Bill of Materials (BOM) Training

Lesson 1 • BOM Types Overview

Surveys engineering, manufacturing, sales, and service BOM variants. Learners identify which type applies to a given business scenario.

Lesson 2 • What a BOM Is and Does

Defines BOM as a structured parts list and maps its function across manufacturing, engineering, and procurement. Anchors all subsequent BOM concepts.

Lesson 3 • BOM in the Product Lifecycle

Traces BOM evolution from concept through end-of-life. Learners connect BOM state to each product development phase.

Lesson 4 • Core BOM Terminology

Introduces standard vocabulary: parent items, child items, components, assemblies, and quantities. Shared language prevents miscommunication across departments.

Lesson 1 • Item Master and Part Numbers

Covers item master records as the foundation of BOM data and explains part numbering schemes. Accurate item masters prevent BOM errors at the source.

Lesson 2 • Effectivity and Date Controls

Introduces date-effectivity and serial/lot effectivity to manage component changes over time. Learners apply effectivity to control which BOM version is active.

Lesson 3 • Reference Designators and Notes

Covers reference designators for electronic assemblies and BOM notes for manufacturing instructions. These fields bridge design intent and shop-floor execution.

Lesson 4 • Alternate and Substitute Components

Defines approved alternates and substitutes and explains how they are ranked and triggered. Learners configure alternates to support supply chain flexibility.

Lesson 1 • Building Multi-Level BOMs

Extends single-level skills to nested assemblies and subassemblies. Learners construct and verify multi-level structures without orphaned components.

Lesson 2 • Building Single-Level BOMs

Guides learners through entering a flat, single-level BOM with all required fields. This is the baseline skill for all more complex BOM structures.

Lesson 3 • BOM Validation and Error Checking

Covers system validation rules, manual review checklists, and common entry mistakes. Validation before release prevents costly downstream corrections.

Lesson 4 • BOM Entry Workflow Fundamentals

Maps the end-to-end process of creating a BOM from item master setup through component entry. A clear workflow reduces data entry errors.

Lesson 1 • Implementing BOM Changes

Covers the mechanics of editing, adding, and deleting BOM lines under change control. Learners apply effectivity dates to phase changes in and out correctly.

Lesson 2 • Engineering Change Process Overview

Introduces the engineering change order lifecycle from initiation through implementation. Understanding this process is prerequisite to managing BOM revisions.

Lesson 3 • Mass Change and Global Substitution

Addresses tools for replacing a component across multiple BOMs simultaneously. Learners execute mass changes safely with pre-change impact analysis.

Lesson 4 • BOM Revision Numbering and Control

Explains revision numbering schemes, revision levels, and how they link to change orders. Consistent revision control ensures traceability across product versions.

Lesson 1 • BOM in Material Requirements Planning

Explains how MRP explodes BOMs to generate purchase and work orders. Learners identify how BOM errors cause MRP exceptions and shortages.

Lesson 2 • BOM and ERP System Relationship

Maps how BOM records feed ERP modules including inventory, production orders, and costing. Errors in BOM data propagate directly into ERP transactions.

Lesson 3 • PLM and Engineering BOM Handoff

Covers the transfer of engineering BOMs from PLM tools to manufacturing ERP systems. Learners manage data mapping and transformation during the handoff.

Lesson 4 • BOM and Procurement Integration

Shows how BOM component data drives purchase requisitions, approved vendor lists, and sourcing decisions. Accurate BOMs reduce procurement cycle time.

Lesson 1 • BOM Data Governance Framework

Establishes ownership, stewardship roles, and policies for BOM data. Governance prevents data degradation and clarifies accountability across functions.

Lesson 2 • Measuring BOM Accuracy

Defines BOM accuracy metrics, calculation methods, and industry benchmarks. Measurement is the starting point for any data quality improvement initiative.

Lesson 3 • Sustaining BOM Quality Long-Term

Introduces continuous improvement practices, training programmes, and system controls to maintain BOM quality. Learners build a sustainable quality culture.

Lesson 4 • BOM Audit and Reconciliation

Covers physical verification of BOMs against actual product builds and inventory. Reconciliation closes the gap between system records and shop-floor reality.

Lesson 1 • Phantom and Planning BOMs

Defines phantom assemblies and planning BOMs used to simplify MRP and production planning. Learners apply these structures to reduce unnecessary work orders.

Lesson 2 • Modular and Common-Parts BOMs

Explains modular BOM design using common subassemblies shared across product families. Modularity reduces BOM proliferation and simplifies change management.

Lesson 3 • Co-Products and By-Products in BOMs

Addresses process industry BOMs where one production run yields multiple outputs. Learners configure co-product and by-product relationships and cost splits.

Lesson 4 • Managing BOM Complexity at Scale

Addresses governance, tooling, and process strategies for organisations with thousands of BOMs. Learners apply scalability techniques to prevent data chaos.

Lesson 1 • BOM-Driven Cost Analysis

Uses BOM data to perform cost rollups, should-cost modelling, and cost reduction targeting. Accurate BOMs are the foundation of credible product cost analysis.

Lesson 2 • BOM Continuous Improvement Roadmap

Builds a prioritised roadmap for advancing BOM maturity across people, process, and technology dimensions. Learners leave with an actionable improvement plan.

Lesson 3 • BOM and New Product Introduction

Integrates BOM creation into new product introduction gates and timelines. Early BOM accuracy accelerates launch and reduces engineering change volume.

Lesson 4 • Sustainability and Compliance in BOMs

Embeds material compliance, restricted substance, and environmental data into BOM records. Learners use BOM data to support product sustainability reporting.