Displaying Bills of Material

This chapter provides an overview of displaying bills of material (BOMs) and discusses how to:

• Display BOM structures.

• Display summarized BOMs.

• Display BOM costs.

• Compare manufacturing BOMs.

• Check the BOM verification status.

• View item where-used information.

Understanding Display of BOMs

PeopleSoft Manufacturing provides several inquiries for BOMs.

Common Elements Used in This Chapter

Displaying BOM Structures

This section discusses how to:

• Display BOM structures.

• Display BOM substitutes.

• Display BOM outputs.

• Display BOM component details.

Pages Used to Display BOM Structures

See Also

Maintaining Bills of Material

ENS1000 - BOM Report

Displaying BOM Structures

Access the Manufacturing BOMs - Summary page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Manufacturing BOMs, Summary).

Unit, Item ID, BOM Type, BOM Code, Eff Date (effective date), Revision	Enter the basic information about the BOM.
Depth	Enter the number of levels that you want to view by specifying the depth. If you select a depth of 1, this page displays only the top level of the BOM.

Note. You can select any valid BOM code. However, the system always calculates lower levels based on the primary BOM code 1, regardless of the depth that you enter.

After you make the selections, click the Search button to view the data. The system sorts the summary in this sequence:

1. Assembly

2. Subassembly

3. Component

4. Operation sequence

5. Effective date

Note. If you specify a component revision during BOM maintenance, the component revision appears on the Summary tab. If the component is revision-controlled, but the field is left blank because this is the current revision, this inquiry displays the revision code that's current for the component, based on the top-level effective date or revision that you entered.

Click a link in the Component ID column to access component details.

Attributes Tab

Displaying BOM Substitutes

Access the Component Substitutes page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Manufacturing BOMs, Summary. Click the Substitutes link under the Attributes tab).

Substitutes and related data such as Conversion Rate and effectivity dates appear in order of priority.

Displaying BOM Outputs

Access the Header - Outputs page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Manufacturing BOMs, Header, Outputs).

The values in the header data (for the Unit, Item ID, BOM Type, BOM Code and Eff Date or Revision, Depth fields) are defaults values from the Summary page.

Note. Regardless of the depth that you entered, only outputs for the top-level item appear on this page. You can, however, use the Manufacturing BOMs inquiry - Summary: Summary: Attributes page to view lower level outputs. You do this by clicking the Outputs link. This link appears only if the component has multiple outputs on its BOM.

The system only explodes primary co-products for the BOM code that you specified. You cannot enter a co-product and see it exploded downward. Rather, you must enter the primary to which that co-product is associated to view the co-product details.

See Also

Defining BOM Outputs

Displaying BOM Component Details

Access the Components - Component Details page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Manufacturing BOMs, Components, Component Details).

The values in the header data, for the item, BOM type, BOM code, revision, and effective date are default values from the Summary page.

Standard component data for the component revision, operation sequence, yield, subcontracted supply, teardown, and effectivity dates also appear.

Displaying Summarized BOMs

This section discusses how to:

• Display summarized BOMs.

• Display summarized outputs.

Pages Used to Display Summarized BOMs

Displaying Summarized BOMs

Access the BOM Summarized page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, BOM Summarized).

Unit, Item ID, BOM Type, BOM Code, Eff Date (effective date), and Revision	Select information to specify the BOM.
Search	Click to display the summarized BOM.
Required Qty (required quantity)	Enter this value for the assembly item to determine the total number of each component required, at all levels, to produce a specific quantity of the assembly item. The system multiplies each component's quantity per assembly by this value to determine the component required quantity that appears in the lower portion of the page. Click the Search button again to display the calculated required quantities. Note. To view a summarized BOM, enter a Required Qty of 1.
Depth	If you select a depth of 1, this page displays only the top level of the BOM. If you select the Rework as the BOM type and 1, as the depth, the system displays only rework BOMs. If you select a depth greater than 1, the system displays rework BOMs for the first level and manufacturing BOMs for all lower levels. Note. You can select any valid BOM code, but regardless of the depth that you enter, the system calculates all lower levels based on the primary BOM code (1).
Routing Code	Select the appropriate routing for the item.
Assembly Starts Qty	Displays the beginning quantity required based on the required quantity. This amount accounts for any operation yield loss during the production process.
Summary	Lists only the Component ID, Description, and Qty Required fields and summarizes the total required quantity for the component across all levels. The quantity required includes the amount needed to offset both component yield and operation yield losses. The current quantity available from business items attributes also appears.
Detail	Click to display data for all fields and to use the indented View field.

The system sorts the summary alphanumerically by component ID for level 1 items and summarizes the displayed data by quantity, regardless of where the component occurs in the product structure.

Note. If substitute items or multiple outputs exist for a component, those links appear following the Qty Available field.

