This chapter provides an overview of mass bill of material (BOM) changes and discusses how to:
Define BOM mass maintenance codes (MMCs).
Make BOM mass changes and create automatic revisions.
View and correct BOM messages using the staged BOMs process.
Process staged BOMs.
This section 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 Enterprise 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.
See Also
Maintaining BOMs by Revisions or Effectivity Dates
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:
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.
If the BOMs are in manufacturing, use this ECO to transfer the BOMs to engineering.
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.
Process BOM mass maintenance by ECO and specify EBOMs.
To update engineering BOMs using MMCs:
If the BOMs are in manufacturing, transfer to engineering the assemblies that you want to change by item range or list.
If not already done, create the MMC.
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 Enterprise Manufacturing.
The transfer scenario is:
Create an ECO with the assemblies on it that you want to change.
Use the ECO that you just created to transfer the BOMs to engineering.
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.
Process BOM mass maintenance by ECO and specify engineering BOMs.
Approve the ECO.
Use this ECO to transfer the BOMs back to manufacturing.
To directly update MBOMs in manufacturing using ECOs:
Create an ECO with the assemblies that you want to change on it.
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.
Approve the ECO.
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:
Transfer the BOMs, by item range or list, to engineering.
If not already done, create the MMC.
Process BOM mass maintenance by MMC, and specify engineering BOMs.
Transfer the assemblies, by item range or list, back to manufacturing.
To directly update manufacturing BOMs in production, using MMCs:
If not already done, create the MMC.
Process BOM mass maintenance by MMC, and specify the MMC, manufacturing BOMs, and the assemblies by item range or list.
To define engineering BOM MMCs, use the BOM Mass Maintenance component.
This section provides an overview of BOM MMCs, lists prerequisites, and discusses how to:
Identify BOMs for change.
Enter reference designator search criteria.
Enter substitute item search criteria.
View assembly/component matches.
Change components.
Enter component dimension change criteria.
Enter component reference designator change criteria.
Enter component substitute change criteria.
Add components.
Enter component substitute add criteria.
See Also
Quantity Rounding Exceptions in PeopleSoft Enterprise Manufacturing
With the BOM Mass Maintenance component, you can create and maintain BOM MMCs. You can specify multiple BOM component or output changes and additions, including substitute items. An MMC consists of search pages that enable you to identify existing components that will be affected, change pages that enable you to change instances of those components on specific BOMs, and Add pages that allow for the introduction of new components and detail information. After you have used these pages to define MMCs, you can then implement these changes directly using the Process BOM Mass Maintenance pages. Alternatively, you can associate MMCs to engineering change orders (ECOs) and implement the changes by ECO processing.
Note. To maintain components for revision-controlled BOMs en masse by using mass changes, you must enter effective and obsolete dates for the revision within these pages, regardless of whether the revision is controlled by revision name or by effectivity date.
Prior to accessing any mass maintenance code pages, you must select a business unit and MMC. The MMC value can be automatically generated.
Note. Any MMCs created in PeopleSoft Enterprise Engineering are available only in engineering; any MMCs created in PeopleSoft Enterprise Manufacturing are available only in manufacturing.
Note. To provide greater flexibility when defining EBOMs, the Quantity field does not need to follow the quantity precision rules defined for the item. A warning is issued if you define a decimal quantity value for an item whose quantity precision value is a whole number. This is an example of when you may need the quantity precision flexibility. If one B0004 component is required to make two assembly A0001s, then when defining the BOM, the QPA for B0004 would be 0.5. If you applied the rounding rules to the QPA, then it would round the QPA for B0004 to 1, and thereby inflate the production costs.
To better understand how you can use these pages to effect mass change, let's look at an example.
To obsolete a component on several BOMs and introduce another component in its place:
Create an MMC code by entering the search criteria (on the BOM Mass Maintenance Code - Search page) that identifies the component that you want to obsolete.
On the BOM Mass Maintenance Code - Change page, specify the date that the component is to become obsolete (or choose one of the available options).
Add the new component information on the BOM Mass Maintenance Code - Add page, including required information, such as operation sequence and effective date for the new component.
Add additional component information with the dimensions, reference designator, or substitutes links, as required.
Process the BOM mass maintenance and isolate the BOMs to be changed by specifying the appropriate ECO.
If you're using MMCs without ECOs, isolate the BOMs to be changed by specifying the assembly item list or range.
Prior to making BOM mass maintenance changes, define these in PeopleSoft Enterprise Engineering:
Appropriate assemblies.
