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Setting Up Alternate Parts in a BOM

 

This article will explain how to set up fields in the BOM (Assembly) to define which parts can be used as alternates for other parts. 

If an item in a BOM is totally interchangeable with another item, Alternate Parts would be helpful to identify which item is preferred. This is not referring to preferred supplier, as that would be managed with Manufacturer Part Numbers/Distributor infomation in the AML or Manufacturers tab rather than the BOM.

Steps:

A. Create "Primary or Alternate" field on the Assembly object.

B. Create "Alternate For" field on the Assembly object.

C. Update BOM views.

D. Update BOM export to include new fields.

E. Add new fields to Permission Sets.

F. Refresh page layouts.

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A. Create "Primary or Alternate" field on the Assembly object.

  1. Click Setup at top right.

SET_UP.png

 

2. Click Object Manager.

 OBJECT_MANAGER.png

 

3. Select the Assembly object.

ASSEMBLY_OBJECT.png 

d. Click Fields and Relationships.

FIELDS_AND_RELATIONSHIPS.png 

4. Click New to create a new field.

 NEW_FIELD.png

 

5. Scroll down to select Picklist as the field type. Then click Next.

picklist_and_next.png

 

6. Enter "Primary or Alternate" as the Field Label.

Select Enter values, with each value separated by a new line.

Type "Primary <return> Alternate. 

Check the box Use first value as default value, so that all items that are added to the assembly default as Primary, but can be indicated as Alternate.

Field Name should have auto-populated. If it didn't, populate as below.

Click Next.

Field_details.png

 

7. Click Next again.

Next_again.png

 

8. Click Save and New.

save_and_new.png

 

B. Create "Alternate For" field on the Assembly object.

1. On the New Custom Field page, select Lookup Relationship. Click Next.

look_up_relationship_and_next.png

 

2. In the Related To pull down, select "Item." Click Next.

Related_to_item_and_next.png

 

3. Name the new field "Alternate For" and click <tab>. Field Name should auto-populate. Click Next.

Alternate_For_and_next.png

 

4. Click Next. (Don't worry about editing the Field-Level Security here. We'll do that later with Permission Sets.)

click_next.png

 

5. Click Next again.

click_save.png

 

6. Click Save.

click_save.png

 

C. Update BOM views.

For the next two steps, we have to switch over to the Salesforce Classic UI. The Editing Field Sets functionality is not yet available in Lightning. 

1. Click the profile icon in the top right. 

Click Switch to Salesforce Classic.

switch_to_classic.png

 

2. Click Setup.

setup.png

 

3. Type "Object" into Setup Search.

Click Objects below Create.

object.png 

4. Click on the Assembly object.

assembly_object.png

 

5. Click Field Sets.

click_field_sets.png

6. Click Edit for the Default BOM View.

edit_default_BOM_view.png

 

7. Click and drag Alternate For and Primary or Alternate fields into the desired position.

Click Save.

drag_fields.png

 

8. Click Edit for the AML in BOM View. 

edit_AML_view.png

 

9. Click and drag Alternate For and Primary or Alternate fields into the desired position.

Click Save.

aml_view_click_and_drag.png

 

D. Update BOM export to include new fields.

1. Click Edit for the Export.

edit_export.png

 

2. Drag and drop Alternate For and Primary or Alternate fields into the desire position on the Export.

Click Save.

click_and_drag_fields_export.png

 

3. Click Edit for ExportXML.

edit_xml.png

 

4. Drag and drop Alternate For and Primary or Alternate fields into the desire position on the ExportXML.

Click Save.

drag_and_drop_xml.png

 

E. Add new fields to Permission Sets.

1. In Setup Search, type Permission.

Click on Permission Sets.

type_permission.png

 

2. Right click or control+click on Propel Everyone (Read Only) - Custom Fields permission set.

Open in new tab.

read_only_custom_fields.png

 

3. In the Permission Set, click Object Settings.

read_only_object_settings.png

 

4. Click Assemblies object.

assemblies_object.png

 

5. Click Edit.

edit_read_only_permission_set.png

 

6. Click the Read Access boxes next to Alternate For and Primary or Alternate fields.

Click Save.

Then click Permission Sets in the left menu.

check_boxes_and_save.png

 

7. Click on the Propel Full Use - Custom Fields permission set.

full_use_custom_fields.png 

8. Click Edit.

full_use_edit.png

 

9. Click the Read Access and Edit Access boxes next to Alternate For and Primary or Alternate fields.

Click Save.

Close the tab when finished.

full_use_check_boxes_and_save.png

 

F. Refresh page layouts.

Now, we'll switch back to Lightning. 

1. Back in our original browser window, click Switch to Lightning Experience.

switch_to_lightning.png

 

2. Be sure you're in the Propel Admin app. Click Propel Setup.

propel_setup.png

 

3. Click Refresh Page Layouts.

And you're finished!

refresh_page_layouts.png

 

 

 

 

 

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