Confirm a Bill of Materials Link (Task)

• Only retailer users can approve or reject a Bill of Materials link.

When a product supplier user is completing a 'Complete Bill of Materials' task, they might want to use an existing Bill of Materials instead of creating a new one.

If the product supplier user links an existing Bill of Materials, the retailer user that briefed the creation of the Bill of Materials will receive a 'Confirm Bill of Materials Link' task to confirm they are happy to use the selected existing Bill of Materials for that brief.

• A Bill of Materials can be linked to multiple products.

Note: This is a guide on how to approve/reject a 'Confirm Bill of Materials Link' task. For a more in-depth look at linking/linked Bills of Materials, please refer to this guide.

How to Approve/Reject a Bill of Materials Link

1. First, navigate to your Task Hub, then find and click the 'Confirm Bill of Materials Link' task you would like to complete.

2. You will be redirected to the Bill of Materials details page, where you can review the Bill of Materials and decide if you would like to link it to the selected product.

• • • Under the 'Overview' tab, you can see all the components added by the product supplier. You can access the components' details including the specification and technical drawing by clicking on the component's name.
    • Under the Attached Components tab, you can review all the attached component groups and set provided by the product supplier (for more information, please refer to our guide on attached components/groups/sets).
    • The Documentation tab will show all files uploaded to the Bill of Materials.
    • The Approval History tab will show you all the approval/rejection rounds for the Bill of Materials and any supporting comments.
    • Lastly, the Compliance tab will show you the recyclability of the Bill Of Materials and the compliance of the components in the Bill of Materials. The compliance will tell you if a component in the Bill of Materials is at risk, sustainably sourced, compostable and if it's had a technical drawing uploaded.

3. When you have finished your review and are ready to confirm/reject the Bill of Materials link, click on the 'Complete' button in the top right corner:

4. From the Confirm Bill of Materials Link popup, select your verdict:

Confirm

• click on the green tick button from the verdict popup.
• You will need to confirm you have reviewed and accepted all the risks in the Bill of Materials by clicking on the 'Accept' tick-box.
• If you don't confirm the risks have been reviewed and accepted, you cannot approve the Bill of Materials link.
• Once the Bill of Materials link is confirmed, the 'Confirm Bill of Materials link' task will close and disappear from your Task hub.
• The Bill of Materials will be linked to the new product.
•  

Reject

• Click on the red cross button from the verdict popup.
• You will be required to select a rejection reason and a new due date in order to reject a Bill of Materials link. There is a space for optional comments if you would like to add extra detail for the product supplier.
• Once rejected, the product supplier will receive the 'Complete Bill of Materials' task for them to create a new Bill of Materials and send it on approval or link another existing Bill of Materials and send the link for approval.

See also:

Bill of Materials Status

Component Status

Missing Mandatory Fields

What is an at Risk or Banned Attribute?

Create Attached Component Groups in a Bill of Materials in e-halo

What are Attached Components Groups and Sets?