BOMs.
If you're using ECRs, ECOs and MMCs associated with ECOs.
You also must define as revision-controlled with automatic revisions any items for which you plan to create automatic revisions.
Page Name |
Object Name |
Navigation |
Usage |
EN_BOM_MMC_SRCH |
Engineering, BOMs and Revisions, EBOM Mass Changes, BOM Mass Maintenance Codes, Search |
Identify outputs or components, and therefore BOMs, to change. |
|
EN_BOM_MMC_DIM_SP |
Click the Dimensions link on the Search page. |
Enter component dimension search criteria. |
|
EN_BOM_MMC_REF_SP |
Click the Ref Desigs (reference designators) link on the Search page. |
Enter reference designator search criteria. |
|
EN_BOM_MMC_SUB_SP |
Click the Substitutes link on the Search page. |
Search for substitutes everywhere that they are used. |
|
EN_BOM_MMC_VW_SP |
Click the Matches link on the Search page. |
View the number of assemblies that match the search criteria that you have entered. Also view matching BOMs. |
|
EN_BOM_MMC_NEW |
Engineering, BOMs and Revisions, EBOM Mass Changes, BOM Mass Maintenance Codes, Change |
Specify new component values, after you have selected the set of components that you want to change using the Search page. |
|
EN_BOM_MMC_DIM2_SP |
Click the Dimensions link on the Change page. |
Make mass changes to component dimensions. |
|
EN_BOM_MMC_REF2_SP |
Click the Ref Desigs (reference designators) link on the Change page. |
Make mass changes to reference designators. |
|
EN_BOM_MMC_SUB2_SP |
Click the Substitutes link on the Change page. |
Change a substitute everywhere that it is used. |
|
EN_BOM_MMC_ADD |
Engineering, BOMs and Revisions, EBOM Mass Changes, BOM Mass Maintenance Codes, Add |
Add components or outputs to assemblies. The system adds these components or outputs to each BOM identified by the values that you entered on the Search page. Use the Process BOM Mass Maintenance pages to designate, at a later time, the assemblies to be affected by these changes. |
|
EN_BOM_MMC_DIM3_SP |
Click the Dimensions link on the Add page. |
Add component dimensions, if you are adding by the Component sequence type. |
|
EN_BOM_MMC_REF3_SP |
Click the Ref Desigs (reference designators) link on the Add page. |
Add reference designators, if you are adding by the Component sequence type. |
|
EN_BOM_MMC_SUB3_SP |
Click the Substitutes link on the Add page. |
Add a substitute everywhere that it is required. |
Access the BOM Mass Maintenance Code - Search page.
Before you associate changes or additions to an MMC, identify the outputs, components, or component revisions (and, therefore, BOMs) to change. When adding components, use this page to further identify the BOMs to which the new component should be added. For example, you may want to add component ID LT5001 only to BOMs that already have a component ID called LT5000 and a 12/31/97 obsolete date, or perhaps where you already have component ID LT5000 and LT5001 defined. Similarly, you can use this page to further identify the BOMs to which the new output should be added.
Note. In this component, the fields that you see vary depending on your selection in the Sequence Type field. The page examples in this section are based on selecting Component in the Sequence Type field. If you select Output, the system doesn't display the Component ID, Component Rev (component revision), Quantity, Yield, Pos (position), Sub Supply (supplied by subcontractor), Non-Owned, and Teardown fields. It also doesn't display the Dimensions, Ref Desigs (reference designators), and Substitutes links. Instead, it displays the Output Item, Output Type, Output Qty (output quantity), Res % (resource allocation percentage), and Cost % (cost allocation percentage) fields.
You may want to universally change the status of or add a new substitute item. You can search for substitutes by item or substitute. You can also search by item and substitute. To search for an item or substitute only, enter the original or substitute item in the Component ID field.
To search by both original and substitute, enter the original item in the Component ID field and click the Substitutes link.
