BOM Procedures & Validation

Procedures for creating, validating, and managing Bills of Materials in Epicor.

Related Documents: Takeoffs Material Transmittal Log Job Management Material Tag Vocabulary

BOM Template

A BOM Template is available on Box (Engineering Resources) with the standard column structure:

Column Description
DWG Tag Material tag from drawings (e.g., PLY01)
Arch Tag Architect’s designation for same material
Epicor Part Number GM.XX.XXXXX format
Part Description Material description
UOM Unit of measure
Scrap% Scrap allowance (see below)

Separate sheets are provided for materials and finishes.

Creating a Part in Epicor

For project-specific materials and manufactured parts:

  1. Open the Part Entry dashboard in Epicor.
  2. Set the part number, description, UOM, and class following naming conventions (see File Naming Conventions).
  3. For WC/MT parts, use the project-specific format (PROJ.WC.00000 or PROJ.MT.00000).

Every BOM line must tie to a row in Epicor Parts — no part-on-the-fly entries. Allow 24 hours for server sync.

Requesting a Global Material Part

Post the request in the dedicated Part Requests Teams channel. The EA or designated staff creates it. Allow 24-hour sync.

BOM’ing a Material to a Job

  1. Open Job Entry in Epicor → select your job → BOM tab.
  2. Add the material from Parts master.
  3. Set the quantity from your takeoff.
  4. Assign the correct Rel Opr. (Related Operation).
  5. Verify Fixed QTY is checked (except CMG jobs).
  6. Append job-specific comments to the part description as needed.
  7. Inform the PM when BOM’ing new materials so they can update the TRA.

INV-class materials (SG, SS, SL, IM): Do not check Ready to Purchase or Purchase Direct on the manufacturing job for these classes. They are purchased through the project’s Inventory Job. A BPM will block Purchase Direct if you try.

Scrap Percentages

Apply standard scrap percentages during takeoff:

  • Linear materials (edgebanding, trim): ~15%
  • Area materials (sheet goods): ~20%

These are first-pass approximations — adjust based on project specifics and nesting results.

Verifying Your BOM

Cross-check your BOM against the Rhino model before release:

  • Every material tag in the Rhino model must appear on the Epicor BOM
  • Every BOM line must tie to a valid Epicor Parts master entry
  • Each material must be assigned to the correct Rel Opr.
  • Takeoff quantities follow company standards
  • No bulk overage beyond takeoff amounts

Exporting BOM for Epicor

Use the Modeling Toolkit → Takeoffs → Export. This generates an Excel file formatted for direct paste into Epicor BOM.

Post-Release BOM Changes

When materials are added to the BOM after initial release:

  • Flag changes with the “Added Mtl” checkbox per Epicor practice
  • This distinguishes original BOM lines from additions for tracking purposes
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