Maintaining BOMs by Revisions or Effectivity Dates
When you define the assembly items by using the BOM Usage Defaulting group box on the MFG Business Unit Options page (manufacturing business unit options page), you determine if you will manage the BOMs using revisions. If you use revision control, you can specify the BOM maintenance method as By Effectivity Date or By Revision, and you can specify whether revisions can be automatically generated during mass changes. Maintaining effectivity information by revisions, instead of by date, validates and simplifies data entry during BOM maintenance because you specify the revisions and you do not need to determine effectivity dates for the component. However, if you're using revisions, and it's easier to maintain BOMs using dates, you can still enter effectivity dates, and the system checks to see which revision is in effect on the date specified.
Note: All general attributes that you set with this page apply to both engineering and manufacturing BOMs.
This section discusses how to maintain BOMs by Revision or Effectivity Date:
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
MFG Business Unit Options |
BUS_UNIT_OPT_MG |
Set up manufacturing business unit options. |
Use the MFG Business Unit Options page (BUS_UNIT_OPT_MG) to set up manufacturing business unit options.
Navigation:
This example illustrates the fields and controls on the MFG Business Unit Options page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Always Verify Online |
Select to run the loop-checking process online during BOM maintenance. |
Never Verify Online |
Select to bypass the loop-checking process online during BOM maintenance; you can run the verification as a deferred process. If you change the online BOM verification from Always Verify Online to Never Verify Online, you must run the batch BOM verification to ensure that no looping BOMs exist. Note: When BOMs are complex and deep, select Never Verify Online to improve BOM maintenance performance. Then run the BOM verification process from the BOM Verification page. |
BOM Usage Defaulting
Field or Control |
Description |
|---|---|
Revision Control |
Select to control items by revisions. If you select this option and BOMs exist for the assembly item, the dates for the components specified in the BOMs typically must be aligned with the dates within the revisions. If you want to control the assembly item by revision but still allow for some off-cycle components (such as components that do not align with the exact start date of a revision), select this check box and also select the By Effectivity Date option. This enables you to maintain components on dates that do not align with the exact start date of a revision. If you do not select this check box, then you are maintaining BOMs by date, and the By Effectivity Date and By Revision options for BOM maintenance are unavailable. In this case, By Effectivity Date is the default setting. Note: You cannot maintain planning and expense items by revision. |
Auto Revision |
If you select Revision Control, you can also select this check box. This indicates that revisions for the item can be automatically generated using a scheme defined at the business unit level. If revisions have already been created manually with the Revision Maintenance component, the system uses the revision scheme to select the next available revision. If you designate that the item has revisions created automatically, you can use mass maintenance in PeopleSoft Manufacturing or PeopleSoft Engineering to create the revisions. You can do this in two ways: either by using BOM mass maintenance by engineering change order (ECO) or BOM mass maintenance by mass maintenance code (MMC). The mass maintenance process creates revisions only for items that have both revision control and automatic revision selected. When automatic revisions are not used in the mass maintenance process, the process functions as a regular mass maintenance process. Note: If you do not select Revision Control and then you later decide to maintain BOMs by revisions after you have already created BOMs for the item, you must make sure that the effectivity dates on the BOMs align with the effectivity dates on the revisions if you require that all component changes are tied to the start date of a specific revision. You can deselect the Revision Control option without deleting any revisions for the item. |
By Effectivity Date |
Select to have the system maintain BOMs for revision-controlled items by dates related to revisions. Enter dates on which assembly product structure components are in effect when maintaining BOMs using the Manufacturing BOMs Summary page, the Component page, and the Substitute Item page. The system validates these dates so that they align with item revision dates if you have select the Components Align with Revision setting on the MFG Business Unit Options page. |
By Revision |
Select to have the system maintain BOMs for revision-controlled items by revision rather than date. You can associate effective and obsolete revisions with components using the Manufacturing BOMs page and the Component page. Note: Even if you deselect the Components Align with Revision option on the MFG Business Unit Options page, you can select the By Revision option for a particular assembly item to require that the assembly has all components align with one of its revisions because maintaining by date is not allowed. |
Warning! For component items that you want to use up (or phase out), you must manually maintain obsolete date information. The obsolete date can be based on the projected phase-out date determined by the planning server's online BOM verification.
BOM Maintenance Defaulting
When you set up BOM maintenance, you can specify a revision for a component on a BOM. Using the MFG Business Unit Options page, you define how you want to handle component revision information.
