BAQ indented BoM returning 100 repeating levels

Hello all - going back to the discussion in the thread about the fully exploded BOM Dashboard + BAQ. This does seem to work reliably for the first two levels, but gets stuck in a loop for levels 3+. Some parts displays the third level down while others ignore it entirely. This is after vetting that the subassembly is a manufactured part with an approved revision. I am about to test and see if the comment about the subassembly’s revision needs to = the parent part revision level in order to display on the dashboard. This may be doable for our business, but primarily struggling with a reliable dashboard that breaks out all levels of a BOM as well as a BOO. As of now running the SSRS BOM Indented report or Methods Master is our only option. As we currently use a lot of Excel for planning and capacity we really need a grid view (dashboard) that breaks out the fully indented BOM + BOO.

I ran into the same issue, where the lower-level assemblies wouldn’t display unless the revision numbers matched all the way down. We only ever have one approved revision of a part at any given time, so my fix for this was to filter based on approved revision rather than based on matching revisions.

Here’s how to do it:

  • On the “SubBOM” SubQuery, delete the Table Relation “RevisionNum = Calculated_Rev”
  • On the MainQuery, add the PartRev table (call it whatever you want), and link it to the MaterialCTE table with the Table Relation “PartNum = PartMtl_PartNum” (and delete the link to the Part table if it automatically made that for you)
  • In your new PartRev table, add the Table Criteria “Approved = TRUE”

This will pull in and expand any approved sub-assembly revisions. There’s the possibility of getting multiple copies of these sub-assemblies if there are multiple approved revisions, but for us, that points to a user error of someone forgetting to un-approve an old revision when releasing a new one.

Also shouldn’t the ViewAsAsm field in the PartMtl table dictate whether or not the BOM explodes at that assembly level or it moves on to the next sequence # ? In the Epicor 10 documentation it states:

View As Assembly:
This setting indicates whether all the material required to make a subcomponent part should be
displayed in the bill of material.
If you select this check box, the material required to make this component appears in the parent
part’s bill of material. If you clear this check box, the item’s material will not be displayed in the
parent part’s bill of material.
You can select this check box even if you have not selected the Pull As Assembly check box.
This check box is only available when this material sequence is for a part marked as
manufactured. The default for the check box is selected for stock items and cleared for non-stock
items.