V9 - Using the Expanded BOM report in production planning

The Expanded BOM report (Operations > Reports > Production > Expanded BOM report) allows you to view the entire BOM for an assembly, including its sub-assemblies and their components. This report is also used for kits (item groups). The Expanded BOM report  is invaluable for production planning, as it helps you know whether you have enough stock on hand to build the quantities you need for the master assembly and all sub-assemblies. For kits, the Expanded BOM report helps you assess whether you have enough component items on hand to build the quantity of kits you want to assemble.

The report also shows the total cost structure of the complete finished product and the expected expense of replenishing raw materials.

To set up the Expanded BOM report, do the following:

1. Under the Filters section:
   1. Choose where the assembly will be built from the Location dropdown.
   2. Select from the Item dropdown the assembly item to be manufactured.
   3. Enter the number of assembly units to be manufactured in the Quantity field.
       
2. Under the Options section, check the boxes for Expand sub-assemblies and, if desired, Highlight reorders.
    
3. Under the Columns section, move additional Available columns to the Included columns, if desired.
    
4. Under Retrieve your report, select Display. The Settings will roll up and display your defined report. Expanded BOM report page includes all components and those of any sub-assemblies. Components of sub-assemblies will be indented under the sub-assembly to which they belong. The On hand column will highlight in red any components that have insufficient quantities according to the Used in build quantities from all BOMs.
    
   edit_noteNOTE: Items representing services, such as labor and contract manufacturing fees, always show quantities of zero and are highlighted in red.

The first of the two screenshots below shows the filters, options, and columns to display for the Expanded BOM report for assembly item 387450 - Flight Jacket - BL - LG. One of the filters, Quantity, is set for 15. The second screenshot displays the report, with all component items in the Flight Jacket's BOM. The components that do not have the on-hand quantity needed to produce 15 jackets are highlighted in red.