Auto Revision |
Select to apply, for this mass maintenance code, schemes that automatically update revisions when a change event occurs. You generate the automatic revisions when you run the mass maintenance functionality, either by using mass maintenance by ECO or BOM Mass Maintenance by MMC process. When selecting this check box and then specifying the MMC on the ECO and item, you indicate that a revision will be created for the ECO item. You cannot override the Rev Up check box on the ECO. |
Mass Maint Seq (mass maintenance sequence) and Descr (description) |
Enter a mass maintenance sequence number and its description. The mass maintenance sequence number enables you to set up more than one set of changes for a single MMC. Note. The maximum number of sequence numbers that you can enter for an MMC is 20. You can use sequence numbers to set up or conditions. For example, to change BOM components where the current component ID is LT5000 or LT5001, create one sequence where the component ID is LT5000 and a second sequence where the component ID is LT5001. The system applies designated changes in the sequence number order. Note. Each change sequence applies to the original BOM, not to the BOM as it would look after previous sequences have been applied. |
Sequence Type |
Select Component or Output. If you select Component, enter the component search values. This optionally includes standard BOM fields, such as Component ID, Comp Rev (component revision), operation sequence, effective and obsolete dates, and quantity per. The system searches for values that meet all the criteria that you enter. Note. The effective date and obsolete date that you enter indicate the precise date on which the component becomes effective or obsolete on the BOM. If you select Output as your sequence type, then you can select the output item and output type. You can also enter an output quantity, resource percentage, and cost allocation percentage. If you don't want to change a component, then leave the Component ID field blank, and select criteria based on the other fields. If you leave any field on this page blank, the system searches for BOM components without considering the blank search field. For example, if you leave Component ID blank and enter a yield of 50, then all components with a yield of 50 are selected. To search for multiple components or outputs within a sequence, use the Where Search Values Area group box to enter and searches for more than one component or output on a BOM. |
Update Flag |
While searching for BOMs that contain multiple components or outputs, you may want to make changes only to a subset of all components or outputs. Select this check box to indicate which components or outputs that you want updated by the mass maintenance process. |
See Also
Access the Assembly/Component Matches page.
Count |
Click this button to view the number of assemblies that match the search criteria that you have entered. The page displays engineering and manufacturing BOM totals. These values are the number of EBOMs and MBOMs that will be affected, assuming that you plan to run mass maintenance processing for all BOMs in the business unit that meet the search criteria. The actual EBOMs or MBOMs to be changed can be determined by assembly list, by range, or with assemblies associated with ECOs when the MMC is applied later. Note. If you anticipate that a large number of BOMs will be affected by the search criteria, use the Count button before attempting to view BOMs, to avoid viewing too much data online. |
View BOMs |
Click this button to view engineering or manufacturing assembly matches to the criteria that you entered. This display of assembly matches lists the assemblies that can be affected by this mass maintenance sequence. When the MMC is applied later, this list of assemblies can be further restricted by supplying a range of assemblies, a specific list of assemblies, or an ECO that contains assemblies with BOM changes. If you selected Output as the sequence type on the BOM Mass Maintenance Codes - Search page, then the assembly matches display output item and output type instead of component ID. |
Access the Reference Designators - Search page.
For any sequence, you can search using multiple reference designators. If you enter more than one reference designator, the system searches for BOM components using a logical andoperator between reference designators. To search references designators using an or operator, you must use multiple sequences.
Access the Component Substitutes - Search page.
You can narrow the search by using all or any combination of the substitute item search criteria.
Sub Item (substitute item) |
Enter a value to search for a specific component substitute on a BOM. To search for a specific component substitute with a particular priority, then enter both the substitute item and the priority. To search for a component substitute with a particular conversion rate, then enter both the substitute item and the conversion rate. |
From Date and To Date |
Enter values to narrow the search. |
Access the BOM Mass Maintenance Code - Change page.
Component ID |
Enter a new value if you intend to change the component ID field. Note. This is typically done for correcting BOMs. To keep history of a component change, do not enter a value here. |
Output Item and Output Type |
If you selected Output, enter the required output change-to data on this page. The effectivity dates operate the same as they do for a component sequence type. |
Using Automatic Revisions and Effectivity Dates
Eff Date (effective date) and Obs Date (obsolete date) |
These values determine the specific effectivity date changes that mass maintenance will make to the BOM for the searched components. For example, to obsolete components, leave the Eff Date field blank and specify an obsolete date, or use the second field next to the Obs Date field to derive an obsolete date for the component. In the second field, you can select Prior Date or Schd Date (scheduled date). For the obsolete date, Prior Date indicates the day before the scheduled date, which is the process run date. This is used, for example, to obsolete a component the day before a new component takes its place. If you select Schd Date for the effective date, then, at process time, the system translates this into the process run date. For the obsolete date, the scheduled date varies, depending on whether you selected the Auto Revision check box on the BOM Mass Maintenance Codes - Search page. If revisions aren't automatically incremented, the scheduled date is the run date of the process. If revisions are automatically incremented, the obsolete date is the obsolete date of the newly created revision. This value can be used to obsolete a component on the run date when no component is to take its place. |
Auto Revision |
If this check box is selected, and you specify the scheduled date for both the effective date and the obsolete date, the system displays a warning that the component is effective for only one day. |
Note. You can enter only one effective date or obsolete date. Therefore, if you specify a calendar date and then select Schd Date, the system clears the calendar date. Similarly, if you select a scheduled date and then enter a calendar date, the system clears the scheduled date.
