Manufacturing BOM Subtask

Use this subtask to set up and maintain the hierarchical relationship of parts in a production environment.

You can use it to develop Manufacturing Bills of Material (MBOMs) one level at a time by specifying the parent part and listing first-level components and related data to create multi-level MBOMs. One part (or part/revision, if multiple revenues are allowed) can have multiple components on its MBOM. You can also include a part as a component on one or more MBOMs, and a parent on one MBOM can be a component on others.

The settings and default values on the Configure Bills of Material Settings screen affect how you can maintain and release MBOMs in this screen.

Use this screen (before implementing Production Control and Material Requirements Planning) to create, maintain, and release MBOMs.

Assembly Details

Field Description
Make/Buy

This field displays the Make or Buy status of the assembly.

U/M

This field displays the unit of measure for the assembly.

Active

This field displays Y (Yes) if the assembly part is active or N (No) if not.

CAGE

Enter, or click to select, the Commercial and Government Entity code (CAGE) for the assembly part in this optional field. CAGE IDs are assigned to manufacturers on the Manage Manufacturers screen.

BOM Exist Flag

This field displays Y (Yes) if the component is a subassembly or N (No) if it is not. If this field is Y and you click to search for the component part ID, you can locate the component part as it displays in a separate MBOM assembly.

Part Type

This field displays the type assigned to the assembly part. Valid assembly part type values are:

  • Standard
  • Buy with Component
  • Phantom
  • Reference
  • Tool
Part Status

Use this drop-down list to select the status to assign to the assembly part. Valid part status values are:

  • Pre-Release
  • Released
  • Phase-Out
  • Estimating
  • Obsolete

The selection in this field is linked to the part's status.

  • For most parts, the assembly part's status must be Released, Obsolete, or Phase-Out before the MBOM Status can be Released.
  • The status for MPS planning-only parts must always be set to Estimating.
MBOM Status

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

  • Released
  • Partially Released
  • Unreleased

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

An assembly part cannot have a Released BOM Status if there are unreleased components (the Component Released check box is clear) or unreleased subassemblies (that is, 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 the higher-level assemblies can be released on any given multi-level MBOM.

Yield

Enter the estimated yield (%) of a manufacturing order for this parent for planning purposes. The default for this required numeric field is 100.00%, but you can change this to any value between 0.00 and 99.99.

Default Component Lead Time Offset

Enter the default number of days by which the assembly lead time can be reduced for picking this component. You can enter any value between 0 and 9999.

Notes

Enter any notes related to the MBOM.

Release Components

Click this button to release all unreleased components.

Table Window

Use this table to provide details about the component lines of the assembly part. If you selected the Use Separate MBOM Release Function check box on the Configure Bills of Material Settings screen, you can add to or modify unreleased component lines for unreleased MBOM assemblies in this table window, but you can release them only on the Release Manufacturing Bills of Material screen. The Component Released check box for newly added component lines defaults based on the setting in the Default Component Release Status in Bill group box (for MBOMs) on the Configure Bills of Material Settings screen. If you have not selected the Use Separate MBOM Release Function check box, you can release components (along with the MBOM assembly) in this table window.

Field Description
Line No

Enter the line number to identify the specific MBOM component line. This required field can have any value from 1 to 8,999. 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

Enter the drawing find number for this MBOM component line. When you populate the Line No field for a new line, this field defaults with zeroes, but can be modified. For example, if you enter 3 in the Line No field, the Find No field defaults to 0003.

Component Part

Enter, or click to select, the component part ID for this MBOM line. This required field must have a valid part number from the Manage Parts screen. You cannot enter the same component part/revision on two separate lines. You can only use a Material Production Scheduling (MPS) planned part as a component if the assembly part is also an MPS planned part.

Rev

Enter, or click to select, the component part revision for this MBOM line. This must be a valid revision number for the part from the Manage Parts screen.

Make/Buy

Use the drop-down list to select Make if the component is a make part and Buy if the component is a buy part. This required field defaults from the main screen and can be modified.

Component MBOM Release Status

This field displays the release status of the MBOM for a component if it is a subassembly. If the part has its own MBOM assembly (where the MBOM Exists field is Y), this field displays the release status for that assembly level. If the MBOM Exists field is N, this field is null.

Quantity Type

To specify how component requirements are calculated, use the drop-down list to select the quantity type code:

  • 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.
  • As Required: Component requirements are not generated for this assembly.
  • Per Order: This requires a fixed component quantity for each assembly manufacturing order created.

The default values depend on the component type and the setting of the As Required check box on the Characteristics tab.

Quantity

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 are 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 the component from the Manage Parts screen.

Component Type

Use the drop-down list to select the component type code. Valid values are:

  • Buy with Components
  • Phantom
  • MPS Planning-Only
  • Reference
  • Standard
  • Tool
  • Deleted

This required field defaults from the Manage Parts screen and can be modified.

Configuration

Enter, or click to select, the configuration ID in which this component is used when planning this MBOM. This must be a valid ID from the Manage Configuration Identifiers screen. If you did not select the Use Configuration IDs check box on the Configure Bills of Material Settings screen, this field is hidden.

