rules

Journal name cannot be empty.
Quantity must be a number; negative quantities are used for disassembly or can be positive if “Disassemble” type is selected. Positive quantities with “Produce” type increase stock of the BOM product and decrease stock of its components.
Product number must correspond to a BOM product (for production) or to a BOM product or component (for disassembly). If an invalid product is chosen, the system will display an error.
The same journal cannot be approved twice. To make further changes, use Undo approve on the entries page and then edit the journal.
Journal code, if provided, must be unique and no longer than 40 characters; journal name must be no longer than 45 characters.
Product numbers and barcodes must not exceed 50 characters.
Location codes must not exceed 20 characters.
Quantities must be numeric. When you select Produce, quantities should be positive; when you select Disassemble, quantities should be positive as well because the system applies the appropriate sign based on transaction type. Entering a negative quantity with an inconsistent transaction type may produce unexpected results.

Common Errors

Missing mandatory fields – if you attempt to save without filling a required field, an inline error appears next to the field. Fields with red asterisks cannot be left blank.
Wrong quantity sign – selecting Produce with a negative quantity or Disassemble with a positive quantity will not perform the intended stock movement. Make sure the Trans. type corresponds to the sign of the quantity.
Product not a BOM – if a product is not of type BOM (simple or service), production cannot be performed; choose the correct BOM product.

Troubleshooting

If a journal doesn’t appear in the list, ensure the Status filter and quick filter buttons are not restricting results. Clear filters or select All.
If no option appears in the Product No. field, verify that the BOM product exists in the Product list and that you have rights to view it.
If an approved journal needs correction, open the journal via View entries and click Undo approve.The journal will return to Open status and can be edited again.
For unexpected errors, refresh the page or log out and log back in. The demonstration environment may occasionally reset sessions.

Adjustment Journals – create journals to increase or decrease stock quantities without assembling or disassembling a BOM product.
Transfer Journals – move inventory between locations.
Product List – manage products including BOM types and their components.
Product Card – view and edit individual products, including BOM definitions.
Home Page – learn how to configure KPIs and add health analysis reports.

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