to start copying the bill of material (BOM).Use this screen to copy bills of material records in the following functions:
Engineering bill of material (EBOM) to manufacturing bill of material (MBOM)
MBOM to EBOM
Proposal bill of material (PBOM) to EBOM
PBOM to MBOM
You can use each function to copy only one assembly at a time, although you can validate and copy multiple levels of the specified assembly, as indicated in the BOM Levels group box.
You must have already established the parts/assemblies that are being copied on this screen in the appropriate bills of material (for example, MBOM, EBOM, or PBOM) application.
After entering your specifications, click to start copying the bill of material (BOM).
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Use this group box to specify options for this process.
Use this drop-down list to specify the type of the source and target BOMs. You must then specify the source assembly in the From Assembly group box and the target assembly in the To Assembly group box. The available options are:
EBOM to MBOM — Select this option to copy an EBOM to an MBOM. If you select this option, the Select By drop-down list displays Assembly and is disabled (along with the Proposal and proposal Rev fields). The EBOM will be exploded according to the number of levels specified in the BOM Levels drop-down list. The exploded EBOM rows, or components, will be copied to the target MBOM except for those rows and subassemblies that do not meet the other selection criteria, such as the configuration, as-of date, and the part's effective starting and ending date in the EBOM record. All check boxes in the Copy Options group box are enabled when you select this option.
MBOM to EBOM — Select this option to copy an MBOM to an EBOM. If you select this option, the Select By drop-down list displays Assembly and is disabled (along with the Proposal and proposal Rev fields). The MBOM will be exploded according to the number of levels specified in the BOM Levels drop-down list. The exploded MBOM rows, or components, will be copied to the target EBOM except for those rows and subassemblies that do not meet the other selection criteria, such as the configuration, as-of date, and the part's effective starting and ending date in the MBOM record. All check boxes in the Copy Options group box are enabled when you select this option.
PBOM to EBOM — Select this option to copy a PBOM to an EBOM. If you select this option, the Select By drop-down list, Proposal field, and Proposal Rev field are enabled. In the Select By drop-down list, select the Proposal option to copy PBOMs for all assemblies within the specified proposal, or select the Assembly option to copy PBOMs for only a single parent assembly. The PBOM for the source assembly will explode from within the specified proposal according to the number of levels specified in the BOM Levels drop-down list, and the PBOM will be copied to the specified EBOM. In the To Assembly group box, you can also designate the EBOM's release status.
PBOM to MBOM — Select this option to copy a PBOM to an MBOM. If you select this option, the Select By drop-down list, Proposal field, and Proposal Rev field are enabled. In the Select By drop-down list, select the Proposal option to copy PBOMs for all assemblies within the specified proposal, or select the Assembly option to copy PBOMs for only a single parent assembly. The PBOM for the source assembly will explode from within the specified proposal according to the number of levels specified in the BOM Levels drop-down list, and the PBOM will be copied to the specified MBOM. In the To Assembly group box, you can also designate the MBOM's release status.
The Comp Rel Flag field of copied component lines to the BOM of the target assembly will generally remain the same as that of the source assembly component lines, especially if the target assembly's BOM Status is Unreleased or Partially Released. However, if you change the target assembly's BOM Status to Released and run this process, the copied component lines' Comp Rel Flag value will be Y, regardless of what it was in the source assembly. In this case, any component line from the source assembly with a Comp Rel Flag of N will have a warning against it in the report. This applies to components and subassemblies that are within the specified BOM levels of explosion.
If a subassembly of the lowest BOM level has a Comp Rel Flag of N or a BOM Status of Unreleased or Partially Released, Costpoint will explode an additional level to check if all the components belonging to that subassembly have been released. If all subassembly components' Comp Rel Flags are Y, that subassembly will be marked with a warning in the report, and the subassembly will be automatically released to the next higher assembly during the copy process. However, if the additional explosion finds even one component that is unreleased for that subassembly, the subassembly displays Error in the report, and you must manually release all subassembly components for that additional level before the copy process can proceed.
Also, any existing target assembly component lines (that are not deleted) will have their Comp Rel Flag set to Y if the to assembly is released. This applies to all copy functions.
Use this drop-down list to choose whether the copy function will copy the first-level components of the assembly, the entire assembly BOM through all the levels, or an indented assembly BOM through a specified number of levels. The available options are:
Single — Select this option to copy only the first-level components of this assembly.
Indented-All — Select this option to copy the entire assembly BOM through all applicable subassembly levels.
Indented-Specify — Select this option to copy the BOM through a specified number of levels, as entered in the adjacent field.
Use this drop-down to select whether to lookup for Standard or Provisional parts when you use 
in the From Part field in the From Assembly group box and Part field in the To Assembly group box.