If there are outputs associated with any of the components, an Outputs link appears. Click an Output link to access the Output Item Details page.

Displaying Summarized Outputs

Access the BOM Summarized Outputs inquiry page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, BOM Summarized, BOM Summarized Outputs).

Note. The system only explodes primary co-products for the BOM Code specified. Only outputs at the top level are displayed, regardless of the Depth entered.

Displaying BOM Costs

To create cost versions, use the Cost Versions component.

See Defining the Cost Foundation for Makeable Items.

This section provides an overview of how costs are determined for a BOM and discusses how to:

• Display BOM summary costs.

• Display BOM output costs.

• Display BOM component detail costs

Understanding BOM Costs

To determine the costing impact of BOM changes to an assembly, you can display the costs of an assembly, its components, and outputs by cost type and cost version. This is useful for determining the costing impact of manufacturing BOM changes on an assembly.

The Costed BOM page performs a mini cost roll-up on the assembly that you enter. It calculates the assembly's cost (including all outputs) by summarizing the cost of the components and outputs based on the BOM in effect on the date specified or for the revision specified. Routing costs are not recalculated.

Here is how the system performs the cost roll-up:

• It looks at the components and outputs in effect for the selected BOM code, based on the as of date, and it uses BOM code 1 for all lower levels.

• It includes the routing cost by using the existing This Level labor, machine, subcontracting, and overhead costs for the cost type and cost version based on the cost roll-up performed.

• It uses the existing This Level labor, machine, subcontracting, and overhead costs for the cost type and cost version.

The system uses a BOM code of 1 and a routing code of 1 by default, but you can override the BOM and routing codes. The roll-up uses the item's material costs for the cost type and version selected. Costs for each of the assembly item's components must exist for the cost type and cost version selected to calculate the costs correctly. Floor stock items are not included in the cost roll-up.

Note. Expensed and planning items are not included in the cost roll-up. No costs are required for expensed or planning items, because no quantity on hand is maintained in PeopleSoft Inventory.

You maintain cost types and versions within PeopleSoft Cost Management. Cost types enable you to perform costing simulations and what-if analyses and to calculate new standard costs prior to updating production costs. Cost versions are iterations of a particular cost calculation for a cost type. You can have multiple versions of costs for each cost type. Cost roll-ups for production items are calculated by cost type and cost version. You cannot display costed BOM information for rework BOMs.

Once you've performed the BOM cost roll-up using the selected cost type, cost version, BOM code, and routing code, you can use the inquiry to determine how the item's cost might be impacted by subsequent changes to the BOM.

See Also

Defining the Cost Foundation for Makeable Items

Pages Used to Display BOM Costs

See Also

ENS1010 - BOM Cost Report

Displaying BOM Summary Costs

Access the Costed BOM page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Costed BOM).

Unit, Item ID, Cost Type, Cost Version, BOM Code, and Routing Code	Select the appropriate information for the BOM. Note. The cost version that you select must be valid for the cost type that you selected. In addition, to correctly calculate total cost, costs for each of the assembly item's purchased components must exist for the cost type and cost version that you selected. This is accomplished by rolling up the cost type and cost version within PeopleSoft Cost Management. You can select any valid BOM code, but regardless of the depth that you enter, the system calculates all lower levels based on the primary BOM code. As long as the BOM exists, you can enter a BOM code other than the one used for the latest cost type version where a roll-up was performed. In this case, the Output Costs page does not display any cost version cost details, because they do not exist (no roll-up was performed). In addition, if you enter a BOM code that does not exist for a cost version, the routing code is deselected and no This Level Costs are included in the calculations. The routing code must also be valid for the cost version, because it is used to calculate the This Level Costs for the inquiry. Note. When the Routing Code prompt table does not display any routing codes or displays a routing code of 0, and a routing exists, either no routing exists for the assembly or no This Level Costs were generated for the BOM being costed.
	Click the Item Search button to access the Item Search Criteria page and select a different item.
Eff Date (effective date) and Revision	Enter this information for the BOM that you want to view.
Cost as Batch	If the item is a single output item with a BOM quantity greater than 1, you can access this check box. Deselect the check box to cost the item in terms of the production of 1 unit of the end-item or select the check box to roll up all component costs and This Level Costs, based on the BOM quantity. If the item entered is a multiple output item, this check box is selected and is display only. In this case, the results rendered by the inquiry represent the total cost of the batch, and the required quantities and extended cost calculated are for the entire batch (based on the BOM quantity), as opposed to one unit of the batch.
Depth	Enter the number of levels for which you want to display BOM component-costed information. Note. Select the maximum depth for revision-controlled BOMs.
Required Qty (required quantity)	Represents the required quantity (for each component) to build the item ID specified. This quantity depends on the Cost as Batch setting. If Cost as Batch is selected, it is the required quantity to build the batch. If it's not selected, then it's the required quantity to build one of the items. This field factors in assembly BOM quantity, component quantity per assembly or order, component yield, and operation yield. Even though they will have only a purchased cost associated with them, by-products also appear. If the by-product is a recycle by-product, then the cost is negative; if it's a waste by-product, then the cost is positive. If the item does not have a purchase cost, the cost is 0.
Extended Cost	Displays the component's cost for the cost type and version specified, multiplied by the required standard quantity UOM.