This table outlines the automatic revision impact that the second set of effective date and obsolete date values have, both on revisions and the dates reflected on the BOMs. This example applies only to items that have been defined as revisions controlled on the Define Business Unit Item - Manufacturing: General page.
Also provided is an example of how the dates change on the BOM if the scheduled date is 06/15/02 on the ECO and the newly created revision is the latest revision for the item.
Change Obsolete Date to |
None |
Scheduled Date |
Prior Date |
When Effective Date equals None |
Creates new automatic revision. There is no BOM component effectivity date mass change. Example: Both the effective date and obsolete date are unchanged. |
Creates new automatic revision. The system changes the obsolete date on the selected BOMs to the obsolete date of the new automatic revision. Example: The effective date is unchanged; the obsolete date is 12/31/2099 (the obsolete date of the new revision is added on 6/15/02). |
Creates new automatic revision. The system changes the obsolete date on the selected BOMs to the obsolete date of the revision just prior to the newly added automatic revision. Example: The effective date is unchanged; the obsolete date is 06/14/02 (one day before the new revision is active). |
When Effective Date equals Schd Date |
Creates new automatic revision. The system changes the BOM effective date to the scheduled date of the ECO, if the mass maintenance process is run by ECO, or to the run date, if the process is run by MMC. Example: The effective date is 06/15/00; (the start date of the new revision), and the obsolete date is unchanged. |
Creates new automatic revision. The system changes the BOM effective date to the scheduled date of the ECO, if the mass maintenance process is run by ECO, or to the run date, if the process is run by MMC. The system changes the obsolete date on the selected BOMs to the obsolete date of the new revision. Example: The effective date is 06/15/02 (start date of the new revision); the obsolete date is 12/31/2099. |
This combination isn't allowed, because it would cause the effective date of the component to be after the due date. You must select another combination. |
As you can see from the previous table, with the exception of the Schd Date and Prior Date combination, all scenarios are valid and lead to the automatic generation of revisions for revision control/automatic revision items.
This table shows items that have not been defined as using automatic revisions:
Change Obsolete Date to |
None |
Scheduled Date |
Prior Date |
When Effective Date equals None |
There is no BOM component effectivity date mass change. Example: Both the effective date and obsolete date are unchanged. |
The system changes the obsolete date on the selected BOMs to the scheduled date of the ECO, if the mass maintenance process is run by ECO, or to the run date, if the process is run by MMC. Example: The effective date is unchanged; the obsolete date is 06/15/02. |
The system changes the obsolete date on the selected BOMs to the date prior to the scheduled date of the ECO, if the mass maintenance process is run by ECO, or to the date prior to the run date, if the process is run by MMC. Example: The effective date is unchanged; the obsolete date is 06/14/02. |
When Effective Date equals Schd Date |
The system changes the BOM effective date to the scheduled date of the ECO, if the mass maintenance process is run by ECO, or to the run date, if the process is run by MMC. Example: The effective date is 06/15/02; the obsolete date is unchanged. |
The system changes the BOM effective date and the obsolete date to the scheduled date of the ECO, if the mass maintenance process is run by ECO, or to the run date, if the process is run by MMC. Example: The effective date is 06/15/02; the obsolete date is 06/15/02. |
This combination isn't allowed. You must select another combination. |
Note. Automatic revision is operative only for items that are defined as using automatic revisions on the Define Business Unit Item - Manufacturing: General page. The system uses the ECO schedule date to create revisions when mass maintenance is used in conjunction with an ECO. It uses the run date of the mass maintenance process to create revisions when mass maintenance is run by MMC as a standalone.
See Also
Maintaining BOMs by Revisions or Effectivity Dates
Access the Component Dimensions - Change page.
Enter the existing dimension on the Component Dimensions - Search page (optional), and then enter a new value on the Component Dimensions - Change page. Entering the existing dimension on the Component Dimensions - Search page is necessary only when it must be part of the search criteria. For example, to change the weight for all occurrences of component LT5000 to 10, then enter 10 on the Component Dimensions - Change page. If this value should be changed only where its current weight is 9, then enter 9 on the Component Dimensions - Search page and 10 on the Component Dimensions - Change page.
