PRINT SUMMARIZED BILLS OF MATERIAL COMPARISON REPORT
Use this screen to print a comparison of summarized quantities for components between two assemblies' exploded manufacturing bills of material (MBOM) or engineering bills of material (EBOM), as selected. Comparisons can be done between two MBOMs, or two EBOMs, or between an MBOM and EBOM (or vice versa), for two assemblies. You have the option of selecting whether the comparisons will print a summary of the assemblies' first-level components, the entire bill of material through all the levels, or a bills of material (BOM) through a specified number of levels. In addition, you also have the option of printing all exploded components, or only those components that have variances between the two assemblies.
If you are comparing BOMs between two assemblies, enter two sets of assembly part information (referred to as assembly A and assembly B). Costpoint will then explode each assembly's MBOM or EBOM, as selected, to the specified level. The total quantity for each unique part/revision, which is summarized for all levels, will be printed. The summarized BOM process is executed separately for assembly A and B, and the results are displayed next to each other in separate columns on the report.
Location
Identification
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.
Parameter ID
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.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use the fields in this group box to select the range of assembly parts to include in the report.
Assembly A
Use this group box to identify the BOM for the first assembly that is being compared.
BOM Type
Use this drop-down list to select which BOM type you want to use for assembly A to compare with assembly B. The available options are:
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Manufacturing — Select this option to compare the MBOMs for this assembly. You can only select standard parts. Selecting this option disables the Part Lookup Type drop-down list.
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Engineering — Select this option to compare the EBOMs for this assembly. You can select either standard or provisional components for this BOM type. This option is enabled when you select the Use Engineering Bills of Materials check box in the BOM Corporate Settings block of the Configure Bills of Material Settings screen.
Part
Use this field to enter, or use 
to select, the ID of the first assembly whose summarized BOM you want to compare.
If you select Manufacturing from the BOM Type drop-down list, you can only enter or select standard parts in this field.
If you select Engineering from the BOM Type drop-down list, you can use the Part Lookup Type drop-down list to select whether to enter or lookup standard or provisional parts in this field.
Rev
Use this field to enter, or use to select, the Part revision.
Part Security
This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the assembly part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).
If enabled, this field displays one of the following values to indicate whether the part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part:
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Unrestricted — The part is not subject to data security restrictions.
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Restricted — The part is subject to data security restrictions and you are authorized to access detailed part information.
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***UNAUTHORIZED*** — The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color.
If you are unauthorized to access assembly parts or revisions that are subject to data security restrictions, then you will not be able to create or edit BOMs that contain restricted assembly parts or revisions.
As Of Date
Use this field to enter, or use 
to select, the as-of component effective date for the selected assembly. The report will include only those components with a starting effective date that is earlier than, or the same as, the as-of date and an ending effective date (if not blank) later than the as-of date.
Config
Use this field to enter, or use to select, the BOM configuration ID for the selected assembly. This field is available if you selected the Use Configuration IDs check box in the BOM Corporate Settings block of the Configure Bills of Material Settings screen.
If you enter a configuration ID, the data on the report depends on whether that configuration ID appears on a given component line. If a line exists with the entered configuration ID, that line will print. If no line exists with the entered configuration ID, but there is a line without a configuration ID, the line without a configuration ID will print. If a line cannot be found that contains either the entered configuration ID or an empty configuration ID field, no line will print.
Serial No
Use this field to enter, or use to select, the serial you want to compare with assembly B. This field is not available for provisional parts.
Assembly B
Use this group box to identify the BOM for the second assembly that is being compared.
BOM Type
Use this drop-down list to select which BOM type you want to use for assembly B to compare with assembly A. The available options are:
-
Manufacturing — Select this option to compare the MBOMs for this assembly. You can only select standard parts. Selecting this option disables the Part Lookup Type drop-down list.
-
Engineering — Select this option to compare the EBOMs for this assembly. You can select either standard or provisional components for this BOM type. This option is enabled when you select the Use Engineering Bills of Materials check box in the BOM Corporate Settings block of the Configure Bills of Material Settings screen.
Part
Use this field to enter, or use to select, the ID of the first assembly whose summarized BOM you want to compare.
If you select Manufacturing from the BOM Type drop-down list, you can only enter or select standard parts in this field. However, if you select Engineering from the BOM Type drop-down list, you can use the Part Lookup Type drop-down list to select whether to enter or lookup standard or provisional parts in this field.
Rev
Use this field to enter, or use to select, the revision of the Part ID.
As Of Date
Use this field to enter, or use to select, the as-of component effective date for the selected assembly. The report will include only those components with a starting effective date that is earlier than, or the same as, the as-of date and an ending effective date (if not blank) later than the as-of date.