Cost Calculation for a Revision-Controlled BOM

There are times when the same revision-controlled BOM may reflect different costs:

• If you enter a depth of less than the maximum number of levels for the costed BOM, the lower-level costs that appear reflect those costs generated by the original cost roll-up for this cost version and date.

• If you enter the maximum depth for the costed BOM, the lower-level costs that appear reflect the most current BOM and routing, and not the cost version that you entered on the Costed BOM page.

In addition, if changes occur to the BOM and routing after the cost roll-up, the cost of the BOM where you entered a depth of less than the maximum may reflect different costs from the cost from the maximum depth BOM. Both of these costed BOMs are considered correct, depending on the depth that you enter.

This diagram illustrates the cost calculation for a revision-controlled BOM:

The following diagram illustrates how your entry in the Depth field of the Costed BOM inquiry page can impact the top-level cost. In this case, component G was replaced with the higher-cost component H on April 1st. The last cost rollup was on March 1st. If the depth field has a value of 1, then the displayed top-level cost on the Costed BOM inquiry page does not display the new component cost. However, if the depth is 5, then the new component is used and the newer top-level cost is displayed:

Cost calculation example showing impact of depth selection during inquiry

The system derives the cost of the assembly from the component's This Level (top level) and Lower Level Costs for the cost type, cost version, BOM and routing codes that you selected. It calculates costs for all assemblies and subassemblies that fall within the depth that you entered. If the BOM code is not 1, then the outputs on the Output Costs page reflect the outputs of this BOM code, and the components listed for level 1 are based on that BOM code. Lower levels always use BOM code 1. The routing code that you entered is used solely to determine the This Level Costs included in the calculation total costs.

Note. If the component appears as a subassembly, only This Level Costs appear on this page for the subassembly. Lower Level Costs for the subassembly appear on this page within the child components that appear for the subassembly.

Total cost is the sum of all the extended costs of all components on a BOM for a given effectivity date or revision, plus any This Level Costs for the item. The system computes the costs for each component and then totals for the assembly item.

By-products also appear on this page because their costs are incorporated into the assembly cost in the same manner as components. If the by-product is a recycle by-product, the cost impact is negative and is subtracted from the total cost. If it is a waste by-product, the cost is positive and is added to the total cost unless the item does not have a purchase cost, in which case the cost is 0.

Note. While you can run a Costed BOM inquiry for a purchased item that has a BOM, the system calculates only the material costs, based on the material costs for the components specified and the cost type and version that you select.

See Also

Defining the Cost Foundation for Makeable Items

Displaying BOM Output Costs

Access the Output Costs page (Click the Output Costs link on the Costed BOM page).

Note. Due to rounding differences, you may see a small variance (+ or − 0.0003) between the cost version and the inquiry costs in this inquiry. This occurs when the system displays the costed BOM results for an item that's either a batch item or has batch assembly items at lower levels.

Item Cost Details Tab

Batch Cost Details Tab

Select the Batch Cost Details tab.

Note. You can access this page only if you selected the Cost as Batch check box on the Costed BOM page.

Details Tab

This tab displays BOM costs broken down by output type. For example, a process has two co-products, A and B. Co-product A has a cost allocation percentage of 60, and co-product B has a cost percentage of 40. One row shows A, with 60 percent of the costs, and another row shows B, with 40 percent of the costs.

Note. The cost allocation percentages must equal 100.

See Also

Assigning Associated Primary BOMs

Defining BOM Outputs

Displaying BOM Component Detail Costs

Access the Component Detail Costs page (Click a Component ID on the Costed BOM page).

Example

If A is a component on an assembly and is itself a subassembly composed of components B and C, and the cost of B is 20.00, and the cost of C is 30.00, then A's Lower Level Cost is 50.00 (not considering extended costs). If the cost of putting B and C together is 25.00, then A's This Level Cost is 25.00. For the assembly on which A is a component, the top-level assembly's Lower Level Cost is 75.00 (A's This Level Cost plus the Lower Level Cost).

Rounding

PeopleSoft Cost Management calculates the different extended costs by multiplying cost by the calculation quantity. It displays the cost results to four decimal places for viewing purposes. Calculation quantity can represent a value from four to ten decimal places. The QPA rounding setting determines the decimal range for the calculated quantity.

