PLM: BOM Templates - How to Update a BOM Template
Please follow below steps in order to update a BOM Template in PLM.
Steps to take:
1. Click: Setup > BOM Templates
2. Once in the BOM Template library, identify which BOM Template you would like to update.
You can utilize the "Filter" tool at the top right of the page to filter down your selection. (Filtering by a "search term," a Department, a Classification, or by Active/Inactive.)
You can also utilize some of the "pre-set" filters to help narrow your search. Access these by selecting the "
" button next to the word "Filter" at the top right of your page.
3. Next, click into the the BOM Template. From here you are able to update/ adjust your BOM Template.
**You do not need to click a "save" button at this stage in order for your updates to be reflected in the system.
To update the material & material information included on the BOM Template, please follow:
- Add Material: Utilize this button to add a material(s) to the BOM Template from the existing material library.
- Remove: Utilize this button to remove a material(s) from the BOM Template. Remember to select the material(s) you would like to remove before clicking this button.
- You can also adjust the data stored in the following columns:
- Placement
- BOM Comments
- Yield/ QTY
- UOM
- Cost
- Partner
- RM Item Size
- Responsibility
To update the BOM Template Name, and/or Department/Classification association:
- Click the " 
" button at the top right of your screen. And click "Edit":
- Once you click "Edit" you will be brought to below screen where you can update the template Name, Department, and Classification Association. From this screen, you can also control whether a template is "Active" or "Inactive."
- Once you update the information, click save.