Making Mass BOM Changes

This chapter provides an overview of mass BOM) changes and discusses how to:

Click to jump to parent topicUnderstanding Mass BOM Changes

Production departments need the ability to apply mass maintenance additions and changes directly to BOMs. This functionality is similar to the mass maintenance features in PeopleSoft Enterprise Engineering, but it is also available in PeopleSoft Enterprise Manufacturing, because not all changes go through PeopleSoft Enterprise Engineering.

Note. If you have PeopleSoft Enterprise Engineering installed, you can use the engineering mass maintenance functionality, including making mass changes to MBOMs or EBOMs by either ECO or mass maintenance code (MMC). This PeopleSoft Enterprise Manufacturing mass maintenance documentation assumes that you do not have PeopleSoft Enterprise Engineering installed.

Mass maintenance enables you to apply, in a single MMC process, the same set of changes to many manufacturing BOMs. For example, you can change all occurrences of one component for another or even add components to an assembly. Without this functionality, you must change one BOM at a time. Mass maintenance is a powerful tool that can increase productivity tremendously.

The BOM mass maintenance code setup page enables you to define an MMC that can later be applied to an assembly range or assembly list. 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 enables you to designate that specific multiple output values are to be changed or added. You can even designate that automatic revisions are to be generated for revision-controlled items. There is also an inquiry that enables you to view all BOM mass maintenance exceptions.

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

See Also

Making Mass Engineering Bill of Material Changes

Click to jump to parent topicDefining BOM Mass Maintenance Codes

To define manufacturing BOM mass maintenance codes, use the BOM Mass Maintenance component.

This section provides an overview of BOM mass maintenance codes and discusses how to:

See Also

Defining Additional Common Information

Quantity Rounding Exceptions in PeopleSoft Enterprise Manufacturing

Click to jump to top of pageClick to jump to parent topicUnderstanding BOM Mass Maintenance Codes

Use the BOM Mass Maintenance pages to create and maintain BOM mass maintenance codes. These pages enable you to specify multiple BOM component or output changes and additions, including substitute items. A MMC consists of search pages, which allow you to identify existing components that are to be impacted, Change pages that allow you to change instances of those specific components on specific BOMs, and add pages that allow for the introduction of new components and detail information. After you’ve used these pages to define MMC codes, you can implement the changes directly, using the Process BOM Mass Maintenance by MMC page.

Note. To maintain components en masse for revision-controlled BOMs, enter effective and obsolete dates for the revision on these pages, regardless of whether the revision is controlled by revision name or effectivity date.

Prior to accessing any MMC pages, you must select a business unit and a MMC. The MMC value can be generated automatically.

Important! Any MMCs created in PeopleSoft Enterprise Manufacturing are available only in manufacturing, and MMCs created in PeopleSoft Enterprise Engineering are available only in engineering.

Note. To provide greater flexibility when defining MBOMs, 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 1 B0004 component is required to make 2 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.

See Also

Defining Additional Common Information

Click to jump to top of pageClick to jump to parent topicPrerequisites

Prior to making BOM mass maintenance changes, define:

Click to jump to top of pageClick to jump to parent topicPages Used to Define BOM Mass Maintenance Codes

Page Name

Object Name

Navigation

Usage

Search

EN_BOM_MMC_SRCH

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes

Identify the specific existing outputs or components to change. Specifying components also enables you to identify the BOMs that are impacted.

Search - Dimensions

EN_BOM_MMC_DIM_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Search

Click the Dimensions link.

Enter component dimension search criteria.

Search - Reference Designator

EN_BOM_MMC_REF_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Search

Click the Ref Desigs link.

Enter reference designator search criteria.

Search - Substitutes

EN_BOM_MMC_SUB_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Search

Click the Substitutes link.

Search for substitutes everywhere they are used.

Manufacturing Assembly/Component Matches

EN_BOM_MMC_VW_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Search

Click the Matches link.

This display-only page allows you to view the number of assemblies that match the search criteria that you have entered and view matching BOMs.

Change

EN_BOM_MMC_NEW

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Change

Specify new component values, once you have selected the set of components that you want to change on the Search page.

Change - Dimensions

EN_BOM_MMC_DIM2_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Change

Click the Dimensions link.

Make mass changes to component dimensions.

Change - Reference Designators

EN_BOM_MMC_REF2_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Change

Click the Ref Desigs link.

Make mass changes to reference designators.

Change - Substitutes

EN_BOM_MMC_SUB2_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Change

Click the Substitutes link.

