Product design

Use this function to define one, or multiple revisions of the structure for a new product. A product design is an assembly, a new "in design" product, made up of assemblies and components.

Important

Refer to the Product design guide to access a comprehensive overview of the Sage X3 Product design module. The Product design guide covers the prerequisites and setup needed to use the Product design module, and describes the integrated features provided for managing product designs. Click the link that applies to your Sage X3 solution:


Product design guide: Refer to the Creating a new product design BOM chapter for information on the use of this function.

Product design BOMs contain structured information for making a product, however product design BOMs are designed independently from in-production and subcontracted bills of materials (BOMs) and assemblies. As for in-production and subcontracted BOMs, product design BOMs define an assembly that can ultimately become a finished product, made up of subassemblies, product design BOMs as subassemblies, and components. Any number of subassemblies can exist in a product design BOM component list. Each subassembly will itself have a list of components, and this list can also contain subassemblies. Progressing in this way you can create multiple levels of assembly below the final assembly (the design product).

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

The Product design function contains a home section and a table in a Design BOM section for adding components, and for adjusting costs. Each New material you add as a component to a product design BOM revision is also created as a New material "parent" record. You access the New material parent record functionality from the New material action (Components > New material).

Header

The home section provides the product design identification fields. The critical fields in the home section are the Status and Release status fields. These fields indicate the current stage of this design in the design, and approval cycles, through to the release of the design product. The design engineer for this product design BOM uses the Status field to control the progress of this design through the design cycle; if populated, the Release status field indicates if this, or a different revision of this design has reached production status and was approved as the "best" overall design and released as a new product, and a full production BOM, or was abandoned.

Block number 1

Product design code (field NPICOD)

Type in a code for this new product design. This is an internal identification code. For example, NPI-Rotating tower crane.

An internal Product design code is mandatory.
Revision (field NPIREV)

Type in a revision number. The revision number forms part of the product design identifier.

An internal Revision number is mandatory.
Production site (field MFGFCY)

The Production site is the site at which your new product will be assembled. The production site also forms part of the product design identifier.

  • Leave blank if this product will be assembled at multiple sites.
  • Type in, or select a production site from the Sites table (FACILITY) if this product will only be assembled at a single site. This site needs to be defined on the company.
  • Leave blank if you are not sure where this product will be assembled.
Description (field NPIDES)

Type in a description for this product design revision.
field HASHEATEX

This T icon is displayed if you used the Header text action to add supporting text to this product design.
Status (field NPISTA)

This new product design revision is automatically initialized to In development status. You can change this to a status that is further through the design cycle, if necessary.

Product design status Status description and controls
In development

When a design engineer has entered a new product design revision using the Product design function (GESNPI).

In development is the default status for a new product design BOM revision.

All product design BOM revision components can be changed.

Excluded functionality:

  • Changes to the Cost site (CSTFCY), Cost type (CSTTYP) and Design UOM (NPIUOM) fields after the new product design BOM revision has been created and saved.
  • Changes to the Approval status field (APPSTA).
Development completed

When a design engineer has completed and saved a new product design BOM revision.

Changes to the non "critical" Description (NPIDES), Brand (BRAND) and Customer (BPCNUM) fields are permitted for user roles with Manager and Super user authorization.

Assigning and changing the subject matter experts that can provide input into the product design as an Approver are permitted for user roles with Manager and Super user authorization.

Excluded functionality:

  • Changes to the product design BOM revision components by user roles with Manager authorization.
  • Changes to the Approval status field.
Submitted for approval

When a user role with Manager or Super user authorization submits a product design BOM revision for review.

Excluded functionality:

  • Changes to the product design BOM revision by user roles with Manager authorization.
  • Publishing of new material components in the product design BOM revision.

Exception: A user role with Manager authorization can revert the product design Status from Submitted for approval to In development if a change to the components is needed. The Approval status will automatically revert to Approval pending.
Production

When the review of a product design BOM revision is successful, the design revision is approved, and is suggested as approved for release to production.
Suspended

When a product design BOM revision is suspended from progressing through the design cycle.

Excluded functionality: Changes to the product design BOM revision.
Obsolete

When a product design revision is obsolete.

Excluded functionality:

  • Changes to the Approval status field.
  • Changes to the product design BOM revision.

Each product design BOM revision needs to follow the standard design and approval processing cycles. The stages of the product design cycle are defined in local menu 3511–Product design status.

