Use this screen to manually create or maintain Proposal Bills of Material (PBOM) records. PBOMs consist of components and subassemblies for a specific proposal/ proposal revision and assembly combination. Unlike Engineering Bills of Material (EBOMs) and Manufacturing Bills of Material (MBOMs), PBOMs are not completely modular. An assembly part can have multiple PBOMs since all PBOM rows are linked back to a specific proposal/revision combination, and you can assign specific Work Breakdown Structure (WBS) elements to each individual BOM structure for additional sorting and roll-up options. You can populate PBOMs with standard parts as assemblies or components; however, you can also use provisional parts. You can link goods and services, as well as parts, to a proposal, but only standard and provisional parts can be included in a PBOM. You can enter up to five quantity breakpoints for each proposal end item.
You can copy PBOM information in the Copy Proposal BOM screen, and you can replace or delete component information by using the Perform PBOM Mass Component Change application.
Use this screen to enter proposal bills of material information for a proposal record after establishing parts and provisional parts in Costpoint Product Definition.
Enter, or use Lookup to select, the proposal ID, revision number, and description for a proposal record. You enter proposal IDs and revisions in the Maintain Proposal Master screen.
Once you have created a PBOM for a proposal and selected the Freeze PBOMs checkbox in the Maintain Proposal Master screen, this field will display a "Y" (Yes) to indicate that no additional changes can be made and or saved. If this field displays "N" (No), the Freeze PBOMs checkbox is not selected for the proposal record, and you can make changes to the PBOM.
Enter, use Lookup, or use the Prov Part Lookup pushbutton to select the assembly part ID and/or revision for this PBOM. 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 warning message asking if 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 a dialog box where you can enter provisional part data on the fly. The provisional part information that you enter and save will then be accessible in any application in which provisional parts are used, and the Part Status field will display "Provisional."
Select the status of the assembly part's bills of material from this drop-down box. Valid selections are "Firmed" and "Unfirmed." When the PBOM status is "Unfirmed," the PBOM is not complete, and may have ongoing changes with regard to component part and pricing information. When the PBOM status is "Firmed," the PBOM is considered complete.
This field displays the status of the assembly part from Costpoint Product Definition. The options that may appear are "Estimating," "Obsolete," "Pre-Release," "Released," and "Phase-Out." If the assembly part is a provisional part, this field displays "Provisional."
Use this table window to add or modify component part information if the PBOM Frozen field is "N" (No).
When you select the New Line button on the toolbar, a new line with the next sequential number will automatically be assigned in the table window, and you can tab to the Find No field. Use the Line menu to add, insert, delete or undelete lines from the table window. Lines cannot be repeated in this screen.
Enter the drawing find number for this PBOM component line. This required field of up to four alphanumeric characters defaults as "000X" for each new line, where X is the next sequential number.
Enter, use Lookup, or use the Prov Part Lookup pushbutton to select the component part ID for this PBOM 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 warning message asking if 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 a dialog box where you can enter provisional part data on the fly. The provisional part information that you enter and save will then be accessible in any application in which provisional parts are used.
Enter, use Lookup, or use the Prov Part Lookup pushbutton to select the component part revision for this PBOM 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.
This field displays the description of the component part/revision.
This field displays the provisional part type if the component part is a provisional part. You establish provisional part types in the Provisional Part Types screen and assign them in the Maintain Provisional Parts screen in Costpoint Product Definition.
This field displays the inventory unit of measure for the component part from the Basic Part Data screen in Costpoint Product Definition (for standard parts) or from the Maintain Provisional Parts screen (for provisional parts).
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.
"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 value in this field depends on the Comp Type and the setting of the As Required checkbox in the Basic Part Data screen (for regular parts) or the Maintain Provisional Parts screen (for provisional parts).
Enter the component part quantity for the PBOM in this required field.
Enter the percentage (from 0.00 to 999.99) of this component that you expect to be lost when manufacturing this assembly. This numeric field defaults from the Planning Part Data screen for standard parts in Costpoint Product Definition, but can be changed here. For provisional parts, this field defaults from the Default Scrap % field in the Maintain Provisional Parts screen.
This field displays the scrap quantity that you expect to be lost when manufacturing this assembly. The calculation is as follows: Quantity x (1 + Scrap %)/Yield % (from the Assembly Information subtask).
This field displays the make or buy status of the standard or provisional part as "M" (Make) or "B" (Buy). This setting defaults from the Maintain Parts screen (for standard parts) or Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition, and can be changed.
Enter "Y" (Yes) if this component is considered firmed for pricing purposes. This field defaults to "N" (No) if the PBOM Status field is set to "Unfirmed."
This field displays the release status of the standard or provisional part. If the component is a provisional part, this field will display "Provisional." However if the component is a standard part, this field will default with its setting from the Maintain Parts screen with one of the following:
Estimating - This status indicates that the part will be used only for estimating purposes.
Obsolete - This status indicates that the part is obsolete.
Pre-Release - This status indicates that the part has not been officially released for production.
Released - Released parts can be used in all functions. This status indicates that the part can be used anywhere in the production process.
Phase-Out - This status indicates that the part is being phased out, but the quantity that currently exists can be used
Enter the Work Breakdown Structure code for this component for cost roll-up purposes. The work breakdown structure allows you enter a value that will serve as a method of summarizing costs (e.g., a project for each line).
Enter a "Y" if components of this part are not to be exploded for costing purposes. If the Make/Buy field is "B" (Buy) and the Comp Type field is not "B" (Buy w/Components), this field will default to "Y." This field will default to "N" if the Comp Type field is changed to "P" or "S" and the Make/Buy field is "M" (Make).
Enter a "Y" if components of this part are not to be used for costing purposes. This field displays a "Y" if the Comp Type field is changed to "T" (Tool) or "R" (Reference), and displays as "N" if the Comp Type field is changed to "B" (Buy w/Comp), "S" (Standard), or "P" (Phantom).
Enter up to 254 alphanumeric characters of notes about this PBOM line.
Enter, or use Lookup to select, the product option code that can be used to replace the component part. Product options are optional and, if entered, determine which optional component item you can use in place of the default component item. You establish and maintain this information in the Product Billing menu of Costpoint Product Definition. Using Lookup in this field will display all product option codes for parts. If a Product Option is loaded, the Component Part field for the line will be replaced with the selected product option item. Lookup on component parts will show the product option, description, item, revision, and currency linked to that Product Option.
This non-editable field displays "Y" or "N" to indicate whether or not the selected component part exists in a PBOM subassembly for this proposal/revision.
Select this pushbutton to view information about the selected assembly part, and enter the assembly yield and notes.
Select this pushbutton to look up a valid provisional part/revision ID for the Assy Part field or Component Part field. When you place your cursor in either of these fields, you can also enter, or use Lookup from the toolbar to select, an active standard part.
Select this pushbutton to view alternate part information by manufacturer and vendor for the selected component part.
Use this pushbutton to view substitute part information for a selected component part.
Use this pushbutton to view document information for the assembly part.
Use this pushbutton to view document information for the component part.