Component Released

Select the check box to release this component in this MBOM, or clear the check box to keep it unreleased. This required field defaults in accordance with the initial component status selected on the Configure Bills of Material Settings screen. This check box must be selected for all component parts before you can release the MBOM assembly. If the component is an MBOM subassembly (where the MBOM Exists field is Y), this field displays the MBOM 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, the check box defaults to selected, when you add new components.
  • If you selected the Unreleased option, the check box defaults to clear, when you add new components.
  • If you selected the Part Status option, the check box is either selected or clear depending on the part's Status drop-down list value on the Manage Parts screen.
    • If the component's part status is Released, Obsolete, or Phase-out, the check box is selected (released).
    • If the component's part status is Pre-release or Estimating, the check box is clear (unreleased).
Effective Starting Date

Enter, or click to select, the date this component becomes effective in this MBOM. This required field defaults to the current date when a new line is entered and can be modified.

Effective Ending Date

Enter, or click to select, the date this component ceases to be effective in this MBOM. This optional field defaults to blank when a new line is entered and can be modified.

Component Description

This field displays the description of the component part/revision.

Component Comments

Enter comments that apply to this MBOM component. Click to expand the comments entry window.

Product Option

Product Option is an optional field in this table window. You establish and maintain product options in the Product Billing menu of Product Definition. Use product options to select alternative components when processing components in Sales Order Entry.

Enter, or click to select, the product option code in order to assign specific components that can be used to replace the component part. displays all product option codes linked to the component part, or all product options if the component part is null when is clicked. If a Product Option is loaded, the lookup on component parts displays the product option, description, item, revision, and currency linked to that Product Option. Clone and duplicate records (lines) copy product options.

MBOM Exists

This field displays Y (Yes) if the component is a subassembly or N (No) if not. If this field is Y and you click to search for the component part ID, you can locate the component part as it appears in a separate MBOM assembly.

Component Part Release Status

This field displays the part status of the component. If the part has its own MBOM assembly (where the BOM Exists is Y), this field displays the part status for that MBOM subassembly. If the MBOM 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 MBOM Status can be Released and saved.

Configuration Description

This field displays the description of the selected configuration. If you did not select the Use Configuration IDs check box on the Configure Bills of Material Settings screen, this field is hidden.

Component Released Date

This field displays the date and time the component was released on this MBOM if the Component Released check box is selected. Otherwise, this field is null.

Last ECN

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

CAGE

Enter the Commercial and Government Entity code (CAGE ID) for the assembly part in this optional field of up to five alphanumeric characters. CAGE IDs are assigned to manufacturers on the Manage Manufacturers screen.

Warehouse

Enter, or click to select, the warehouse ID as the default for this part as the backflush location in Receiving and Inventory. This warehouse ID must already exist on the Manage Warehouses screen in Inventory.

Location

Enter, or click to select, the default location of the warehouse that was selected for this part. This location must already exist as a location of this warehouse and must be set up on the Manage Locations screen in Inventory. If the Part/Project Default Location option is selected on the Configure Receiving Settings screen, this warehouse location defaults to the Acceptance Location field for this part on the Manage Purchase Order Receipts screen.

Scrap

Enter the percentage (from 0.00 to 999.99) of this component that you expect lose when manufacturing this assembly. This required numeric field defaults from the Manage Parts screen, but can be modified here.

Stop Explosion

Select or clear this check box to indicate whether or not the BOM explosion proceeds to the next lower level of the subassembly. This check box is 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's make/buy status is Buy, this check box is selected unless the component type is Buy with Components; in which case, this check box is clear.
  • This check box is also clear for Phantom component types.
Omit Requirements

Select or clear this check box to indicate whether or not the quantity requirements of that are omitted during the BOM explosion. This check box is 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.
Lead Time Days

Enter the number of calendar days applicable to the lead time type, up to 999 days.

Lead Time Offset Days

Enter the component lead time offset, in days. This number is used to determine when the component is required on MOs.

Work Center

Enter, or click to select, a work center to which this component is to be issued to when building this assembly.

Work Center Description

Enter, or click to select, the description for the selected work center for this component. This field automatically displays when a work center is selected and its description exists.

Subtasks

Subtask Description
Configuration Click this link to open the Configuration subtask, where you can view/modify the configuration identifiers for the selected component.
Assembly Serial Numbers Click this link to open the Assembly Serial Numbers subtask and view the configuration assembly serial numbers.
Part Documents Click this link to open the Part Documents subtask and view the documents associated with the selected component part.
Clone MBOM Lines Click this link to open the Clone BOM Lines subtask, where you can clone MBOM lines for this component.
Product Option Items Click this link to open the Product Option Items and display a list of product options that can be used to replace the component part.
Reference Designators Click this link to open the Reference Designators subtask, where you can enter reference designators for the component of this assembly.
Component Text Click this link to open the Component Text subtask, where you can view/modify standard text codes attached to the selected component.
Alternate Parts Click this link to open the Alternate Parts subtask and view alternate part numbers for the selected component.
Substitute Parts Click this link to open the Substitute Parts subtask and view substitute parts for the selected component.
Part Documents Click this link to open the Part Documents subtask and view documents associated with the parent part.