For a product design BOM revision that will be processed through to completion the standard design cycle is: In development > Development completed > Submitted for approval > Production.

For a product design BOM revision that will be rejected the standard design cycle is: In development > Development completed > Submitted for approval > [Suspended] > Obsolete.

Release status (field RELSTA)

This field is populated automatically once a product design BOM revision is released as a new product, and as a full production BOM. It displays one of the following values:

  • Released: If the selected product design BOM revision was released as a new product, and as a full production BOM.
  • Abandoned: If the selected product design BOM revision was not released as a new product because a different revision of the product design BOM was selected for release.

You cannot make any changes to this product design revision if this field is populated.

Block number 2

Design product (field NPIITMREF)

The Design product code becomes the final product code, the code that is written to the Products table (ITMMASTER) when this product design is published. You have 3 options for this field. You can:

  • Leave blank if this new product design has not been assigned a final product code.
  • Type in the product code if you know the what the final product code will be.
  • Leave blank to assign the product code when this product design is published to the Products table (ITMMASTER).
Major version (field BOMECCMAJ)

This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

This field is not populated if the product code defined in the Product field is not version managed.
Minor version (field BOMECCMIN)

This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the product code defined in the Product field is not version managed.
Product published (field NPIITMREFP)

This checkbox is selected if this product design has been published to the Products table (ITMMASTER).

You can view the new product using the Products function (GESITM).
BOM published (field NPIBOMREFP)

This checkbox is selected if this product design BOM revision has been published as a full production BOM.

You can view the production BOM using the Production BOMs function (GESBODP).

Block number 3

Brand (field BRAND)

If this product design revision is associated with a specific brand you can reference the customer's brand name here. For example, MovaCrane. This field is optional.
Customer (field BPCNUM)

Type in, or select a customer for this product design revision. This field is optional.
Project (field PJT)

Use this field to link production of this product design with a specific project.

Type in, or select one of the following:

  • A customer relation (CRM) project code from the CRM project table (OPPORCRM).
  • A resource planning project code from the PJM project table (OPPORPJM).
  • A combined project code and project budget code from the Project budget table (PJMBUD).
  • A combined project code and project task code from the Project task table (PJMTSK), that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the value of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

Block number 4

Tab Design BOM

You use this section for adding components to a product design revision, and for adjusting costs.

You cannot modify the Cost site (CSTFCY), Cost type (CSTTYP) or Design UOM (NPIUOM) fields (Costs block) for a product design once a component has been added to the table of components.

Costs

Cost site (field CSTFCY)

This field defaults to the defined Production site (MFGFCY field), if defined, but can be changed.
Currency (field CSTCUR)

This field defaults to the currency associated with the defined cost site (Cost site field). You cannot change it.
Cost type (field CSTTYP)

This field is significant for costing your product design revision. The default cost type is Standard costing. You can choose to cost this product design revision using one of the following cost types:

  • Standard cost
  • Revised standard cost
  • Budgeted standard cost
  • Simulated standard cost

The Cost type is mandatory for the cost calculations.

Existing products that you add to your design as components read from the defined product-cost record to contribute to the overall unit and total cost of your design.

New materials that you add to your design as components do not initially have any costs associated with them. You add the costs manually either to the component line, or when you publish the new material to the Products table (ITMMASTER). The act of publishing the new material creates the appropriate product-cost record simultaneously, writing the costs from the new material to the defined product-cost record. The overall unit and total cost of your design are then updated to include the new material costs.
Design UOM (field NPIUOM)

This field defaults to the value defined in the DESIGNUOM–Design BOM UOM parameter (TC chapter, NPI group). Leave the default value or type in, or select the unit in which this product will be costed and/or manufactured.

The Design UOM is mandatory for the quantity calculations.
% calculation (field PRCCLC)

Select this checkbox to indicate if component quantities for this product design revision will be recorded and calculated based on percentages.

This checkbox is only available if the Design UOM field (NPIUOM) is set to a unit that represents weight or volume.
Design quantity (field NPIQTY)

Use this field to define the quantity of this product design revision that are to be costed/manufactured based on a percentage calculation, or recipe.

This field is only available if the Design UOM field (NPIUOM) is set to a unit that represents weight or volume, and the % calculation checkbox (PRCCLC) is selected.

