Maintaining Bills of Material

This chapter provides an overview of bill of material (BOM) maintenance and discusses how to:

Define BOM items.
Maintain BOMs by revisions or effectivity dates.
Maintain revisions.
Maintain BOMs.

Understanding BOM Maintenance

PeopleSoft Enterprise Manufacturing enables you to define and maintain BOMs using the Maintain BOMs and Revisions component. However, before you begin, there are some prerequisites that you must address.

Prerequisites

Before you begin defining and maintaining BOMs, you must:

Add items.
Decide how to maintain BOMs for assembly items (by effectivity date or by revision).
Decide whether to verify BOMs online, and define manufacturing BOM default settings, including component revision default settings.
(Optional) Maintain revisions.
If you have a standard rework process that involves adding components, determine whether you need to create rework BOMs.
Consider the differences between single-output BOMs and multiple-output BOMs.
(Optional) Assign associated primary BOMs when you define multiple outputs.
Specify the calculated BOM quantity per assembly (QPA) precision.

In addition, to access the Revision Documents page, the Assembly Documents page, and the Component Documents page, you need to have PeopleSoft Enterprise Engineering installed along with its Documentum functionality. Select Set Up Financials/Supply Chain, Common Definitions, Documentum to access the Documentum Component Options page, where you can specify the function buttons that are available on the document-enabled pages.

If you have enabled PeopleSoft Enterprise Workflow, when a change is made to a BOM, the system uses the BOM Change workflow to notify the manufacturing engineer (or other defined role) that a change has been made to the BOM.

See Also

Setting Up Document Management Options

Integrating PeopleSoft Enterprise Manufacturing with Product Life Cycle Management Applications Using PDX 1.0 XML

Delivered Workflows for PeopleSoft Enterprise Manufacturing

Common Elements Used in This Chapter

BOM Type

Select the type of BOM that you are creating. Values are:

Production: BOM is used as the basis for manufacturing assemblies or end items.
Rework: BOM is a rework BOM, which you can create if you have a standard rework process that involves including additional components.

For example, if you have a repair kit of components that you always issue when an item is reworked, you can define that repair kit here. As with manufacturing BOMs (MBOMs), you can define a primary rework BOM and up to 98 alternates by creating BOM codes.

Rework BOMs are not required to create rework production IDs.

Defining BOM Items

Before you can add a BOM for an assembly or end item, the end item and its component items (including substitutes) must be defined within PeopleSoft Enterprise Inventory.

Once you've added the general attributes for the item, you must add the business unit-specific attributes within PeopleSoft Enterprise Inventory. In addition, specify whether an item is a purchased or manufactured item. Although you can add BOMs for both manufactured and purchased items, the system uses only a manufactured item's BOM for planning and cost management purposes. Therefore, to correctly plan for items that you both make and buy, you should set the source code of these items accordingly.

You can maintain BOMs only for owned or consigned inventory items whose books use the Standard Cost option as the costing method in PeopleSoft Enterprise Inventory. The components can be either owned or non-owned, and they can be either inventory or expensed items. In addition, you cannot control or manage the items using staged dates. Except for planning BOMs, you can add production and rework BOMs only for an item that is approved and defined as an inventory item with the source code Make, Buy, Floor Stock, or Expense.

See Also

Item Substitution

Adding Substitute Components

Structuring Your Cost Management System

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 don't 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:

Set options for maintaining BOMs.
Create rework BOMs.
Use multiple-output BOMs.
Assign associated primary BOMs.

Page Used to Maintain BOMs by Revision or Effectivity Date

Page Name	Object Name	Navigation	Usage
MFG Business Unit Options	BUS_UNIT_OPT_MG	Set Up Financials/Supply Chain, Business Unit Related, Manufacturing, Manufacturing Options, MFG Business Unit Options	Set up manufacturing business unit options.

Setting Options for Maintaining BOMs

Access the MFG Business Unit Options page.

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

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 don't 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 Enterprise Manufacturing or PeopleSoft Enterprise 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 clear 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 clear 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.

See Setting Up Manufacturing Business Unit Options.

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.
Cleared	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.

See Also

Defining and Maintaining Revisions

Verifying BOMs

Creating Rework BOMs

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.

Using Multiple-Output BOMs

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.

In this example, 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.

Multiple output BOM

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.

Assigning Associated Primary BOMs

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.

In this example, B is a co-product in two different processes:

Assignment of associated primary BOMs

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.

Specifying the Calculated BOM QPA Precision

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.

Defining and Maintaining Revisions

To create and maintain BOMs by revisions, use the REV Maintenance component (EN_REVISION_GBL).

You can maintain revisions; for example, you can define codes and the dates that the revisions become effective. You can also attach text, documents, and other files to revisions.

By defining revision codes, you determine the specific dates that revisions become effective. Therefore, before you maintain BOMs by revisions, you must define the revision codes. Additionally, to reference revisions for a component on a BOM, you must first define the component's revisions.

Note. Instead of predefining revision codes, you can generate revisions automatically. This feature, however, is available only through the BOM Mass Maintenance process.

See Also

Making Mass BOM Changes

Pages Used to Define and Maintain Revisions

Page Name	Object Name	Navigation	Usage
REV Maintenance - Detail	EN_REVISION	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Item Revisions, REV Maintenance, Detail	Define revision codes and determine the date that those revisions become effective.
REV Maintenance - Text	EN_REV_TEXT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Item Revisions, REV Maintenance, Text	Enter text that you want to associate with a revision.
REV Maintenance - Documents	EN_REV_DC	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Item Revisions, REV Maintenance, Documents	Associate, view, and manage pertinent revision documents in the document management system that is embedded in the PeopleSoft Enterprise system. Note. You must have PeopleSoft Enterprise Engineering installed to access this page.
REV Maintenance - Attachments	EN_REV_ATT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Item Revisions, REV Maintenance, Attachments	Associate attachments with an item revision.

Defining Revision Codes

Access the REV Maintenance - Detail page.

Rev (revision) and Eff Date (effective date)

Enter values for each revision code that you're defining.

Although you can enter as many user-defined revisions as you want, there can be no overlapping dates and no gaps between revision dates for a specific item.

Note. You cannot use the same revision multiple times for an item. Also, you cannot delete a revision if it's tied to an item or one of its BOM components or if it appears on a production order or an ECO. If a component is used on a BOM or an ECO and you attempt to change revision dates for the component, the system displays a warning.

In the following example, you can see how existing revisions and BOM effectivity dates are affected when you manually insert a revision (or when the system automatically inserts a new revision). The obsolete date of the preceding revision must be the day before the effective date of the newly inserted revision. Also, if an obsolete date for a revision changes because a new revision is inserted, the obsolete date is also changed on any BOM where it appears.

