Use this screen to establish and maintain the hierarchical relationship of parts in an engineering design environment. You can then copy the Engineering BOM (EBOM) to a Manufacturing BOM (MBOM) using the Copy Bills of Material screen in order to plan and control material operations. Conversely, you can copy an existing MBOM to an EBOM in order to make revisions in the design/engineering stage before releasing it back to manufacturing. You can access this screen only if you have selected the Use Engineering Bills of Material checkbox in the BOM Corporate Settings subtask of the BOM Settings screen. Please refer to the documentation for the Copy Bills of Material screen for additional information on this function.
You can also use this screen to develop level-by-level EBOMs by specifying the assembly part and listing the components and related data for the first level for each row in the Component Lines table window. After saving that assembly part’s EBOM and refreshing the screen, enter the component part ID that was listed for the original assembly part in the Part field in the Assembly group box, and enter its first-level components for each row in the table window. In this way, you can generate a multi-level EBOM (or subassemblies).
If you have not selected the Use Separate EBOM Release Function checkbox in the BOM Settings screen, you can maintain and/or release existing EBOMs here (e.g., adding new component lines and changing the setting in the Comp Rel Flag field). However, if you have selected the Use Separate EBOM Release Function checkbox, you must use the Release EBOM screen to release existing (Unreleased) EBOM assemblies and component line items. You can still add (not modify) new component lines to unreleased EBOMs in the Maintain EBOM screen; however, you can release them only in the Release EBOM screen.
Use this screen to create, maintain and/or release EBOMs before implementing Costpoint Production Control and Material Requirements Planning.
Use the fields in this group box to enter basic information about the assembly, including EBOM status and part status.
Enter, use Lookup, or use the Lookup ProvPart pushbutton to select the ID of the assembly or parent part for which the EBOM is being created. You can also use Find or Query. This required field of up to 30 alphanumeric characters must be a valid part ID from the Basic Part Data screen (for standard parts) or from the Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition. If you enter a part and it does not exist in Costpoint, the system displays a message asking whether you would like to establish the unrecognized part ID as a provisional part. Select No to return to the main screen, or select Yes to open the Provisional Part dialog box, where you can enter provisional part data "on the fly" (please refer to the "Provisional Part" section following the Component Reference Designators documentation). You will be able to access this information in the EBOM screen and the Maintain Provisional Parts screen, and the Part Status field will display "Provisional." However, if you enter a recognized standard part, the Part Status field will display the corresponding part status description from Basic Part Data (i.e., "Released," "Pre-release," "Estimating," "Obsolete," and "Phase-Out").
Enter, use Lookup, or use the Lookup ProvPart pushbutton to select the revision of the assembly or parent part for which the EBOM is being created. This field can have up to three alphanumeric characters, which must be a valid revision number for the part from the Basic Part Data screen (for standard parts) or from the Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition.
This field displays the "M" (Make)/"B" (Buy) status of the assembly.
Use this drop-down box to select the status of the EBOM. This status will control use of the EBOM in material planning. The options in this drop-down box are "Released" and "Unreleased." If you selected the Use Separate EBOM Release Function checkbox in the BOM Settings screen, this field defaults to "Unreleased" and can be modified only in the Release EBOM screen.
An assembly part cannot have a "Released" BOM status if there are unreleased components (where the Comp Rel Flag is "N") or unreleased subassemblies (i.e., a separate assembly part with its own EBOM Status, Part Status, and components at a "lower level"). Unreleased lower-level assemblies must have a "Released" BOM status before the higher-level assemblies can be released on a given multi-level EBOM.
Use this drop-down box to select the status to assign to the assembly part (if it is a non-provisional part). The options in this drop-down box are "Estimating," "Obsolete," "Pre-Release," "Released," and "Phase-Out." The selection in this field is linked to the part's status in Costpoint Product Definition. The assembly part's status must be "R" (Released), "O" (Obsolete), or "S" (Phase-out) before the BOM status can be Released. If the assembly part is a provisional part, this field defaults to "Provisional," and the BOM status cannot be released and saved until the provisional part is converted to a standard part in the Convert Provisional Part To Standard Part screen in Costpoint Product Definition.
The status for MPS planning-only parts must always be set to "Estimating."
You can customize bills of material for a given parent part by using configuration IDs and effectivity dates. You can use Configuration IDs to record variations of an EBOM for a given part or part/revision without using a different part or revision number. Once an item is in inventory, it is considered the same as all other parts with the same part/revision combination, regardless of the configuration under which the part was built.
Configurations are used for planning purposes only, and are established in the Configuration Identifiers screen in the Bills of Material Controls menu. In Change or Display mode, you can view an EBOM's specific configuration or an EBOM as of a specific date, as well as all configurations/effectivities for a given parent. The items in this group box are enabled only if you selected the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen.
