With the BOM Logic Rules – Add Product Swaps enhancement, you can replace products during BOM generation using a single rule, even when many products need to be swapped. This improves flexibility for product management and eliminates the need to create dozens or hundreds of individual rules.

This feature brings BOM Logic Rules closer to the behavior of Spec Set conversions, while allowing more control over when and how swaps occur in the BOM process.

A note about swaps and rounding:

The new phase runs after waste/rounding has been applied, so rounding doesn’t happen again during rule processing, except when a product is swapped. In that case, the rounding is applied to the original quantity after the swap.

Follow the steps below to build a Product Swap rule.

Before You Begin

Make sure you know:

• Which product(s) you want replaced (the Original Product)
• Which product(s) should be used instead (the New Product)
• Which execution phase the swap should occur in
  • Pre Product Assemblies
  • During Product Assemblies
  • Post Product Assemblies

1. Build a Product Swap Rule

1. Go to Estimating, then select BOM Logic Rules.
2. Click Add Rule.
3. Enter a clear, descriptive Rule Name, such as “Swap Legacy Fascia Products” or “Convert Roofing Product A to B.”
4. Select the Execution Phase (Pre, During, or Post Product Assemblies). For most product replacements, use During Product Assemblies.

2. Define When the Rule Applies (Conditions)

In the Condition section:

1. Add any attributes required for the rule to trigger, such as:
   1. Product
   2. Building Phase
   3. Style
   4. Category
   5. Option
   6. Use
   7. Job Code (if applicable for your system)
2. Use conditions to narrow down exactly which products should be considered for swapping.

Tip: Keep conditions as specific as needed to avoid unintended replacements.

3. Add Swap Actions

Each action replaces one product with another. You can add as many swap actions as needed.

1. Scroll to the Actions section.
2. Click Add Action and choose Swap.
3. For each swap action:
   1. Select the Original Product (the product currently used).
   2. Select the New Product (the replacement product).
   3. If needed, update Building Phase, Style, Option, or Use values.
   4. If you want the rule to keep the user’s current option, choose Assume Current Option.
4. Repeat these steps to add multiple swap actions within the same rule.

Example:

Result: The BOM ends with Product D for any product starting at A.

4. Confirm Action Order

Actions within a rule follow this precedence:

1. Add
2. Modify
3. Swap

If your rule includes other action types, review the list to ensure swaps run in the order you expect.

5. Save and Activate the Rule

1. Click Save.
2. If your system requires activation, set the rule to Active.
3. Ensure the rule does not conflict with higher-priority BOM Logic Rules or Spec Sets.

6. Test the Rule

Before using the rule in production:

1. Run a test BOM on a job or plan that should trigger the swap.
2. Verify:
   1. The original product was removed
   2. The new product appears in the correct building phase/style/option
   3. Any dependent conditions updated correctly
   4. No unintended products were swapped
3. Adjust conditions or swap actions if needed.