Use this group box to specify the source assembly whose BOM is being copied. Based on your selections in the Select Copy Function drop-down list, BOM Levels drop-down list, and Copy Options group box, Costpoint will explode the BOM for the assembly part in this group box and copy it to the target BOM for the assembly part in the To Assembly group box.
Use this drop-down list to select either Proposal to copy BOMs for all assemblies within the specified proposal or Assembly to copy BOMs for only a single assembly.
This drop-down list is enabled only if you select PBOM to EBOM or PBOM to MBOM from the Copy Function drop-down list. If you select the EBOM to MBOM or MBOM to EBOM, this drop-down list defaults to Assembly.
If you selected PBOM to EBOM or PBOM to MBOM from the Copy Function drop-down list, use this field to enter, or use to select, the PBOM proposal from which to copy component lines. The BOM for the assembly (or assemblies) within the proposal is exploded to the selected BOM levels and copied to the target assembly in the To Assembly group box. Since PBOMs do not have effective dates, the Copy Past Effectivity Components check box is disabled when you copy a PBOM to an EBOM or MBOM.
Use this field to enter, or use to select, the proposal's revision.
Use this field to enter, or use to select, the part ID of the source assembly part. Provisional parts are not available for selection when you are copying an MBOM to an EBOM.
Use this field to enter or use to select, the source assembly part's revision.
This field displays the BOM release status of the selected assembly part, depending on the type of BOM that is being copied.
Use this group box to customize bills of material for a given parent part by specifying configuration options and effective dates in the source assembly. You can copy a specific configuration of a BOM, or the BOM as of a certain date, or all configurations/effectivities for a given parent assembly.
This group box feature is not applicable if you selected PBOM to EBOM or PBOM to MBOM from the Copy Function drop-down list.
Select this check box to copy all component lines for the selected assembly, regardless of configuration ID and effective dates. The copy process is restricted to single-level BOMs only, and both the As Of Date and Configuration fields are disabled.
If you select Indented-All Levels or Indented-Specify Levels in the BOM Levels drop-down list, this check box and the Copy Past Effectivity Components check box are disabled, and the As Of Date and Configuration fields are enabled.
If you clear this check box, the As Of Date and Configuration fields are enabled, and the copy process will be available for single or multi-level BOMs, depending on the selection in the BOM Levels drop-down list.
This field is required if you did not select the All Configurations check box. This field defaults with the current system date and can be modified so that Costpoint can identify component lines that are not in effect for the BOM in the From Assembly group box.
This field is disabled when you select the All Configurations check box. If you do not select the Copy Past Effectivity Components check box, only those component lines will be copied where the Effective Start Date is less than or equal to the As Of Date, and the Effective End Date is greater than the As Of Date.
If you select the Copy Past Effectivity Components check box, any out-of-effect (past) component lines source assembly will be copied to the target assembly based on the current system date.
Use this field to enter, or use to select, the identification code of the configuration in which Costpoint will search for component lines for that parent assembly, and copy the component line with the selected configuration ID. You must also enter the As Of Date and select the Use Configuration IDs check box on the Configure Bills of Material Settings screen.
Use the fields in this group box to specify the target assembly to which the BOM is being copied.
Use this field to enter, use to select, the standard or provisional part ID of the assembly or parent part to which you want to copy the BOM.
This field displays the target assembly part's revision.
Use this drop-down list to select the BOM status for the target assembly. The available options are:
Released
Unreleased
Partially Released (MBOM only)
If you select PBOM to MBOM or PBOM to EBOM from the Copy Function drop-down list and set the Select By drop-down list to Proposal, this field is set to Released and disabled.
The BOM status for the target assembly part defaults from the existing EBOM or MBOM, depending on the option you select in the Copy Options group box. This field defaults to Unreleased if there is no appropriate BOM. If this field defaults to Released, all existing and copied component lines whose Comp Rel Flag is Y in the target assembly will be released when you run this process, according to the number of levels indicated in the BOM Levels group box. In this case, any component lines whose Comp Rel Flag is N in the source assembly will have a warning listed in the report. The copy process will then automatically release the components to the next higher assembly.
If the target assembly's BOM Status is Unreleased or Partially Released, a copied subassembly component will have a BOM Status corresponding to that of the source subassembly. If the source subassembly has a BOM Status of Released or Firmed, the target subassembly will have a BOM Status of Released. If the source subassembly has a BOM Status of Partially Released or Unfirmed, the target subassembly will have a BOM Status of Unreleased.
Use this group box to narrow down which components are copied from the source assembly to the target assembly.
If you select this check box, the copy process will delete all target assembly component lines (all configurations) up to the specified number of BOM levels, and insert new component lines from the BOM in the source assembly. Costpoint displays a warning message to notify you of the potential deletion. Costpoint copies all information from the MBOM, EBOM or PBOM in the source assembly to the BOM in the target assembly.