Access the Reference Designators - Change page.
To add, change, or delete reference designators, specify the reference designators on the Reference Designators - Search page. Only the designators must be part of the search criteria.
Otherwise, use the Reference Designators - Change page to specify an action of Add, Change, or Delete. When adding, specify only the new reference designator. When deleting, specify only the reference designator to be deleted. When changing, specify the current and new reference designators.
Access the Component Substitutes - Change page.
Action |
Select a value:
You can add, change, and delete component substitutes in much the same manner as you add, change, and delete reference designators. However, you have more information to maintain. If adding a new substitute, specify all the required new values. If deleting a substitute, specify as many of the current values as necessary to process the deletion. If changing substitute information, enter the current and new values. For example, to delete all occurrences of LT5001 as a substitute, enter only LT5001 as the substitute item. To delete only the substitute LT5001 if it has priority 1, then enter LT5001 as the substitute item and 1 as the priority. |
Current Values
Substitute Item ID |
Displays the current default value that comes from the business unit. |
Priority, Conversion Rate, From Date, and To Date |
If deleting a substitute, specify as many of the current values to process the deletion. For example, if you want to delete all occurrences of LT5001 as a substitute, then enter only LT5001 as the substitute item ID. If you want to delete the substitute LT5001 only if it has priority 1, then enter LT5001 as the substitute Item ID and 1 as the priority. If changing substitute information, enter the current values. |
New Values
New Substitute Item |
Enter the value for the new substitute component. If you're adding a new substitute, specify all of the required new values. |
New Priority, New From Date, New To Date, and New Rate |
To change the parameters of the new substitute item, enter values where applicable. Otherwise, any values that you don't specify here for the new substitute item priority, effective dates, and conversion rate remain unchanged on the BOM. You can also change the parameters for the original item here. Enter only the information that you want to change. |
Access the BOM Mass Maintenance Code - Add page.
Note. Automatic revision is operative only for items that are defined as using automatic revisions on the Define Business Unit Item - Manufacturing: General page. The system uses the ECO schedule date to create revisions when mass maintenance is used in conjunction with an ECO. It uses the run date of the mass maintenance process to create revisions when mass maintenance is run as a standalone.
Component ID |
You must select a component if you selected a sequence type of Component on the BOM Mass Maintenance Code - Search page. Enter associated values that you want to add to the selected BOMs that meet the search criteria specified on the BOM Mass Maintenance Code - Search page. You can add multiple components per MMC. You can also add a placeholder item as a component. If the MMC is later applied to manufacturing BOMs that don't allow placeholders, then the process flags that BOM change as an exception, and the BOM won't be changed. |
Output Item and Output Type |
If you selected a sequence type of Output on the BOM Mass Maintenance - Search page, enter values and any additional required output data. |
Note. The values that you select on these pages are subject to the same validation checks that apply to any engineering BOM or manufacturing BOM component or output values. Some of these checks occur when you create the MMC, and the remaining validation checks occur at the time that the MMC is applied.
Access the Component Substitutes - Add page.
|
Click the Copy Substitute button to display all valid substitute items for the business unit. |
OK |
Click this button to add all valid substitute items for the business unit. |
If you don't want to add all valid substitute items for the business unit, enter each individual substitute item that you want to add, as well as the priority, from date, to date, and conversion rate for each substitute.
Note. Substitute items must be unique for the item. You cannot enter the same item twice as a substitute with different dates. For example, substitute A with effective dates from 01/01/99 to 02/01/99 and substitute A with effective dates from 02/01/00 to 08/30/00 couldn't be substitutes for the same item. In this case, define a different substitute for the second set of effective dates.
This section provides an overview of BOM mass changes and automatic revisions, lists common elements, and discusses how to:
Make mass changes by ECO.
Make mass changes by MMC.
Use assembly item options.
Select assemblies by items where used.
View mass maintenance exceptions.
You can make BOM mass changes, as well as create automatic revisions, in two ways: by ECO or by MMC. While the processing in each case is similar, the way in which you determine the assemblies to change differs.
Both mass maintenance processes can generate automatic revisions.
To create automatic revisions (no BOM changes) using mass maintenance by ECO:
Create the ECO.
Include items (make or buy) that you want to automatically revise and select the Auto Rev check box.
