Phantom Item

A Phantom Item is a Bill of Materials (BOM) template that forms part of another BOM but is not treated as an inventory item.

• It is never received into a warehouse.
• It does not generate inventory or financial transactions.
• It acts as a marker in the master BOM, expanding its components and operations directly into a Manufacturing Order (MO).

Phantom Items are commonly used as an alternative to semi-finished products.

• With semi-finished products, each child BOM requires its own Manufacturing Order.
• With Phantom Items, no additional MO is created—the phantom BOM simply explodes into the parent MO.

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Phantom Item

Setting up a Phantom Item

Path

Inventory → Item Master Data → Production Data tab

To use a specific Item as Phantom, be sure to check the following settings:

• ✅ Check Phantom Item.
• ❌ Uncheck Inventory, Sales, and Purchase Item.
• ⚙️ Set Issue Method = Backflush.
• 🚫 Phantom Items cannot be managed by Batches or Serials (General tab).

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Example: Beverage Production

For Product-A (finished beverage), the BOM includes:

• Packaging materials (Bottle-01, Label-01, Top-01) → inventory items.
• Recipe-01 → Phantom Item (formulation of the drink).

When an MO for Product-A is created:

• Packaging items are drawn from stock.

• Recipe-01 expands inline: all of its components and operations are added directly to the MO.

• No separate MO is required for Recipe-01.

  

To review expanded phantoms in an MO, check the WIP Items tab:

If you add a Phantom manually to an MO, the system prompts you to confirm expansion before the document is added.

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Bind Phantom Header Qty

The Bind Phantom Header Qty option ensures that a phantom’s header quantity scales automatically with the parent BOM quantity.

• Enabled → The phantom header quantity is always tied to the parent’s order quantity.
• Disabled → The phantom header quantity can be edited independently (manual control).

This setting helps keep BOM proportions consistent and reduces errors when scaling production orders.

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A Material Phantom is a hybrid between a Phantom Item and a standard inventory item.

• It can be stocked, sold, or purchased like a normal item.
• It can also expand into its BOM within a parent MO, avoiding the need for a separate linked MO.

Example: Car Manufacturing

• The Engine is defined as a Material Phantom in the car’s BOM.
• During car production, the engine’s BOM expands inline without needing its own MO.
• However, the company may also produce and sell engines separately—this is supported since it is a stock item.

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Setting up a Material Phantom

Material Phantom option can be set up for specific revisions in Item Details. To do so, navigate to:

informacja

Inventory → Item Details → Revisions tab

Enable Material Phantom for the revision.

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Usage

• Add the Material Phantom to an MO.
• Right-click to explode it into components.
• If not exploded, the system prompts:
  “There are phantoms. All phantoms will expand automatically. Do you want to continue?”
• The MO cannot be finalized until all phantoms are expanded.

wskazówka

If an item needs both behaviors—regular stock item and Material Phantom—create two revisions:

• One without the Material Phantom setting (standard inventory).
• One with the Material Phantom setting (expandable BOM).

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Explanation (Why)

• Phantom Items simplify production by embedding child BOMs directly into parent orders.
• Material Phantoms combine the benefits of phantom explosion with the flexibility of stocking and selling.
• Bind Phantom Header Qty guarantees consistent scaling of BOM quantities, reducing manual adjustments.

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