Changing EBOMs - Automatic procedure

If you want to change and approve the BOM of an engineering item (E-item), you can do this in three ways:

Step 1. Engineering Item (tiedm0110m000)

If required, define new E-items in the Engineering Item (tiedm0110m000) session, or transfer existing production items to Engineering Data Management (EDM) by using the Copy PBOM to EBOM (tiedm0205m000) session.

Step 2. MBC (tiedm3110m000)

Define a new MBC in the MBC (tiedm3110m000) session. In step 3, you must link actions to the MBC. These actions stand for the changes that are performed on (E)-items. The Define Include/Exclude E-Items per Action check box in the MBC (tiedm3110m000) session is an important check box in this respect:

  • If the Define Include/Exclude E-Items per Action check box is cleared, the action(s) linked to an MBC apply to the items that are defined for the MBC.
  • If the Define Include/Exclude E-Items per Action check box is selected, you must define for every, separate action to which item(s) the action applies.

You must link items to an MBC or an action in the Include/Exclude E-Items (tiedm3121m000) session (refer to step 4). If the Include/Exclude E-Items field in the MBC (tiedm3110m000) session or the MBC Action (tiedm3120m000) session is Include, the Include/Exclude E-Items (tiedm3121m000) session lists the items on which the MBC or the action is performed. If the Include/Exclude E-Items field in the MBC (tiedm3110m000) session or the MBC Action (tiedm3120m000) session is Exclude, the Include/Exclude E-Items (tiedm3121m000) session lists the items on which the MBC or the action is not performed. In other words, the MBC or action is performed on all items, except for the items listed in the Include/Exclude E-Items (tiedm3121m000) session.

If you want to implement an approval procedure for an MBC, select the CHM Control check box in the MBC (tiedm3110m000) session. You must use Change Management in Data Management to carry out the approval procedure.

Step 3. MBC Action (tiedm3120m000)

Select the MBC in the MBC (tiedm3110m000) session, and click MBC Actions from the appropriate menu. The MBC Action (tiedm3120m000) session is started. You can define one or more actions that belong to the MBC, and which are performed on E-items. The type of actions that can be distinguished are adding, deleting, or replacing an item in an E-item’s BOM.

The All Actions Must Apply to Item check box in the MBC Action (tiedm3120m000) session indicates whether all actions must have an effect on a specific item before the changes take place on the item, or that only part of the actions have to apply. If this check box is selected, only items in the Include/Exclude E-Items (tiedm3121m000) session to which all actions apply are changed by means of the actions. The items to which only part of the actions apply are not changed. If this check box is cleared, the items in the Include/Exclude E-Items (tiedm3121m000) session to which all actions apply are changed by means of the actions. However, also items to which only part of the actions apply are changed by the actions. You must set the All Actions Must Apply to Item check box in the MBC (tiedm3110m000) session.

Step 4. Include/Exclude E-Items (tiedm3121m000)

Define the items that are affected by the actions linked to the MBC. Dependent on the Define Include/Exclude E-Items per Action check box in the MBC (tiedm3110m000) session you must define items by action or by MBC:

  • If you selected the Define Include/Exclude E-Items per Action check box in the MBC (tiedm3110m000) session, you must define items by action. To do so, select the appropriate action in the MBC Action (tiedm3120m000) session, and click Include/Exclude E-Items from the appropriate menu. The Include/Exclude E-Items (tiedm3121m000) session is started. Define the E-items to which the action is applied.
  • If you cleared the Define Include/Exclude E-Items per Action check box in the MBC (tiedm3110m000) session, you must define items by MBC. To do so, select the appropriate MBC in the MBC (tiedm3110m000) session, and click Include/Exclude E-items from the appropriate menu. The Include/Exclude E-Items (tiedm3121m000) session is started. Define the E-items to which the actions are applied.

