V8 - Process templates
The Process templates list (Company menu > Miscellaneous > Process templates) contains the records that serve as the formula or recipe for a process, also called complex manufacturing. A process template is to a process like a bill of materials (BOM) is to an assembly.
The template describes the inputs and outputs to be recalled for use later. It does not remove items from inventory. The inventory is removed/created when a process transaction is created.
Refer to Processes and the process list for complete information on using a process template in process manufacturing.
Creating a process template
To create a process template:
- Go to the Process templates list (Company Menu > Miscellaneous > Process templates, then select the Add new button).
- Enter in the Name field what you want to name this template. Completing the Description field is optional.
- Enter each output item, as well as the quantity for each. Output items can represent a finished good or materials that will be reused, as well as items to be discarded as waste. If an item is waste, check the box in the Waste column. The Waste column is used only to calculate the expected yield of the process.
- Enter each input item, as well as the quantity for each.
- When finished, the BOM cost total of the output items should be as close as possible (but not necessarily exact) to that of the inputs.
- Save and close the template when done.
edit_noteNOTE: If you use multiple units of measure (UOMs) for items, it is important to configure the process template so that each input and output item uses its base UOM.
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