You can use the Allow Blank Component Revision check box and the Default Component Revision check box to define component revision default settings that affect the Manufacturing BOMs component. These two fields apply only to revision-controlled items. Furthermore, they operate independently of each other; consequently, there are four possible combinations of settings. This table describes the four combinations:
|
Allow Blank Component Revision Setting |
Default Component Revision Setting |
What It Means |
|---|---|---|
|
Cleared |
Cleared |
When you maintain BOMs, you must enter a revision for any component that's revision-controlled. The system does not insert any default component revisions. The inquiries display what you enter on the maintenance pages. |
|
Selected |
Cleared |
When you maintain BOMs, you can leave component revisions blank or select a revision for the component. The system does not provide a default value. The inquiries check the appropriate assembly effectivity dates and display component revisions based on the date for which the inquiry is performed. The BOM inquiries check the selected assembly, end item effectivity date, and revision, and the system displays the component's corresponding revision based on the date selected. This is the default setting combination for any business unit. |
|
deselected |
Selected |
The system will not allow blanks and defines a default component revision based on today's date (current revision). If the Comp Rev (component revision) field doesn't have a revision defined, before you save the BOM, you need to go to each line and define a revision or press TAB to move out of the Comp Rev field to establish a default value. Inquiries display the revisions you've entered on the maintenance pages. |
|
Selected |
Selected |
The system allows blank component revision fields and defines a default revision for all revision-controlled components that you add or change on the BOM. If a revision-controlled component with no component revision specified already exists on the BOM and you make no attempt to change it, the system leaves the Comp Rev field is blank. |
If you use a standard rework process that involves adding components, decide whether you want to create rework BOMs. You can define a primary rework BOM and up to 98 alternates by using BOM codes.
There are some conceptual differences between single-output BOMs (with one primary item) and multiple-output BOMs (with at least one co-product).
Single-Output BOMs
BOM quantity is a scaling device field that enables you to enter a product structure when the assembly specifications are in a base greater than one unit. You determine the assembly quantity to which the system applies the component's quantity per assembly or per order. If the BOM quantity is greater than one, enter the component quantity in terms of the BOM quantity. If set to 1, the component quantity is the amount of the component required to make one unit. You can use BOM quantity for batched bills or if you plan to make only a certain quantity of an item at a time.
Multiple-Output BOMs
When multiple outputs are defined for a BOM, you indicate that:
At least two end items are generated during production, and one of the items is the primary item.
The item ID specified for the BOM represents a batch item, as well as the primary item.
This diagram illustrates an example of a BOM where there is a primary output, co-products, and by-products. The BOM is defined for item ID 6000, which is a batch item. The outputs for batch item 6000 include primary item 6000, co-product 6001, recycle by-product 6007, and waste product 6009.
When used on a multiple-output BOM, the BOM quantity represents the in-process quantity for the BOM item as a batch item (as opposed to the item ID as a primary item). For example, if the example BOM structure has a BOM quantity defined as 150, then the in-process units of the batch are 150.
Note: In this example, routing times (planning and costing) and rates are for a single batch unit.
In addition, when creating production IDs or production schedules, you must define the production quantity in terms of batch units.
With multiple outputs, it's possible that a particular co-product can be created in several ways; that is, an item can be a co-product on more than one item's primary BOM. By assigning an associated primary BOM to a co-product, you can indicate which BOM the system use in when exploding the co-product to the next level.
This diagram illustrates an example of how one item can be a co-product on two different BOMs. In this example, item B is a co-product in two different processes where the primary output is item A on the first BOM and item D on the second BOM:
In the first structure, A is the primary item; B is the co-product; and X, Y, and Z are the components. In the second structure, D is the primary item; B and E are co-products; and F and G are the components. Because there are two ways of making the same product (B), you need to decide which structure to use when exploding to lower levels. Therefore, indicate a primary structure associated with each item that can exist as a co-product but not as a primary item. You can assign B's associated primary BOM as either A or D. If B has its own BOM structure, and you want to use that structure when exploding to lower levels, then you can leave B's associated primary BOM as B.
When exploding to lower levels, the system checks if there is an associated primary item defined for the item. If there is an associated primary item, the system uses its BOM code 1 to explode to lower levels.
Note: Although the default is the item itself, you can select a different associated primary BOM. To do this, either no associated primary BOM code 1 exists or, if it exists, the item ID must exist as a co-product on that BOM.
By using the Manufacturing Installation Options page in Set Up Financials/Supply Chain, you can set the calculated QPA precision. This is especially important when you use a large BOM quantity and a relatively small quantity per assembly. When you maintain a BOM and define the quantity per assembly or per order, you are limited to a precision of four places to the right of the decimal point.
However, the system calculates the quantity per by dividing the entered quantity per by the BOM quantity, and it uses the precision that is defined on the Manufacturing page. For example, if a calculated QPA results in 6.54321 and the QPA setting is set to four places, the system uses the value 6.5432.