Understanding Mass BOM Changes

This topic discusses:

  • Mass BOM changes.

  • Example scenarios for mass BOM changes.

Engineering and production departments must apply multiple additions and changes directly to BOMs. Engineering can use this functionality to more easily implement approved changes on an engineering change order (ECO). Production also needs this functionality because not all changes go through engineering. You can also apply mass maintenance directly to manufacturing BOMs.

PeopleSoft Engineering mass maintenance enables you to apply, in a single process, the same set of changes, by ECO or MMC, to many manufacturing or engineering BOMs. For example, you can change all occurrences of one component for another or add components to an assembly.

The BOM mass maintenance code setup page enables you to define an MMC that can then be applied to an assembly range, assembly list, or an ECO-affected item. An MMC enables you to define a specific set of component changes such as reference designator and component dimension changes. A component can be added, and associated BOM information can be changed. The MMC also enables you to change or add specific multiple output values. You can even generate automatic revisions for revision-controlled items. You can then place the MMCs on ECOs and later run the MMC changes for that particular ECO. You can also view all BOM mass maintenance exceptions.

See Creating and Maintaining ECOs.

Note: In addition to generating mass maintenance changes to BOMs, the mass maintenance process also enables you to automatically create new revision numbers based on a revision scheme that you define for the business unit.

You can complete a mass update of BOMs in several ways. You can mass update engineering BOMs and manufacturing BOMs; in either case, you can choose whether to use ECOs. For manufacturing BOM changes, you can change the BOMs directly. For engineering BOM changes, use the transfer functionality. In addition, you can update BOMs directly, or you can stage and validate mass maintenance BOM changes so that you can then review and modify the mass-maintained version prior to completing the updates to your production BOM.

The following sections present some BOM update scenarios:

Scenario 1: Updating Engineering BOMs With or Without Using ECOs

To update engineering BOMs (EBOMs) using ECOs:

  1. Create an ECO listing the affected assemblies.

    For example, if you are obsoleting a component, you can identify and create the list of affected assemblies by using the where-used search within ECO maintenance.

  2. If the BOMs are in manufacturing, use this ECO to transfer the BOMs to engineering.

  3. If not already done, create the MMC and associate it with affected assemblies within ECO maintenance.

    This step is required because the process to run all MMCs for the ECO is done by ECO number.

  4. Process BOM mass maintenance by ECO and specify EBOMs.

To update engineering BOMs using MMCs:

  1. If the BOMs are in manufacturing, transfer to engineering the assemblies that you want to change by item range or list.

  2. If not already done, create the MMC.

  3. Process BOM mass maintenance by MMC, and specify the MMC, engineering BOMs, and the assemblies by item range or list.

Scenario 2: Updating Engineering BOMs for Use-Up Items Using ECOs

With use-up functionality (using substitute items on the BOM), you can use an ECO to make permanent BOM changes once you know the phase-out date of the component. For example, say that item A is discontinued, item B replaces item A on five of six existing BOMs, and item C replaces item A on one of six existing BOMs. In this case, you most likely will have already defined item B as a valid substitute for component A on these six BOMs. Once the use-up date is determined (based on information from planning), you can use this information to make changes on the BOM.

For example, you could:

  • Create an ECO (ECO-A, for example) and place all six items on the ECO.

    Run Process Engineering Transfer to copy the MBOMs (manufacturing) to EBOMs that specify ECO-A.

  • Create a MMC (MMC-100, for example).

    For sequence 10, for example, specify search criteria to uniquely identify the five assembles for which you will replace component item A with item B. For sequence 20, specify search criteria that uniquely identify the one assembly for which you will replace component item A with item C. When defining the effective date of new components B and C, you can specify the scheduled date within the MMC. This indicates the scheduled date for the ECO. Or, if you already know the exact date of the changeover, you can specify that date as the effective date.

  • Place MMC-100 on the ECO lines associated with the six assemblies to be updated.

  • When the quantity on hand goes to zero, using the use-up information from planning, you can use this date as the ECO schedule date.

  • Run Process Mass Maintenance by ECO to make the component changes for you.

  • Approve ECO-A.

  • Run Process Engineering Transfer to copy the EBOMs to MBOMs that specify ECO-A.

Note: In the second item of this scenario, be careful to uniquely identify the five assemblies versus the one assembly. Because you are associating the same MMC with all six assemblies, make sure that all six won't have item A replaced with item B and item A replaced with item C, or both. An alternative solution is to create two separate MMCs.

For example, create MMC-100, which defines the replacement of component item A with item B, and create MMC-200, which defines the replacement of component A with item C. Then place MMC-100 on the ECO lines of the five assemblies for which item A should be replaced with item B. On the other assembly, place MMC-200 to replace item A with item C.

Scenario 3: Updating Manufacturing BOMs Using ECOs

You can update MBOMs using ECOs in two ways. You can transfer the MBOMs to EBOMs, make the changes, and transfer them back to manufacturing. Alternatively, you can make the changes directly to the MBOMs within PeopleSoft Manufacturing.

The transfer scenario is:

  1. Create an ECO with the assemblies on it that you want to change.

  2. Use the ECO that you just created to transfer the BOMs to engineering.

  3. If not already done, create the MMC and document it on the ECO.

    This step is required because the process to run all MMCs for the ECO is done by ECO number.

  4. Process BOM mass maintenance by ECO and specify engineering BOMs.

  5. Approve the ECO.

  6. Use this ECO to transfer the BOMs back to manufacturing.

To directly update MBOMs in manufacturing using ECOs:

  1. Create an ECO with the assemblies that you want to change on it.

  2. If not already done, create the MMC and document it on the ECO.

    This step is required because the process to run all MMCs for the ECO is done by ECO number.

  3. Approve the ECO.

  4. Process BOM mass maintenance by ECO and specify manufacturing BOMs.

Scenario 4: Updating Manufacturing BOMs Using MMCs Without ECOs

You can also update MBOMs using MMCs in two ways. You can transfer the MBOMs to EBOMs, make the changes, and transfer the manufacturing BOMs back. Alternatively, you can make the changes directly to the manufacturing BOMs within production.

The transfer scenario is:

  1. Transfer the BOMs, by item range or list, to engineering.

  2. If not already done, create the MMC.

  3. Process BOM mass maintenance by MMC, and specify engineering BOMs.

  4. Transfer the assemblies, by item range or list, back to manufacturing.

To directly update manufacturing BOMs in production, using MMCs:

  1. If not already done, create the MMC.

  2. Process BOM mass maintenance by MMC, and specify the MMC, manufacturing BOMs, and the assemblies by item range or list.