COPY BILLS OF MATERIAL

Use this screen to copy bills of material records in the following functions:

1. Engineering BOM (EBOM) to Manufacturing BOM (MBOM)

2. Manufacturing BOM to Engineering BOM

3. Proposal BOM (PBOM) to Engineering BOM

4. Proposal BOM to Manufacturing BOM

You can use each function to copy only one assembly at a time, although you can validate (i.e., "explode") 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 in this screen in the appropriate bills of material (e.g., MBOM, EBOM, and/or PBOM) application.

Select Copy Function

Use this group box to specify the type of bill of material to copy "from" and "to." The assembly (or parent) from which the BOM is being copied (i.e., the "from" assembly part/revision) and the assembly (or target) to which the BOM is being copied (i.e., the "to" assembly part/revision) applies to this selection.

The component release flag (Comp Rel Flag field) of copied component lines to the BOM for the To Assembly will generally remain the same as that of the From Assembly component lines, especially if the To Assembly BOM Status is "Unreleased" or "Partially Released."  However, if you make the To Assembly BOM Status "Released" and run the process, the copied component lines' Comp Rel Flag will be “Y,” regardless of what it was in the From Assembly BOM. In this case, any "from" component line 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," the system 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 will display "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 "to" 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.

Engineering BOM to Manufacturing BOM

Select this radio button to copy an EBOM from the From Assembly part/revision (in the From Assembly group box) to an MBOM for the To Assembly part/revision (in the To Assembly group box).  If you select this option, the Select By drop-down box is disabled (along with the Proposal and Proposal Rev fields) and set to the "Assembly" option. The EBOM will be exploded according to the number of levels specified in the BOM Levels group box. The exploded EBOM rows, or components, will be copied to the MBOM for the To Assembly except for those rows and subassemblies that do not meet the other selection criteria, such as the Config, As Of Date, and the part's effective starting and ending date in the EBOM record.  All checkboxes in the Copy Options group box are enabled when you select this radio button selected.

Manufacturing BOM to Engineering BOM

Select this radio button to copy an MBOM from the From Assembly part/revision (in the From Assembly group box) to an EBOM for the To Assembly part/revision (in the To Assembly group box). If you select this option, the Select By drop-down box is disabled (along with the Proposal and Proposal Rev fields) and set to the "Assembly" option. The MBOM will be exploded according to the number of levels specified in the BOM Levels group box. The exploded MBOM rows, or components, will be copied to the EBOM for the To Assembly except for those rows and subassemblies that do not meet the other selection criteria, such as the Config, As Of Date, and the part's effective starting and ending date in the MBOM record. All checkboxes in the Copy Options group box are enabled when you select this radio button.

Proposal BOM to Engineering BOM

Select this radio button to copy a PBOM from the From Assembly part/revision (in the From Assembly group box) to an EBOM for the To Assembly part/revision (in the To Assembly group box). If you select this option, the Select By drop-down box, Proposal, and Proposal Rev fields are enabled. In the Select By drop-down box, 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 From Assembly part/revision will explode from within the specified proposal according to the number of levels specified in the BOM Levels group box, 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.

When you select this radio button, all checkboxes in the Copy Options group box are available except for the Copy Past Effectivity Components, Copy Component BOM Text Notes and Copy Component Reference Designators checkboxes. 

Proposal BOM to Manufacturing BOM

Select this radio button to copy a PBOM from the From Assembly part/revision (in the From Assembly group box) to an MBOM for the To Assembly part/revision (in the To Assembly group box). If you select this option, the Select By drop-down box, Proposal, and Proposal Rev fields are enabled.  In the Select By drop-down box, 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 From Assembly part/revision will explode from within the specified proposal according to the number of levels specified in the BOM Levels group box, 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.

When you select this radio button, all checkboxes in the Copy Options group box are available except for the Copy Past Effectivity Components, Copy Component BOM Text Notes and Copy Component Reference Designators checkboxes.

BOM Levels

Use this group box 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.

Single Level

Select this radio button to copy only the first-level components of this assembly.

