Use this screen to release MBOMs that have been set up in the Maintain MBOM screen. If you selected the Use Separate MBOM Release Function checkbox in the BOM Settings screen, you must use this screen to release existing unreleased MBOM assemblies and component line items. However, you can add (but not release) new component lines to unreleased MBOMs in the Maintain MBOMs screen. If the checkbox is not selected, you can maintain and release an existing MBOM in both the Maintain MBOM screen and Release MBOM screen. The Release MBOM screen is essentially the same in appearance as the Maintain MBOM screen. You can also release multiple MBOMs in the Release Multiple Manufacturing BOMs screen.
Use this screen to release MBOMs that were created in the Maintain MBOM screen and to make changes to existing MBOMs.
This group box displays 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 the MBOM is being maintained. You can also use Find or Query. A description of the selected part displays in the untitled field below this field.
This field displays the revision of the assembly or parent part for which the MBOM is being maintained.
This field displays the "M" (Make)/"B" (Buy) status of the assembly.
Use this drop-down box to select the status of the MBOM that will control its use in material planning. Available options are "Released," "Partially Released," and "Unreleased." An assembly part cannot have a "Released" BOM Status if there are unreleased components, or 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 you can release the higher-level assemblies 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 to be 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 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 the Use Configuration IDs checkbox is selected 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 checkbox is not selected, the display is based on the As of Date and/or the Config ID that you enter.
Enter the MBOM component as-of date before using Find or Query. Only those lines with effective starting and ending dates corresponding to the as-of date will display.
Enter the MBOM configuration ID to modify/view before using Find or Query. You must first select the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen before you can select a configuration ID in the header screen or attach a configuration ID in the component line. Otherwise, this field will be hidden.
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) in this display-only field. If you select a row in Lookup, Costpoint loads the proper configuration and/or as-of date. Effectivity is established by configuration IDs and as-of dates only.
This table provides 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 release component lines and MBOM assemblies only 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 MBOMs) in the BOM Settings screen. If the Use Separate MBOM Release Function checkbox is not selected, you can release components (along with the MBOM assembly) in both this screen and the Maintain MBOM screen.
This field displays the line number to identify the specific MBOM 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 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."
This field displays the drawing find number for the specific MBOM component line. 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, 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.
This field displays the component part revision for the specific 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.
This field displays the component type code: "B" (Buy w/Comp), "S" (Standard), "P" (Phantom), "R" (Reference), "T" (Tool), and "D" (Deleted).
This field displays the quantity type code selected to specify how component requirements are calculated:
"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.
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.
This field displays the "M" (Make)/"B" (Buy) status of the component.
Enter, or use Lookup to select, the configuration ID in which this component will be 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 the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen is unchecked, this field will be hidden.
This field displays the description of the configuration selected. If the Use Configuration IDs checkbox in the BOM Corporate Settings subtask of the BOM Settings screen is unchecked, this field will be hidden.
This field displays the date this component becomes effective in the MBOM. This required field defaults to the current date when you enter a new line, but it can be changed.
This field displays the date this component will cease to be effective in the MBOM. This optional field defaults to blank when you enter a new line, but it can be changed.
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 you selected the Released radio button in the Default Component Release Status in Bill group box (for MBOMs) in the BOM Settings screen, new components are added with the Comp Rel Flag field defaulting to "Y." If you selected the Unreleased radio button, new components are added with the Comp Rel Flag Release MBOM screen, Qty Type field. defaulting to "N." If you select the Part Status radio button, this flag will default as 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 component release flag will default to "Y" (released). Otherwise, if the component's part status is "P" (Pre-release) or "E" (Estimating), the component release flag will default to "N" (unreleased).
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.
This field displays the description of the component part/revision.
This field displays comments that apply to the MBOM component.
Product Option is an optional field in this table window. Product options are established and maintained 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" if the component is a subassembly and "N" if not. 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.
Select this pushbutton to view/modify additional data about the selected assembly part.
Select this pushbutton to view/modify additional data about 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.
Use 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.