In this example, a revision-controlled item called LT5000 has these revisions:

Revision	Effective Date	Obsolete Date
AA	01/01/1900	12/31/1996
BB	01/01/1997	12/31/1997
CC	01/01/1998	12/31/1998
DD	01/01/1999	12/30/2099

In addition, LT5000 has this BOM:

Component	Effective Revision/Date	Obsolete Revision/Date
A001	AA (01/01/1900)	CC (12/30/1998)
A002	AA (01/01/1900)	DD (12/30/2099)
A003	AA (01/01/1900)	-- -- (12/31/2099)

If you add a new revision named CCC on 05/01/1998, then revisions and their underlying effectivity dates change. In addition, component BOMs also reflect this change. This table shows these changes:

Revision	Effective Date	Obsolete Date	Note
AA	01/01/1900	12/31/1996	N/A
BB	01/01/1997	12/31/1997	N/A
CC	01/01/1998	04/30/1998	The obsolete date is changed to the day before the effectivity date of CCC (the new revision).
CCC	05/01/1998	12/31/1998	The new revision is added on 05/01/1998.
DD	01/01/1999	12/31/2099	N/A

The BOM is now as follows:

Component	Effective Revision and Date	Obsolete Revision and Date
A001	AA (01/01/1900)	CC (04/30/1998): The BOM is modified to reflect changes to revision effectivity dates.
A002	AA (01/01/1900)	DD (12/30/2099)
A003	AA (01/01/1900)	-- -- (12/31/2099)

Although the obsolete revision (CC) remains the same, the BOM obsolete date is changed to the new obsolete date of CC.

When a revision-controlled item is specified in production, the system selects components by determining which revision is in effect at the start date or due date of production and which components are in effect for that revision. The system uses the production start or due date to determine which components for the revision are in effect. This is also true when a revision-controlled item has phantoms. You can build to an older or a future revision by selecting a particular revision for the item. When an alternate revision is specified, the system uses the product structure associated with that revision.

You can also maintain revisions for component items. When adding a revision-controlled component to a BOM, the component revision field becomes accessible to allow entry of the component's revision.

Note. If you have cleared the Components Align with Revision option on the MFG Business Unit Options page, you receive a warning regarding components that are not aligned when you change dates of existing revisions. This warning occurs when the change in a revision date causes any existing nonaligned components on BOMs to move to a different revision number based on the date changes that you make. Any affected components are displayed in the REV Maintenance component so that you can address them manually if needed.

Specifying Revision Attachments

Access the REV Maintenance - Attachments page.

File Ext (file extension)	Select the type of media to attach.
Document ID	Enter the file name.
	Click the Attachments button to launch the multimedia object attached to the revision.

Note. Attachments have no integration or relation to the embedded document management functionality. They are most useful if you aren't using the document management functionality.

Maintaining BOMs

To create and maintain BOMs, use the BOM Maintenance component.

You can create and maintain the product structure for a manufactured item at a detailed level. You can define multiple outputs and add text, documents, or attachments for an assembly or for the components associated with an assembly. You can also create reference designators and component item substitutes.

You can create BOMs only for existing assembly items that are either owned or consigned and approved and whose source code is set to either Make or Buy. Additionally, you can maintain BOMs only for assemblies or end items if the Used in MFG check box is selected for them on the Define Business Unit Items - General: Costing page.

All assembly, output, and component items must use a standard cost profile for all of their books. Components can be owned or non-owned or non-owned and consigned with a source code of Make, Buy, Floor Stock, or Expense.

In addition to creating a primary BOM (with a BOM code equal to 1), you can specify up to 98 alternate BOMs by entering additional BOM codes (greater than 1) in the dialog box that appears when you access the Manufacturing BOMs component.

When you need to do additional or repair work on a completed assembly, you can create rework BOMs. This is especially useful if you have a standard rework process that requires additional components. As with manufacturing BOMs, you can define a primary rework BOM and up to 98 alternates using BOM codes. You create rework BOMs by selecting Rework as the production type when adding a BOM on the Manufacturing BOMs component. Rework BOMs are always single-level BOMs. Also, PeopleSoft Enterprise Cost Management does not include rework BOMs in cost maintenance. The rework BOM does not include the assembly being reworked as a component. In PeopleSoft Enterprise Manufacturing, when you firm up or release the rework production ID, the system copies the rework BOM to create a component list and automatically adds the assembly being reworked. Rework BOMs cannot include multiple outputs; the system automatically includes the assembly being reworked as an output when production is created.

When you add a BOM for an item or change any attribute of an existing BOM, you can have the system send a workflow notification to the selected roles that you've defined—such as engineering manager or cost accountant.

See Also

Displaying Bills of Material

Delivered Workflows for PeopleSoft Enterprise Manufacturing

Common Elements Used in This Section

BOM State

Select a BOM state. Values are:

Engineering: Select to view EBOMs.
Manufacturing: Select to view MBOMs.

Verify BOM

Indicates whether the system performs online loop checking. Set this option at the manufacturing business unit level on the MFG Business Unit Options page.

On the MFG Business Unit Options page, you can elect to always verify online or never verify online. The check box on the Engineering BOM Summary page reflects the manufacturing option that you select.

If you select to always verify online, the system checks for looping BOMs as you maintain the assembly's or end item's bill. This prevents you from adding the end item as one of its own components at this level or any lower levels. If you select Never Verify Online, loop-checking runs as a deferred process.

Pages Used to Maintain BOMs

Page Name	Object Name	Navigation	Usage
Manufacturing BOMs - Summary	EN_BOM_MAINT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Summary	Maintain all components that make up a particular manufacturing BOM for an assembly in a specified business unit. You can create and maintain a rework BOM to define a standard kit of components for use in repair. You can also indicate which components can be recovered if the assembly can be torn down into component parts. Note. You'll maintain BOMs one level at a time.
Header: Assembly Text	EN_BOM_TEXT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Header, Assembly Text	Associate text with an assembly.
Header: Assembly Attachments	EN_BOM_ATT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Header, Assembly Attachments	Associate attachments with BOMs.
Header: Assembly Documents	EN_BOM_DC	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Header, Assembly Documents	Associate, access, and manage pertinent assembly BOM documents in the document management system that is embedded in the PeopleSoft Enterprise system. Note. You must have PeopleSoft Enterprise Engineering installed to access this page. See Managing Documents.
Header: Outputs	EN_BOM_OUTPUTS	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Header, Outputs	Enter output information.
Header: Vendor Access List	EN_SS_BOMVND_LST	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Header, Vendor Access List	Access a current list of vendors who have access to a specific item. Note. You must have PeopleSoft Enterprise Engineering installed to access this page.
Header: Send Email to Vendors - New Message	EG_IC_EMAIL	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Header, Vendor Access List Click the Send Email to Vendors link on the Manufacturing BOMs - Header: Vendor Access List page. Engineering, BOMs and Revisions, Maintain EBOMs and Revisions, Engineering BOM Maintenance, Header, Vendor Access List Click the Send Email to Vendors link on the Manufacturing BOMs - Header: Vendor Access List page.	Send email to vendors. Note. You must have PeopleSoft Enterprise Engineering installed to access this page.
Components: Component Details	EN_COMP_MAINT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Component Details	Add details for each assembly BOM component.
Components: Text	EN_COMP_TEXT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Text	Attach and maintain component text.
Components: Attachments	EN_COMP_ATT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Attachments	Associate attachments with components.
Components - Documents	EN_COMP_DC	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Documents	Associate, access, and manage pertinent component documents in the embedded document management system. Note. You must have PeopleSoft Enterprise Engineering installed to access this page. See Managing Documents.
Components: Reference Designators	EN_COMP_DESIG	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Reference Designators	Associate designators to a component of an assembly item.
Components: Dimensions	EN_COMP_DIM	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Dimensions	Specify and maintain BOM component dimensions.
Components: Substitutes	EN_COMP_SUB	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Substitutes	Add substitute components. Note. Substitutes must be defined and approved in PeopleSoft Enterprise Inventory.
Components: Copy Business Unit Substitute Items	EN_BOM_SUB_ITEM_SP	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Manufacturing BOMs, Components, Substitutes Click the Copy BU Substitute Items button.	View valid substitutes for the component, and copy the substitutes to the BOM.