Indented-All Levels

Select this radio button to copy the entire assembly BOM through all applicable subassembly levels.

Indented-Specify Levels

Select this radio button to copy the BOM through a specified number of levels, as entered in the adjacent field.

From Assembly

Use the fields in this group box to specify the source assembly whose BOM is being copied.  According to your selections in the Select Copy Function, BOM Levels, and Copy Options group boxes, the system will explode the BOM for the part/revision in this group box and copy it to the target BOM for the part/revision in the To Assembly group box.

Select By

Use this drop-down box to select either the "Proposal" option to copy PBOMs for all assemblies within the specified proposal, or the "Assembly" option to copy PBOMs for only a single parent assembly. This drop-down box is enabled only if you select the Proposal BOM to Engineering BOM or Proposal BOM to Manufacturing BOM radio buttons.

Proposal, Proposal Rev

Enter, or use Lookup to select, the PBOM proposal/revision combination from which the selected part/revision is being copied. These fields are applicable (and required) if you select the Proposal BOM to Engineering BOM or Proposal BOM to Manufacturing BOM radio buttons.  The BOM for the assembly (or assemblies) within the proposal/revision combination is exploded to the selected BOM level(s) and copied to the To Assembly EBOM or MBOM.  Since PBOMs do not have effectivity dates, the Copy Past Effectivity Components checkbox is disabled when you copy a PBOM to an EBOM or MBOM.

Part, Rev

Enter, use Lookup, or use the Lookup ProvPart pushbutton to select the standard or provisional part ID of the assembly or parent part from which the BOM is to be copied.  If applicable, the part revision number displays in the Rev field, and you can change it if you are using multiple revisions. The Lookup ProvPart pushbutton is enabled in these fields when you are copying an EBOM to an MBOM, a PBOM to an EBOM, or a PBOM to an MBOM.  Provisional parts are not available in the From Assembly when you are copying an MBOM to an EBOM.

BOM Status

This field displays the BOM status of the selected assembly part, depending on the type of BOM that is being copied.    

Configuration Options

Use the options in this group box to customize bills of material for a given parent part by specifying configuration options and effectivity dates in the From 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. 

The Configuration Options group box feature is not applicable if you selected Proposal BOM to Engineering BOM or Proposal BOM to Manufacturing BOM in the Select Copy Function group box.

All Configurations

Select this checkbox to copy all component lines for the selected assembly, regardless of configuration ID and effectivity dates. In this regard, the copy process is restricted to single-level BOMs only, and both the As Of Date and Config fields are disabled.  If you select the Indented-All Levels or Indented-Specify Levels radio buttons, the All Configurations checkbox and Copy Past Effectivity Components checkbox are disabled; however, the As Of Date and Config fields are enabled. If you do not select this checkbox, the As Of Date and Config fields are enabled, and the copy process will be available for single or multi-level BOMs, depending on the selection in the BOM Levels group box.

As Of Date

This field is required if you did not select the All Configurations checkbox. This field defaults with the current system date and can be changed so that the system can identify component lines that are not within effectivity for the BOM in the From Assembly. This field is disabled when you select the All Configurations checkbox. If you do not select the Copy Past Effectivity Components checkbox, 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 checkbox, any out-of-effectivity (past) component lines in the From Assembly will be copied to the To Assembly based on the current system date.

Config

Enter, or use Lookup to select, the ID of the configuration in which the system 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 the Use Configuration IDs checkbox must be selected in the BOM Corporate Settings subtask of the BOM Settings screen.

To Assembly

Use the fields in this group box to specify the target assembly to which the BOM is being copied.

Part, Rev

Enter, use Lookup, or use the Lookup ProvPart pushbutton to select the standard or provisional part ID of the assembly or parent part to which the BOM is to be copied.  The part revision number, if applicable, displays in Rev field and can be changed. The Lookup ProvPart pushbutton is enabled in these fields when you are copying an MBOM to an EBOM, or a PBOM to an EBOM. Provisional parts are not available in the To Assembly when you are copying an EBOM to an MBOM or PBOM to an MBOM.

