To replace an outdated item used as material in BOMs

This topic describes how to replace an outdated item with a replacement item in a bill of material (BOM) and specify the outdated material as a use-up material.

For an introduction into the concept of use-up materials, refer to To use up remaining stock of outdated items.

Note

This functionality is available only if the Use Up and Alternative Materials check box is selected in the Implemented Software Components (tccom0100s000) session.

Engineering items

If you use the Engineering Data Management (EDM) module to control changes in a BOM, you must not use this procedure. For more information, refer to the To define alternative materials topic.

To replace an outdated item in a single BOM

To replace an outdated component, proceed as follows:

  1. Start the Bill of Material (tibom1110m000) session.
  2. Insert a BOM line with the same BOM position number as the outdated component.
  3. Enter the date when the switch must occur in the Expiry Date field for the outdated component.
  4. Enter the same date in the Effective Date field for the new component.

If the outdated component is not used anymore in any BOM, you must set the item's last allowed order date in the Items - Ordering (tcibd2500m000) session. If the last allowed order date is specified by warehouse, you must use the Warehouse - Item (whwmd2510m000) session.

If you enter a new component with the same BOM position number as an existing component, LN automatically inserts the outdated material as use-up material in the Use Up and Alternative Materials (tibom0150m000) session.

To replace outdated items in BOMs

Use this procedure only if the replaced item is no longer used in any BOM. If you replace a material in one BOM and continue to use that material in another BOM, you must not change the material into a use-up material.

Step 1. Print Where-used BOM Components (Single Level) (tibom1412m000)

Optionally print an overview of BOMs that use the item as material.

Step 2. Items - Ordering (tcibd2500m000)

In the Items - Ordering (tcibd2500m000) session, set the Last allowed Order Date to the last date on which you can still order the outdated item. Enter a date that is in the near future.

Step 3. Check Use-up Material Definitions (tibom0251m000)

Use the Check Use-up Material Definitions (tibom0251m000) session to print a report of BOMs that use the outdated item as material without any alternatives specified.

Step 4. Replace Item in Bill of Material (tibom1212m000)

In this step, you add the replacement material to the relevant BOMs.

In the Replace Item in Bill of Material (tibom1212m000) session, take the following steps:

  1. Enter the item to be replaced and the replacement item.
  2. Enter a date in the Effective Date field that is no later than the outdated item's last allowed order date.
  3. Under Selection Range, enter the range of main items of which the BOMs must be adjusted.
  4. Select the Retain Original Item check box to retain information about the history of the BOM. This setting is recommended, but not mandatory.
  5. Clear the Retain Effective Date check box.
  6. Set the remaining fields, according to your requirements.
  7. Click Replace.
Step 5. Copy Item to Alternative Materials (tibom0250m000)

In this step, you indicate that the system must continue to use the outdated material until that material runs out of stock.

In the Copy Item to Alternative Materials (tibom0250m000) session, take the following steps:

  1. In the Alternative Material field, enter the outdated item.
  2. In the Is Alternative for Item field, enter the replacement material that you just introduced in the BOMs.
  3. In general, the range of main items of which the BOMs must be adjusted includes all main items.
  4. Set the Priority field to Add as Highest. The maximum priority is Use up.
  5. Click Generate.
Step 6. Bill of Material (tibom1110m000)

You can use the Bill of Material (tibom1110m000) session to see the effects of the replacements.

To see the use-up material, take the following steps:

  1. Select the BOM line of the newly introduced material.
  2. On the appropriate menu, click Alternative Materials.
To remove completely used up items

From time to time, you can run the Remove Used Up Materials from Alternative Materials (tibom0252m000) session to clean up the BOMs after the outdated material is completely used up.

If you want to ensure that the last remaining quantity of an outdated item is kept as spare part, you must change the item's warehouse to a warehouse that is not included in Enterprise Planning.

The Warehouse field in the Items - Ordering (tcibd2500m000) session displays an item's warehouse.

The Include in Enterprise Planning check box in the Warehouses (tcmcs0503m000) session determines whether the warehouse is included in Enterprise Planning.