Creating Revisions to a BOM

You can now create a new revision for a BOM that is released. The new revision to the BOM formulation may be required if you want to add, modify, or remove the BOM item(s) in the BOM formulation. Thus, creating a new revision to an existing BOM item will allow you to consume both the old and revised BOM formulations while creating a route in the Route Editor application.

Before you begin

You must enable the BOM Revisions site parameter in Plant Applications Administrator. For more information, refer to Enabling Site Parameters in Plant Applications Administrator.

Procedure

  1. Create a BOM Formulation.
    The BOM formulation that you created will be in the Drafts section.
  2. Select the Drafts section, and then select the BOM that you created.
    The BOM Item Details section appears.
  3. If required, Add Items to a BOM.
  4. Click the BOM Actions overflow icon , and then select Release.
    Note:
    When you:
    • Enable the ECO site parameter and create a BOM Formulation with non-ECO controlled material, then the options: Create New Revision and Archive are enabled.
    • Enable or disable the ECO site parameter and create a BOM Formulation with both non-ECO controlled material and ECO controlled material, then the options: Create New Revision and Archive are enabled.
    • Disable the ECO site parameter and create a BOM Formulation with both non-ECO controlled material and ECO controlled material, then the options: Create New Revision and Archive are disabled.
    The Release BOM window appears.
  5. Select the approval workflow in the Approval WorkFlow drop-down list box that are configured for the BOM, and then select Release. The workflow must be approved in Approval Cockpit. The BOM will be moved to the Pending Approval section.
    Note:
    If you select Auto-Approve in the Approval WorkFlow drop-down list, then the workflow is approved automatically.
  6. Navigate to the Approval Cockpit application, in the Approver Execution section, click the overflow icon of the <BOM:#>, and then select Review.
    The Workflow Review window appears.
  7. Select Approve to approve the BOM workflow. The approval workflow status will be updated to Approved.
    In BOM Editor, the BOM will be moved to Released section. The BOM Revision number will be zero (0). Subsequent revisions to the BOM will update the BOM revision number to the next incremental number.
    Note:
    If you select Reject in the Approver Execution section of the Approval Cockpit, the approval workflow status will be indicated as Rejected. In the BOM Editor page, the BOM will be moved to the Drafts section.
  8. If you want to revise the BOM that is released, then select the Released section, and then select the BOM that you want to revise.
    Note:
    If required, you can add, modify, or remove the BOM item(s).
  9. Click the BOM Actions overflow icon , and then select Create New Revision.
    The Revise BOM window appears, displaying the BOM details.
    Note:
    • The BOM name, description, BOM family, Material, and so on are copied from the latest version of the BOM and cannot be modified.
    • The REVISION box is disabled and populated with the next incremental number.

      Example: If the existing BOM revision number is 0, then the revision number will be incremented to 1.

    • You can modify the EXPIRATION DATE as required.
    • You can enter the reason for creating new BOM revision in the REASON box.
      Note:
      You cannot exceed 500 characters.
    Note:
    You can configure a PRE or POST call for the BOM Release action in the Configuration application. This PRE call executes when you try to Release a BOM item. If the PRE call fails due to custom logic or validation checks, the BOM Editor application will not allow the release action. However, if you remove the PRE call configuration, the BOM Editor application will skip the PRE call and allow the BOM item to be released. The POST call configuration can only be executed after the PRE call or after the release action completes.
    Important:
    Custom calls are not available if the BOM revision site parameter is disabled.
  10. Select Next.
    The BOM will appear in the Drafts section with the Revision number 1. The BOM revision number will remain 1 until you create a new revision on this BOM.
    Note:
    In Route Editor, when you try to add the BOM formulation while creating a route, you will be prompted with two options of BOM revisions (that is, revision 0 and revision 1) for the same BOM name. You can then select the <BOM name> REV 0 or REV 1 in accordance with the route requirements.