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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.

Engineering Items

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

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.

Engineering Routings

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.

Prerequisites

   You can only transfer (or copy) standard, model, option class, or planning items, bills, or routings if you have access to them. See: Engineering Profile Options and Security Functions.

   To transfer or copy engineering items data to manufacturing:

1. Navigate to the Transfer to Manufacturing window.

2. Enter an item and indicate whether to transfer (or copy) item, bill, and routing data (if applicable).

Note: When copying an engineering bill to manufacturing, you must copy the item simultaneously with its bill and/or routing.

3. Optionally, enter a new item or routing revision (if applicable).

The revision must be higher than the current revision (as shown) and can be alphanumeric.

4. Optionally, open the Alternates alternative region and for Selection, select Specific to transfer (or copy) a specific alternate, select Primary to transfer the primary alternate, or select All to transfer all alternates.

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.

6. If you are copying data, you must open the Manufacturing Items alternative region and enter a new item name and description.

7. If you are transferring (or copying) bills, indicate if only implemented components should be transferred.

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.

See Also