Mass change a substitute everywhere it’s used.

Add

EN_BOM_MMC_ADD

Manufacturing Definitions, BOMs and Revisions, BOM 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 specific assemblies to be affected by these changes.

Add - Dimensions

EN_BOM_MMC_DIM3_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Add

Click the Dimensions link.

Add component dimensions, if you are adding using the Component sequence type.

Add - Reference Designators

EN_BOM_MMC_REF3_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Add

Click the Ref Desigs link.

Add reference designators, if you are adding using the Component sequence type.

Add - Substitutes

EN_BOM_MMC_SUB3_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, BOM Mass Maintenance Codes, Add

Click the Substitutes link.

Add a substitute everywhere it’s required.

Click to jump to top of pageClick to jump to parent topicIdentifying Specific BOMs for Change

Access the Search page.

Before you associate any changes or additions to an MMC, you can use the Search page to identify which specific outputs, components, or component revisions to change on the BOM.

When adding components, use the Search 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 on 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 the Search page to further identify to which BOMs the new output should be added.

Note. On these pages, the fields that appear vary, depending on the choice of values in the required Sequence Type field. The page examples that you see are based on the value Component having been selected in the Sequence Type field. However, if you select Output, the system doesn’t display the component ID, component revision, quantity, yield, position, if the item is supplied by a subcontractor, if the item is non-owned, or if it is a teardown item. It also does not display the dimensions, reference designators, and substitutes. Instead, it displays the output item, output type, output quantity, resource allocation percentage, and cost allocation percentage fields.

Auto Revision

Select this check box to apply schemes for this mass maintenance code that automatically update revisions when a change event occurs. You actually generate the automatic revisions when you run the mass maintenance functionality.

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 mass maintenance code. The sequence number determines the order in which the changes are applied.

Note. The maximum number of sequence numbers that you can enter for a specific mass maintenance code is 20.

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), Op Seq(operation sequence), Eff Date, (effectivity date), Obs Date (obsolete date), and quantity Per. The system searches for values that meet, at the same time, all of the criteria that you enter.

Note. The effective date and obsolete date that you enter indicates the precise date on which the component becomes effective or obsolete on the BOM.

If you select Output as the sequence type, then you can, optionally, 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 specific component, then leave the Component ID field blank, and select criteria based on the other fields. If you leave any field on the Component Search page blank, the system searches for BOM components without considering the blank search field. For example, if you leave Component ID blank and just 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 Are 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 only want to actually make changes to a subset of all components or outputs.

Select this check box to indicate which components or outputs you want updated by the Mass Maintenance process.

Click to jump to top of pageClick to jump to parent topicViewing Manufacturing Assembly and Component Matches

Access the Manufacturing Assembly/Component Matches page.

Count

Click this button to view the number of assemblies that match the search criteria that you entered. The page displays MBOM totals. These values are the number of MBOMs that will be affected, assuming that you plan to perform mass maintenance processing for all BOMs in the business unit that meet the search criteria. The actual MBOMs to be changed can be determined by assembly list, by range, when the mass maintenance code is applied later.

Note. If you anticipate that a large number of BOMs are going to be affected by the search criteria, click the Count button before attempting to view the BOMs, to avoid viewing too much data online.

View BOMs

Click this button to view 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 mass maintenance code 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 Search page, the assembly matches display the output item and output type instead of the component ID.

Click to jump to top of pageClick to jump to parent topicEntering Reference Designator Search Criteria

Access the Reference Designators - Search page.

For a given 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 “and” between reference designators. To search references designators using an “or” logical, use multiple sequences.

Click to jump to top of pageClick to jump to parent topicEntering Substitute Items Search Criteria

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 sub-item and the priority.

To search for a specific component substitute with a particular conversion rate, enter both the sub-item and the conversion rate.

From Date and To Date

Enter values for these fields to narrow the search.

Click to jump to top of pageClick to jump to parent topicChanging Components

Access the Change page.

Use this page to change values or obsolete the components specified on the Search page.

Component ID

Enter a new value if you intend to change the Component ID field.

Note. This would typically be done for correcting BOMs. If you intend to keep the history of a component change, you should leave this field blank.

Output Item and Output Type

If you selected Output, you can enter the required output change to data on this page. The effectivity dates operate in the same manner 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 mass maintenance will make to the BOM for the searched components. For example for obsolete components, leave the effective date value 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 for the obsolete date.