Maintaining BOM Summaries

Access the Manufacturing BOMs - Summary page.

Note. When BOMs are complex and deep, run the BOM Verification process and set BOM verification to Never Verify Online to improve BOM maintenance performance. Use the batch BOM Verification Request page.

Header Information

BOM Type	Select the type of BOM you're creating. Values are: Production: Use manufacturing BOMs as the basis for manufacturing assemblies or end items. Rework: Create rework BOMs when you have a standard rework process that involves adding components. For example, if you have a repair kit of components that you always issue when an item is reworked, you can define that repair kit here. As with manufacturing BOMs, you can define a primary rework BOM and up to 98 alternates by creating BOM codes. Rework BOMs aren't required to create rework production IDs. Note. You cannot add the end item to the rework BOM as a component. The system assigns the reworked item as a component when you release a rework production ID in PeopleSoft Enterprise Manufacturing.
BOM Qty (BOM quantity)	When BOMs contain a single-item output, you can use the BOM quantity in a particular way. The BOM quantity acts a scaling device that enables you to enter a product structure when the end item's specifications are in a base greater than 1 unit. The BOM quantity is the expected output quantity after all operation yield loss occurs. You determine the assembly quantity to which the system applies the components' quantity per assembly or per order. If the BOM quantity is greater than 1, enter the component quantity for the BOM quantity. If you set the BOM quantity to 1, the component quantity is the amount of the component required to make one unit. When BOMs contain multiple outputs, you use the field differently. If a primary item and its co-products are specified as output items on the BOM, the BOM quantity must match the primary item's average order quantity (AOQ) as defined in the Define Business Unit Item - Manufacturing: General page. If you change the BOM quantity, the system prompts you to update the AOQ with the newly entered BOM quantity. Keeping the two quantities in sync ensures correct costing of the output items. For serial-controlled items, the BOM quantity must be a whole number. The PeopleSoft Enterprise system supports a calculated QPA precision of four to ten places to the right of the decimal point, depending on the installation setting on the Manufacturing Installation Options page in Set Up Financials/Supply Chain.
Sort Option	Select one of these values: Component Effectivity Op Sequence (operation sequence) Pos Number (position number)
Component ID	Select the component that you want to add to the BOM.
	Click the View Related Links button to access the Item Search Criteria page to locate a different item. Note. A component cannot be the same as its parent, and you cannot have overlapping effectivity dates for the same component. Furthermore, you cannot add staged date-controlled items and configured items as components on BOMs. When you add a component with item status of Hold or Discontinue, the system displays a warning message. Similarly, when updating components with item status of Hold or Discontinue, you will receive a warning message when saving the page. In both cases, the warning message does not prevent you from performing the action. Note. You cannot add an item with the status Inactive.
Comp Rev (component revision)	Indicates whether any component on the bill is under revision control. For items under revision control, you can associate a specific component revision with the assembly item. Depending on how you set business unit-level manufacturing options on the MFG Business Unit Options page, the system allows you to leave the Comp Rev blank, select a default value, or select a different component revision for each revision-controlled component. If the system is set up to default component revision, the Comp Rev column initially displays the current revision. When you enter effective dates, the revision is updated with the component revision effective on the date specified.
Op Seq (operation sequence)	Indicate where in the manufacturing or rework process you need the component. The operation sequence refers to an operation on the assembly item's routing. For manufacturing BOMs, this is the item's production routing, and for rework BOMs, it's the item's rework routing. The default operation sequence is 0 which is the first operation of the manufacturing or rework process. If you set the operation sequence for all items to 0, the system treats all items as required at the beginning of production. Therefore, the items need to be issued at the start of the first operation. You define operation sequence on the item's routing by using the Routing Definition Summary page. When maintaining the BOM, you can select any operation on the assembly item's routing. Once the routing has been established, the system lists the valid operation sequences for all corresponding routing codes and routing types in the operation sequence Detail column. For production BOMs, the system displays operation sequences only for production routings. For rework BOMs, the system displays operation sequences only for rework routings. Note. If a master routing is in use, then valid operation sequences include all manufacturing sequences associated with the item's master routing. Because a work center is associated with the routing's operation, PeopleSoft Enterprise Manufacturing uses the operation information to determine the work center to which the component must be delivered. When the component's issue method is Issue or Replenish, the component is issued to the work center, and it is stocked in and consumed from the work center's WIP location storage area. When the component's issue method is Kit, the work center is still used as the indicator for material delivery. The production ID, however, is charged directly for the component and is not consumed from the WIP location. If the operation sequence specified for the component is 0 or does not exist on the routing, the system treats the material as required for the start of production. It issues the material to the work center associated with the production area where the item is being built. When the operation sequence is set to 0, it is assumed that the component item is used at the first operation. If you enter the BOM before the routing, you can return to the BOM Summary page and add the relevant operation sequence after entering the routing.
Eff Date (effective date) and Obs Date (obsolete date)	Enter dates for the components of the assembly item. When replacing a discontinued (use-up) item on the BOM, the obsolete date of the discontinued item and the effective date of the replacement item must be manually set to the same date. Use the projected use-up date generated in PeopleSoft Enterprise Supply Planning as the suggested obsolete date. If you are using revisions, enter valid revisions in the Eff Rev (effective revision) and Obs Rev (obsolete revision) fields. Note. These fields refer to the effective and obsolete revisions of the assembly, not the component in the assembly. The obsolete date or revision must be later than the effective date. The component is effective from the start date (or beginning time) of the effective revision through the end date (or end time) of the obsolete revision.
Quantity	Displays the quantity of the component required for the BOM. You can override this value if necessary.
Std UOM (standard unit of measure)	The system displays the standard UOM for this BOM component.
Per	Values are: Asy (assembly) Ord (order) This field determines the number of each component that is needed in the parent assembly to manufacture or rework the specified batch quantity. If the quantity is per assembly, the quantity represents the number of that component required to manufacture one end item. If the quantity is per order, it indicates that the component quantity is a fixed amount, regardless of the production quantity. Additionally, if the component is serial-controlled, the Quantity Per field must be a whole number. To provide greater flexibility when defining MBOMs, the system doesn't require the Quantity field to follow the quantity precision rules defined for the item. The system displays a warning if you define a decimal quantity value for an item whose quantity precision value is a whole number. For example, if one B0004 component is required to make two assemblies called A0001, when you define the BOM, the QPA for B0004 would be 0.5. When the system applies the rounding rules to the QPA, it rounds the QPA for B0004 to 1, thereby inflating production costs. While the Quantity Per field can be maintained with a precision of four places to the right of the decimal, a calculated QPA can be defined with a precision from four to ten decimal places. Calculated QPA is determined as (Component QPA) ÷ (BOM Qty). This calculated QPA is used to determine the assembly items' cost and to plan and schedule components.

