Bulk Creation of BOMs


The purpose of this job aid is to outline the process of creating BOMs for multiple sites at once. This functionality creates BOMs in draft mode based on an existing BOM template for all sites selected during the process.

**Note: This feature currently CANNOT be used to create CX Materials BOMs, as the automated naming convention exceeds the character limit and will result in an error. A fix is in progress and communication will occur when this feature is available for CX Materials BOMs.


Bulk Creation of BOMs

  1. In NexsysOne, navigate to Procurement > BOQ.

  1. Select the Manage Template icon.

  1. From the list, select the template you would like to use as a basis for creating multiple BOMs.

    • If needed, you can build your own template. Be aware that these are global templates and any templates created are viewable by all users. Check existing templates before creating your own. For assistance creating templates, visit the Creating a BOM Template walk-through in the Need Help menu of NexsysOne.

  2. In the top right corner of the window, select the icon to create multiple BOMs.

  1. Add the site IDs for all sites you plan to apply this BOM template to.

 

  1. Click Generate. This will generate draft BOMs based on the selected template for all sites selected in step 5. Naming convention is as follows: [SITE ID] BOM [BOM #] [DATE]. The user will then need to visit each BOM individually to review, modify as needed, and submit.