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Bill of Material (BOM) Rules

OVERVIEW

What are they?

A configurable BOM (Bill of Materials) is a set of parts specific to a certain product configuration. For each configuration, where a product has a different set of parts, you can create a BOM.

How do they work?

When a BOM triggers, it appears to buyers on commerce document line item pages. If the parts contained in the BOM link up with the parts in the parts database, then parts pricing also appears on line item pages. Buyers see multiple BOMs when several apply to a given configuration. When the system triggers multiple advanced BOMs, which are created as strings, all of the strings appear concatenated in the order they were generated.

A BOM rule has a condition and an action. The values of the attribute(s) selected as the condition attribute(s) determine the result of the condition, which when true triggers an action. The action here is to display a list showing the parts description and their quantities. This list is shown in a separate tab in the pipeline viewer or in the commerce document.

ADMINISTRATION

ClosedAdding a new Rule

  1. ClosedNavigate to the Bill of Materials: Rules List page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Catalog Definition in the Products section.

      The Supported Products page appears.

    3. For the Product Family for which you want to create a Bill of Material rule, select Bill of Materials in the Navigation column and click List.

      The Bill of Materials: Rules List page appears.

  2. Click Add to create a new rule.
  3. Enter the Properties of the rule.
  4. Select the Rule conditions:

  5. Set the rule action
    1. Simple Bill of Materials: Select if you know the parts you need to add. Click Add Row to add parts to the BOM string.
    2. Advanced Bill of Materials: Select to write a BML script that assembles a BOM string. Click Define BML Function to create the script.
      1. The advanced function returns a delimited string. For example: MS001~1~IS001~3 (Part1~Qty1~Part2~Qty2)
  6. Verify the rule is running by checking the Pipeline Viewer in Configuration.

ClosedBOM Best Practices

  1. Define Configuration options and values (for example, drop-downs).
  2. Define BOM modules. This can be challenging.
  3. Link BOM module part number(s) to option values. This typically takes the most time.
  4. Write CPQ Cloud BOM rules  to query tables and return part numbers.

    You can load Tables into CPQ Cloud from Excel.


NOTES

RELATED TOPICS

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