Run the mass maintenance by ECO process (an MMC isn't required).
The system creates a new revision effective on the ECO schedule date.
To update BOMs and create automatic revisions using the mass maintenance by MMC process:
Define the MMC using the BOM Mass Maintenance component.
Create the ECO.
Attach the MMC to one or more items on the ECO. (If the MMC is defined with the Auto Rev check box selected, and the ECO item is revision-controlled and defined to allow automatic revisions, the Auto Rev check box on the ECO is selected and cannot be cleared.)
Run the mass maintenance by MMC process.
The system creates a new revision, effective on the ECO schedule date.
Note. You can also include additional items on the ECO that aren't affected by the MMC but that are to be automatically revisioned. List them and select the Auto Rev check box on the ECO. When the mass maintenance process by ECO runs, it creates new revisions for these items as well.
To create automatic revisions using the mass maintenance by MMC process:
Define the MMC using the BOM Mass Maintenance component.
Run the mass maintenance by MMC process.
The system creates a new revision effective on the mass maintenance by MMC process run date.
Update Options |
Select from:
|
Staged BOM Data Options |
Select an option to determine what should be done with the data that was used during the Mass Maintenance process: Delete Stage Results: The system doesn't save the results of the Mass Maintenance process, and you cannot use the Mass Maintenance Staged BOMs component to view the changed BOMs or correct errors.
Stage Results: You can use the Mass Maintenance Staged BOMs component to:
If you stage results, select whether to run the Mass Maintenance process in report only mode. If you select this option, you can only view the results of the Mass Maintenance process using the Mass Maintenance Staged BOMs component. If you don't select this option, you can use the Mass Maintenance Staged BOMs component to view the staged BOMs, update errors, and submit corrected BOMs for reprocessing. |
Engineering validation |
Use the validation options to determine how the BOM should be validated. This option allows placeholders to be added to BOMs. |
Manufacturing validation |
This option is stricter than engineering validation, requiring that components both exist in the business unit and be approved. If you update manufacturing BOMs (by setting the BOM state to Manufacturing), then manufacturing validation is required. If you are updating engineering BOMs (by setting the BOM state to Engineering), the stricter manufacturing validation is optional. |
Access the Mass Maint ECO Options page.
You have two ECO options: you can enter only an ECO number range or both a number range and an ECO schedule date range.
The system uses the BOM MMCs that you specify on an ECO to make the mass changes and to create automatic revisions.
If the MMC on the ECO has been set to include automatic revisions, then the system also automatically creates revisions. Revisions are effective as of the ECO schedule date.
Note. Only items that have been defined as revision-controlled with automatic revisions (on the Define Business Unit Item - Manufacturing: General page) and that are also set up to use automatic revisions (on the BOM Mass Maintenance - Search page) are automatically incremented.
The system also uses the BOM code and BOM type that you specified on the ECO Maintenance - Items Affected page to determine the BOMs to change. If you left the BOM Code field blank, the MMC applies to all BOM codes. There can be one MMC for all BOM changes on an ECO, or there can be a different MMC for each BOM change on the ECO.
Note. When running the BOM Mass Maintenance process to create new revisions only, you must run the process with the update option of Validate and Update to create new revision numbers. Validate, in this context, means that all BOMs are valid for update (including no duplicate components and overlapping effectivity dates); it doesn't mean that the system checks for loops. To check for looping BOMs, you must run the BOM verification process after you have run the BOM Mass Maintenance process.
Error if BOM does not exist |
If you select this check box, and the ECO includes assemblies for which no BOM exists, an error is generated. |
For any manufacturing BOM or engineering BOM that is updated by the BOM Mass Maintenance process, the ECO Number field on the BOM and engineering BOM maintenance component details pages is updated with the ECO number used in this process. The ECO number shown on the component details is the last ECO number that updated the component on the assembly. The ECO button on the same page reflects any pending ECOs.
This process also updates the MMC status on the ECO Mass Maintenance page. For BOMs with errors, the system sets the status to Error. For BOMs that were updated, the status is set to Success. Finally, for BOMs that weren't affected by the MMC (that is, they didn't meet the search criteria), the system sets the status to No Affect.
If you resubmit this process against the same ECOs, the system processes only the BOMs whose mass maintenance status is either Pending, Error, or No Affect.
Any ECO items that were both successfully changed and were flagged with only a BOM change (no routing change) on the ECO Header or Items Affected page are released. If all items on the ECO are released, then the ECO itself is also released.
