BOM (Bill of Material) Management. Updated as of 4/22/2016

Transcription

1 BOM (Bill of Material) Management Updated as of 4/22/2016

2 BOM Management Table of Contents

3 Table of Contents 1. Overview 2. Preparing to Manage your EBOM 3. Structuring an EBOM 4. Creating a Precise EBOM 5. Exporting a BOM 6. BOM Compare 7. Where Used 8. Viewing JT Files from Structure Manager

4 BOM Management Overview

5 BOM Creation Rules 1. Rules to follow when setting up a Bill of Materials: 2. No Loops Allowed 3. C3 Parts Cannot be Structured 4. Parents with an Effectivity Class of Production cannot have a child part with a lesser Effectivity Class a. Development Effectivity b. Prototype Effectivity

6 BOM Header Information 1. Part revision will be shown in Structure Manager as Top level part. 2. Structure Manager provides BOM attributes as well as part attributes: Assembly Level given by indenting the part (please see following slides) Effectivity Class of the part Rev Status of part revision (blank = WIP) Quantity gives the # how often part is used in assembly (blank = 1) Owning project displays the project number the part was created in Item Type typically shows part for a part BOM Unit of Measure ties together with Quantity and defines the measuring unit for the part usages Engineering NetWeight and NetWeight UOM displays the part s weight and it s measurement unit 5

7 BOM Header Information Customization Teamcenter Structure Manager can provide substantial information through the selection and organization of Headers 1. Right Click on the Header > Select Insert or Remove Columns > Teamcenter will present a Column Selection Dialogue 2. You can also arrange the look of your BoM View by Dragging Columns right or left 6

8 BOM Management Preparing to Manage your EBOM 7

9 Prepare to Manage Your EBOM Just Post Award and prior to Development Start, the PLC will have likely created and released an Award BOM. The first task will be to take out a working revision of each End Item to enable our attachment of Design Items which we will use to store and manage our CAD Data.

10 Create Working Folders and Copy Program Notification We recommend that you create a set of Folders where you will have quick access to: Your Program Master Your Product Work Package (PWP) Your End Items 1. In My Teamcenter, click your Home Folder to highlight it > Click File > New > Folder > Create your Program Master Folder. 2. Open your Mailbox and copy the Program Master from your Program Notification Envelope and Paste to your New Program Master Folder. 9

11 Create Part Folders The next preparation task will be to create a Sub-Folder under your Program where you can manage each for your End Items. 3. Select your Program Master Folder to highlight it. Create new Sub-Folder for each End Item. 4. Expand your Program Master Object to expose the Program Item Revision > Drag Program Item Revision to Structure Manager to find all of your End Items. 10

12 Copy Parts to Folders 5. From Structure Manager, Copy each End Item Revision > Navigate back to your Home Page > Paste the End Item Revision to your Folder 6. Double click the End Item Revision > Teamcenter will Open the Item and all of its Revisions in another Window 7. Copy the Item - ctrl C > Click back to your Home Tab > 11

13 Copy Parts to Folders (cont d.) 8. Stand on your End Item Folder > Click ctrl V to past the Item to your Folder 9. Finally, stand on the End Item Revision and click ctrl X to cut it from your Folder You now have the End Item in you Folder and can expand it to expose all Item Revision going forward 12

14 Make a Working Revision of Items The next step will be to take a Working Revision out of every Assembly and Component which will require a Design Item 1. Click your first Item Revision to highlight it > On the Man Toolbar select File > Revise 2. Teamcenter will present the Part Revise Dialogue > Select Major Revision Click Finish 3. Teamcenter will generate a New Working Revision and attach it to your Part Item 13

15 BOM Management Structuring an EBOM 14

16 EBOM Creation Approaches Note: The PLC team will almost always be given a Quote BoM from which they will create an Award BoM. Before creating an EBoM from scratch, check with you assigned PLC to determine if EBoM Exists 15

17 Modify the Award BOM If you have Components you can Copy & Paste them to your Assembly 1. Navigate to your part Item Revision in your Organization Pane > copy (ctrl C) the Component Item Revision > Click open Structure Manager > Stand on the Assembly Item you wish to paste them to > Click ctrl V to Paste 2. If you wish to Remove Items from a Structure, do not use the Delete Key. You must use the Remove a Line Tool 3. Stand on the Item you wish to remove > on the Main Toolbar click the Remove a Line Button Don t forget to Save your Changes 16

18 BOM Management Creating a Precise EBOM 17

19 Precise EBOM Overview Teamcenter is currently configured to Display Part BoM s in a Precise Mode - specifically selected revisions of each component which match the latest or preferred revision of the Design Item (CSAD Data). Upon release of the Award BoM, Teamcenter Froze Revision /000 and gave it an Award Status Note: you can view this by dragging any End Item in the Award BoM to Structure Manager and looking at its Item Revision Status column. To initiate the Design Process, the Product Engineers took out a new Working Revision of each Part Item and attached an ERP Design Item to it (the Design Item is where we manage the CAD Data). In the Precise Mode, starting at the Award BoM, the EBoM for each End Item will only Display Revision /000 for all newly created items. However, the CAD Designers have already created revision /001 of each Part Item to initiate the Design Process. Through the Design Process, your CAD Design Team will be releasing multiple revisions of each Design and will do so independently from the Part Revision Process we call this Part/Design Separation. At some point in time, you will need to create a specific instance of each End Item. At this point, you must work with your CAD Designer to assure the correct Revision of the Design Item is pasted in to the Represented By Folder of the Part Item Revision you are going to release and include in your Precise EBoM.

