Using Service BOMs and Routings

One of the three BOMs and routings associated with a service item is used during call creation, depending on the work code you specify.

• The PM BOM and routing are used by default for calls with the PM work code. The system can generate these calls from a preventive maintenance schedule associated with a service contract, or you can generate them by using the Call Generator or by specifying the PM work code in Call Maintenance.

• The Installation BOM and routing are used by default for calls with the Install work code. The system creates these calls during invoice post for items requiring an installation, or you can create them by using the Call Generator or by specifying the Install work code in Call Maintenance.

• The repair BOM and routing are used by default for calls with any other work code.

You can modify defaults in Call Maintenance if Call Structure Window is Yes in Call Management Control. This field controls the display of the repair detail window in Call Maintenance. You can change defaults later in Call Activity Recording, if they have not been loaded as usage and activity recorded against them.

You can include service BOMs and routings when you print a call to provide the engineer with a detailed set of instructions for the service activity.

When you create a call quote, the work code determines the appropriate service BOM and routing, just as in Call Maintenance. For both quotes and calls, the service BOM and routing can be used to populate the detail records for labor and items. The system loads each routing operation in the Labor/Expenses detail. The system loads all BOM items in the Item Usage frame for the first operation without items.

This streamlines data entry for standard repair sequences. You can modify the sequence for this particular quote. When you release the quote to a call, the same detail records display in Call Activity Recording. You can make minor adjustments to reflect the work performed.

You can process items received on an RMA through a work order by releasing an RMA receipt line to a work order with RMA Release to Work Order (11.7.1.5). The system transfers the repair routing to the work order, defining the operations that must be performed to complete the item rework. The repair BOM is not used. The item being repaired is considered the BOM on the repair work order.

You can associate service BOMs with service items in Service Item Maintenance, as described previously. You can also associate a BOM code with a standard operation or with a step on a routing.

Use this for more precise control over how the system loads items in Call Activity Recording and Call Quote Maintenance. When you associate a BOM with a service item, the system loads the BOM items into the first routing step without items. This may not be the step where you use them.

To avoid this, divide the list of components required for the entire service activity into lists of the items used at each step. Then create service BOMs to represent the item subsets. Finally, associate each shorter BOM with the appropriate operation.

When routings set up this way are exploded in CAR, the system loads the set of items needed for each step as item usage for the step.