Finalizing engineering data

Finalizing individual items

When you want to finalize individual E-items using the Finalize Engineering Data (tiedm3240m000) session, you can enter selections of E-items, revisions, and items.

Before you run the Finalize Engineering Data (tiedm3240m000) session, you must record the EBOM copy data for E-items that you want to finalize, using:

• The EBOM Copy Data (tiedm1120m000) session, or
• The Generate EBOM Copy Data by MBC (tiedm3235m000) session.

Finalizing with mass bill of material changes (MBCs)

• Before you finalize E-items with an MBC using the Finalize Engineering Data (tiedm3240m000) session, you must record the EBOM copy data using the Generate EBOM Copy Data by MBC (tiedm3235m000) session.
• If you finalize using an MBC, the Finalization Date field is filled and the MBC status becomes Finalized.
• If the method of finalizing is With MBC, the data is removed from the E-Item by MBC (tiedm3122m000) session.

If you want to finalize using an MBC, you can select the MBCs you want to use. The status of those MBCs must then be Approved by Production.

Actions during finalizing

• You can create a new item while you copy from the E-item.
• LN creates a relationship between an E-item Revision and the item if no relationship already exists.
• LN copies E-items to items, if you selected the method copying an E-item to an Item (depending on the EBOM Copy Method that you defined in EBOM Copy Data (tiedm1120m000) session).
• LN copies the positions of the single-level EBOM to a PBOM, if you selected EBOM to PBOM (depending on the EBOM Copy Method that you defined in EBOM Copy Data (tiedm1120m000) session).
• LN selects the Link with EDM check box for each position in the PBOM that is copied from the EBOM.
• LN selects the EBOM Copied check box in the EBOM Copy Data (tiedm1120m000) session, and the EBOM Copy Date field is filled by the date that the MBC is finalized.

You can determine which production BOM lines are replaced by EBOM lines by either:

• Altering the production BOM Update Method in the Finalize Engineering Data (tiedm3240m000) or Process MBC (tiedm3250m000) session.
• Selecting different choices, such as Recopy BOM lines or Copy E-item to Items from the appropriate menu in the EBOM Copy Data (tiedm1120m000) session.

The circumstances in which you cannot finalize an EBOM

A single-level EBOM will not be finalized for an E-item if any of the following conditions apply:

• The project to which the item is copied has the status Canceled, Finished, Closed, Archived.
• The project to which the item is copied is a main project.
• The revision of the parent E-item is not Approved by Engineering.
• The units of measurement of the parent E-item and the item are different.

A single-level EBOM will not be finalized for a component if any of the following conditions apply: The EBOM Copy Method in the EBOM Copy Data (tiedm1120m000) session is EBOM to Production BOM Only and if one of the following criteria are met:

• The method is EBOM to Production BOM Only
• The component's unit of measurement differs from the unit of the EBOM component.

The EBOM Copy Method in the EBOM Copy Data (tiedm1120m000) session is NonProj Item to Proj Item and if one of the following conditions is true:

• The nonproject item is copied to a project item that does not exist.
• The unit that is used differs from the unit of the EBOM component.

The EBOM component is an E-item and does not have a valid Approved by Engineering