Bill of Materials-Ps
Bill of Materials-Ps
Bill of Materials-Ps
Bill of Materials/PS-Interface
Contents
Bill of Materials/PS-Interface ...............................................................................................................3
Overview.................................................................................................................................................3
BOM/PS-Interface: Example Step 1 .......................................................................................................4
Allocating Bill of Material Items using the Bill of Materials/PS-Interface.................................................6
Defining Data Fields for the Reference Point..........................................................................................7
Maintaining Reference Points in the Bill of Materials..............................................................................8
Maintaining the Reference Point in the Network Activity ........................................................................8
Executing the Allocation Program in the BOM/PS-Interface...................................................................9
Creating or Changing Allocations using the BOM/PS-Interface............................................................11
Assembly Items.....................................................................................................................................12
Assembly Items: Example Step 2 .........................................................................................................13
Allocating Assembly Items with the BOM/PS-Interface ........................................................................14
Material Requirements Planning in the BOM/PS-Interface...................................................................14
Material Requirements Planning and the BOM/PS-Interface: Example Step 3 ....................................16
The Effects of Changes in Bills of Material and the BOM/PS-Interface................................................17
Setting Priorities for Inventory Management.........................................................................................18
Changing Account Assignment in the BOM/PS-Interface.....................................................................18
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Bill of Materials/PS-Interface z September 1997
Bill of Materials/PS-Interface
Overview
Range of Applications
The Bill of Material/PS-Interface simplifies the allocation of material components to network activities and keeps this information up-to-date.
If you allocate bill of material (BOM) items to a network activity manually by
exploding the BOM and then change the BOM, you have to make these
changes in the network as well.
Making the allocation and keeping this information up-to-date can be a lot of
work, particularly if you
want to allocate a very large number of components
want to allocate components during the design phase and you expect to
have to make several changes to the BOMs.
When you use the interface to allocate individual BOM items to network
activities, a logical link is created using a reference point (Page 7). As opposed
to the manual allocation of single components, subsequent changes in the
network activity are automatically taken into account.
For instance, if you change quantities or the material description in a BOM,
these changes are automatically corrected in the network as well as in the
corresponding purchase requisitions and reservations. You only have to
regularly execute the allocation program to keep the data up-to-date during
the design phase of your project.
Function Scope
You can allocate items from several types of bills of material such as:
material BOM
sales order BOM
BOM in external systems
You can select from all networks in one project. You can select complete
assemblies or single items; you can also allocate BOM items that do not have
a reference point. You use various criteria to select the items, for instance
with the BOM usage you can exclude certain assemblies from the selection.
You can identify assemblies created in the network by using assembly items
(Page 6).
You can simulate allocations by executing the allocation program and then
changing the results afterwards or by not saving the results or the changes.
After a BOM item has been successfully allocated to a network, the system
will generate requirements (Page 6) if the network/activity has been released
or the Reservation/Purch.Req. indicator has been set.
The system uses the execution factor in the network activity to determine the
required amount. You can decide whether real requirements (purchase requisitions or reservations) or preliminary requirements (preliminary purchase
requisitions or planned independent requirements) are generated.
For the allocation of a large number of components you can use priorities for
stock types in Inventory Management (Page18). In this manner you can determine that components should be kept in sales order stock if possible or, if the
component does not allow this, in plant stock.
You can allocate a component to a different WBS element than that of the
corresponding network activity. This means that you can assign costs to
another WBS element. (Page 18)
The components used in this example are kept in sales order stock.
The customer orders a product that is made to order and requires a certain
amount of design work.
You want to use a network for the rough-cut planning of this sales order.
The design phase has not yet been completed, however you know already
that you are going to need some components whose lead time is critical and
therefore you want to procure them in advance. To do this you allocate them
to the Procurement activity using the BOM/PS-Interface.
The prerequisite is that the relevant BOM items have the same reference
point as the network activity. Generic entries are allowed.
BOM
Network
P311
P05
P311A
P312
P05
P311P
(Requirements
via MRP)
P313
A237
P313R
P0
P314
P07
Activity 10
Procurement
Ref. point P0*
Activity 20
Assembly
Ref. point A23*
Comp.: P313R
Ref. point : P0
Comp.: P313
Ref. point : A237
Comp.: P311
Ref. point : P05
Acc. Assign.: P.1.1.1
Comp.: P312
Ref. point: P05
Acc. Assign.: P.1.1.1
Comp.: P314
Ref. point: P07
Acc. Assign.: P.1.1.1
The components P313R, P311, P312 and P314 have reference points all
beginning with P0. In the network activities you can enter all of these reference points together generically as P0*.
During allocation you should set the preliminary reqmts indicator so that
when you release the network or manually activate requirements,planned
independent requirements will be generated for these components.