See Also
Maintaining BOMs by Revisions or Effectivity Dates
Access the Mass Maint Code Options page.
Unit and Mass Maintenance Code |
Enter values to apply to a range or list of assemblies. If the MMC has been set to include automatic revisions, the system also automatically creates revisions. Revisions are effective as of the run date of this process. Note. Only items that have been defined as revision-controlled with automatic revisions and also set up to use automatic revisions (with the BOM Mass Maintenance - Search page) are incremented. |
See Also
Access the Assembly Item Options page.
Item Options |
Select one of these options:
|
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Click the Search button to populate the List of Assembly Items field. |
Run |
Click to run this request. PeopleSoft Enterprise Process Scheduler runs the ENPMMAIN process at user-defined intervals. |
Access the Select Assemblies by Items Where Used page.
Search |
If you select Components Only, the system displays basic component information. If you select Outputs Only, the system displays basic output information, including output type, BOM code, output quantity, and effectivity dates. |
Sel (select) |
Select the check box for all the outputs to transfer to the main page. |
Search |
Click this button to populate the page. |
View |
Select either Indented or No-Indent. |
Comp Rev (component revision) |
This field appears if the component is revision-controlled. If you enter a component revision, the Select Assemblies by Items Where Used page returns all assemblies where that component is an exact match or where the current revision is used. If you leave the field blank, the system returns assemblies that use any revision of the component. |
ECO or ECR Maintenance Pages
If you have accessed this page from either the ECO or ECR maintenance pages, you can:
Change the BOM state to either Engineering or Manufacturing.
Select default ECO values.
These values include the ECO item type and whether the item requires a BOM change (BOM check box) or routing change (Rtg check box). When accessed from ECO maintenance pages, there is an additional default value called Rev Up. This check box is available only if you have selected a type of IMP and if you have selected the BOM check box.
Note. These are only default value; therefore, when the selected items are returned to the ECO, the Rev Up check box is selected only for the items that are auto-revision controlled.
Engineering Transfer or Process BOM Mass Maintenance by MMC Pages
If you have accessed this page from either the Engineering Transfer or Process BOM Mass Maintenance by MMC pages, then BOM state is unavailable for selection. BOM state reflects the selection that you made in the From/To field on the Transfer Selection page or the on the BOM Mass Maintenance Codes pages.
Search |
Values are:
|
Sel (select) |
If you selected Outputs Only in the Search field, select this check box for all components to transfer to the main page. If the component is revision-controlled, the Comp Rev field appears, and you can use it as part of the search. If you enter a component revision, the Select Assemblies by Items Where Used page returns all assemblies where that component is an exact match or where the current revision is used. If you leave revision blank on a revision-controlled component, this page returns assemblies that use any revision of the component Outputs Only: If you select this option, the system will display basic output information, including output type, BOM code, output quantity, and effectivity dates. You can then select the Sel check box for all the outputs that you want to have transferred to the main page. Then click OK. |
See Also
Entering ECO Header Information
Access the Mass Maint Except page.
Click the Count button to view the number of errors.
After you have reviewed the exceptions and made any needed changes to the BOMs or mass maintenance data, you can rerun the mass maintenance process.
If you ran mass maintenance in update mode by ECO, any ECO items that had errors are noted on the Maintain ECO Mass Maintenance page for each ECO BOM that had an error. If you rerun the mass maintenance process by ECO, the mass maintenance process attempts to apply changes to only those BOMs in error, as well as to any BOMs with a status of No Affect or any new BOMs added to the ECO with a mass maintenance status of Pending.
You can view the reasons why BOMs (displayed by item ID, BOM type, and BOM code) weren't changed by the BOM Mass Maintenance process.
Validation Checks
All requested changes made with either of the Process EBOM Mass Maintenance pages are validated before any engineering or manufacturing BOM changes are made. The system checks the interaction of all components and outputs on the product structure: these same checks are made within the BOM maintenance pages.
See the troubleshooting documentation on the PeopleSoft Enterprise Customer Connection website.
As part of the mass maintenance process, you can correct BOM messages with data errors using the Staged BOMs pages. You can view each BOM message and correct the errors using these pages. You can then change the status to Reprocess and submit the BOM for reprocessing immediately, or use the MMC Staged BOM process to reprocess a range of BOMs.
This section discusses how to:
View staged BOM status.
Correct staged BOM summary errors.
Correct staged BOM multiple output summary errors.
