Job Aid: Drive Test Service BOMs
The purpose of this job aid is to outline the process of creating service Bill of Materials (BOMs) and Purchase Orders (POs) for drive testing. This functionality creates BOMs which, once approved, will generate a Purchase Order Request (POR) for the assigned vendor.
ATP & E911 Service BOMs
In NexsysOne, search by Site ID, navigate to the BOM sub-tab, and create a new BOM
Select the Add New BOQ icon
Populate the Add BOM form and click Save
From the new screen, click New to add a service line item to the BOM
In the Add BOM Item window, search the Product field by typing ‘ATP’ or ‘911’ to find a drive testing service product. At this time, the Vendor, Item Qty, and Item Price may be modified. The Promise Date and Payment Milestone fields must be populated by the user-this will vary based on the type of drive test:
ATP Drive Test:
E911 Drive Test
Click the Save button in the Add BOM Item window once complete
After saving, the BOM screen will populate each new BOM item created into the BOM screen. When ready, click the Submit button to submit the BOM for approval
Click the Approve button to create a POR for the vendor
Bulk Creation of Cluster & Market BOMsIn NexsysOne, navigate to Procurement > Group POR
Select the New Group POR icon at the top right
From the pop-up, name the POR, select the company, address, filter type (either AOI or Market), and AOI/Market name as a basis for the Group POR and click Save
A new menu will open, similar to the POR or BOM creation windows in NexsysOne, that allows the user to add Group POR Items (with pricing) and Group POR Sites (list of sites to receive split payment) via their respective tabs
Select the Group POR Items tab and blank sheet icon to scope the payment line items
The pop-up window will ask for the Product by Task ID (example: DT-Cluster) and a total price. Click Save when complete to add the Product to the Group POR’s scope
The price will be the sum of all sites’ POs
Click the Group POR Sites tab and blank sheet icon to determine the individual sites subject to the Group POR
Add the Site IDs for all sites subject to the total price and scope and click Save
Select All Sites “Yes” to include every site in the Market or AOI determined for the Group POR
Select All SitesB “No” to manually input each Site ID. The site list will be restricted to the market or AOI selected
Click Submit once the Sites and PO line items have been scoped. The system will push one POR to the Market’s respective business approvers (based on dollar amount). Once approved, a PO will be created for every Site ID listed in the Group POR Sites tab.