See Also

Setting Manufacturing Installation Options

Comparing Manufacturing BOMs

This section lists common elements and discusses how to:

• Display BOM comparisons.

• Display BOM component details differences.

• Compare substitute item differences.

• Compare assembly outputs differences.

Common Elements Used in This Section

Pages Used to Compare Manufacturing BOMs

See Also

ENS1005 - Compare BOMs Report

Displaying BOM Comparisons

Access the Compare BOMs - BOM Selections page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Compare BOMs, BOM Selections).

Baseline BOM (BOM1)

Target BOM (BOM2)

Displaying BOM Component Details Differences

Access the Compare BOMs - Component Detail: Component Details page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Compare BOMs, Component Detail, Component Details).

The header data appears by default from the Compare BOMs - BOM Selections inquiry page.

Rtg/BOM/PID Tab

This page displays routing, BOM, and production ID differences between the selected BOMs.

See Also

Adding Substitute Components

Comparing Substitute Item Differences

Access the Compare BOMs - Component Detail: Substitutes page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Compare BOMs, Component Detail, Substitutes).

Substitute Items Tab

The system displays the substitutes' differences, including substitute item ID, description, and the original component ID.

Attributes Tab

The system displays the substitutes' differences, including substitute item ID, operation sequence, effective date, standard unit of measure, and conversion rate.

Comparing Assembly Outputs

Access the Compare BOMs - Assy Header: Outputs page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Compare BOMs, Assy Header, Outputs).

Dates Tab

This page displays output date differences including information such as output type, output item, operation sequence, and effectivity dates.

Attributes Tab

This page displays attribute differences including information such as output type, output item, quantity per, source code, serial control resource allocation, and cost allocation percentages.

Checking the BOM Verification Status

This section discusses how to:

• Display BOM verification status summaries.

• Delete BOM verification rows.

• Display BOM verification status details.

Pages Used to Check the BOM Verification Status

Displaying BOM Verification Status Summaries

Access the BOM Verification Status page (Manufacturing Definitions, BOMs and Revisions, Identify Looping BOMs, BOM Verification Status, BOM Verification Status).

Deleting BOM Verification Rows

Access the Delete BOM Verification Rows page (Manufacturing Definitions, BOMs and Revisions, Identify Looping BOMs, Delete Verification Details, Delete BOM Verification Rows).

The verification request process adds a series of records to the BOM Explosion table. These records take up space and are of no use if there are no looping BOMs. You can use this page to delete these records by process instance.

Displaying BOM Verification Status Details

Access the BOM Verification Status - BOM Verification Detail page (Manufacturing Definitions, BOMs and Revisions, Identify Looping BOMs, BOM Verification Status, BOM Verification Status. Click a Detail link).

Viewing Item Where-Used Information

This section discusses how to select and view item where-used information.

Pages Used to View Item Where-Used Information

See Also

ENS2000 - Item Where Used Report

Selecting Item Where-Used Information

Access the Item Where Used page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Item Where Used).

Search	Select to display only certain types of data. Values are Components Only, Components and Substitutes, Outputs Only, and Substitutes Only.
Unit, Item ID, BOM Type, Eff Date (effective date) or Revision, BOM Code, and Levels Up	Enter this information about the item, as appropriate.
Levels Up and Top Levels Only	Enter 1, to see just the item's parent assembly. The larger the number, the higher the level; for example, level 3 is three levels higher in the BOM structure than the item. To view just the final end item in which the selected item is an item, select Top Levels only. If you have requested more than one level, an arrow appears next to the item's immediate parent in the Item ID field.
Search	Click to retrieve the selected item where-used information.

If you selected Components Only or Components and Substitutes in the Search field, the system displays all higher-level subassemblies or assemblies that contain the selected item. You'll also see the levels at which the items appear in the higher-level items. The left arrow (←) in the display points to the item that directly uses the item selected.

Components and Substitutes and Substitutes Only appear if the component for the item is a substitute.

If you selected Outputs Only in the Search field, the system displays information according to output type, including:

• Item ID

• BOM code

• Operation sequence

• Output quantity

If the component is revision-controlled, a Comp Rev field also appears as a search parameter. If you enter a component revision, this page returns all assemblies where that component matches or is blank. If you leave the component revision blank, the inquiry returns assemblies that use any revision of the component.

See Also

Component Use Up

Viewing Item Where Used Express Information

Access the Item Where Used Express page (Manufacturing Definitions, BOMs and Revisions, Review BOM Information, Item Where Used Express).

Business Unit, Component ID, BOM Type, BOM Code, Effective Date and Levels	Enter this information about the item, as appropriate.
All Dates/Revs (Revisions)	Select to search for components with all dates and revisions. Selecting this inactivates the Effective Date field.
Active Items Only	Select to only include active items. The system disregards inactive items while searching if this is selected.