Transferring or Copying Engineering Items, Bills, and Routings
You must transfer an engineering item prior to, or simultaneously with, its engineering bill of material and/or routing. When copying items, bills, and routings, all information must be copied simultaneously.
Note: Engineering does not transfer or copy an item, bill, or routing if it already exists in manufacturing. Also, information transferred to manufacturing is still available to engineering; it is not copied.
Transferring and copying engineering data is organization specific. That is, you can only transfer or copy an engineering item, bill, or routing to manufacturing within the same organization.
All information associated with the engineering item is transferred (or copied).
If you copy an engineering item, you must provide a new name and description. The original item information is retained in engineering.
When you transfer an engineering item assigned to a category set different from the inventory category set, Engineering automatically assigns the new manufacturing item to the inventory category set. Engineering also enables you to assign a new item revision and lets you reference an ECO when you transfer an engineering item.
Engineering Bills of Material
All bill information--including all engineering item components on a single level bill for an item is transferred (or copied). For multiple levels of engineering item components, you must transfer each engineering bill level by level, starting from the lowest level.
You can assign a new item revision and reference an ECO when you transfer an engineering bill of material. When you transfer an engineering bill of material, you can specify whether to transfer all components, current effective components, or current and future effective components. You can also specify whether to transfer pending component information from an ECO.
With this transfer criteria, Engineering transfers all engineering items that meet your criteria and that are components on the single level bill of material. For bills of material that reference a common engineering bill, you must transfer the common bill to manufacturing before you transfer any engineering bills that reference the common bill.
When you transfer a bill of material without transferring the engineering routing, all components on the manufacturing bill report to the operation sequence 1, regardless of the operations on the engineering routing. If components of the bill of material overlap (the same component item appears twice) at operation sequence one, Engineering does not transfer the engineering bill of material until you also transfer the engineering routing. If you transfer the engineering bill of material and routing simultaneously, components on the manufacturing bill report to the appropriate operation on the manufacturing routing.
When you transfer a routing, you can also specify a new routing revision and reference an ECO. Engineering transfers all operations, current effective operations, or future effective operations depending on your transfer criteria. For routings that reference a common engineering routing, you must transfer the common routing to manufacturing before you transfer any engineering routings that reference the common routing.
To transfer or copy engineering items data to manufacturing:
Note: When copying an engineering bill to manufacturing, you must copy the item simultaneously with its bill and/or routing.
The revision must be higher than the current revision (as shown) and can be alphanumeric.
Leaving this blank will transfer (or copy) the primary and all alternates (if any).
To transfer (or copy) a specific alternate, you must enter its name.
5. Open the ECO, Description alternative region and enter an ECO. This is for informational purposes only.
8. Select whether to transfer (or copy) All past, Current (effective on the specified revision date), or Future components and/or operation steps associated with the assembly. The default is Current.
If you select Current or Future and Current, enter an effective date.
9. Choose the Transfer (or Copy) button.
Copying Bill and Routing Information