If the Include/Exclude E-Items field in the MBC (tiedm3110m000) session or the MBC Action (tiedm3120m000) session is Include, the Include/Exclude E-Items (tiedm3121m000) session lists the items on which the MBC or the action is performed. If the Include/Exclude E-Items field in the MBC (tiedm3110m000) session or the MBC Action (tiedm3120m000) session is Exclude, the Include/Exclude E-Items (tiedm3121m000) session lists the items on which the MBC or the action is not performed. In other words, the MBC or action is performed on all items, except for the items listed in the Include/Exclude E-Items (tiedm3121m000) session.

Step 5. Generate E-Items by MBC (tiedm3201m000)

Select the appropriate MBC in the MBC (tiedm3110m000) session, and click Generate E-Items by MBC from the appropriate menu. The Generate E-Items by MBC (tiedm3201m000) session is started. The E-items that are affected by the MBC actions are collected. You can view the list of E-items in the E-Item by MBC (tiedm3122m000) session.

Step 6. Approve MBC for engineering

You can now approve the MBC for engineering. To do so, select the MBC in the MBC (tiedm3110m000) session, and click Approve MBC by Engineering in the appropriate menu. You must decide processing the EBOM changes for the MBC by clicking Yes or No, and you must decide to approve the E-items’ revisions by MBC for engineering by clicking Yes or No. The MBC status changes from In Design to Approved by Engineering.

Step 7. CHM control

If your E-item or MBC is CHM-controlled, that is, if the CHM Control check box for the E-item or MBC is selected, you must first complete the approval procedure in Data Management. Otherwise, you cannot approve the MBC for production as described in the next step.

At this point in the procedure, you must decide whether to carry out separate steps to finalize the engineering data (refer to step 8), or to use the Process MBC (tiedm3250m000) session to carry out all the steps in one go (refer to step 9).

Step 8. Separate steps to finalize engineering data

Carry out the following separate steps to finalize the engineering data:

  1. Select the appropriate MBC in the MBC (tiedm3110m000) session, and click Process EBOM Changes in the appropriate menu. The Process EBOM Changes (tiedm3205m000) session is started. If you run this session, the actions linked to the MBC are carried out, which results in modified EBOMs.
  2. Select the appropriate MBC in the MBC (tiedm3110m000) session, and click Approve MBC by Production from the appropriate menu. The MBC status changes to Approved by Production.
  3. If the MBC contains an E-item for which a revision does not exist yet, you must define a relationship in the Engineering Item - Item Relationship (tiedm1101m000) session.
  4. Select the appropriate MBC in the MBC (tiedm3110m000) session, and click Generate EBOM Copy Data by MBC in the appropriate menu. The Generate EBOM Copy Data by MBC (tiedm3235m000) session is started, and you can enter one or more MBC numbers. If you click Generate, the EBOM data of the E-items affected by the MBC(s) is collected and put in a buffer for copying.
  5. Select the appropriate MBC in the MBC (tiedm3110m000) session, and click Finalize MBC in the appropriate menu. The Finalize Engineering Data (tiedm3240m000) session is started. The EBOM data is copied to production items.
  6. Continue with step 10.
Step 9. Process MBC (tiedm3250m000)

Use the Process MBC (tiedm3250m000) session to carry out all steps to finalize the engineering data in one go. In the session, you can select check boxes to do the following:

  • Process EBOM changes, that is, to carry out the MBC actions.
  • Approve the new revisions for production.
  • Generate EBOM copy data.
  • Finalize the engineering data.

Click Process to process the MBC. Continue with step 10.

Step 10. Archive Engineering Data (tiedm1250m000)

If desired, you can archive the E-item data in the Archive Engineering Data (tiedm1250m000) session.

Note

If the Manual Revision Numbering check box in the Engineering Data Management Parameters (tiedm0100m000) session is selected, you must manually enter revision numbers for the MBC. To do so, select the MBC in the MBC (tiedm3110m000) session, and click E-Items by MBC. Double click the E-items in the E-Item by MBC (tiedm3122m000) session, and enter the desired revision number.

You can reset the MBC status by selecting the MBC in the MBC (tiedm3110m000) session, and then click Reset MBC Status from the appropriate menu.

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