Block number 2

Update costs (field BTNUPDCST)

Select this icon to update the costs for this product design revision for the component types selected in the following checkboxes:

  • Existing product
  • Design assembly
  • New material
Existing product (field UPDPRDCST)

Select this checkbox if all components of type "existing" in this product design BOM, that is existing materials and existing assemblies, need to be updated when updating costs using the Update costs icon.
Design assembly (field UPDDACST)

Select this checkbox if all components of type Design assembly in this product design BOM need to be updated when updating costs using the Update costs icon.
New material (field UPDNMCST)

Select this checkbox if all components of type New material in this product design BOM need to be updated from a New material "parent" record when updating costs using the Update costs icon.

Block number 3

field HASTEX

This T icon is displayed if you used the Line text entry action from the Actions icon to add supporting text to this component line.
field HASIMG

This Image icon is displayed if you used the Image action from the Actions icon to add an image to this component line.
field HASPRDSIT

This orange dot is displayed as a warning if this "existing" component does not have a product-site record.
Sequence (field BOMSEQ)

This field identifies the sequence number of this component in this BOM (bill of materials). It identifies a component where multiple components with the same product code are defined as variants or options.

The BOMSTE–Component sequence increment parameter (TC chapter, BOM group) defines the first sequence number and the increment applied to subsequent component sequence numbers.
Type (field CPNTYP)

Use this field to define what type of component this is. You can set it to one of the following values:

  • Existing material: The component currently exists as a stock record in the Products table (ITMMASTER).
    If an image is attached to the product in the Products function (GESITM) the image is copied to the component line.
  • Existing assembly: The component is a subassembly or a semi-finished product that currently exists as a stock record in the Products table, and as a production or subcontracting BOM in the Products–BOMs table (ITMBOM).
    If an image is attached to the product in the Products function (GESITM) the image is copied to the component line.
  • New material: The component does not currently exist as a stock record in the Products table. You can type in a temporary code and description for your new product, and create it as a stock record later.
    Once saved to a product design BOM, a component of type New material can be selected and included in other product design BOMs.
  • Design assembly: The component needs to be a subassembly, but the product currently only exists as a product design BOM that has not yet been published to the Products table, and to the Products–BOMs table.
    A component of type Design assembly changes to a component of type Existing assembly when the product design is published to the Products table (ITMMASTER), even if the product design is still in design mode.
  • Generic product: A placeholder product. Use this type of component if you are in the early stages of designing your product, or have not yet decided upon a specific component. A placeholder product can be an existing material or assembly that exists as a stock record, or a "new" material or assembly that does not yet exist as a stock record.
    For example, your organization stocks multiple transistors, all of which are similar in design. Your design engineer adds transistor T-A1 to the product design as a placeholder for the component, a Generic product. When the design engineer confirms the correct transistor is T-B2 they change the component type to Existing material and the component to product code T-B2. The product design BOM is ready to be published.
    You will need to change a Generic product to an Existing material or an Existing assembly when you have finalized your product design before you can publish it.
  • Costing: This a costing element. You can use it to manipulate the cost of this product design.
  • Text: This a text element. You can use it to record notes for this product design.
Component (field CPNREF)

Use this field to define the component product code.

 If this component currently exists in this BOM you need to ensure the sequence number for this component is unique.
Description (field CPNDES)

Type in an appropriate description for this component/component line, up to a maximum of 30 characters. This field is only available for entry for components of type New material, Generic product, Costing, and Text.

For components of type Existing material, and Existing assembly, this field displays the description from the product record.

For components of type Design assembly, this field displays the description from the Product design header table (NPIHEADER).
Revision (field CPNREV)

Type in, or select the specific revision number of the defined product design BOM to use. This field is only available for entry for components of type Design assembly.
Design site (field CPNFCY)

Type in, or select the production site for the selected revision number for the defined product design BOM. This field is only available for entry for components of type Design assembly.
Major version (field ECCVALMAJ)

Use this field to indicate which major version of this component applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the component code defined in the Component field is not version managed.
Minor version (field ECCVALMIN)

Use this field to indicate which minor version of this component applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the component code defined in the Component field is not version managed.
UOM (field BOMUOM)

Type in, or select the unit in which this component will be costed and/or manufactured. This field is only available for entry for components of type New material and Generic product.

If this component is an "existing" component, this field defaults to the unit of measure for this component.