Page Name |
Object Name |
Navigation |
Usage |
EN_TRN_BOM_STAT |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, BOM Status |
View, and possibly update, the results from a BOM Mass Maintenance process. Note. You must have run the BOM Mass Maintenance process with the staged BOM data option of Stage Result. |
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EN_TRN_BOM_HDR |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, Summary |
View and update the results from a BOM Mass Maintenance process. |
|
EN_TRN_BOM_TEXT |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, Header, Assembly Text |
View and update the results from a BOM Mass Maintenance process. |
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EN_TRN_BOM_OUT |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, Header, Outputs |
View and update the results from a BOM Mass Maintenance process. |
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EN_TRN_BOM_CMP |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, Components, Component Details |
View and update the results from a BOM Mass Maintenance process. |
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EN_TRN_BOM_CMPDESG |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, Components, Reference Designators |
View and update the results from a BOM Mass Maintenance process. |
|
EN_TRN_BOM_CMPDIM |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, Components, Dimensions |
View and update the results from a BOM Mass Maintenance process. |
|
EN_TRN_BOM_SUB |
Engineering, BOMs and Revisions, EBOM Mass Changes, Update Staged EBOM Details, Components, Substitutes |
View and update the results from a BOM Mass Maintenance process. |
Access the Update Staged EBOM Details - BOM Status page.
BOMs tab
BOM State |
Displays Manufacturing or Engineering. The BOM state must be valid, or the system considers the message an error. |
BOM Code |
Assign a primary and up to 98 alternate BOMs. There must be a BOM code, or the system considers the message an error. |
Status |
Indicates the eligibility of this BOM for further processing. You can receive BOM error messages with any of these statuses:
|
BOM Type |
Indicates whether you have received a Production or Rework BOM. Production BOMs are used as the basis for manufacturing assemblies. Rework BOMs are used when you have a standard rework process where you include additional components to repair BOMs. The BOM type must be valid, or the system considers the message an error. |
If you are correcting multiple messages, you can manually change the status of each message to Reprocess after you've corrected the data. Then run the BOM Loader process to reprocess the data for multiple messages. The system changes Reprocess and New messages to the Complete status after confirming that there are no errors in the message.
To correct a single message, select the Reprocess check box to set the message status to Reprocess, and click OK or Apply to initiate the validation background process.
Messages
In the Messages scroll area, the system displays the error message, the result of the message, and the BOM details for the message.
This page lists of all the errors and warnings for the BOM, whether for the overall BOM, a specific component, or output. The Result column indicates the severity of the message. W indicates a warning and doesn't stop the BOM from being valid. E indicates an error and must be fixed for the BOM to be valid.
Access the Update Staged EBOM Details - Summary page.
Component ID, Comp Rev (component revision), Op Seq (operation sequence), Eff Date (effective date), Obs Date (obsolete date), Quantity, and Per |
You can change values for these fields. |
See Also
Access the Header - Outputs page.
For each output, you can change the output type, output item, source code, resource allocation percentage, and cost allocation percentage.
See Also
After you've viewed and corrected staged BOMs, run the MMC Stage Application Engine process (EN_BOM_MSG) to reprocess the BOMs.
Page Name |
Object Name |
Navigation |
Usage |
EN_RUN_BOMSTAGE |
Engineering, BOMs and Revisions, EBOM Mass Changes, Process Staged EBOMs, MMC Stage |
Reprocess corrected staged BOMs using the MMC Stage process. |
Access the MMC Stage page.
Update Options |
Select from:
|
Re-process any Errors |
If you are processing a large number of BOMs, you can correct the errors in the BOM pages but leave the status as Error. You can then select this check box while running the MMC Stage process, and the system reprocesses transactions with the statuses of New, Reprocess, and Error. If this check box is cleared, then only transactions with statuses of New and Reprocess are processed. This option is only applicable when Validate Only or Validate and Transfer is selected. |
Purge Stage and Error Records |
Select this check box to delete the error transactions from the staging table once you have run this process. If you select Validate and Transfer and you select the Purge Stage and Error Records check box here, then the BOMs are first validated and then transferred to the BOM tables. If any BOMs are invalid, the BOM tables won't be updated, but the BOMs are still deleted from the Stage and Error records. If you select None and you select the Purge Stage and Error Records check box here, then the BOMs won't be validated or changed. The Stage and Error records are purged. This combination can be used to clean up after you have completed processing BOMs. |
Run |
Click to run this request. PeopleSoftProcess Scheduler runs the MMC Stage process at user-defined intervals. |