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BOM Management · Available now

Carry reviewed assembly changes into production.

BOM Management keeps product assemblies, component quantities and engineering changes connected to production work. Production Planner prepares each product revision with its effective dates and component lines, checks quantities and units, and submits the structure for review.

  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewBOM revision drafts
BOM Management · BOM revisions

BOM revision drafts

approval waits for the manager

New bom revision
BOM revisions in view
6
Draft
6
IdProductRevisionEffective fromEffective toStatus
WO-2026-0412Mounting bracket, leftRevision A12 Oct16 OctDraft
BOM-REV-2026-018Control enclosure, compactRevision B25 Oct03 NovDraft
PO-2026-0881Mounting bracket, leftRevision C25 Oct02 NovDraft
BATCH-2026-103Modular pump housing, 80 mmRevision D21 Oct29 OctDraft
MI-2026-0294Mounting bracket, leftRevision E14 Oct23 OctDraft
6 of 6 records
WO-2026-0412BOM revisions · BMR-36801
Draft
ProductMounting bracket, left
RevisionRevision A
Effective from12 Oct
Effective to16 Oct
Review engineering changeBMR-36801 · WO-2026-0412

Manager reviews the affected assembly and decides through the approval action configured during setup.

Waiting for Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
17
Saved views
16
Roles with set permissions
5
Reports and dashboards
8
Features

Keep assembly work visible

Every feature works on the same records. Pick one to see the screen your team works in.

BOM revisions

Keep the product, revision identity and effective window visible before a structure is released.

  • Product identity
  • Effective window
  • Release decision
  • BOM revisions
  • BOM components
  • Items
  • BOM change requests
Explore bom revisions
OverviewRevision review
BOM Management · BOM revisions

Revision review

Release waits for the manager

New
IdProductRevisionEffective fromEffective toStatus
WO-2026-0412Drive shaft, 240 mmRevision A25 Oct29 OctReview
BOM-REV-2026-018Pressure sensor, 0 to 10 barRevision B15 Oct18 OctReview
PO-2026-0881Modular pump housing, 80 mmRevision C04 Nov08 NovReview
BATCH-2026-103Drive shaft, 240 mmRevision D15 Oct21 OctReview
MI-2026-0294Modular pump housing, 80 mmRevision E19 Oct27 OctReview
6 of 6 records
WO-2026-0412BOM revisions · BMR-35774
Review
ProductDrive shaft, 240 mm
RevisionRevision A
Effective from25 Oct
Effective to29 Oct
Example screen with sample data
Process

From revision review to accepted output

Revision review to accepted output ships ready to use. 2 steps need a named approval before the work moves on: Review engineering change (Manager) and Release accepted output (Quality Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare revision

    Identify the product structure and effective window before submitting it for review.

    WO-2026-0412BMR-36801 · Production Planner
    Prepare revisionBy Production Planner
  2. Validate components

    Check each component quantity, stated unit and scrap allowance on an editable structure.

    WO-2026-0412BMR-36801 · Production Planner
    Validate componentsBy Production Planner
  3. Review engineering change

    Bring the affected revision and reason to the named engineering decision owner.

    WO-2026-0412BMR-36801 · Manager
    Review engineering changeBy Manager
    ApprovalManager reviews the affected assembly and decides through the approval action configured during setup.
  4. Release production

    Check approved demand, available resources and feasible dates before releasing the run.

    WO-2026-0412BMR-36801 · Production Planner
    Release productionBy Production Planner
  5. Record production

    Capture identified material use and the operator interval before quality review.

    WO-2026-0412BMR-36801 · Production Operator
    Record productionBy Production Operator
  6. Release accepted output

    Have the quality reviewer inspect eligible output before releasing its batch.

    WO-2026-0412BMR-36801 · Quality Reviewer
    Release accepted outputBy Quality Reviewer
    ApprovalQuality Reviewer decides inspected output from a Pending batch whose work has reached quality review.
Inside a record

Connect your design and stock sources

Open any bom revision to see its bom change requests, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Product, Revision, Effective from and Effective to.

  2. 2
    BOM change requests

    Each line is linked to this bom revision.

  3. 3
    Who works on it

    Each role sees what its permissions allow.

  4. 4
    Process stages

    Release production, with the role that acts.

  5. 5
    Approvals

    Review engineering change and Release accepted output, with who decides.