  • For components of type Existing material, and Existing assembly, this field displays the unit of measure from the product record.
  • For components of type New material, this field displays the unit of measure from the New material "parent" record.
  • For components of type Design assembly, this field displays the unit of measure from the Product design components table (NPICOMPONENT).

The Design UOM is mandatory for the quantity calculations.
% quantity BOM UOM (field PRCBOMQTY)

Use this field to define the percentage of this component that is needed to make the design product. This field is only available for entry if the Design UOM field (NPIUOM) is set to a value that represents weight or volume, and the % calculation checkbox (PRCCLC) is selected.

The sum of the percentage of each component needs to equal 100.

Where a component has the Exclude quantity checkbox (EXCLOKQTY) selected, the quantity is excluded by default from the percentage calculations.
UOM link quantity (field BOMQTY)

This field is calculated automatically if the Design UOM field (NPIUOM) is set to a value that represents weight or volume, and the % calculation checkbox (PRCCLC) is selected. It displays the quantity of this component in the component unit of measure (UOM field (BOMUOM)) that is needed to make the design product based on the percentage defined in the % quantity BOM UOM field (PRCBOMQTY), if the component unit of measure also represents weight or volume.

For all other units of measure (such as EACH, AREA, LENGTH), use this field to define the quantity of this component in the selected unit (field BOMUOM) that is needed to make the design product.

Where a component has the Exclude quantity checkbox (EXCLOKQTY) selected, the quantity is excluded by default from the quantity calculations.
UOM-STK factor (field BOMSTUCOE)

This is the conversion factor between the component unit (UOM field (BOMUOM) and the product design unit (Design UOM field (NPIUOM)). It is always set to 1 unless a product design unit is set to a value that represents weight or volume.

If the product design unit is one value and the component unit an unrelated value (for example, Design UOM = g (grams) and component UOM = l (liter)) a Warning icon is displayed to indicate an unexpected field value.
field HASWRN

This Warning icon is displayed to indicate an unexpected field value. For example, the product design unit is one value and the component unit an unrelated value (for example, Design UOM = g (grams) and component UOM = l (liter)).

The warning is non-blocking and will not prevent you building your product design.
Link quantity (field LIKQTY)

This field displays the quantity of this component in the stock unit that is needed to make the design product. The default quantity is calculated from the entered quantity using the UOM-STK coefficient (BOMSTUCOE field). You can amend it if necessary.
Design link quantity (field NPILIKQTY)

This field displays the quantity of this component in the component unit that is needed to make the design product. The default quantity is calculated from the entered quantity using the UOM-STK coefficient (BOMSTUCOE field). This field is not available for entry.
STK (field STU)

This field displays the unit of the calculation quantity.
Density (field DTY)

This field is subject to the UML–Link quantity in unit of measure activity code. Use this field to define the product density. Density is the mass of the product (measured in g (grams) or kg (kilograms), for example) divided by its volume (measured in ml (milliliters) or cm³ (cubic centimeters), for example).
Link quantity code (field LIKQTYCOD)

Use this field to define how the quantity of this component in the stock unit that is needed to make the design product is determined:

  • Proportional: The quantity of this component is multiplied by the quantity required for the parent product.
  • Fixed: The quantity of this component is fixed, regardless of the quantity required of the parent product.
Design STK factor (field NPISTUCOE)

This field displays the conversion factor between the product design unit of measure (Design UOM field (NPIUOM)) and the component unit of measure (STK field (STU)). For example, if the Design UOM field = kg and a component STK field = g, this field displays the value 0.00100 as the conversion factor from kg to g.
field HASNPISTUC

This Warning icon is displayed to indicate an unexpected field value. For example, the product design unit is one value and the component unit an unrelated value (for example, Design UOM = g (grams) and component UOM = l (liter)).

The warning is non-blocking and will not prevent you building your product design.
Quantity rounding (field QTYRND)

Use this field to define the rounding rule to be applied to adjust the calculated quantity of this component to the number of decimal places defined for the stock unit of the parent product. You can set this field to one of the following values:

  • Round to the nearest
  • Greater than: Round up.
  • Less than: Round down.
% scrap (field SCA)

Type in the percentage of the component that you expect to be scrap (lost during the production process).