BOM Status

Select the BOM status from this drop-down box for the To Assembly. Valid options are "Released," "Unreleased," or "Partially Released" if you are copying to an MBOM, or "Released" or "Unreleased" if you are copying to an EBOM. If you select the Proposal BOM to Manufacturing BOM or Proposal BOM to Engineering BOM radio buttons and set the Select By drop-down box to "Proposal," the BOM Status is set to "Released" and the field is disabled. 

The BOM status for the To Assembly part defaults from the existing EBOM or MBOM, depending on the radio button you selected in the Select Copy Function 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 To 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 From 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 To Assembly's BOM Status is "Unreleased" or "Partially Released," a copied subassembly component will have a BOM Status corresponding to that of the From subassembly. If the From subassembly has a BOM Status of "Released" or "Firmed," the To subassembly will have a BOM Status of "Released." If the From subassembly has a BOM Status of "Partially Released" or "Unfirmed," the To subassembly will have a BOM Status of "Unreleased."

The copy process performs validations to ensure that component lines support the specified BOM Status. This applies to components and subassemblies that are within the specified BOM levels of explosion. For example, if the component part status in the From Assembly is "Estimating," and you are copying an engineering BOM is to a manufacturing BOM where the To Assembly BOM Status is "Released," the process validations will mark this line as an error on the report.

If the BOM Status for the To Assembly is set to "Released" and you have selected the Release Mfg BOM checkbox or the Release Eng BOM checkbox in the ECN Corporate Settings subtask of the EC Settings screen in Costpoint Engineering Change Notices, you can release the MBOM or EBOM for the To Assembly only in the Maintain ECNs screen.

Copy Options

Use this group box to narrow down which components are copied from the From Assembly to the To Assembly. 

Completely Replace Existing BOMs

If you select this checkbox, the copy process will delete all To Assembly component lines (i.e., all configurations) up to the specified number of BOM levels, and insert new component lines from the BOM in the From Assembly. The system displays a warning message to notify you of the potential deletion. The system copies all information from the MBOM, EBOM or PBOM in the From Assembly to the BOM in the To Assembly.  This information is established in the subtasks (i.e., Assembly Notes, Component Comments, Component BOM Text Notes, and Component Reference Designators) of the following screens: Maintain/Release MBOM, Maintain/Release EBOM or Maintain/Release PBOM in Materials Estimating. 

If you do not select this checkbox, existing component lines will remain in the To Assembly, and new component lines will be copied from the From Assembly.  If there is an overlap in and between the From and To component lines (e.g., As Of Date, Config), the From component line will not be 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 From Assembly component to a To Assembly, certain effectivity criteria must also be met, as described in the documentation for the Copy Past Effectivity Components checkbox.

Copy Past Effectivity Components

Select this checkbox to copy any out-of-effectivity (past) component lines (based on the current date) for the BOM in the From Assembly to the To Assembly. The report will have a warning message for the line indicating that the component is out of effectivity. 

If you do not select this checkbox, the application 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 Proposal BOM to Engineering BOM or Proposal BOM to Manufacturing BOM in the Select Copy Function group box, or did not select the All Configurations checkbox, this copy option is unavailable.

Convert Provisional Part To Standard Part

Select this checkbox to have the system automatically convert any provisional part (or components, within the specified BOM level) in the From or To 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 do not select this checkbox 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.

Specify Starting Effectivity Date of

If you select this checkbox and you select either Manufacturing BOM to Engineering BOM or Engineering BOM to Manufacturing BOM in the Select Copy Function group box, the copied components will have a starting effectivity date equal to the date entered, and an open ending date. If you do not select this checkbox, the copied components will have starting and ending effectivity dates as per the assembly from which they are copied. This applies to all relevant BOM levels.

Copy Assembly Notes

Select this checkbox to copy the notes of the BOM in the From Assembly into the BOM in the To Assembly, based on the copy function (and BOM Type) that you selected in the Select Copy Function group box. For example, when you select the Manufacturing BOM to Engineering BOM radio button, the notes in the Assembly Information subtask of the Maintain MBOM screen will be copied to the EBOM in the To Assembly. 

