Protecting your Approved BOM in Microsoft Dynamics AX 2012

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BDO

Selection of components and/or ingredients to produce a Bill of Material (BOM) or formula can range in difficulty depending upon the complexity of the final product being manufactured.  Material selection can be an arduous process that can involve sourcing, product testing, price negotiation, approvals and more. 

Therefore, once the BOM is established any alterations or substitutions must follow proper change management to ensure the BOM’s overall composition remains intact and that material is available for production.  Microsoft Dynamics AX ERP software provides the capability to protect BOMs from unauthorized changes.  Using the steps below, operations can control changes to approved BOMs with a few simple steps.

Blocking Changes on Approved BOMs

To block changes on Approved BOMs,

  1. Navigate to:

Inventory and warehouse management> Setup> Inventory and warehouse management parameters

  1. Select the Bills of materials tab.
  2. Select Block editing check box as shown below.

Protecting Approved BOMs

 

Once the change is saved, should any user attempt to modify the BOM a warning message will appear stating: ‘an approved BOM cannot be modified’.

Protecting Approved BOMs1

 

Maintaining the Approval on your BOM or Formula

Unfortunately, with the Block editing check box selected, the BOM or formula can still be modified if a user chooses to use the Remove Approval setting.  Therefore, an additional step to ensure that approval cannot be removed can be completed to further secure the BOM.

To prevent people from removing the approval on BOMs,

  1. Navigate to:

Inventory and warehouse management> Setup> Inventory and warehouse management parameters

  1. Select the Bills of materials tab.
  2. Select Block removal of approval check box.

Protecting Approved BOMs2

 

This setting will hide the Remove approval check box from the Approve BOM or formula popup window.   In addition, if you attempt to Approve a BOM in this state you will receive the error message; ‘an approved BOM cannot be modified’.

Additional Note for Production Routes:  You can apply both the Block editing and Block removal of approval settings in similar fashion to production routes.  Refer to Production Control Parameters.

Protecting Approved BOMs3

Jasmine Chai, ERP Solutions Consultant,  has over 7 years of industry experience working with various versions of Microsoft Dynamics AX, from its days as AXAPTA to Microsoft Dynamics AX 2012. Jasmine has delivered ERP consulting services to a range of manufacturing clients including pharmaceutical and food and beverage.

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