Details tab

Pos (position)	(Optional) Enter a position number. This can be a number associated with a component on a BOM drawing or on a list of all components that appear on a BOM.
Yield	Displays the expected yield for the BOM component. If you are adding a new component, you can enter the expected yield.
Source Cd (source code)	Displays the source code associated with the component.

Engineering Considerations

If you are using PeopleSoft Enterprise Engineering and outstanding ECOs are pending for the item, the system displays the ECO button next to the assembly item ID if you've checked the ECO Pending Alert check box on the ECO Item Status page. Click the ECO button to view information about the pending ECOs associated with the item.

See Also

Defining and Maintaining Revisions

Defining Work Centers

Maintaining BOMs by Revisions or Effectivity Dates

Understanding Component Issue Methods

Structuring Routings

Specifying BOM Assembly Attachments

Access the Header: Assembly Attachments page.

Document ID	Enter the file name for the attachment.
File Ext (file extension)	Select the type of media that you want to attach.
	Click the Attachments button to launch the multimedia object attached to the revision.

Note. You must set up file extensions on the File Locations page in Set Up Financials/Supply Chain.

See Also

Defining File Locations

Defining BOM Outputs

Access the Header - Outputs page.

Output Summary Tab

BOM Qty (BOM quantity)

Displays the default information from the Manufacturing BOMs- Summary page, but you can change the quantity here.

The detail portion of the page contains the end item as the item with the Primary output type, and this cannot be deleted. If you aren't maintaining multiple outputs, you can simply bypass this page and the primary item is defined as the only output.

When there is only one output for a BOM (the primary output), all fields in the row are unavailable, with default settings of the beginning time to the end time for the effectivity dates, 100 percent for the percentage fields, and output quantity set to 1.

However, if another co-product is inserted, the primary item's allocation percentage and cost percentage fields are accessible.

Conversely, if all the co-products are deleted from the BOM, all the fields on the primary item, except the output quantity, are unavailable for input and set back to the defaults.

If you are maintaining a rework BOM, this page lists only the reworked item as the end item.

Note. You cannot define co-products or by-products with rework.

Adding Outputs

Output Type

Select the type of output that you are adding. Values are:

Co-Product
Primary
Recycle
Teardown
Waste

Note. You cannot add more than one primary product.

If you have only one output on this BOM, then it is automatically the primary output.

A co-product is an item that is produced as part of the manufacturing process along with the primary output. It shares the cost of the process, and there may be independent demand in Planning for this item. Examples of co-products are orange juice and orange concentrate in drink-processing.

If the item is a co-product, the system checks to see whether the item's associated primary item is the item itself. (This is the default.) The system then prompts you to update the co-product's associated primary to this primary assembly item.

A by-product can be a waste product that needs to be disposed of, or it can be a recycle by-product that can be used as an input to other processes (for example, orange pulp). The by-product is incidental to the process and has either a relief (negative) cost for recycle by-products or a disposal (positive) cost for waste by-products.

Waste by-products might also have no cost associated with them. There would probably not be independent demand for by-products. Examples of recycle by-products are orange pulp.

Output Item

The item must be an existing, inventory, and standard costed item.

Output items cannot be floor stock or expense items.

Click the Item Search button to access the Item Search Criteria page to locate a different item.

A number of restrictions apply to the Output Type and Output Item fields:

An item cannot be a co-product and by-product on the same BOM.
A primary item cannot be added to or deleted from a BOM.

The system always automatically adds the assembly or end item for which the BOM is created as the primary output item.
By-product items must have the source code Buy.
Co-product items must have the source code Make.
Co-product items cannot be phantom or configured items.
A co-product item cannot be the same as the primary item.
An item cannott be both a co-product and a component on the same BOM.
An item can be both a by-product and a component on the same BOM.
As long as the effectivity dates don't overlap, the item can exist as a by-product more than once on the BOM—at different operations or at the same operation.
An item cannot be both a waste and a recycle by-product on the same BOM.
Additional outputs cannot be added to rework BOMs, phantom BOMs, or configured-item BOMs.

Operation Sequence

The operation sequence is inaccessible for any co-products because the co-product can be generated only at the last operation. You can specify operation sequences for by-products. If the operation sequence specified on the output doesn't exist on the routing chosen for production, then it's assumed that the by-product is generated at the last operation on the routing.

The operation sequence functions in a similar fashion for outputs as it does for the components. However, for components, an operation sequence of 0 means that it is needed at the first operation. For outputs, an operation sequence of 0 means it is generated at the last operation.

The effectivity dates and revisions behave similarly to component dates. If the assembly item is revision-controlled by revision, then the effective revision and obsolete revision are displayed. On the other hand, if the assembly item is revision-controlled by date, then the effective date and obsolete date are displayed. For the primary item and any co-products, these fields show the beginning time (01/01/1900 or ---) and the end time (12/31/2099 or ---), and they are display-only. Only by-products have editable effectivity dates.

Output Qty (output quantity)

Enter the quantity. The default quantity for the primary item appears, but you can change it if there are additional co-products.

You must enter a quantity for each output.

Primary and co-product quantities are expressed in relation to the BOM quantity. By-product output quantities are expressed in terms of the expected operation start quantity.

For single-output BOMs (no co-products), the BOM quantity on the primary item needs to be the same as the output quantity. Therefore, if you change the BOM quantity, the system checks to see if the primary item is the only co-product on the BOM. If so, the system updates the primary item's output quantity to the BOM quantity.

If the BOM already contains additional co-product outputs, and you delete all the additional outputs from the BOM, the system displays a warning that the primary output quantity will be reset to the BOM quantity.

In addition, if the output quantity is used, it should be identical to the item's average order quantity defined in the Define Business Unit Item - Manufacturing: General page.

Note. For multiple output items, the BOM quantity for the batch BOM item must match the average order quantity that is defined for the item.

Std UOM (standard unit of measure)

The system uses the output item's standard UOM.

Note. Because co-products can have different UOM values, the quantities for all the co-products do not need to add up to the BOM Quantity.

Output Qty Per (output quantity per)

This display-only field is available for co-products only. Values are:

Asy (assembly): This indicates that the output quantity has a relationship to the BOM quantity.

If the output quantity for a BOM quantity of 200 is 3, and you produce a batch with a quantity of 400, it's expected that the output quantity would be 6.
Ord (order): This indicates that the output quantity is a fixed amount, regardless of the BOM or batch size.

The quantity code for the co-products is based on assembly and cannot be changed.