Planned independent requirements are treated in materials planning as
regular requirements and are exploded; requirements are generated for the
lower-level components of P311, P311A and P311B.
The indicator Preliminary Reqmnts prevents requirements from being generated once again for these components when higher-level components are
exploded subsequently. For further information see Material Requirements
Planning and the BOM/PS-Interface: Example Step 3 (Page 16)
See also:
Allocating Bill of Material Items using the Bill of Materials/PS-Interface (Page 6)
The Effects of Changes in Bills of Material and the BOM/PS-Interface (Page 17)
You can only allocate reference points for items in a bill of materials, not for the component in the header. The one exception to
this is when you have defined this material as an assembly item
(Page 14).
All network activities for which you want to define a reference
point must be assigned to a WBS element. You can assign each
activity to a different WBS element, however if you make an
assignment at the network header level, it will be ignored. You
can also change the assignment in the control table (Page 18)
You cannot allocate BOM items to a standard network using reference points. You can however enter reference points in the data
fields which have been defined for this purpose, so that when you
use this standard network to create an operative network these
will also be copied.
Material components that you have already manually allocated to
a network activity are ignored during allocation using reference
points. They do not appear in the list of allocations.
Object
STPOX
BOM item
AFVGD
Network activity
You can thus find data fields in both objects with the same structure (type
and length) as well as the full technical name you should enter.
If you are in the BOM or the network activity you can find out the technical
name of a field by calling up Help with F1 and then selecting Technical Info.
Data field
Technical name
BOM item
Sort string
SORTF
Network activity
USR02
You must use capital letters when you have alphanumerical values.
The reference point in the BOM must be identical with the reference
point in the network activity (Page 8) - generic entries are permissible.
Several bill of material items may have the same value as a reference point however only one network activity may have this
value.
Example
The data field SORTF in the BOM has been defined as the reference
point. Enter a reference point (for example A1) in the field Sort string.
Object
Data field
Techn. name
Ref. point
BOM item
Sort string
SORTF
A1
Network activity
USR02
A1 or A*
Note
You must use capital letters when you have alphanumerical values.
The reference point in the BOM must be identical with the reference
point in the network activity (Page 8) - generic entries are permissible.
The value of a reference point within a project must be unique. Do
not enter the same value for a reference point in more than one
network activity in a project.
Example
The data field USR02 in the network activity has been defined as a
reference point. In this case, you enter a value for a reference point in
the third user-defined field, for example if you have used A1 in the
BOM item enter either A1 or A*.
Object
Data field
Techn. name
Ref. point
BOM item
Sort string
SORTF
A1
Network activity
USR02
A1 or A*
If you want to use a material BOM from the R/3 System, just enter
the material.
If you want to use a sales order BOM, enter the material and select
the Sales order BOM indicator.
See also:
For further information about the customer enhancement for exploding
BOMs from external systems or the customer enhancement for additional
processing of internal BOMs refer to Customizing of the Project System.
5. Enter the BOM usage and the BOM application.
6. If you want to completely explode a multi-level BOM, select the multilevel indicator. In this case requirements are also generated for subordinate items in the network. This is useful for instance, if you want to generate requirements in advance for components that have a long delivery
time or take long to produce. You should then also set the Preliminary
reqmnts indicator; so that the system generates planned independent
requirements or preliminary purchase requisitions which can be set off
against real requirements.
Caution
If you only set the multi-level indicator but not the Preliminary reqmnts
indicator then you run the risk that excess requirements will be generated. If afterwards you generate requirements for a superior assembly materials planning will also generate requirements for the subordinate assembly, since bills of material are always exploded. If
however there are already sufficiently large planned independent
requirements these will be consumed.
For further information see Material Requirements Planning in the
BOM/PS-Interface (Page 14).
7. If you want to allocate BOM items without reference points select the all
items indicator. The system will then ask you for a manual allocation for
every item that is not automatically allocated.
8. Choose Execute.
9. The system selects the BOM items and network activities based on your
criteria and automatically allocates all items with reference points. The
results of the automatic allocation are displayed.
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10. You can call up an overview of the selected network activities and BOM
items or the manual allocation (Page 11) screen, in which you can allocate
other components manually or changed the allocations that you have just
made.
11. To confirm the allocations save your data.
12. If you have not predefined a strategy for inventory management (Page 18) ,
the system will display a dialog box where you can choose the appropriate stock.
13. The BOM items are allocated to the network activities and if the activity/network has been released or the Purch. Req./Reservation indicator has
been set then the related (preliminary) requirements are generated.