20 Structure Manager Replace with flare Load a BOM that you would like to view and change in Structure Manager. 19

21 The Original Assembly These representations are what make up this assembly. 20

22 Find and Copy the new part going into the Assembly Target the design item revision you would like to replace with. Copy the target 21

23 Target the component/assembly you want to replace Back in Structure Manager: Target the design item revision you would like to replace. Notice the view highlights the 3D representation in the Viewer. 22

24 Replace While targeting the deisgn item revision to replace go: Edit > Replace 23

25 Make the new component assembly appear in the viewer The new Design Item Revsion will replace the old one. To make it visable in the Viewer check the check box next to the design icon. 24

26 The new assembly You can now see your changes in real time as they will look. 25

27 This is what makes up the new assembly and sub-assembly 26

28 Replace 27

29 Replace (All in parent assembly) 28

30 Replace (Change Rev) 29

31 BOM Management Exporting a BOM 30

32 Export a BOM to Excel 1. Navigate to your Assembly Item Revision in your Organization Pane and Drag it to Structure Manager 2. If you only see the Top Level Item displayed in Structure Manager, you can right click it and Expand Teamcenter will Expand your BoM 3. Select the Tools Menu from the Primary Toolbar > then select Export > Objects to Excel

33 Export a BOM to Excel (cont d.) Teamcenter will present you with choices for how to work with the Excel Integration, they are 4. Static Snapshot this creates a static snapshot of your entire BoM and all Column Header Information in Excel 5. Live Integration with Excel (Interactive) all changes you make in Excel will be visible in near real time in Teamcenter 6. Live Integration with Excel (Bulk Mode) you trigger updates to TC 7. Work Offline and Import Takes a snapshot of your BoM, allows you to work offline and Import your BoM back in to Teamcenter - Not available for use at this time 32

34 Export a BOM to Excel (cont d.) Content Transfer to Excel 1:1 33

35 Export a BOM to Excel (cont d.) If Live Integration with Excel (Interactive) is selected When you complete your Changes, Click Close If Live Integration with Excel (Bulk Mode) is selected When you complete your Changes, Click Save. Click Close If Work Offline and Import is selected Not available at this time 34

36 BOM Management BOM Compare 35

37 BOM Compare 1. Drag an Assembly Item to Structure Manager 2. Then click the Split Screen ICON 3. Teamcenter will Open a Blank Window 36

38 BOM Compare EBOM Only/Without Designs 4. Click the Blank Window to make it the Active Target Window 5. Navigate back to your Organization Pane and Drag the other Assembly Revision or Assembly to Structure Manager Teamcenter will load the second assembly to enable a comparison 37

39 BOM Compare EBOM Only/Without Designs (cont d.) 6. Select the Tools Option on the Primary Toolbar > Select Compare 7. Select a Comparison Option (JCI_BOM_Compare is the only working option) 8. Click the Report Button to trigger the BoM Comparison > Click Apply Teamcenter will display the Comparison 9. To clear the BoM Compare Select Tools > Clear Compare 38

40 BOM Management Where Used 39

41 Where Used Teamcenter has capability to enable you to look at any item and see all Parent Items Where-Used 1. From your Organization pane, stand on the Part Item Revision you would like to subject to the Where-Used Analysis 2. In the Information Pane, select the Impact Analysis Tab and on the Where Attribute, pull down to select Used 3. You can select specific information to be displayed 4. When Object is selected for Display, you can also select a Revision Rule

42 BOM Management Viewing JT Files from Structure Manager 41

43 View JT Files What is a JT? A tessellated light weight CAD representation of a Component Currently, every time you save a Design Revision to Tc from CATIA a JT is created or updated Component JTs can be viewed in My Teamcenter or in Structure Manager JTs are NOT created for assemblies by default Use Structure Manager to display the Component JTs assembled according to the current structure available in Tc Revision Rules and Primary Representation influence what is displayed in the JT Viewer The Viewer tab displays the JT and uses Perspective Projection, but can be toggled to Orthographic Projection Three scenarios exists for viewing a JT: 1. View a Component (Design Revision): Stand on the Design Revision to view that specific JT 2. View an Assembly in Structure Manager (Design Revision): Default will be whatever Revision is in the Assembly, but can be modified based on Revision Rules 3. View a Component (Part Revision): Stand on the Part Revision and the Primary Representation (blue check) will be displayed

44 View JT Files (cont d.) 1. In your Organization Pane, navigate to the Component Item you wish to view 2. Click Open the Item Revision > Click Open the Represented by Folder 3. Stand on the Design Item to highlight it (make it the Target Item) 4. In the Summary Pane, click the Viewer tab > Teamcenter will display the JT Image 43

45 View JT Files from Structure Manager To view an Assembly in the Viewer you need to put the Assembly in Structure Manager: 1. In your navigation Pane, Drag the Assembly Item Revision you wish to View in to Structure Manager 2. In Structure Manager, Click the Show/Hide Data Panel ICON on the Main Toolbar 44

46 View JT Files from Structure Manager (cont d.) With the Data Panel Open, simply click on the Item you wish to Display, Teamcenter will display the JT Image in the Data Panel Viewer 45

47 Create a JT File JT & PDF On-Demand 46