Before you start

Make sure these are already in place:

• Processes are created (ex: Loading, Testing, Inspection).

• Your FG item(s) exist in Masters  → Items.

• The item has the right Item Group / Unit, and (if your setup uses it) a Process attribute that can be selected in the apply screen.
  

Objective

The objective of using Routing to create a BOM is to convert a defined process flow into a structured, system-driven BOM automatically. Instead of manually building multi-level WIP BOMs, routing ensures that every item follows the correct process sequence, maintains consistency across items, and stays aligned with actual shop-floor operations.

Step 1: Open Routes / Rules

1. Go to Masters → Cycle Time Rules

2. Open Routes | Rules screen.

You’ll see a list like Boat route with a Process Sequence (example: LOADING PROCESS, TESTING PROCESS, INSPECTION PROCESS).

Step 2: Create or confirm the route

If the route is not created yet:

1. Click + NEW

2. Enter Route Name

3. Add the Process Sequence in the correct order

4. Save

If it’s already there, move to the next step.

Step 3: Apply the route to an Item

1. In the Routes list, go to the route row (example: Boat route)

2. In Actions, click the apply icon (the plus / target-like icon).

This opens the modal: Select Items to apply on .

Step 4: Select the Item(s)

Inside the modal:

1. Search and select the item (example: WIP1)

2. Click Preview

Step 5: Map processes in Preview

In the Preview table, you’ll see a parent → child structure created from the route, like:

• WIP1 → WIP1_INSPECTION PROCESS

• WIP1_INSPECTION PROCESS → WIP1_TESTING PROCESS

• WIP1_TESTING PROCESS → WIP1_LOADING PROCESS

For each row:

1. In the Attributes column (example: Process dropdown), select the correct process value (Inspection / Testing / Cutting etc.)

2. Confirm the sequence looks correct

3. Click Create

Step 6: Confirm success

You should get a toast like: Route Applied Successfully

That means the system generated the BOM structure for the selected item using the routing chain.

Step 7: Verify the BOM in Item Master

1. Go to Masters  → Items

2. Open the same item (example: WIP1)

3. Click Expand All

You should now see the BOM tree built as a routed chain (same as your final screenshot), for example:

• WIP1

• WIP1_INSPECTION PROCESS

• WIP1_TESTING PROCESS

• WIP1_LOADING PROCESS

Conclusion

Creating a BOM using routing standardizes how WIP and process-driven items move through production. It eliminates manual BOM errors, enforces the correct process order, and keeps BOMs in sync with real manufacturing flows. Once applied, the BOM becomes easier to maintain, scalable across multiple items, and reliable for planning, execution, and traceability.