Inquiries can display the following figures:

  • Net quantities: The loss (scrap) percentage is not included in calculations of the quantity required to produce a parent product.
  • Gross quantities: The loss percentage is included in calculations of the quantity required to produce a parent product.
Exclude qty. (field EXCLOKQTY)

Select this checkbox to exclude a component quantity from the percentage and quantity calculations. You might use this feature if a component used in a chemical formula vaporizes, for example.
Cost (UOM) (field BOMUOMCST)

This figure displays the total cost of this component in the product design unit (Design UOM field (NPIUOM)) for the displayed Calculation quantity (CLCQTY field).
Cost (STK) (field CSTSTU)

This figure displays the total cost of this component for the defined component unit (UOM field (BOMUOM)) for the displayed Calculation quantity (CLCQTY field).
Calculation qty. (field CLCQTY)

This field is set to the default quantity 1.
Component cost (field MATTOT)

This field displays the total cost of this component from the product-cost record. You can add or amend the value, as required.
Material cost (field MATLEV0)

This field displays the current material cost for this component from the product-cost record. You can add or amend the value, as required.
Machine cost (field MACTOT)

This field displays the current machine cost for this component from the product-cost record. You can add or amend the value, as required.
Labor cost (field LABTOT)

This field displays the current labor cost for this component from the product-cost record. You can add or amend the value, as required.
Subcontract cost (field SCOTOT)

This field displays the subcontract service cost from the product-cost record. You can add or amend the value, as required. The price used to value the service is specified by the VLTSCEOEXT–Service value price/planned PC parameter (ACH chapter, COS group).
Overhead cost (field OVETOT)

This field displays the overhead costs for this component from the product-cost record. You can add or amend the value, as required.
Lock costs (field LOKCST)

Select this checkbox to prevent updates to the costs for this component. You might use this feature once you have determined the costs for a specific component are correct and should not be altered, for example.
Exclude costs (field EXCLOKCST)

Select this checkbox to exclude the costs for this component from the Unit cost (TOTUNTCST field) and Total cost (TOTEXTCST field) calculations.
Cost (STK) (field VLTTOT)

This field displays the total costs for this component for the displayed calculation quantity (CLCQTY field).
Total cost (field EXTCST)

This field displays the total cost for this component. This figure is calculated from the selected Cost type (CSTTYP field) + the Overhead cost (OVETOTNPI field).
Note code (field NORCOD)

If this component is of type Existing material or Existing assembly and it does not have a product-site record, the note "This component is not available for this production site "[production site code]"" is displayed in this field.

An orange dot is displayed on the component line as a warning.

Totals

Update totals (field UPDTOTALS)

Select this icon to update the costs for this product design revision.

Block number 6

Design link quantity (field TOTQTY)

This field displays the total number of units of this product design that are being costed. If a product design unit is set to a value that represents weight or volume it will be set to the calculated gross quantity.
Unit cost (field TOTUNTCST)

This field displays the cost per single unit of this design product.
Total cost (field TOTEXTCST)

This field displays the total (gross) cost for this product design BOM for the quantity displayed in the Design link quantity field (TOTQTY).

Block number 7

Net quantity (field TOTQTYNET)

This field displays the quantity calculated for this product design revision. It is calculated from the Total quantity and Manual Yield % fields.
Net cost (field TOTNETCST)

This field displays the total net cost for this product design BOM for the quantity displayed in the Net quantity field (TOTQTYNET).
Production yield % (field EFFCLC)

This field displays the calculated expected yield for this product design revision. This figure represents the production efficiency percentage. The calculation of this figure includes the percentage of the component that you expect to be lost during the production process from the % scrap field (SCA).
Manual yield % (field EFF)

This field displays the calculated expected yield for this product design revision. You can adjust this figure manually. This figure represents the production efficiency percentage. The calculation of this figure includes the percentage of the component that you expect to be lost during the production process from the % scrap field (SCA).
Lock (field EFFUPD)

Select this checkbox to prevent the Manual yield % field (EFF) from being recalculated. To recalculate the Manual yield % field automatically each time the formula is adjusted, leave clear.

Block number 8

Total quantity (field ADJEXTCSTB)

This field displays the total number of units of this product design that are being costed. If a product design unit is set to a value that represents weight or volume it will be set to the calculated gross quantity.
Total quantity cost (field ADJEXTCSTT)

This field displays the total cost of this design product for the displayed Total quantity (ADJEXTCSTBY).
Line text entry

Select Line text entry from the Actions icon to add text to this component line.