Select this checkbox before using Find or Query to see all components of the parent part. If you do not select this checkbox, the display is based on the as-of date and the configuration ID that you enter.
You can record variations in the EBOM of a part by using effectivity dates. This option is available regardless of whether you allow the use of configuration IDs. Enter the EBOM component effectivity date before using Find or Query. If you enter an As of Date in Change/Display mode, the application will load only those lines with effective starting and ending dates corresponding to the As of Date. If the Effective Ending Date column is blank, the second criterion is ignored. The As of Date field is the default value for the Effective Starting Date for all new component lines.
Enter, or use Lookup to select, the configuration ID for this BOM. This optional field must be a valid configuration ID from the Configuration Identifiers screen. This field is hidden if you did not select the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen.
Use Lookup to view the range of assembly serial numbers with their associated configurations and as-of dates (see the Maintain End Item Configurations screen). If you select a row in Lookup, Costpoint will load the proper configuration and/or as-of date. This field is display-only; you cannot enter a serial number. Effectivity is established by the Config ID and As Of Date fields only.
If you selected the Use Separate EBOM Release Function checkbox in the BOM Settings screen, you can add or modify component lines for unreleased EBOM assemblies in this table window. The Comp Rel Flag for newly added component lines will default based on the setting in the Default Component Release Status in Bill group box (for EBOMs) in the BOM Settings screen. If you have not selected the Use Separate EBOM Release Function checkbox, you can release components (along with the EBOM assembly) in this table window.
Enter the line number to identify the specific EBOM component line. You can reuse the line number if it represents a different effectivity date or configuration ID. If a line number is reused on a given EBOM, the configuration ID must be different (if configuration IDs are used). If the line number and configuration ID are the same, the starting/ending effectivity dates must not overlap. This required field can have any value from 1 to 9999.
Enter the drawing find number for this EBOM component line. This is a required field of up to four alphanumeric characters. When you populate the Line No field for a new line, this field defaults with zeroes, but can be changed. For example, if you enter "3" in the Line No field, the Find No field will default to "0003."
Enter, use Lookup, or use the Lookup ProvPart pushbutton to select the component part ID for this EBOM line. This required field of up to 30 alphanumeric characters must be a valid part ID from the Basic Part Data screen (for standard parts) or from the Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition. If you enter a part and it does not exist in Costpoint, the system displays a message asking whether you would like to establish the unrecognized part ID as a provisional part. Select No to return to the main screen, or select Yes to open the Provisional Part dialog box, where you can enter provisional part data. You will be able to access this information in the EBOM screen and the Maintain Provisional Parts screen, and the Part Status field will display as "Provisional." However, if you entered a recognized, standard part, the Part Status field will display the corresponding part status description (i.e., "Released," "Pre-release," "Estimating," "Obsolete," "Phase-Out"). You cannot list a provisional part on a released EBOM; you must convert the part to a standard part in the Convert Provisional Part To Standard Part screen in Costpoint Product Definition before you can release the EBOM.
You can only use a MPS planned part as a component if the assembly part is also a MPS planned part.
Enter, use Lookup, or use the Lookup ProvPart pushbutton to select the component part revision for this EBOM line. This field can have up to three alphanumeric characters and must be a valid revision number for the part from the Basic Part Data screen (for regular parts) or from the Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition.
Enter, or use Lookup to select, the component type code: "B" (Buy w/Comp), "S" (Standard), "P" (Phantom), "R" (Reference), "T" (Tool), and "D" (Deleted). This required field defaults from the Basic Part Data screen (for regular parts) or from the Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition and can be changed.
To specify how component requirements are calculated, enter the corresponding quantity type code:
"A" (Per Assembly) - The component quantity is multiplied by the number of assemblies to be created. This is the default value when adding a new component part.
"O" (Per Order) - Requires a fixed component quantity for each assembly manufacturing order created.
"R" (As Required) - Component requirements are not generated for this assembly.
The default values depend on the component type and the setting of the As Required checkbox in the Basic Part Data screen in Costpoint Product Definition.
Enter the component part quantity for the EBOM in this required field.
This field displays the inventory unit of measure for the component from the Basic Part Data screen in Costpoint Product Definition (for standard parts) or the Maintain Provisional Parts screen (for provisional parts).
Enter "M" if the component is a "Make" part or "B" if it is a "Buy" part. This required field defaults from the Basic Part Data screen (for regular parts) or Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition and can be changed.
This field displays the provisional part type if the component part is a provisional part. You can establish provisional part types in the Maintain Provisional Part Types screen, and you can assign them in the Maintain Provisional Parts screen in Costpoint Product Definition. This field is blank for standard parts.