Attributes Tab

Res % (resource allocation percentage)

Use this field to determine how much of the BOM quantity each co-product represents. It is used during completions to determine the percentage of the components that is consumed for each co-product and primary item.

Cost % (cost allocation percentage)

Use this to distribute the cost across the co-products. The cost percentage indicates the percentage of the total batch costs to be applied to the primary item or co-products.

By having two percentages, the resource allocation and cost can be distributed differently for each co-product.

Note. You cannot set the Res% or Cost% field to 0.

Resource Allocation Percentage Example

In this BOM structure, the quantity of the primary output item 6000) equals 60 gallons and quantity of the co-product (item 6001) equals 30 pounds. The resource allocation percentage for the primary and co-product does not need to be proportional to the output quantity, and it can be set to any percentage, as long as it totals 100 percent.

For this structure, the percentages are set to 60 percent for item 6000 and 40 percent for item 6001.

Multiple BOM outputs and resource allocation percentages

Effect of Resource Allocation Percentages During Completions

When recording completions for co-products, the system uses the resource allocation percentage to determine what proportion of the batch quantity is consumed. For example, if you did a partial completion of 15 pounds of item 6001, the proportion of the batch quantity completed would be:

(15/30) × 40% = 20% of batch

This would translate into a consumption of 20 percent of components, earned labor hours, and other related production costs. The system also uses the resource percentage on BOM inquiries to illustrate how much material each output uses when exploding down the levels.

The resource allocation percentage enables the outputs to be in different UOMs because the percentage specifies the relationship between the co-products, the primary item, and the batch quantity.

Note. For each type of percentage, the total of all primary andco-product percentages must add up to 100 percent. For a single primary item (no co-products), both of these percentages are set to 100.

Defining Vendor Access Lists

Access the Header: Vendor Access List page.

Vendors Associated with BOM	Displays all vendors that have been granted access to the specific item and its associated BOM.
BOM Access by Vendor	Click to access the BOM Access by Vendor page.
Send Email to Vendors	Click to send email. The email message contains two URLs. One URL sends the recipient to the Manufacturing BOMs - Summary page in PeopleSoft Enterprise Manufacturing, and the other URL sends the recipient to the Bill of Material inquiry page in PeopleSoft Enterprise Engineering.

Sending Email to Vendors

Access the Header: Send Email to Vendors - Email Message page.

If you have PeopleSoft Enterprise Engineering installed, the default vendor email address appears in the To field. In the case of ECRs and ECOs, the email message is sent to all vendors who have access to the affected item. In the case of MBOMs and EBOMs, the message is sent to the item itself. You can delete email addresses from the address field if you want.

Next, enter standard recipient email information in the cc, bcc, and Email Subject fields.

If you have PeopleSoft Enterprise Manufacturing and PeopleSoft Enterprise Engineering installed, all email fields provide the recipient with two URLs. In many cases, one is a URL to the page from which the email was sent, and the other is to a parallel page.

If you do not have PeopleSoft Enterprise Engineering installed, the system provides only one URL for the PeopleSoft Enterprise Manufacturing pages.

This table displays each page from which you can send email notifications. It also describes the URL destinations provided to the recipient. If PeopleSoft Enterprise Engineering is not installed, you cannot send email from a PeopleSoft Enterprise Engineering page or receive a PeopleSoft Enterprise Engineering URL destination.

Email Notification's Originating Page	URL Destination Page
Bill of Material inquiry page in PeopleSoft Enterprise Engineering	Bill of Material inquiry in PeopleSoft Enterprise Engineering Manufacturing BOMs- Summary in PeopleSoft Enterprise Manufacturing (if the BOM is a manufacturing BOM) or Engineering Manufacturing BOMs- Summary in PeopleSoft Enterprise Engineering (if the BOM is an EBOM)
Change Request Detail page in PeopleSoft Enterprise Engineering	Change Request Detail page in PeopleSoft Enterprise Engineering ECR Maintenance - Header page in PeopleSoft Enterprise Engineering
Change Order Detail page in PeopleSoft Enterprise Engineering	Change Order Detail page in PeopleSoft Enterprise Engineering ECO Maintenance - Header page in PeopleSoft Enterprise Engineering
ECO Maintenance - Header page in PeopleSoft Enterprise Engineering	ECO Maintenance - Header page in PeopleSoft Enterprise Engineering Change Order Detail page in PeopleSoft Enterprise Engineering
ECR Maintenance - Header page in PeopleSoft Enterprise Engineering	ECR Maintenance - Header page in PeopleSoft Enterprise Engineering Change Request Detail in PeopleSoft Enterprise Engineering
Approve ECO page in PeopleSoft Enterprise Engineering	Change Order Detail in page PeopleSoft Enterprise Engineering ECO Maintenance - Header page in PeopleSoft Enterprise Engineering
Manufacturing BOMs- Header: Vendor Access List page in PeopleSoft Enterprise Manufacturing	Engineering Manufacturing BOMs- Summary page in PeopleSoft Enterprise Engineering Bill of Material inquiry in PeopleSoft Enterprise Engineering
Engineering Manufacturing BOMs- Header: Vendor Access List page in PeopleSoft Enterprise Engineering	Manufacturing BOMs- Summary page in PeopleSoft Enterprise Manufacturing Bill of Material inquiry page in PeopleSoft Enterprise Engineering

Note. The sender of any email notification can always edit the distribution list and the URLs in the message. Also, even though recipients may receive URLs, they must have the necessary privileges to access the system.

Maintaining BOM Component Details

Access the Components: Component Details page.

Note. When you add a component with the item status Hold or Discontinue, the system displays a warning message. Similarly, when you update components with the item status Hold or Discontinue, the system displays a warning when you save the page. In both cases, the warning message does not prevent you from performing the action.

