Use this screen to set up and maintain the hierarchical relationship of parts in a production environment. You can use it to develop MBOMs one level at a time by specifying the parent part and listing first-level components and related data to create multi-level MBOMs. One part (or part/revision, if multiple revenues are allowed) can have multiple components on its MBOM. You can also include a part as a component on one or more MBOMs, and a parent on one MBOM can be a component on others.
You can copy Engineering BOMs (EBOMs) into Manufacturing BOMs 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 to make revisions in the design/engineering stage before releasing it back to manufacturing. This procedure is accessible only if you 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.
If the Use Separate MBOM Release Function checkbox is not selected in the BOM Settings screen, you can maintain and/or release existing MBOMs here (e.g., adding new component lines and changing the setting in the Comp Rel Flag field) and in the Release MBOM screen. However, if the Use Separate MBOM Release Function checkbox is selected, you must use the Release MBOM screen to release existing unreleased MBOM assemblies and component line items. You can still add new component lines to unreleased MBOMs in the Maintain MBOMs screen; however, they can be released only in the Release MBOM screen. You can also release Multiple MBOMs in the Release Multiple Manufacturing BOMs screen.
Use this screen (before implementing Costpoint Production Control and Material Requirements Planning) to create, maintain, and/or release MBOMs.
Use this group box to enter basic information about the assembly, including MBOM status and part status.
Enter, or use Lookup to select, the ID of the assembly or parent part for which you are creating the MBOM. You can also use Find or Query. This required field of up to 30 alphanumeric characters must be a valid part number from the Basic Part Data screen in Costpoint Product Definition. A description of the part you have selected displays in the untitled field below this field.
Enter, or use Lookup to select, the revision of the assembly or parent part for which you are creating the MBOM. 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 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 MBOM. This status will control use of the MBOM in material planning. The options in this drop-down box include "Released," "Partially Released," and "Unreleased." If you selected the Use Separate MBOM Release Function checkbox in the BOM Settings screen, this field defaults to "Unreleased" and can be modified only in the Release MBOM screen.
An assembly part cannot have a "Released" BOM Status if there are unreleased components (the Comp Rel Flag is "N") or unreleased subassemblies (i.e., a separate assembly part with its own MBOM 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 any given multi-level MBOM.
Use this drop-down box to select the status to assign to the assembly part. The options in this drop-down box include "Estimating," "Obsolete," "Pre-Release," "Released," and "Phase-Out." The selection in this field is linked to the part's status in Costpoint Product Definition. For most parts, the assembly part's status must be "Released," "Obsolete," or "Phase-out" before the BOM Status can be "Released." 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 MBOM 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 under the Costpoint Bills of Material Controls menu. In change or display mode, you can view an MBOM's specific configuration or an MBOM 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 this box is unchecked, the display is based on the as-of date and the configuration ID that you enter.
You can record variations in the MBOM of a part by using effectivity dates. This option is available whether or not you allow the use of configuration IDs. Enter the MBOM 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 field 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 for display-only; you cannot enter a serial number. Effectivity is established by the Config and As Of Date fields only.
Use this table to provide details about the component lines of the assembly part. If you selected the Use Separate MBOM Release Function checkbox in the BOM Settings screen, you can add to or modify unreleased component lines for unreleased MBOM assemblies in this table window, but you can release them only in the Release MBOM screen. 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 MBOMs) in the BOM Settings screen. If you have not selected the Use Separate MBOM Release Function checkbox, you can release components (along with the MBOM assembly) in this table window.
Enter the line number to identify the specific MBOM component line. You can reuse a line number if it represents a different effectivity date or configuration ID. If a line number is reused on a given MBOM, 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 MBOM 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 will default 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, or use Lookup to select, the component part ID for this MBOM line. This required field of up to 30 alphanumeric characters must have a valid part number from the Basic Part Data screen in Costpoint Product Definition. You cannot enter the same component part/revision on two separate lines. You can only use a MPS planned part as a component if the assembly part is also a MPS planned part.
Enter, or use Lookup to select, the component part revision for this MBOM 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 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 in Costpoint Product Definition and can be changed.
To specify how component requirements are calculated, enter the 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 MBOM in this required field. If a component part has an inventory, or default, unit of measure of "EA," only fractional quantities will be rounded up when exploding BOM requirements, unless the assembly part is an MPS planning-only part.
This field displays the inventory unit of measure for the component from the Basic Part Data screen in Costpoint Product Definition.
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 in Costpoint Product Definition and can be changed.
Enter, or use Lookup to select, the configuration ID in which this component is used when planning this MBOM. This is an optional field of up to 10 alphanumeric characters and must be a valid ID from the Configuration Identifiers screen. If you did not select the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen, this field will be hidden.
Enter "Y" (Yes) to release this component in this MBOM or "N" (No) to keep it unreleased. This required field defaults in accordance with the initial component status selected in the BOM Settings screen. This field must be "Y" for all component parts before you can release the MBOM assembly. If the component is an MBOM 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 MBOMs) 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 part Status drop-down box in the Maintain Parts screen in Costpoint Product Definition. If the component's part status is "R" (Released), "O" (Obsolete), or "S" (Phase-out), the Comp Rel Flag will default to "Y" (released). Otherwise, if the component's part status is "P" (Pre-release) or "E" (Estimating), the Comp Rel Flag will default to "N" (unreleased).
Enter the date this component becomes effective in this MBOM. This required field defaults to the current date when a new line is entered and can be changed.
Enter the date this component will cease to be effective in this MBOM. This optional field defaults to blank when a new line is entered and can be changed.
This field displays the description of the component part/revision.
Enter comments that apply to this MBOM component.
Product Option is an optional field in this table window. You establish and maintain product options in the Product Billing menu of Costpoint Product Definition. Use product options to select alternative components when processing components in Costpoint Sales Order Entry.
Enter, or use Lookup to select, the product option code in order to assign specific components that can be used to replace the component part. Lookup will show all product option codes linked to the component part, or all product options if the component part is null when Lookup is called. If a Product Option is loaded, Lookup on component parts will show the product option, description, item, revision, and currency linked to that Product Option. Clone and repeat lines will copy product options.
This field displays "Y" (Yes) if the component is a subassembly or an "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 appears in a separate MBOM assembly.
This field displays the release status of the BOM for a component if it is a subassembly. If the part has its own MBOM 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 part status of the component. If the part has its own MBOM assembly (where the BOM Exists field is "Y"), this field will display the Part Status for that MBOM 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. The Comp Rel Flag must be "Y" (released) before the BOM Status can be "Released" and saved.
This field displays the description of the selected configuration. If you did not select the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen, this field is hidden.
This field displays the date and time the component was released on this MBOM if the Comp Rel Flag is "Y." Otherwise, this field is null.
Select this pushbutton to view/modify additional data for the selected assembly part.
Select this pushbutton to view/modify additional data for the selected component.
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.
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.
The information in this screen is stored in the MFG_BOM table. Information is also stored in and/or pulled from the ITEM, PART, ITEM_UM, and BOM_CONFIG tables. Functions for the Maintain MBOM and Release MBOM screens are also dependent on the BOM_SETTINGS and BOM_SETTINGS_CORP tables.