Changing EBOMs - Semi-automatic procedure

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

  • Change and approve the EBOM manually. For more information, refer to Changing EBOMs - Manual procedure.
  • Change and approve EBOMs by means of an mass BOM change (MBC). For more information, refer to Changing EBOMs - Automatic procedure.
  • Make changes in EBOMs manually, and approve the EBOMs by means of an MBC. For more information, refer to the procedure below.
  1. Engineering Item (tiedm0110m000)

    Define a new E-item in the Engineering Item (tiedm0110m000) session, or transfer an existing production item to Engineering Data Management by using the Copy Shop Floor PBOM to EBOM (tiedm0205m000) session.

    If you want to implement an approval procedure for the E-item, select the CHM Control check box in the Engineering Item (tiedm0110m000) session. You must use Change Management in Data Management to carry out the approval procedure. However, an approval procedure on the MBC level (refer to step 2), overrules an approval procedure on the E-item level.

  2. MBC (tiedm3110m000)

    Define a new MBC in the MBC (tiedm3110m000) session. If you are manually linking E-item revisions to the MBC in the semi-automatic EDM procedure, you must clear the Automatic Generation of EBOMs check box in the MBC (tiedm3110m000) details session. The date in the Effective Date for Revisions created by this MBC field is the date that the revisions linked to the MBC become effective after the MBC is finalized.

    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. The setting of the CHM Control check box in this session overrules the setting of the CHM Control check box for an E-item in the Engineering Item (tiedm0110m000) session.

  3. Engineering Item Revision (tiedm1100m000)

    Select the E-item for which you want to make changes in the Engineering Item (tiedm0110m000) session, and start the Engineering Item Revision (tiedm1100m000) session in the appropriate menu. A new revision is now defined for the E-item. The revision status is In Design.

  4. Engineering Bill of Material (tiedm1110m000)

    Select the E-item revision in the Engineering Item Revision (tiedm1100m000) session and start the Engineering Bill of Material (tiedm1110m000) session. You can now manually define or change the EBOM according to your wishes.

    You must repeat step 3 and 4 until you have created all desired revisions for the E-items and EBOM changes.

  5. E-Item by MBC (tiedm3122m000)

    Select the MBC, and start the E-Item by MBC (tiedm3122m000) session. In this session, you can manually link the E-items and their revisions to the MBC. If you save the linked E-items, you can view and maintain the date that the revision becomes effective in the Effective Date of New Revision field. This date is defined in the MBC (tiedm3110m000) details session. For more information, refer to step 2.

  6. Approve MBC by Engineering

    If you have carried out the changes in the EBOMs, and you linked the E-items to the MBC, you can approve the revisions for engineering. To do so, select the MBC in the MBC (tiedm3110m000) session, and click Approve MBC by Engineering in the appropriate menu.

    The MBC status changes to Approved by Engineering to indicate that the revisions linked to the MBC are approved.

  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.

  8. Approve for production

    Approve the MBC for production. Select the MBC in the MBC (tiedm3110m000) session, and click Approve MBC by Production in the appropriate menu. The MBC status changes to Approved by Production.

    If you approve the MBC, a question pops up: Generate EBOM copy data for this MBC?. If you click No, you must run the Generate EBOM Copy Data by MBC (tiedm3235m000) session in step 10. If you click Yes, EBOM copy data is generated, so you can skip step 10.

  9. Engineering Item - Item Relationship (tiedm1101m000)

    If an E-item revision is created for the first time, you must define for which (production) item(s) the revision is meant. Select the revision in the Engineering Item Revision (tiedm1100m000) session, and click Relationships in the appropriate menu. The Engineering Item - Item Relationship (tiedm1101m000) session is started. In this session, you can define items that are related to the E-items. The items that you define can be existing items, selected from the Items (tcibd0501m000) session, or new items for which you enter the item name.

  10. Generate EBOM Copy Data by MBC (tiedm3235m000)

    Select the 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. You must enter a range of MBCs. If you click Generate, the EBOM data for the revisions linked to the MBC is collected and put in a buffer for copying. If desired, you can now make some changes using the EBOM Copy Data (tiedm1120m000) session, which you can start from the Engineering Item - Item Relationship (tiedm1101m000) session.

  11. Finalize Engineering Data (tiedm3240m000)

    Select the MBC in the MBC (tiedm3110m000) session, and click Finalize Engineering Data in the appropriate menu. The Finalize Engineering Data (tiedm3240m000) session is started. The EBOMs of the E-items linked to the MBC are copied to the (new) production items.

  12. Archive/Delete Engineering Data (tiedm1250m000)

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