If you clear this check box, existing component lines will remain in the target assembly, and new component lines will be copied from the source assembly. If there is an overlap in and between the source and target component lines (for example, As Of Date, Configuration), the source component line is not copied. You must select the remaining copy options as appropriate in order to copy the assembly notes, component comments, component BOM text notes, and component reference designators.
In order to successfully copy a source assembly component to a target assembly, certain effective date criteria must also be met, as described in the section for the Copy Past Effectivity Components check box.
Select this check box to copy any out-of-effect (past) component lines (based on the current date) for the BOM in the source assembly to the target assembly. The report will have a warning message for the line indicating that the component is out of effect.
If you clear this check box, Costpoint will copy only those component lines whose Effective Start Date is less than or equal to the As Of Date (or current date) and the Effective End Date is greater than the As Of Date (or current date). If you selected PBOMTO EBOM or PBOM to MBOM from the Copy Function drop-down list, or cleared the All Configurations check box, this copy option is unavailable.
Select this check box to have Costpoint automatically convert any provisional part (or components, within the specified BOM level) in the source or target assembly BOM into a standard part. This function is further explained in the documentation for the Convert Provisional Part To Standard Part screen in Costpoint Product Definition.
If you clear this check box and a provisional part exists (as mentioned above) when you copy to an MBOM or released EBOM, that particular line will be marked with an error message in the report.
If you select this check box and you select either MBOM to EBOM or EBOM to MBOM in the Copy Function drop-down list, the copied components will have a starting effective date equal to the date entered, and an open ending date.
If you clear this check box, the copied components will have starting and ending effective dates as per the assembly from which they are copied. This applies to all relevant BOM levels.
Select this check box to copy the notes of the BOM in the source assembly into the BOM in the target assembly, based on the copy function (and BOM type) that you selected in the Copy Function drop-down list. For example, when you select MBOM to EBOM, the notes in the Manage Manufacturing Bills of Material screen will be copied to the EBOM in the target assembly.
If you selected the Completely Replace Existing BOMs check box, this check box is selected and disabled, and assembly will be automatically copied.
Select this check box to copy the component line comments for the BOM in the source assembly into the corresponding target assembly component line, based on the copy function (and BOM type) you selected in the Copy Function drop-down list. For example, if you select PBOM to MBOM, the PBOM line notes for the component line in the Manage Proposal Bills of Material, Manage Manufacturing Bills of Material, or Release Manufacturing Bills of Material) will be copied to the component line notes for the manufacturing BOM. Similarly, if you copy from an MBOM to an EBOM, the component comments in the Manage Manufacturing Bills of Material or Release Manufacturing Bills of Material screens will be copied to the component comments for the EBOM.
If you selected the Completely Replace Existing BOMs check box, this check box is selected and disabled, and component comments will be automatically copied.
Select this check box to copy component line text for the BOM in the source assembly into the corresponding target assembly component line, in accordance with the option that you selected in the Copy Function drop-down list (and the type of BOM that is included in the source and target assembly).
This check box is enabled only when you selected MBOM to EBOM or EBOM to MBOM in the Copy Function drop-down list. When you select this check box, the component line's text code (in the Component Text subtask of the Manage Manufacturing Bills of Material, Release Manufacturing Bills of Material, Manage Engineering Bills of Material, or Release Engineering Bills of Material screens) is copied from the BOM in the source assembly into the component line in the BOM of the target assembly.
If you selected the Completely Replace Existing BOMs check box, this check box is selected and disabled, and component BOM test notes will be automatically copied.
This check box is disabled if you have selected the PBOM to MBOM or PBOM to EBOM copy function options, because BOM text notes are not available in PBOMs.
Select this check box to copy the component line's reference designator text in the source assembly to the corresponding component line in the target assembly, in accordance with the option that you selected in the Copy Function drop-down list (and the type of BOM that is included in the source and target assemblies).
This check box is enabled only when you have selected the MBOM to EBOM or EBOM to MBOM copy function option. When you select this check box, the component line's reference designator text (in the Reference Designators subtask of the Manage Manufacturing Bills of Material, Release Manufacturing Bills of Material, Manage Engineering Bills of Material, or Release Engineering Bills of Material screen) is copied from the BOM in the source assembly into the component line in the BOM of the target assembly. Reference designator text is also determinant on the status of the Use Extended Length Reference Designators check box in the Configure Bills of Material Settings screen.
If you selected the Completely Replace Existing BOMs check box, this check box is selected and disabled, and reference designator information will be automatically copied.
This check box is disabled if you selected the PBOM to MBOM or PBOM to EBOM copy function option, because BOM reference designator text is not available in PBOMs.