Printing a Bill of Material in O4

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Users can print the bill of material not including pricing for any quote that is not in a closed status. This article will explain how to print the bill of material for a quote in O4.

1. Select 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 "Bill of Material."

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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".

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8. A new page will appear allowing the user to limit the manufacturers that appear on the print. A new page will appear allowing the user to limit the manufacturers that appear on the print. Select  Yes.png  or  No.png.

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9. If  Yes.png  was selected, a new page will appear that will allow the user to check the boxes for the manufacturers that should appear on the print. Select  Next.PNG .6.PNG

10.A new page will appear allowing the user to customize how the bill of material prints.

  • 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.

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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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11. Select Send.png

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