Printing a Manufacturer Breakout in O4

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Users can print an Manufacturer Breakout. This option is used when a winning customer has been selected and the user must send the BOM broken out by manufacturer followed by a summary page of all manufacturers. This article will explain how to print a Manufacturer Breakout in O4.

1. Click the OASIS_Icon.PNG icon.

2. Select Projects from the drop-down list.

3. The Project/Quote Listing page will appear.

4. Open an existing project.

5. Select "Produce", and select "Send."

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6. A new page will appear presenting the print options. Select "Manufacturer Breakout."

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7. A new page will appear allowing the user to select all customer or specific customers. To include a contact, select "Contacts Add_Contact.PNG".

8. A new page will appear allowing the user to limit the manufacturers that appear on the print. 

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9. If Yes.png is selected, a new page will appear. Check the boxes for the manufacturers that should appear on the print. Select Next.PNG .

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10. A new page will appear allowing the user to customize the print options.

Pricing Print Options

  • Unit Price- display the unit price.
  • Extended Price- display extended price column.
  • Show Grant Total (Lot Net)- display a grant total of all parts.
  • Show Subtotals and Options- display any subtotal or option line.
  • Show Component Prices- display component, lamp, and accessory prices.
  • Quote 2nd Column- display a 2nd price column. Note: Unit Price must be checked.
  • Show Tax Estimate- display estimate for the tax based on customer setup or project location.
  • Show Tax Subtotal Estimate- display taxes for each option code on the BOM.
  • Show Manufacturer Totals- display totals per manufacturer at the bottom of the print.

BOM Print Options

  • Hide Quantities, Hide Line Notes, Hide Description- hide these items.
  • Hide Part Numbers, Hide Manufacturer IDs, No Parts- hide these items.
  • Suppress Zero Quantity- suppress lines with a zero quantity. 
  • Show Manufacturer Terms- display manufacturer terms and conditions at the bottom of the print.
  • Show Lot Lines- display lot lines.
  • Show Components, Lamps, and Accessories- display component, lamp, and accessory lines.

Header Print Options

  • Show Bid Name- display the project name, phase name, and bid name.
  • Show in Landscape- print landscape orientation instead of portrait orientation.

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11. Set the print output to PDF or Excel.

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12. Select Email.png.

13. The email builder will appear. Make changes to the recipients and body as necessary.

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14. Select Send.png.

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