If you selected the Completely Replace Existing BOMs checkbox, this checkbox is selected and disabled, and Assembly Notes will be automatically copied.

Copy Component Comments

Select this checkbox to copy the component line comments for the BOM in the From Assembly into the corresponding To Assembly component line, based on the copy function (and BOM Type) you selected in the Select Copy Function group box.  For example, if you select the Proposal BOM to Manufacturing BOM radio button, the PBOM Line Notes for the component line in the Maintain PBOM screen (or Component Comments in the Maintain MBOM or Release MBOM screens or Maintain EBOM or Release EBOM screens) 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 Maintain MBOM or Release MBOM screens will be copied to the component comments for the EBOM.

If you selected the Completely Replace Existing BOMs checkbox, this checkbox is selected and disabled, and component comments will be automatically copied.

Copy Component BOM Text Notes

Select this checkbox to copy component line text for the BOM in the From Assembly into the corresponding To Assembly component line, in accordance with the radio button that you selected in the Select Copy Function group box (and the type of BOM that is included in the From and To Assembly). This checkbox is enabled only when you have selected the Manufacturing BOM to Engineering BOM or Engineering BOM to Manufacturing BOM radio buttons. When you select this checkbox, the component line's text code (in the Component Text subtask of the Maintain MBOM or Release MBOM screens or Maintain EBOM or Release EBOM screens) is copied from the BOM in the From Assembly into the component line in the BOM To Assembly.

If you selected the Completely Replace Existing BOMs checkbox, this checkbox is selected and disabled, and Component BOM Text Notes will be automatically copied.

This feature is not applicable if you have selected the Proposal BOM to Manufacturing BOM or Proposal BOM to Engineering BOM copy function radio buttons, because BOM Text Notes are not available in PBOMs. 

Copy Component Reference Designators

Select this checkbox to copy the component line's reference designator text in the From Assembly to the corresponding component line in the To Assembly, in accordance with the radio button that you selected in the Select Copy Function group box (and the type of BOM that is included in the From and To Assembly). This checkbox is enabled only when you have selected the Manufacturing BOM to Engineering BOM or Engineering BOM to Manufacturing BOM radio buttons. When you select this checkbox, the component line's reference designator text (in the Component Reference Designators subtask of the Maintain MBOM or Release MBOM screens or Maintain EBOM or Release EBOM screens) is copied from the BOM in the From Assembly into the component line in the BOM To Assembly. Reference designator text is also determinant on the status of the Use Extended Length Reference Designators checkbox in the BOM Corporate Settings subtask of the BOM Settings screen.

If you selected the Completely Replace Existing BOMs checkbox, this checkbox is selected and disabled, and reference designator information will be automatically copied.

This feature is not applicable if you have selected the Proposal BOM to Manufacturing BOM or Proposal BOM to Engineering BOM copy function radio buttons, because BOM reference designator text is not available in PBOMs.

Lookup ProvPart

Select this pushbutton to look up the provisional part ID and revision in the Part or Rev fields. Provisional parts are established in the Maintain Provisional Parts screen in Costpoint Product Definition and Materials Estimating. If the From or To Assembly that is being copied is an MBOM, provisional parts are not used. 

Process/Print

Select this button on the toolbar to perform the copy process and print the report. During the copy process, the From Assembly is exploded up to the specified number of levels as indicated in the BOM Levels group box.  Depending upon the options chosen in the Select Copy Function group box, component lines for the BOM in the From Assembly are copied to the BOM in the To Assembly after they are validated by the system. However, the report may still contain multiple warning or error messages for a component line. However, warning messages do not affect the copy process. Report lines are sorted in the order of From Component Line Number, Part, Revision, Configuration, and Effectivity Date.

Process

Select this button on the toolbar to perform the copy. The Process button will be disabled until Preview or Print has been performed at least once and there are no more error messages. However, warning messages do not affect the copy process.

Table Information

This table, depending on the BOMs that you are copying and the functions that you are executing in this application, outlines the tables from which information is pulled and copied (i.e., the FROM Assembly), and the tables that store the copied information (i.e., the TO Assembly):