Config
Use this field to enter, or use to select, the BOM configuration ID for the selected assembly. This field is available if you selected the Use Configuration IDs check box in the BOM Corporate Settings block of the Configure Bills of Material Settings screen.
If you enter a configuration ID, the data on the report depends on whether that configuration ID appears on a given component line. If a line exists with the entered configuration ID, that line will print. If no line exists with the entered configuration ID, but there is a line without a configuration ID, the line without a configuration ID will print. If a line cannot be found that contains either the entered configuration ID or an empty configuration ID field, no line will print.
Serial No
Use this field to enter, or use to select, the serial you want to compare with assembly A. This field is not available for provisional parts.
Part Lookup Type
Use this drop-down to select the lookup type for the part.
Sort By
Use this group box to customize the primary sorting criteria of the report.
1st Sort
Use this drop-down list to select the primary sort criteria for the report. The available options are:
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Part — Select this option to sort components of the assemblies in part number order.
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Commodity — Select this option to sort components of the assemblies in commodity code order.
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Make/Buy — Select this option to sort components of the assemblies by make/buy code.
2nd Sort
Use this drop-down list to select the secondary sort criteria for the report. The available options are:
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None — Select this option if there is not a second sort option.
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Part — Select this option to sort components by part number within make/buy code.
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Commodity — Select this option to sort components by commodity code within make/buy code.
Options
Use this group box to specify additional options for this report.
BOM Levels
Use this drop-down list to specify the component levels of the assemblies to include in the summarized report. The available options are:
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Single-Level — Select this option to include only the first-level components of this assembly.
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All Levels — Select this option to include all components of this assembly with their related level numbers.
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Specify Levels — Select this option to explode components of this assembly up to a specific number of levels. Use the adjacent unlabeled field to enter the number of levels you want to include on this report.
Show Components
Use this drop-down list to specify how the components in both assemblies will print on the report. The available options are:
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All — Select this option to print all component parts for both assemblies.
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Variance Only — Select this option to print only those component parts that have variances that do not match between the two assemblies. Absence of variance in quantities between the two assemblies compared does not necessarily mean that the two assemblies have exactly the same bills of material. For example, when you compare multilevel BOMs between two assemblies, the actual quantities for a particular component at any given level may be different, but the total (summarized) quantity may be equal. In that case, there is no variance between the two part assemblies, but the actual BOM at some levels may not match exactly.
Include Scrap/Yield Qty
Select this check box to include planned component shrinkage quantities in the report. The shrinkage quantities will be incorporated in the line with the requirement quantities, unless you select the Display Scrap/Yield Qty Separately check box. If this check box is selected, the multiplied out quantities at all the selected BOM levels will be adjusted by the corresponding scrap and yield quantities for the BOM, and the summarized quantity for a component or subassembly will therefore include all such scrap and yield adjustments. If this option is not selected, then scrap and yield percentages will be ignored during the quantity calculations.
Display Scrap/Yield Qty Separately
Select this check box to print planned component shrinkage quantities on a separate line in the report. This field is available only if you have selected the Include Scrap/Yield Qty check box. If you have selected this check box, the combined scrap and yield quantity will print separately on the report below the line that reads, "multiplied out quantity per assembly (without scrap/yield)." A "total" line displays the sum of the multiplied out quantity per assembly (without scrap/yield) and scrap/yield quantity for that unique component. If you do not select this check box, the Scrap/Yield quantity (and totals) for each unique component quantity will not print. In this case, the report column will show only the total quantities that are multiplied for each unique component, which will be adjusted by scrap/yield if the Include Scrap/Yield Qty check box is selected.
Include Components
Use the selections in this group box to include or exclude certain types of components. If you select either the Make Parts or Buy Parts check boxes, and the same component is listed as both a make and a buy part in the BOM, only the quantities associated with the selected make/buy code are included in the report. If you select both Make Parts and Buy Parts but have selected the Make/Buy option in the 1st Sort drop-down list, the report will print the part twice, once as a make part (with associated quantities) and again as a buy part (with associated quantities).
Make Parts
Select this check box to include make parts.
Reference Parts
Select this check box to include any reference parts and their components on the BOM.
Phantom Parts
Select this check box to include phantom parts and their components. If this check box is unchecked, only the components of phantom parts will be included in the report.
Omit Requirements Parts
Select this check box to include any omit-requirements parts and their components on the BOM.
Buy Parts
Select this check box to include buy parts.
Tooling Parts
Select this check box to include any tooling parts and their components on the BOM.
As-Required Qty Parts
Select this check box to include any as-required parts and their components on the BOM.
Stop Explosion Component Parts
Select this check box to include any components of stop-explosion subassemblies on the BOM.