If you select Schd Date for the effective date, at process time, the system translates this into the process run date.

Obs Date (obsolete date)

Select one of these values:

  • Prior Date: The day before the schedule date which is the process run date.

    This is used, for example, to obsolete a component the day before a new component is to take its place.

  • Schd Date (scheduled date): This date varies, depending on whether you selected the Auto Revision check box on the Search page.

    If revisions aren’t automatically incremented, the schedule date is the run date of the process. This for example can be used to make a component obsolete on the run date when there is no component to take its place.

    If revisions are being automatically incremented, the obsolete date will have the obsolete date of the newly created revision.

Auto Revision

If this check box is selected, and you specify the schedule date for both the effective date and the obsolete date. The system displays a warning that the component will be effective for only one day.

Note. You can enter only one effective date. Therefore, if you specify a calendar date and then select Schd Date, the system clears the calendar date. Similarly, if you select a Schd Date and then enter a calendar date, the system clears the scheduled date. The Obs Date fields operate in the same manner.

This table lists the automatic revision impact that the second set of Eff Date and Obs Date fields have on both the revisions and the dates reflected on the BOMs. This example applies only to items that have been defined as revision-controlled on the Define Business Unit Item - Manufacturing: General page. Also, there is an example of how the dates will change on the BOM if the schedule date is 06/15/03 and the newly created revision is the latest revision for the item.

Change Obsolete Date to

None

Scheduled Date

Prior Date

When Effective Date = None

Creates new automatic revision.

There is no BOM component effectivity date change.

Example: Both of the dates in the Eff Date and Obs Date fields are unchanged.

Creates new automatic revision.

The system changes the obsolete date on the selected BOMs to the obsolete date of the newly added automatic revision.

Example: The value in the Eff Date field is unchanged; the value in the Obs Date field is 12/31/2099. (The obsolete date of the new revision added on 6/15/03).

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 value in the Eff Date field is unchanged; the field value in the Obs Date field is 06/14/03 (one day before new revision is active).

When Effective Date = Schd Date

Creates new automatic revision.

The system changes the effective date of the BOM.

Example: The value in the Eff Date field is 06/15/03. (This is the start date of new revision.) The obsolete date is unchanged.

Creates new automatic revision.

The system changes the BOM effective date to the Mass Maintenance Code process run date.

The system changes the obsolete date on the selected BOMs to the obsolete date of the new revision.

Example: The value of the Eff Date field is 06/15/03. (This is the start date of new revision.) The value in the Obs Date field is 12/31/2099.

This combination is not 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 this table, with the exception of the schedule date and prior date combination, all scenarios are valid and lead to the automatic generation of revisions for revision control and automatic revision items.

This table lists items that have not been defined as using automatic revisions.

Change Obsolete Date to

None

Scheduled Date

Prior Date

When Effective Date = None

There is no component effective date mass change.

Example: Both of the dates in the Eff Date and Obs Date fields are unchanged.

The system changes the obsolete date on the selected BOMs to the Mass Maintenance Code process run date.

Example: The value of the Eff Date field is unchanged; the value of the Obs Date field is 06/15/03.

The system changes the obsolete date on the selected BOMs to the date prior to the Mass Maintenance Code process run date.

Example: The value in the Eff Date field is unchanged; the value in the Obs Date field is 06/14/03.

When Effective Date = Schd Date

The system changes the BOM effective date to the Mass Maintenance Code process run date.

Example: The value in the Eff Date field is 06/15/00; the value in the Obs Date field is unchanged.

The system changes the BOM effective date and the obsolete date to the Mass Maintenance Code process run date.

Example:The Eff Date field is 06/15/00; the value in the Obs Date field is 06/15/00.

This combination is not allowed. You must select another combination.

Click to jump to top of pageClick to jump to parent topicEntering Component Dimensions Change Criteria

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. Both pages are accessed by clicking buttons on the appropriate page. Entering the existing dimension on the Component Dimensions - Search page is necessary only when it needs to be part of the search criteria. For example, to change the weight for all occurrences of component LT5000 to 10, enter 10 on the Change page. If it should be changed only where its current weight is 9, then enter 9 on the Search page and 10 on the Change page.

Click to jump to top of pageClick to jump to parent topicEntering Component Reference Designator Change Criteria

Access the Reference Designators - Change page.

To add, change, or delete reference designators, specify the reference designators on the Reference Designators - Search page only if it needs to 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; and when changing, specify the current and new reference designators.