Sort Options	Select how you want to view components. Values are: Component Effectivity Op Sequence (operation sequence) Position Number
Comp Rev (component revision), BOM Qty (BOM quantity), Op Seq (operation sequence), Eff Date (effective date) or Eff Rev (effective revision), Obs Date (obsolete date) or Obs Rev (obsolete revision), and Quantity	These defaults come from the BOM Summary page, but you can change the values here at the component level. Note. If a component itself is a revision-controlled assembly, you cannot enter a revision for the item. The column is not accessible, and the current revision is always used. This ensures consistency with PeopleSoft Enterprise Cost Management and PeopleSoft Enterprise Supply Planning, which use the current assembly revision when exploding assemblies.
Pos (position)	(Optional) Indicates a position number. This can be a number associated with a component on a BOM drawing or on a list of all components that appear on a BOM.
Per	Select either Asy (assembly) or Ord (order). For the quantity, if you set the Per field to Asy, then when the system determines component requirements in PeopleSoft Enterprise Supply Planning, it divides the quantity per by the BOM quantity and multiplies that result by the demand or order quantity. If you set the Per field to Ord, the system uses the quantity per order regardless of the demand quantity or order size. A quantity per order (QPO) is a fixed amount, regardless of the order size. If the QPO is 100, then the quantity issued to production is 100 regardless of whether an order is for 1 item or 500 items. Note. The quantity per assembly may be different for original items and their substitutes.
QPA (quantity per assembly)	PeopleSoft Enterprise Manufacturing supports a calculated QPA precision rounded from four to ten decimal places. The calculated QPA is displayed next to the Quantity field. Calculated QPA is determined as (Component QPA) ÷ (BOM Qty). So, for example, if a calculated QPA results in 6.54321, and the installation rounding precision is set to four places, the system recognizes this as 6.5432.
Phantom Item and Serial Control	These display-only fields are the defaults from the PeopleSoft Enterprise Inventory item definition.
Yield	Enter a value; the default is 100. Component yield is the expected percentage of usable components within a batch of components issued to production. If you know that components can be damaged during the issuing or assembly process, you can account for that loss here. A 100 percent yield means that the entire quantity of the component is usable and none will be scrapped. A yield of 90 percent yield means that 10 percent of the component issued will be unusable or scrapped. The system uses the component yield setting in PeopleSoft Enterprise Supply Planning and PeopleSoft Enterprise Cost Management processes. In PeopleSoft Enterprise Supply Planning, it inflates component requirements to account for the expected loss during the assembly process. When scheduling the number of components to be used in production, the system divides the required quantity by the component yield value to derive the scheduled quantity. For example, if an assembly has a demand of 100 units, and the quantity per assembly is 1 with a component yield of 90 percent, then planning requires 111 components (100 ÷ .90). If the expected 10 percent yield loss occurs, 11 components (111 × .10) are unusable, leaving you with the original required 100 components. When calculating the cost of the assembly, the system includes the component yield loss, thereby increasing the cost contribution of the component. Note. The system doesn't support component yield for components expressed in quantity per order.
ECO Number	This display-only field indicates that the BOM was updated using the PeopleSoft Enterprise Engineering BOM Mass Maintenance by ECO process (ENPMMAIN). The number displayed is the last ECO number that updated the component on the BOM. If no ECO has been run against this component on this BOM, this field is blank.

Subcontracting

PeopleSoft Enterprise Manufacturing can handle all subcontracting and nonsubcontracting scenarios, including those in which:

You handle manufacturing in house, and you supply all components.
A subcontractor supplies some of the components, and outside processing is performed.
The customer supplies some of the components, and you are the subcontractor.

Occasionally, you may want to maintain the full product structure of the assembly item, even though you don't provide all the components necessary to manufacture the item.

Subcontract Supply	Select if an outside vendor supplies part of the manufacturing process and the component is supplied by the outside vendor.
Non-Owned Item	Select if you don't own the component, and you want to indicate that the customer supplies the component.

In a typical scenario, you send a partially completed assembly to a subcontractor who then adds a component and returns the altered assembly. This has planning, production, and costing implications. When exploding demand for components stemming from an assembly requirement, the system doesn't include subcontracted supplied components. Scheduling components for production also excludes subcontracted supplied components. These subcontracted components are not included in the production picking plan or issued to a WIP location storage area. For the purposes of costing, subcontracted supplied components aren't included in the assembly cost.

This table describes the Subcontractor Supply and Non-Owned Item field combinations:

Field Selection	Description
Subcontract Supply and Non-Owned Item are both selected.	A subcontractor supplies the component.
Subcontract Supply is cleared, and Non-Owned Item is selected.	You are the subcontractor, and the customer supplies the component.
Subcontract Supply and Non-Owned Item are cleared.	You supply the component.
Subcontract Supply is selected and Non-Owned Item is cleared.	This is not a valid combination.

Teardown

Select to indicate whether the component is an output from a teardown order.

When you select the check box, the system designates the component as a teardown output. If you don't select the check box, this indicates the component won't be an output of a torn-down assembly.

The Teardown check box applies only to teardown orders.

When you create a teardown order based on a BOM for this item, the system copies the teardown components on the BOM to the teardown output list when released to production. This enables the system to keep teardown outputs in sync with component changes in the manufacturing BOM.

However, the Teardown check box on the BOM is also copied down to the component list for regular production IDs (as the original production ID). That way, if you tear down based on an original production ID, the system can determine which components are used as outputs. The Teardown check box on the component list on the original production ID determines the structure of the teardown output list for the teardown production ID.

If you selected the Default Teardown BOM Component option on the Manufacturing Business Unit Options page, the system designates all components as teardown outputs on all BOMs for all items in the business unit. For all items where this default is in place, the system selects the Teardown check box when you add a component to a BOM.

Teardown components cannot be subcontractor-supplied because those components aren't tracked within PeopleSoft Enterprise Manufacturing.

Note. Only items with a source code of Make or Buy can be teardown components.

See Also

Maintaining BOM Summaries

Setting Up Manufacturing Business Unit Options

Adding Reference Designators

Access the Components: Reference Designators page.

Reference Designators

You can associate an unlimited number of reference designators with a component of an assembly item. The designator is any alphanumeric code that you can use to determine where a component is placed in an assembly. The electronics industry often uses reference designators for positioning components on circuit boards.

Enter a reference designator up to 20 characters long. You can use it in relation to quantity per assembly. For example, if five pegs need to be placed in a board, you can give each its own reference designation to aid in positioning.

Adding Component Dimensions

Access the Components: Dimensions page.

Production Specifications

These default values come from the item definition in PeopleSoft Enterprise Inventory, but you can change them for the component.

Adding Substitute Components

Access the Components: Substitutes page.

Substitute Item ID

Select the component that you want to add.

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 could not be substitutes for the same item.

In this example, you would need to define a different substitute for the second set of effective dates.

Priority, Rate, From Date, and To Date

Enter values for the new component. Enter the conversion rate in the Rate field.

Std UOM (standard unit of measure)

Enter the UOM, which can be different for the substitute and the original component.

Note. A substitute item cannot be a phantom or a component of a phantom. Also, if substitutes exist, the item cannot be changed to a phantom.

Note. If no substitute items are defined for an item that has been designated as Discontinued, there may be a shortage of that item if demand exceeds the existing quantity on hand. If a substitute has been defined for that item, the PeopleSoft Enterprise system automatically selects the substitute when the quantity on hand for the discontinued item runs out.

Copying Business Unit Substitute Items

Access the Copy Business Unit Substitute Items page.

OK and Yes

Click to copy business unit-level substitutes to the BOM level.

Note. Changes to the BOM maintenance substitute list in PeopleSoft Enterprise Supply Planning are not transferred back to the transaction system.

Copying and Deleting BOMs

You can copy and delete BOMs. If different items have similar structures, you can copy the structure of one item to another within the same business unit. During the copying process, you can include or exclude certain components and substitutes. Using the Manufacturing BOMs component, you can then change the new structure as needed.

This section discusses how to:

Copy BOMs.
Copy BOM detail.
Copy BOM outputs.
Delete BOMs.

