MANAGE ENGINEERING BILLS OF MATERIAL

Use this screen to establish and maintain the hierarchical relationship of parts in an engineering design environment. You can then copy the engineering bill of material (EBOM) to a manufacturing bill of material (MBOM) using the Copy Bills of Material screen in order to plan and control material operations. You can also copy an existing MBOM to an EBOM in order to make revisions in the design/engineering stage before releasing it back to manufacturing. You can access this screen only if you have selected the Use Engineering Bills of Material check box in the Configure Bills of Material Settings screen.

You can also use this screen to develop level-by-level EBOMs by specifying the assembly part and listing the components and related data for the first level for each row in the table window. After saving that assembly part's EBOM and refreshing this screen, enter the component part ID that was listed for the original assembly part in the Assembly Part field, and then enter the first-level components for each row in the table window. In this way, you can generate a multi-level EBOM (or subassemblies).

A part (or part/revision combinations if multiple revisions are allowed) can have multiple components on its EBOM. You can also include a part as a component on one or more EBOMs. Also, the assembly part that is on one EBOM can be listed as a component on other EBOMs. A part can be a standard or provisional part (established in Costpoint Product Definition). You cannot list a provisional part on a released EBOM. You must convert it to a standard part in the Convert Provisional Parts To Standard Parts screen in Costpoint Product Definition before you can release the EBOM.

If you did not select the Use Separate EBOM Release Function check box in the Configure Bills of Materal Settings screen, you can maintain and release existing EBOMs on this screen (for example, adding new component lines and changing the setting in the Comp Rel Flag field). However, if you selected the Use Separate EBOM Release Function check box, you must use the Release Engineering Bills of Material screen to release existing EBOM assemblies and component line items. You can still add (not modify) new component lines to unreleased EBOMs on this screen. However, you can release them only on the Release Engineering Bills of Material screen.

If you selected the Release Eng BOM check box on the Configure Engineering Change Notice Settings screen in Costpoint Engineering Change Notices, you can release EBOMs only on the Manage Engineering Change Notices screen. If you selected the Modify Released Eng BOM check box, you can modify released EBOMs only in the Manage Engineering Change Notices screen.

Upon entering this screen, you are prompted to select EBOMs you want to view and edit. Use the Engineering BOMs dialog box to search Costpoint for specific EBOMs by assembly part, revision, description, or BOM exist flag. If you search for a specific EBOM, this field displays in form view. If you use a wildcard to search for multiply EBOMs, this screen displays in table view. You can switch between the form and table view by clicking or .

Location

Identification

Use this block to manage basic information about the assembly part for an EBOM.

Assembly Part

This field displays the assembly part ID associated with the EBOM.

Rev

This field displays the revision of this assembly part.

Description

This field displays the description of the assembly part.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the assembly part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part:

• Unrestricted — The part is not subject to data security restrictions.

• Restricted — The part is subject to data security restrictions and that you are authorized to access detailed part information.

• ***UNAUTHORIZED***  — The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color.

If you are unauthorized to access assembly parts or revisions that are subject to data security restrictions, then you will not be able to create or edit BOMs that contain restricted assembly parts or revisions.

Assembly Details

Make/Buy

This field displays Make if this assembly part is manufactured or Buy if it is purchased.

U/M

This field displays the inventory unit of measure for this assembly part.

Active

This field displays Y (Yes) if the assembly part is active. Otherwise, this field displays N (No).

CAGE

Use this field to enter, or use to select, a valid Commercial and Government Entity (CAGE) code that you want to assign to this assembly part.

EBOM Exist

This field displays Y (Yes) if this assembly part is a subassembly. Otherwise, this field displays N (No). If this field is Y, the table window lists component parts as they display in a separate EBOM assembly.

Part Type

This field displays the classification of this assembly part. The various types are:

• Standard

• Buy with Component

• Phantom

• Reference

• Tool

Part Status

Use this drop-down list to select the status of this assembly part. The available options are:

• Estimating

• Obsolete

• Pre-Release

• Released

• Phase-Out

For most parts, this assembly part's status must be Released, Obsolete, or Phase-out before the EBOM Status can be Released. The status for master production scheduling (MPS) planning-only parts must always be set to Estimating.

EBOM Status

Use this drop-down list to select the status of the MBOM. The available options are:

• Released

• Unreleased

This status controls the use of the EBOM in material planning. If you selected the Use Separate EBOM Release Function check box in the Configure Bills of Material Settings screen, this field defaults to Unreleased and can be modified only in the Release Manufacturing Bills of Material screen.

An assembly part cannot have an EBOM Status of Released if there are unreleased components (the Component Released check box is cleared) or unreleased subassemblies (a separate assembly part with its own EBOM 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.

Release Components

Click this button to release all unreleased assembly parts.

You cannot use this button if you selected the Use Separate EBOM Release Function check box in the Configure Bills of Material Settings screen.

Provisional Part

This field displays Y (Yes) if this assembly part is a provisional part. Otherwise, this field displays N (No).

Provisional Part Type

If the Provisional Part field displays Y, this field displays this assembly part's provisional part type.

Part Lookup Type

Use this drop-down list box to select this assembly part's type. The selection made in this field updates the information that displays in the Part Type field.

Yield

Use this field to enter the estimated yield (%) of a manufacturing order for this assembly part for planning purposes.

Notes

Use this field to enter additional miscellaneous information for this assembly part relating to the EBOM.

Subtasks

Table Window

This table window lists all component parts linked to the selected assembly part. You can add, edit, or delete component parts in this table window.