BOM revision draftsWO-2026-0412
BOM Management · BOM revisions

WO-2026-0412

Mounting bracket, left · Draft

Log activity
1
Record details
ProductMounting bracket, left
RevisionRevision A
Effective from12 Oct
Effective to16 Oct
2
BOM change requests

WO-2026-0412

IdRequested atRevision
WO-2026-041201 NovImpeller cartridge 80 mm, revision B
BOM-REV-2026-01801 NovPump assembly 80 mm, revision C
PO-2026-088115 OctMotor coupling 24 mm, revision A
BOM change requests
6
4

Process stages

  • Release productionProduction Planner
5

Approvals

  • Review engineering changeManager
    Approved
  • Release accepted outputQuality Reviewer
    Waiting
Example screen with sample data
Approvals

Put decisions with their owners

OverviewApprovals
BOM Management · Overview

Approvals

Signed in as Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • BMR-35774WO-2026-0412
    Drive shaft, 240 mmRequested by Production Planner
    Review1dActions
  • BMR-55421BOM-REV-2026-018
    Pressure sensor, 0 to 10 barRequested by Production Planner
    Review3dActions
  • BMR-26239PO-2026-0881
    Modular pump housing, 80 mmRequested by Production Planner
    Review5dActions
  • BMR-96061BATCH-2026-103
    Drive shaft, 240 mmRequested by Production Planner
    Review4dActions

Who approves what

DecisionApprover
Review engineering changeBring the affected revision and reason to the named engineering decision owner.Manager
Release accepted outputHave the quality reviewer inspect eligible output before releasing its batch.Quality Reviewer
Approve BOM change requests, BOM revisions, Orders, purchase ordersManager
3 approval rules · set per role in Proto
Example screen with sample data
Roles

A workspace for each role

Everyone opens BOM Management to the work that is theirs. Pick a role to see what it starts with.

Production Planner

Owns production setup, planning and assigned operational work.

This is the first screen this role sees.

OverviewProduction schedule

Production schedule

Work orders · Production Planner

IdProductResourcePlanned quantityPlanned startPlanned end
WO-2026-0412Nitrile shaft seal, 24 mmSeal press station71001 Nov10 Nov
BOM-REV-2026-018Mounting bracket, leftSeal press station72019 Oct25 Oct
PO-2026-0881Stainless impeller, 80 mmCNC mill cell 248011 Oct19 Oct
BATCH-2026-103Drive shaft, 240 mmPump assembly bench 119029 Oct05 Nov
MI-2026-0294Nitrile shaft seal, 24 mmElectrical wiring bench59022 Oct29 Oct
6 of 6 records
Example screen with sample data
Reports

Review structures and production evidence

Compare recorded structures, commitments and output without confusing them with approval or stock effects.

Overview
BOM Management · Overview

BOM Management dashboard

This quarter

Work orders in view
6
Total planned quantity
3,500
Released
2
In progress
2

BOM revisions by status

How far records got this quarter

StageReachedStep
Draft31
Review2065%
Released1470%
Obsolete750%

Number of bom revisions by status

Sample counts per stage

900
60Draft
80Review
90Released
50Obsolete
Example screen with sample data
  1. 01Revision effective windows

    Which product structures are Draft, under Review or Released for the recorded date window?

  2. 02Component quantities by revision

    Which component identities, stated units and allowances belong to the structure being considered?

  3. 03Engineering change queue

    Which requests still need the named decision or implementation follow-up?

  4. 04Stock by item and lot

    Group stock balances by item, location and lot, displaying on-hand and reserved quantities separately.

  5. 05Customer demand detail

    Group customer order lines by order and item alongside the customer, required date and order status, with each line's quantity and unit price.

  6. 06Supplier line receipt progress

    How much is recorded as received against each supplier line, and what remains to explain?

  7. 07Production output by operator

    Which intervals account for the reported good and scrap output?

  8. 08Batch disposition register

    Which batches remain Pending or are Held, Rejected or Released?

Controls

Check the handoff before work moves

Each stage of revision review to accepted output names the role that acts and the status it records, so a change is never anonymous.

OverviewRevision review to accepted output
BOM Management · Process

Revision review to accepted output

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
2
Roles involved
4
Tables touched
15
Validate componentsApproval
Production Planner
StatusDraft → Review
Submit engineering change
Production Planner
StatusDraft → Review
Review engineering changeApproval
Manager
StatusReview → Approved
Revision review to accepted output
  1. Start
    Validate componentsDraft → Review
    Production Planner
  2. Step
    Submit engineering changeDraft → Review
    Production Planner
  3. Approval
    Review engineering changeReview → Approved
    Manager
  4. Approval
    Release revisionReview → Released
    Production Planner
  5. Approval
    Prepare demand and supplyDraft → Approved
    Purchase orders
Example screen with sample data
AI agent

AI assistance for assembly work

Use Proto to prepare configuration and explain work while people retain the engineering and quality decisions.