Click to jump to top of pageClick to jump to parent topicEntering Component Substitute Change Criteria

Access the Component Substitutes - Change page.

Action

Select one of these values:

  • Add

  • Change

  • Delete

Adding, changing, and deleting component substitutes works in a similar fashion as the reference designators, except that 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 perform the delete. If you are changing substitute information, enter the current and new values.

For example, to delete all occurrences of LT5001 as a substitute, then 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

This is 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 perform the deletion.

For example, to delete all occurrences of LT5001 as a substitute, then only enter LT5001 as the substitute item ID.

If you only want to delete the substitute LT5001 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, you must specify all of the required new values.

New Priority, New From Date, New To Date, New (conversion), and Rate

If you want 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 fields that you want to change.

Click to jump to top of pageClick to jump to parent topicAdding Components

Access the Add page.

Note. Automatic revision operates only for those items that are defined as using automatic revisions with the Define Business Unit Item - Manufacturing: General page.

Component ID

Enter a component if you selected Component as the sequence type 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 with the Component Search page.

You can add multiple components per Mass Maint Seq (mass maintenance sequence) code.

You can also add a placeholder item as a component. If the MMC is later applied to manufacturing BOMs that don’t allow placeholders, the process indicates that BOM change as an exception, and the BOM won’t be changed.

Output Item and Output Type

If you selected a Output as the sequence type on the BOM Mass Maintenance - Search page, you must 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 MBOM component or output value. Some of these checks occur when you create the mass maintenance code, and the remaining validation checks occur when the MMC is applied.

See Also

Changing Components

Click to jump to top of pageClick to jump to parent topicEntering Component Substitute Add Criteria

Access the Component Substitutes - Add page.

Click the Copy Substitute Pushbutton to display all valid substitute items for the business unit.

To add all valid substitute items for the business unit, click OK.

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. In addition, enter the priority, from date, to date, and conversion rate for each substitute.

Note. Substitute items must be unique for the item. You can’t 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.

Example: Mass BOM Changes

To better understand how you can use these three pages to effect desired mass change, let’s look at an example.

To make a component obsolete on several BOMs and introduce another component in its place:

  1. Create an MMC code by entering the search criteria (with the Search page) that identifies the component you want to make obsolete.

    Then, on the Change page, specify the date that the component is to become obsolete (or select an effective date or obsolete date value).

  2. Add the new component information on the Add page.

    This includes required information such as the operation sequence and effective date for the new component.

  3. If the new component requires dimension/reference designator/substitute information, add the information (with the reference designator/reference designator/substitute button), as required.

  4. Run the Process BOM Mass Maint by MMC page.

Click to jump to parent topicMaking BOM Mass Changes and Creating Automatic Revisions

You can make BOM mass changes and create automatic revisions using MMCs.

To create automatic revisions using the mass maintenance by the Mass Maintenance Codes process:

  1. Define the MMC using the BOM Mass Maintenance component.

  2. Run the Mass Maintenance by MMC process.

    The system creates a new revision effective on the Mass Maintenance by MMC process run date.

Click to jump to top of pageClick to jump to parent topicPages Used to Make Mass Changes Using Mass Maintenance Codes

Page Name

Object Name

Navigation

Usage

Mass Maint Code Options

EN_MASSMNT_REQ2

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Apply BOM Mass Changes by MMC, Mass Maint Code Options

Define the MMC options for the BOM Mass Maintenance COBOL SQL process (ENPMMAIN).

Assembly Item Options

EN_MASSMNT_REQ3

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Apply BOM Mass Changes by MMC, Assembly Item Options

Select the items to which the BOM Mass Maintenance process will be applied.

Select Assemblies by Items Where Used

EG_BOM_WHEREUSE_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Apply BOM Mass Changes by MMC, Assembly Item Options

Click the Where Used link.

Quickly populate affected assemblies into the primary page.

Select Assemblies by Items Where Used: Enter Dimensions

EN_BOM_DIM_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Apply BOM Mass Changes by MMC, Assembly Item Options

Click the Where Used link.

Click the Dimensions link on the Select Assemblies by Items Where Used page.

Specify the dimensions of the component.

Select Assemblies by Items Where Used - Reference Designators

EG_BOM_WU_REF_SP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Apply BOM Mass Changes by MMC, Assembly Item Options

Click the Where Used link.

Click the Ref Desig (reference designator) link on the Select Assemblies by Items Where Used page.

Specify the reference designator of the component.

