Use this subtask to narrow down which components are copied from the From Proposal to the To PBOM.
Select the appropriate checkboxes in this group box to indicate which component parts should be included in the copying process, based on the settings in the main screen. When you first initialize this screen, all checkboxes will be selected.
Any component line with a component type of "D" (Deleted) will not be copied, and parts that are not copied will not be included on the indented BOM report (from the Print Indented BOM Report application in Costpoint Bills of Material).
Select this checkbox to include all applicable component parts (and subassemblies) in the copying process whose Comp Type (component type) field is "R" (Reference) in the BOM for the From Proposal/From Assembly.
Select this checkbox to include all applicable component parts (and subassemblies) in the copying process whose Omit Requirements field is "Y" (Yes) in the BOM for the From Proposal/From Assembly. For MBOM components, the Omit Requirement setting is a checkbox in the Components subtask of the Maintain MBOM and/or Release MBOM screens. For EBOMs, you can set Omit Requirements to "Y" or "N" on the component line in the Maintain EBOM and/or Release EBOM screens. For PBOMs, you can set Omit Requirements to "Y" or "N" on the component line in the Maintain Proposal BOM screen.
Select this checkbox to include all applicable component parts (and subassemblies) in the copying process whose Comp Type (component type) field is "T" (Tooling) in the BOM for the From Proposal/From Assembly.
Select this checkbox to include all applicable component parts in the copying process whose Stop Explosion flag is "Y" (Yes) in the BOM for the From Proposal/From Assembly. If this checkbox is not selected, only the subassembly whose Stop Explosion flag is "Y" will be copied, but not its components. For MBOM components, the Stop Explosion setting is a checkbox in the Components subtask of the Maintain MBOM and/or Release MBOM screens. For EBOMs, you can set Stop Explosion to "Y" or "N" on the component line in the Maintain EBOM and/or Release EBOM screens. For PBOMs, you can set Stop Explosion to "Y" or "N" on the component line in the Maintain Proposal BOM screen.
Select this checkbox to include all applicable component parts (and subassemblies) in the copying process whose Qty Type (quantity type) field is "R" (As-Required) in the BOM for the From Proposal/From Assembly.
Use this group box to select whether or not the notes for the BOM in the From Assembly should be copied into the new PBOM. You entered assembly notes and component comments/notes for the BOM record in the appropriate screen when the BOM was established. When you first initialize this screen, all checkboxes are selected.
Select this checkbox to include BOM assembly notes (for the From Assembly) in the new PBOM.
Select this checkbox to include component comments/notes (for the From Assembly) in the new PBOM.
When you first initialize this screen, all checkboxes are selected. These options are available only when you are copying information from one PBOM to another. If you select one of these options, and cost information exists for a matching top-level assembly or component part and make/buy code combination (for the proposal item), the proposal item detail and cost information for the existing matching row will be replaced if the Replace Existing PBOM and Cost Data checkbox is selected. If a matching row does not exist, the proposal item detail and cost information will be inserted in the To Proposal.
Select this checkbox to copy costs for all standard and provisional parts for which the Always Quote checkbox is selected in the Planning Part Data screen (for standard parts) or Maintain Provisional Parts screen (for provisional parts).
Select this checkbox to copy component cost data from the From Proposal for parts for which the Always Quote checkbox is not selected. When you select the Costs for Other Parts checkbox, costs for all other items associated with the From Assembly will be copied into the To Assembly.
Select this checkbox to overwrite any To PBOM and/or cost information that may already exist in the To Proposal. When you first initialize this screen, this checkbox is not selected. If you select this checkbox and the To PBOM already exists, the To PBOM's header and rows will be deleted and the From PBOM information will be used to create new rows. If you do not select this checkbox and the To PBOM header already exists, the To PBOM's header will not be modified. If the From PBOM line number already exists in the To PBOM, that To PBOM line will not be modified, and the From PBOM line will not be copied. Only the From BOM lines that do not have a matching component line number will be copied. You can still copy lines to the PBOM if a PBOM header match exists or if other PBOM lines match.
For non-top level assemblies being copied, a header match occurs when the From BOM's assembly part matches the assembly part of an existing PBOM header in the To proposal/revision. A line match occurs for BOM lines if the selected From BOM assembly part and component line number match the To PBOM assembly part and component line number.