If you selected the Use Separate EBOM Release Function check box in the Configure Bills of Material Settings screen, you can add or modify component lines for unreleased EBOM assemblies in this table window. The Component Released check box for newly added component lines will default based on the setting in the EBOM Release Control group box (for EBOMs) in the Configure Bills of Material Settings screen. If you did not select the Use Separate EBOM Release Function check box, you can release components (along with the EBOM assembly) in this table window.

Line No

Use this field to enter a sequence number for this component part. This indicates the order in which this component part will display in reports and inquiries.

When you click , Costpoint automatically assigns a sequence number for the new line. You can modify this value as you prefer. You can reuse a line number if it represents a different effective 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 effective dates must not overlap.

Find No

Use this field to enter a drawing find number for this component part.

When you click , Costpoint automatically assigns a find number for the new line. You can modify this value as you prefer.

Component Part

Use this field to enter, or user to select, the valid component part ID you want to link with the selected assembly part.

You can only use MPS planned part as a component if the assembly part is also an MPS planned part.

Rev

Use this field to enter of use to select, the component part's revision.

Component Released

Select the check box to release this component part in this EBOM. This check box must be selected for all component parts before you can release the MBOM assembly.

If the component part is an EBOM subassembly (the EBOM Exists field is Y), this field will display the EBOM status for the subassembly.

• If you selected the Released option in the Default Component Release Status in Bill group box (for MBOMs) in the Configure Bills of Material Settings screen, this check box is automatically selected when you add new components.

• If you selected the Unreleased option in the Default Component Release Status in Bill group box (for MBOMs) in the Configure Bills of Material Settings screen, this check box is automatically cleared when you add new components.

• If you selected the Part Status option, this check box will either be selected or cleared depending on the part's Status drop-down list value in the Manage Parts screen. If the component's part status is Released, Obsolete, or Phase-out, this check box is automatically selected. If the component's part status is Pre-release or Estimating, this check box is automatically cleared.

Component Type

Use the drop-down list to select this component's type code. The available options are:

• Buy with Components

• Phantom

• MPS Planning-Only

• Reference

• Standard

• Tool

• Deleted

Component Description

This field displays the component part's description.

Make/Buy

Use this drop-down list to select Make if this component part is to be manufactured or Buy if it is to be purchased.

Quantity Type

Use this drop-down list to select this component's quantity type code. This field indicates how component requirements are calculated. The available options are:

• 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.

• Per Order — This requires a fixed component quantity for each assembly manufacturing order created.

• As Required — Component requirements are not generated for the selected assembly.

Quantity

Use this field to enter the number of component parts you want to use in this BOM.

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.

U/M

This field displays the inventory unit of measure for this component part.

Provisional Part Type

If this component part is classified as a provisional part, this field displays this component part's provisional part type.

Configuration

Use this field to enter, or use to select, the configuration ID you want to assign to this component part.

If you did not select the Use Configuration IDs check box in the Configure Bills of Material Settings screen, this field is hidden.

Configuration Description

This field displays the description for this component part's configuration. If you did not select the Use Configuration IDs check box in the Configure Bills of Material Settings screen, this field is hidden.

Effective Starting Date

Use this field to enter, or use to select, the date on which this component part starts its effect on this BOM.

Effective Ending Date

Use this field to enter, or use to select, the date on which this component part ends its effect on this BOM.

Component Released Date

This field displays the date and time on which this component was released on this EBOM if the Component Released check box is selected. Otherwise, this field left blank.

Component Comments

Use this field to enter additional miscellaneous information for this component related to this BOM.

EBOM Exists

This field displays Y (Yes) if this component part is a subassembly. Otherwise, this field displays N (No).

Component Part Status

This field displays the part status of this component part. If this component part has its own MBOM assembly (the EBOM Exists field is Y), this field displays the part status for that MBOM subassembly. If the EBOM Exists field is N (no subassembly exists), this field displays the part status from the Manage Parts screen. The Component Released check box must be selected (released), before the Component EBOM Status can be Released and saved.

Component EBOM Status

If this component part is a subassembly, this field displays the release status of the BOM. If the component part has its own MBOM assembly (the EBOM Exists field displays Y), this field displays the release status for that assembly level. If the EBOM Exists field is N, this field is left blank.

Scrap

Use this field to enter the percentage of this component part that you expect to lose when manufacturing this assembly.

Stop Explosion

Select this check box to indicate that the BOM explosion should not proceed to the next lower level of the subassembly. This check box is automatically cleared for standard components. However, the initial value of this field is based on the component type for the line.

• If the component type is Reference, Tool, or Deleted, this check box is selected.

• This check box is cleared if the component type is Buy with Components.

• If the component type is Standard or Phantom, and the make/buy status is Buy, this check box is selected.

• This check box is cleared if the component type is Standard or Phantom and the make/buy status is Make.

Omit Requirements

Select this check box to indicate that the quantity requirements of that component is to be omitted during the BOM explosion. This check box will be clear for standard components; however, the initial value of this field is based on the component type for the line.

• If the component type is Reference, Tool, or Deleted, this check box is selected.

• If the component type is Buy with Components or Phantom, this check box is clear.

Last ECN

This field displays the date of the last engineering change notice for this component part. This field is disabled if you are using Costpoint Engineering Change Notices.

Subtasks

• Table Information

  Changes to this screen update the following tables:

  • ENG_BOM

  • ENG_BOM_TEXT

  • PROV_PART