Enter, or use Lookup to select, the ID of the configuration in which this component is used when planning this EBOM. This is an optional field of up to 10 alphanumeric characters and must be a valid ID from the Configuration Identifiers screen. If you have not selected the Use Configuration IDs checkbox in the BOM Corporate Settings subtask in the BOM Settings screen, this column will be hidden.
This field displays the description of the selected configuration. If you have not selected the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen, this column is hidden.
Enter the date this component becomes effective in this EBOM. This required field defaults to the current date when you enter a new line and can be changed.
Enter the date this component will cease to be effective in this EBOM. This optional field defaults to blank when you enter a new line and can be changed.
Enter "Y" (Yes) to release this component in this EBOM or "N" (No) to keep it unreleased. This required field defaults in accordance with the initial component release status selected in the BOM Settings screen. This field must be "Y" for all standard component parts before you can release the EBOM assembly. If the component is an EBOM subassembly (where the BOM Exists field is "Y"), this field will display the BOM status for the subassembly.
If you selected the Released radio button in the Default Component Release Status in Bill group box (for EBOMs) in the BOM Settings screen, the Comp Rel Flag field defaults to "Y" when you add new components. If you selected the Unreleased radio button, the Comp Rel Flag field defaults to "N" when you add new components. If you select the Part Status radio button, this flag will default to either "Y" or "N" depending on the value in the Status drop-down box in the Maintain Parts screen in Costpoint Product Definition.
If the component's part Status is "Released," "Obsolete," or "Phase-out," the component release flag will default to "Y" (Released). Otherwise, if the component's part Status is "Pre-release" or "Estimating," the Comp Rel Flag will default to "N" (Unreleased). You cannot change the assembly's BOM Status to "Released" if provisional component parts exist.
This field displays the date and time the component was released on this EBOM if the Comp Rel Flag is "Y." Otherwise, this field is null.
This field displays the description of the component part/revision.
Enter comments that apply to this EBOM component.
This field displays "Y" (Yes) if the component is a subassembly or "N" (No) if not. If this field is "Y" and you use Find or Query to search for the component part ID, you can locate the component part as it displays in a separate EBOM assembly.
This field displays the part status of the component. If the part has its own EBOM assembly (where the BOM Exists field is "Y"), this field will display the Part Status for that EBOM subassembly. If the BOM Exists field is "N" (i.e., no subassembly exists), this field displays the part status from the Maintain Parts or Basic Part Data screens in Costpoint Product Definition for standard parts. This field displays "Provisional" for provisional component parts. The Comp Rel Flag must be "Y" (Released) before the BOM Status can be "Released" and saved.
This field displays the release status of the EBOM for a component if it is a subassembly. If the part has its own BOM assembly (where the BOM Exists field is "Y"), this field will display the release status for that assembly level. If the BOM Exists field is "N," this field will be null.
This field displays the date of the last engineering change notice for this part. This field is disabled if you are using Costpoint Engineering Change Notices.
Enter the percentage (from 0.00 to 999.99) of this component that you expect to be lost when manufacturing this assembly. This required numeric field defaults from the Planning Part Data screen in Costpoint Product Definition, but can be changed here.
This field displays "Y" (Yes) or "N" (No) to indicate whether or not the BOM explosion should proceed to the next lower level of the subassembly. This field will default to "N" for standard components; however, the initial value of this field is based on the component type for the line. If the component type is "R" (Reference), "T" (Tool), or "D" (Deleted), this field is set to "Y." If the component's make/buy status is "B," this field is set to "Y" unless the component type is "B" (Buy with Components), in which case the field is set to "N." The field is also set to "N" for "P" (Phantom) component types.
This field displays "Y" (Yes) or "N" (No) to indicate whether or not the quantity requirements of that component are to be omitted during the BOM explosion. This field defaults to "N" for standard components; however, the initial value of this field is based on the component type for the line. If the component type code is "R" (Reference), "T" (Tool), or "D" (Deleted), this field is set to "Y." However, if the component type is "B" (Buy with Components) or "P" (Phantom), the field is set to "N."
Select this pushbutton to view/modify additional data for the selected assembly part.
Select this pushbutton to view/modify standard text codes attached to the selected component.
Use this pushbutton to view alternate part numbers for the selected component.
Use this pushbutton to view substitute parts for the selected component. This subtask is disabled if a component is a provisional part.
Select this pushbutton to display documents associated with the parent part.
Select this pushbutton to display documents associated with the selected component part.
Select this pushbutton to enter reference designators for this component of this assembly.
Select this pushbutton to lookup a provisional part for the assembly part/revision and component part/revision revision fields.
The information in this screen is stored in the ENG_BOM table. Information is also stored in and/or pulled from the ITEM, PART, PROV_PART, ITEM_UM, and BOM_CONFIG tables. Functions for the Maintain EBOM and Release EBOM screens are also dependent on the BOM_SETTINGS and BOM_SETTINGS_CORP tables.