Mass Maint Except

EN_MMC_TRN_STAT

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Mass Maintenance Exceptions, Mass Maint Except

View the reasons that BOMs weren’t changed by the BOM Mass Maintenance process.

Click to jump to top of pageClick to jump to parent topicMaking Mass Changes by MMC

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, then the system 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 auto revisions (with the BOM Mass Maintenance - Search page) will be auto-revision incremented.

Update Options

Select an update option. Values are:

  • Validate and Update: Validates and updates the BOMs, depending on the update option based on:

  • Only if all BOMs are valid

  • Any valid BOMs

  • Validate Only: Validates any valid BOMs.

    You can select Validate Only on the Mass Maintenance Exceptions page to determine whether there are any validation problems with the BOMs. You can then make any necessary corrections, before you actually update the BOMs.

Note. When running Mass Maintenance by ECO to create new revisions only, you must run the process using the Validate and Update value to create new revision numbers.

Staged BOM Data Option

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 any 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 see which BOMs were updated by the Mass Maintenance process, correct BOMs that returned an error status and resubmit the process.

Report Only Mode

Select to view the results of the Mass Maintenance process by using the Mass Maintenance Staged BOMs component.

If you don’t select Report Only Mode, you can use the Mass Maintenance Staged BOMs component to view the staged BOMs, update errors and submit corrected BOMs for reprocessing.

See Also

Changing Components

Click to jump to top of pageClick to jump to parent topicUsing Assembly Item Options

Access the Assembly Item Options process page.

Item Options

Select an item option. Values are:

  • Range: Also select the BOM type and BOM code.

  • List of Assembly Items

Click the Search button to search for items to add to the list of assembly items.

Run

Click to run this request. PeopleSoft Enterprise Process Scheduler runs the BOM Mass Maintenance COBOL SQL process at user-defined intervals.

See Also

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Process Scheduler

Click to jump to top of pageClick to jump to parent topicSelecting Assemblies by Items Where Used

Access the Select Assemblies by Items Where Used page.

This page enables you to quickly populate affected assemblies into the primary page.

Search

Values are:

  • Components Only: System displays basic component information and all higher-level subassemblies or assemblies that contain the selected item.

  • Components and Substitutes: System displays all higher-level subassemblies or assemblies that contain the selected item, including substitutes.

  • Outputs Only: System displays basic output information, including output type, BOM Code, output quantity, and effectivity dates.

  • Substitutes Only: System displays substitutes for the selected item.

Sel (select)

Select the check box for all the outputs that you would like to transfer to the main page.

Item ID, Op Seq (operation sequence), and BOM Code

Enter values for these fields.

Search

Click this button to populate the page.

View

Select either Indented or No-Indent.

Sel (select)

Select this check box for all the components that you would like to transfer to the main page.

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.

Validation Checks

All requested changes made with the Process BOM Mass Maintenance by MMC page are validated before any MBOM 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.

Click to jump to top of pageClick to jump to parent topicViewing Mass Maintenance Exceptions

Access the Mass Maintenance Exceptions - Mass Maint Except page.

Use this page to review the mass maintenance exceptions.

Click the Count button to view the number of exceptions.

After you’ve reviewed the exceptions and made any needed changes to the BOMs or mass maintenance data, you can then re-run the Mass Maintenance process.

Click to jump to parent topicViewing and Correcting Mass Maintenance Staged BOMs

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:

Click to jump to top of pageClick to jump to parent topicPages Used to View and Correct Mass Maintenance Staged BOMs

Page Name

Object Name

Navigation

Usage

Update Staged BOM Details - BOM Status

EN_TRN_BOM_STAT

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, BOM Status

View, and possibly update, the results from a BOM Mass Maintenance process.

Note. You must have run BOM Mass Maintenance with Stage Result as the value of the Staged BOM Data Options field.

Update Staged BOM Details - Summary

EN_TRN_BOM_HDR

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, Summary

View and update the results from a BOM Mass Maintenance process.

Update Staged BOM Details - Header: Assembly Text

EN_TRN_BOM_TEXT

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, Header, Assembly Text

View and update the results from a BOM Mass Maintenance process.

Update Staged BOM Details - Header: Outputs

EN_TRN_BOM_OUT

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, Header, Outputs

View and update the results from a BOM Mass Maintenance process.

Update Staged BOM Details - Components: Component Details

EN_TRN_BOM_CMP

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, Components, Component Details

View and update the results from a BOM Mass Maintenance process.