Pages Used to Copy and Delete BOMs

Page Name	Object Name	Navigation	Usage
Copy BOM	EN_BOM_COPY	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Copy Manufacturing BOMs, Copy BOM	Copy BOMs from one business unit and item ID combination to another.
Copy BOM Detail	EN_BOM_COPY_DET	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Copy Manufacturing BOMs, Copy BOM, Copy BOM Detail	View details of the BOM that you are copying.
Copy Outputs	EN_BOM_COPY_OUT	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Copy Manufacturing BOMs, Copy BOM Outputs	Copy output rows from the source BOM to the target BOM.
Delete BOMs	EN_BOM_DELETE	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, Delete Manufacturing BOMs, Delete BOMs	Delete BOMs for assembly or end items.

Copying BOMs

Access the Copy BOM page.

Source BOM

Unit, Item ID, BOM Code,, and Eff Date (effective date) or Eff Rev (effective revision)	Enter values for the BOM that you want to copy.
BOM Type	Note. The BOM type of the target BOM and the source BOM must be the same. Consequently, it is not entered in the Target BOM group box.
All Dates/Revs	Select to copy all dates and revisions for the BOM.
Search	Click to retrieve the source BOM.

Target BOM (BOM2)

Unit, Item ID, and BOM Code

Enter values for the target BOM. The item must be a valid Make or Buy item in the target business unit.

You cannot copy a BOM to a floor stock or expensed item.

You can also copy assembly and component text, documents, and attachments. Use the Copy Engineering BOM Detail page to copy attachments.

If you are copying a source assembly or end item that's revision-controlled to a target that is not a revision-controlled item, then the system uses the source component's revision effectivity dates to determine the effective and obsolete dates of the target item's components.

The target BOM is also updated with any component revisions specified on the source BOM.

Edit BOM

After you click Save, the system activates this button.

Click the Edit BOM button to access the BOM Summary page, where you can edit the attributes of the target BOM.

Note. You cannot copy a BOM to a target business unit and item ID if the assembly item or any of its components is not defined in the target business unit. If components don't exist in the target business unit, you can clear the copy check boxes and add the balance of the BOM. You can then add the missing components in the target business unit and use the Manufacturing BOMs component to complete the BOM structure.

If the specific BOM already exists at the target business unit, you are prompted to overwrite the existing BOM with the information that you are currently copying. If you overwrite the existing BOM, the BOM in the target business unit is deleted and the source BOM is added.

Note. You cannot copy a BOM to itself.

Component Details

Copy

Select to specify components to copy to the target BOM.

If you clear this check box, you can exclude a particular component row from being copied.

If the component is revision-controlled, you can also exclude a specific component and revision combination from being copied.

Copy Sub (copy substitutes)

Select to copy specified substitutes.

Copying BOM Detail

Access the Copy BOM Detail page.

Target BOM (BOM2)

You can select to copy assembly text attachments and documents, as well as copy component text, attachments, and documents.

Note. You can copy documents only if you've selected the identical item IDs for both the source BOM and target BOM.

View Source

Click to view the original that you are copying and the copying choices that you've made.

View Target

Click to preview how the BOM will appear after the copy.

Same as Except

Select to indicate how the BOM is copied. Values include:

Exclude All: The system copies no components to the target BOM.

Exclude Item Range: Fields appear so that you can enter a range of component IDs or position numbers that the system does not copy.

Exclude Pos Range (exclude position range): Fields appear so that you can enter a range of component IDs or position numbers that the system does not copy.

Include All: The system marks all components on the source BOM to be copied.

Include Date Range

Include Item Range: This feature is the same as the exclude feature except that you enter the range of items that you want to copy.

Include Pos Range (include position range): This feature is the same as the exclude feature except that you enter the range of position numbers that you want to copy.

Include Revision Range: You copy all components that are in effect between the specified dates or revisions.

Include Date Range and Include Revision Range

If you want to exclude a range of dates or revisions, select Exclude All and then include portions (by revision and date).

You can use the Same as Except field values with any combination. For example, you can initially select Exclude All, click Apply, and then select Include Item Range to copy only those items that fall within the range.

You can also select Include Item Range or Exclude Item Range multiple times and click Apply after each selection to include or exclude chunks of items. The effect is cumulative, not exclusive.

You can then clear a component's Copy check box or click Exclude All to clear all the check boxes.

Apply

Click once after you've selected the Same as Except value.

Copy

Select a component's check box to specify components or component revisions.

Copy Sub (copy substitutes)

Select to copy specified substitutes to the target BOM.

Engineering Considerations - Transferring BOMs

If you have PeopleSoft Enterprise Engineering installed, you can also transfer multiple BOMs immediately from PeopleSoft Enterprise Engineering to PeopleSoft Enterprise Manufacturing or from PeopleSoft Enterprise Manufacturing to PeopleSoft Enterprise Engineering.

See Also

Transferring BOMs and Routings

Copying BOM Outputs

Access the Copy BOM Detail page.

Copy

Select to designate that you want an output row to be copied from the source BOM to the target BOM.

The primary item and co-products are always copied along with the output quantity, resource allocation percentage, and cost allocation percentage.

Deleting BOMs

Access the Delete BOMs page.

Unit, From Item ID, To Item ID, and BOM Type	Enter values for the BOMs to delete.
BOM Code	Enter a value in this field if you want to delete only a specific BOM code. If you leave the field blank, then all BOMs for the item are retrieved.
Search	Click to display the list of production or rework BOMs for the assembly items that you are deleting.
	Click the Select All button to select each Delete? check box. Use this option to include or exclude assemblies that you want to delete.
	Click the Deselect All button to clear each Delete? check box. For each assembly, the system deletes all BOM components, regardless of effectivity date or revision. All assembly BOMs scheduled for deletion have header, outputs, related text, attachments, components, and reference designators deleted. Only the BOM codes with the Delete? check box selected are deleted. The system displays an error message if you try to delete a BOM code that's part of a production option. The Delete BOMs process checks the system and warns you if the BOM is used in a production area or if production has the Entered status (production is planned, but a BOM and routing have not yet been frozen for production).

Note. Because the system copies BOMs to production, deleting a BOM has no impact on production with the status Firmed or Released.

Verifying BOMs

If BOMs are poorly designed, they can contain unwanted loops. A looping BOM occurs when an assembly has itself as a component of one of its subassemblies. To locate these loops in product structures, run BOM verification regularly. You can also use online BOM verification to check for looping BOMs. You set this option at the manufacturing business unit level by using the MFG Business Unit Options page. However, to improve BOM maintenance performance when BOMs are complex and deep, use the scheduled verification process and set online BOM verification to Never Verify Online.

Pages Used to Verify BOMs

Page Name	Object Name	Navigation	Usage
BOM Verification	EN_BOM_VERIFY_REQ	Manufacturing Definitions, BOMs and Revisions, Identify Looping BOMs, BOM Looping Verification, BOM Verification	Locate unwanted loops in BOMs.
Delete BOM Verification Rows	EN_BOM_VERIF_DEL	Manufacturing Definitions, BOMs and Revisions, Identify Looping BOMs, Delete BOM Verification Details, Delete BOM Verification Rows	Delete records created by the BOM verification request.

Running the BOM Verification Process (ENPBEXPV) for Looping BOMs

Access the BOM Verification page.