It can

  • Production Planner: Prepare a draft structure from your selected items and quantities, identify missing revision dates and explain what blocks work-order release.
  • Production Operator: Help prepare an identified material issue or summarize the operator's recorded intervals using the operator's linked user account.
  • Quality Reviewer: Collect the Pending batch and its work state for inspection review without deciding that the output is accepted.
  • Manager: Summarize the change reason and affected structure for the engineering decision.

Stays with a person

  • The assistant cannot supply a person's engineering approval or a physical inspection result.
  • Ask the planner to confirm revision instructions and the stock owner to reconcile physical material movements.
  • Agree role permissions before allowing the assistant to act on business records.
  • External design, stock and accounting sources need their own agreed connections.
Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • BOM Management
  • Engineering design source
  • Warehouse or stock source
  • Accounting source
  • Inspection evidence source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 17 tables
17tables
  • BOM revisions4
  • Component structure3
  • Engineering changes5
  • Items and stock5
  • Demand and purchasing7
  • Production execution7
  • Output quality4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the operating boundary

    Production Planner and Quality Reviewer select the pilot assembly, instruction source and inspection routine. Agree the BOM revision instruction handoff and who owns stock maintenance.

  2. Resolve people and authority

    Link each person to their user account and agree the action authority of the production roles, Manager and Admin. Define engineering release, commercial approval and controlled start and completion actions with their deciding owners.

  3. Load reviewed references

    Prepare item records, customer and supplier records and production resources, then revisions and component lines. Resolve customer and supplier headers before their line records. Reconcile inventory balances with the designated source.

  4. Rehearse an operating cycle

    Validate components and a revision, submit an engineering request and obtain the engineering decision. Release eligible work, post an identified issue and submit production output before the reviewer considers batch release.

  5. Verify failures and repeats

    Try invalid dates, a released component parent, incomplete change references, an unapproved order, negative output and premature batch release. Retry successful guarded actions and inspect the original records for a second effect.

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for BOM Management.

All questions
How do I get started?

Click Get started, then use Proto to configure BOM Management for your business. Pilot a real assembly revision, component lines and a customer order with an available resource. Rehearse a change request and the separate quality decision before using live production work.

What belongs to a BOM revision?

A BOM revision identifies product, revision, effective start and effective end. Each component line links the component items with quantity per assembly, unit and scrap percentage. Keep those lines attached to the intended editable parent while preparing the structure for review.

Does submitting a revision release it?

The revision workflow moves an eligible Draft structure to Review once. Configure Manager's release decision during setup so the manager can authorize use after checking the assembly. Treat Review as work awaiting that decision.

Can I change a released component structure?

The component workflow blocks validation against a Released parent. Prepare the replacement on an editable revision and route it through review. Keep the old released structure available for work whose existing instructions still use it.

Who approves an engineering change?

The approver on an engineering change request identifies the person responsible for deciding it. The submission guard resolves that person and moves the request to Review; it does not approve it. Agree Manager's decision permissions before go-live, then record Approved or Rejected after the person decides.

How do we hand a revision to production?

Production Planner checks the released structure against the planned product and customer demand. Agree where the operator finds the assembly instructions and who replaces earlier instructions after a release decision. Rehearse a run near the revision change date.

What blocks production release?

The release guard requires Draft work, positive planned quantity, an approved linked order, an available resource and feasible dates. Production resources at Maintenance or Unavailable cannot satisfy the availability condition. Review the production window with the people running the resource.

How do we keep material issues and stock aligned?

The issue workflow checks eligible work, positive quantity and an identified item and lot, then posts once. Agree balance maintenance with the stock owner or connect the authoritative stock source. Reconcile a posted issue against that source during the pilot.

When can a batch be released?

Quality Reviewer considers inspected output when batch disposition is Pending and the linked work has reached Quality review. The release guard sets Released once. Good units on a production interval describe reported output and cannot substitute for the reviewer's inspection decision.

What should we check during setup?

Agree the action permissions for Production Planner, Production Operator and Quality Reviewer. Identify Manager for engineering decisions and Admin for master data. Rehearse the account-to-person mapping and each role's operating views with different accounts. Use Business Overview to introduce the production and revision-review handoffs.

Set up BOM Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

A personal agent for your business

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