Update Staged BOM Details - Components: Reference Designators

EN_TRN_BOM_CMPDESG

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, Components, Reference Designators

View and update the results from a BOM Mass Maintenance process.

Update Staged BOM Details - Components: Dimensions

EN_TRN_BOM_CMPDIM

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, Components, Dimensions

View and update the results from a BOM Mass Maintenance process.

Update Staged BOM Details - Components: Substitutes

EN_TRN_BOM_SUB

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Update Staged BOM Details, Components, Substitutes

View and update the results from a BOM Mass Maintenance process.

Click to jump to top of pageClick to jump to parent topicViewing the Staged BOM Status

Access the Update Staged BOM Details - BOM Status page.

BOM State

The value that appears is Manufacturing. The BOM state must be valid or the system considers the message an error.

BOM Code

Enables you to 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:

  • Complete: You can’t update the staged results for this BOM in Data Definition Maintenance, because the BOM has already been updated in the system.

    You can only view the BOM when it’s in this status. You cannot modify it.

  • Error: There is at least one data validation error in the staged results for this BOM.

    You can change to Cancelled or Reprocess.

  • In Process: When processing of a transaction is initiated, the status of the transaction record is set to In Process.

  • Incomplete: An Incomplete transaction is a transaction that's still being created by the transaction pages.

    The status changes to new when the transaction is ready to be processed by the background processes. The system won’t process an incomplete transaction.

  • New: The staged results are valid, but the original BOM hasn’t been updated yet. The BOM is eligible for update and reprocessing.

    You can change it to Cancelled or Reprocess.

  • Reprocess: When you correct errors using the Transaction Maintenance Detail pages, you can change the BOM status to Reprocess.

BOM Type

Displays the BOM type. Values are Production or Rework. Production BOMs are used as the basis for manufacturing assemblies. Use rework BOMs 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 error 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 group box, the system displays the error message and the result of the message.

This page lists all of the errors and warnings for the BOM, whether it’s for the overall BOM, for a specific component, or for output. The Result column indicates the severity of the message: W indicates a warning and doesn’t stop the BOM from being valid, and E indicates an error and must be fixed for the BOM to be valid.

See Also

Processing Staged BOMs

Click to jump to top of pageClick to jump to parent topicCorrecting Staged BOM Summary Errors

Access the Update Staged BOM 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

Maintaining BOM Summaries

Click to jump to top of pageClick to jump to parent topicCorrecting Staged BOM Multiple Output Summary Errors

Access the Update Staged BOM Details - Header: Outputs page.

Output Summary Tab

For each output, you can change the output type, output item, operation sequence, effective dates, and output quantity.

Attributes Tab

You can change the resource allocation percentage and cost allocation percentage.

See Also

Defining BOM Outputs

Click to jump to parent topicProcessing Staged BOMs

After you’ve viewed and corrected the staged BOMs, run the MMC Stage Application Engine process (EN_BOM_MSG) to reprocess the BOMs.

Click to jump to top of pageClick to jump to parent topicPage Used to Process Staged BOMs

Page Name

Object Name

Navigation

Usage

MMC Stage

EN_RUN_BOMSTAGE

Manufacturing Definitions, BOMs and Revisions, BOM Mass Changes, Process Staged BOMs, MMC Stage

Reprocess corrected staged BOMs using the MMC Stage process.

Click to jump to top of pageClick to jump to parent topicRunning the MMC Stage Application Engine Process (EN_BOM_MSG)

Access the MMC Stage page.

Update Options

Select an update option. Values are:

  • Validate Only: Validates the data but doesn’t load or change BOM tables.

  • Validate and Transfer: Validates the data and loads and changes BOM tables.

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 then select this check box while running the BOM Loader process, and the system reprocesses transactions with the statuses of New, Reprocess, and Error. If this check box is cleared, only transactions with statuses of New and Reprocess are processed. This option is only applicable when you select Validate Only or Validate and Transfer.

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 Purge Stage and Error Records, the BOMs will first be validated and then transferred to the BOM tables.

    If any of the BOMs were invalid, the BOM tables won’t be updated, but they will be deleted from the stage and error records.

  • If you select None and Purge Stage and Error Records, the BOMs won’t be validated or changed.

    The stage and error records will be purged. This combination can be used to clean up after you have completed processing BOMs.

Run

Click to run this request. PeopleSoft Enterprise Process Scheduler runs the Staged BOMs process at user-defined intervals.

See Also

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Process Scheduler