All Dates/Revs (all dates and revisions)	Select to verify all dates and revisions of the BOM.
BOM Code	Enter the priority code of the BOM that you want to verify.
Depth	Enter a value to specify how many levels to verify.
Delete Rows, If No Errors	Select to delete unnecessary BOM explosion table records. 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 also use the Delete BOM Verification Rows page to save space. The BOM Verification process (ENPBEXPV) checks only the primary BOM and routing when exploding at levels greater than 1. If there is more than one way to make a particular co-product output, you need to specify which BOM is the primary way to make the co-product. This indicates to the system which BOM to verify for the co-product. By selecting an associated primary BOM on the Define Business Unit Item - Manufacturing: General page, you designate which BOM to verify. The BOM Verification process takes both co-products and multiple BOM codes into account when checking if loops exist.
Run	Click to run the request. Process Scheduler runs the BOM Verification process at user-defined intervals. You receive a message only if the system finds a looping BOM. View the results of the BOM Verification process by using the BOM Verification Status page.

See Also

Assigning Associated Primary BOMs

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Process Scheduler

Deleting BOM Verification Rows

Access the Delete BOM Verification Rows page.

The BOM Verification process adds a series of records to the BOM Explosion table. These records take up space and are not used if there are no looping BOMs.

Unit and Process Instance	Select values to delete BOM Explosion table records. If you want to view all records for the business unit, leave the Process Instance field blank.
Search	Click to retrieve the selected records.
Delete?	Select to indicate which records to delete.
Save	Click to delete the selected records.

Note. You can also use the Delete? Rows, If No Errors field on the BOM Verification Request page to delete these records.

Defining BOM, ECR, and ECO Access by Vendor

To define access privileges for any vendor if you want them to view BOMs, ECRs, and ECOs, use the BOM Access by Vendor component. Use the EN_IC_BOM_PRIV_CI component interface to load data into the tables for this component.

You must define access privileges for any vendor if you want the vendor to view BOMs, ECRs, and ECOs. After you define the access privileges, associate these privileges with specific business unit items.

Note. You must have PeopleSoft Enterprise Engineering installed to use this functionality.

For both the BOM inquiry and the ECR, you must use the BOM Access by Vendor page to enable the vendor to access information.

For ECOs, this page is optional. If a vendor is an approver on a change order, then that change order is automatically made available to that vendor. Vendors can also view any ECO or ECR if the vendor has been granted access to view at least one of its items affected by the ECO.

Page Used to Define BOM, ECR, and ECO Access Privileges for Vendors

Page Name	Object Name	Navigation	Usage
BOM Access by Vendor	EN_IC_BOM_PRIV	Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, BOM Access by Vendor, BOM Access by Vendor	Define privileges to view BOMs and ECOs and, in the case of ECRs, to add information. In addition, use this page to associate business unit items with vendors. This enables you to grant vendors item access by setID and vendor code.

Page Name

Object Name

Navigation

Usage

BOM Access by Vendor

EN_IC_BOM_PRIV

Manufacturing Definitions, BOMs and Revisions, Maintain BOMs and Revisions, BOM Access by Vendor, BOM Access by Vendor

Define privileges to view BOMs and ECOs and, in the case of ECRs, to add information.

In addition, use this page to associate business unit items with vendors. This enables you to grant vendors item access by setID and vendor code.

Defining BOM Access Privileges for Vendors

Access the BOM Access by Vendor page.

Note. You need to define access only for the top-level assembly item, not for each component item row.

Update ECR

Select to grant the vendor the privilege of viewing and creating ECRs. This privilege is associated with the vendor, rather than with a specific item.

By default, the check box is cleared. The vendor does not see Add, Upload, Save, and Delete buttons when viewing ECRs.

Note. Vendors can change only the ECRs that they have created.

Add ECR Attachment and Add ECO Attachment

Select to define whether the vendor can upload documents into ECRs and ECOs.

Selecting these check boxes also enables vendors to delete ECR and ECO attachments. Although they can delete ECR attachments that they own during any session, they can delete ECO attachments only during the session in which they added them (and only before saving the page).

Item ID

Select all items that you want to be visible to the specified vendor.

This table outlines what the vendor can access, based on the settings you define with this page:

Check Box	Vendor Capability	Default
View MBOM	View the item MBOM for the specified BOM type and BOM code.	Selected
View EBOM	View the item EBOM for the specified BOM type and BOM code.	Selected
View ECR	View the ECRs associated with the item, including those not specifically entered by the vendor. You can use the Not Accessible by Vendors check box on the ECR Header page to override this setting and block a vendor's access to a specific ECR.	Not Selected
View ECO	View the ECOs associated with the item, including those not specifically entered by the vendor. You can use the Not Accessible by Vendors check box on the ECO Header page to override this setting and block a vendor's access to a specific ECO.	Not Selected

For example, if vendor V1 has access to business unit item MT2000, and only View BOM is selected, then vendor V1 can inquire only on the BOM for MT2000 and cannot access any other information. When the vendor signs on, only the Bill of Material Inquiry navigation selection is available.

If you've granted the vendor access to view ECRs and ECOs, the navigation selection Engineering Change Order and Engineering Change Request is accessible to the vendor when the vendor signs on. The ECR and ECO maintenance headers contain a Not Accessible by Vendors check box. If selected, that option blocks access to the specified ECRs and ECOs. Therefore, even if you have granted vendors access by using the BOM Access by Vendor page, you can deny them access to specific ECOs or ECRs.

Target BOM (BOM2)	You can select to copy assembly text attachments and documents, as well as copy component text, attachments, and documents. Note. You can copy documents only if you've selected the identical item IDs for both the source BOM and target BOM.
View Source	Click to view the original that you are copying and the copying choices that you've made.
View Target	Click to preview how the BOM will appear after the copy.
Same as Except	Select to indicate how the BOM is copied. Values include: Exclude All: The system copies no components to the target BOM. Exclude Item Range: Fields appear so that you can enter a range of component IDs or position numbers that the system does not copy. Exclude Pos Range (exclude position range): Fields appear so that you can enter a range of component IDs or position numbers that the system does not copy. Include All: The system marks all components on the source BOM to be copied. Include Date Range Include Item Range: This feature is the same as the exclude feature except that you enter the range of items that you want to copy. Include Pos Range (include position range): This feature is the same as the exclude feature except that you enter the range of position numbers that you want to copy. Include Revision Range: You copy all components that are in effect between the specified dates or revisions. Include Date Range and Include Revision Range If you want to exclude a range of dates or revisions, select Exclude All and then include portions (by revision and date). You can use the Same as Except field values with any combination. For example, you can initially select Exclude All, click Apply, and then select Include Item Range to copy only those items that fall within the range. You can also select Include Item Range or Exclude Item Range multiple times and click Apply after each selection to include or exclude chunks of items. The effect is cumulative, not exclusive. You can then clear a component's Copy check box or click Exclude All to clear all the check boxes.
Apply	Click once after you've selected the Same as Except value.
Copy	Select a component's check box to specify components or component revisions.
Copy Sub (copy substitutes)	Select to copy specified substitutes to the target BOM.