11
How to display a list of all the selected activities or BOM items with
reference points:
1. Call up the list of results.
2. Choose either Network activities or BOM items
You can switch between the list of results, the Manual allocation screen and
the overview of the selected network activities and BOM item as often as
you like.
3. To confirm the allocations choose Save.
If you have not predefined a strategy for inventory management (Page 18) ,
the system will display a dialog box where you can choose the appropriate stock.
The BOM items are allocated to the network activities and if the activity/network has been released or the Purch. Req./Reservation indicator has
been set, then the related (preliminary) requirements are generated.
Assembly Items
If a material component is produced or assembled in a network activity and
is consequently used, for instance for a delivery, then it is considered an
assembly item.
Since assembly items are created in network activities, they are represented
as reservations with negative quantities and the receipt date is automatically
set by the system as the activity finish date.
You can allocate an assembly item to an activity either manually (see R/3
Library - Project System) or by using the BOM/PS-Interface (Page 14)
Using the interface, enter the material component and the reference point in
the control table. The negative quantity is automatically set by the system.
The reference point of assembly items is passed on to all the lower-level
BOM items.
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Control Table
Assembly
Project
P.1
P.1
P.1
P.1
F1
P1
P2
Assembly
P1
P3
P31
P313
Ref. point
F
A23
WBS
P.1.1
P.1.1.1
P.1.1.1.1
P3
Network
Production
(Reqmnts from network)
P311
P05
P311A
P312
P05
P311B
P32
P31
P313
A237
P314
A07
P313R
P0
Activity 10
Procurement
Ref. point P0*
WBS: P.1.1.1
Activity 20
Assembly
Ref. point A23*
PSP: P.1.1
Comp.: P313R
Ref. point: P0
Comp.: P313
Ref. point: A237
Acc.asgn.: P.1.1.1.1
Acc.asgn.: P.1.1.1.1
Comp.: P311
Ref.point: P05
Comp.: P31
Ref. point: A23
Acc.asgn.: P.1.1.1
Acc.asgn.: P.1.1.1
Comp.: P312
Ref. point: P05
Comp.: P32
Ref. point: A23
Acc.asgn.: P.1.1.1
Acc.asgn.: P.1.1
Comp.: P314
Ref. point: P07
Comp.: P3
Ref. point: A23
Acc.asgn.: P.1.1.1
Acc.asgn.: P.1.1
Activity 30
Fin. Assembly
Ref. point F
PSP: P.1
Comp.: P1
Ref. point: F
Acc.asgn.: P.1
Comp.: P2
Ref. point: F
Acc.asgn.: P.1
Comp.: P3
Ref. point: F
Acc.asgn.: P.1.1
Comp.: F1
Ref. point: F
Acc.asgn.: P.1
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14
Note
If the higher-level assembly is an assembly item (Page 12) , real requirements in the form of purchase requisitions or reservations will generated despite the Preliminary reqmnts indicator.
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Assembly
P1
P2
Production
(Reqmnts. from netw.)
P311
P05
P311A
Activity10
Procurement
Ref.Point P0*
PSP: P.1.1.1
F1
P3
P31
P312
P05
P313
A237
P32
P314
P07
P313R
P0
P311P
Activity20
Assembly
Ref.Point A23*
PSP: P.1.1
Activity30
Final Assembly
Ref.Point F
PSP: P.1
Plan.ind.req..
Comp.:P313R
Ref.point: P0
Plan.ind.req..
Comp.: P313
Ref.point: A237
Purch. reqis..
Comp.: P1
Ref.point: F
Plan.ind.req..
Comp.: P311
Ref.point: P05
Reservation
Comp.: P31
Ref.point: A23
Reservation
Comp.: P2
Ref.point: F
Plan.ind.req..
Comp.: P312
Ref.point: P05
Reservation
Comp.: P32
Ref.point: A23
Reservation
Comp.: P3
Ref.point: F
Plan.ind.req..
Comp.: P314
Ref.point: P07
Reserv. (neg.)
Comp.: P3
Ref.point: A23
Reserv. (neg.)
Comp.: F1
Ref.point: E
Control Table
Project
Assembly
Ref.Point
P.1
P1
P.1
P3
A23
P.1
P31
P.1.1.1
P.1
P313
P.1.1.1.1
P.1
P313R
P.1.1.1.1
WBS
consumption of reqmnts
Assembly item: goods receipt
(MRP: reqmnts covering element)
P.1.1
consumption of
dependent reqmnts
16
Note
Effect
Quantity
Text
BOM item:
Substituting components
BOM item:
Adding new items with
reference points
Reference point
17
You do not need to enter a priority for every stock type. It is usually
sufficient if you only set a priority for plant stock and project stock.
For information about the conditions for keeping a material component in a
particular stock type see Inventory Management in the R/3 Library - Project
System.
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