A T icon will be displayed on the component line. You can select this icon to view, or adjust the text associated with this component.
Image

Select Image from the Actions icon to view or change an image associated with this component.

This action is only available if an Image icon is displayed on the component line. You can also select this icon to view, or change the image associated with this component.
Product detail

Select Product detail from the Actions icon to view or amend the details of this component/product.

This action is only available for components of type Existing material or Existing assembly. You need to publish components of type New material before you can view the product details.
Reference

Block number 1

Component (field CPNREF)

This field displays the component product code.
Description (field CPNDES)

For components of type Existing material, and Existing assembly, this field displays the description from the product record.

For components of type New material, Design assembly, and Generic product, this field displays the description from the Product design header table (NPIHEADER).
UOM link quantity (field BOMQTY)

This field displays the quantity of this component in the component unit of measure (UOM field (BOMUOM)) that is needed to make the design product based on the percentage defined in the % quantity BOM UOM field (PRCBOMQTY), if the component unit of measure also represents weight or volume.

For all other units of measure (such as EACH, AREA, LENGTH), this field displays the quantity of this component in the selected unit (field BOMUOM) that is needed to make the design product.

Where a component has the Exclude quantity checkbox (EXCLOKQTY) selected, the quantity is excluded by default from the quantity calculations.

Grid

Circuit references (field CPNCRTREF)

Use this field to add circuit references to this component line. There is no limit to the number of circuit references you can add. An information message will warn where line references are not equal to the component quantity.

For example, a design engineer includes a circuit board as a component of a production BOM. The circuit board needs 10 LED lights to be attached. The design engineer uses the Circuit references column to describe where to add the LED lights to the circuit board.
Drawing references (field CPNDRWREF)

Use this field to add drawing references to this component line. There is no limit to the number of drawing references you can add. An information message will warn where line references are not equal to the component quantity.

For example, a design engineer includes a circuit board as a component of a production BOM. The circuit board needs 10 LED lights to be attached. The design engineer uses the Drawing references column to cross reference to CAD, manual drawings, or a file name.

Select Reference from the Actions icon to add circuit and drawing references to this component line. There is no limit to the number of circuit or drawing references you can add. An information message will warn where line references are not equal to the component quantity.

For example, a design engineer includes a circuit board as a component of a production BOM. The circuit board needs 10 LED lights to be attached. The design engineer uses the Circuit references column to describe where to add the LED lights to the circuit board, and the Drawing references column to cross reference to the CAD, manual drawings, or file name.
Where used

Component - existing product

Component type (field CPNTYP)

This field is populated if this selected component is of type Existing material, or Existing assembly, that is, the component currently exists as a stock record in the Products table (ITMMASTER).
Component (field CPNITMREF)

This field displays the component product code.
Major version (field ECCVALMAJ)

This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

This field is not populated if the product code defined in the Product field is not version managed.
Minor version (field ECCVALMIN)

This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the product code defined in the Product field is not version managed.

Component - other

New material (field CPNPM)

This field is populated with the selected component code if the selected component is of type New material, that is, it does not currently exist as a stock record in the Products table (ITMMASTER).
Description (field CPNDESNPM)

For components of type Existing material, and Existing assembly, this field displays the description from the product record.

For components of type New material, Design assembly, and Generic product, this field displays the description from the Product design header table (NPIHEADER).

Block number 3

Generic (field CPNGEN)

This field is populated with the selected component code if the selected component is of type Generic product, that is, it is a placeholder product. A placeholder product can be an existing material or assembly that exists as a stock record, or a "new" material or assembly that does not yet exist as a stock record.
Description (field CPNDESGEN)

For components of type Existing material, and Existing assembly, this field displays the description from the product record.

For components of type New material, Design assembly, and Generic product, this field displays the description from the Product design header table (NPIHEADER).

Block number 4

Design assembly (field NPICOD)

This field is populated with the selected component code if the selected component is of type Design assembly, that is, it is a subassembly but the product currently only exists as a product design BOM that has not yet been published to the Products table (ITMMASTER), and to the Products–BOMs table (ITMBOM).
Description (field CPNDESNPI)

For components of type Existing material, and Existing assembly, this field displays the description from the product record.

For components of type New material, Design assembly, and Generic product, this field displays the description from the Product design header table (NPIHEADER).
Revision (field NPIREV)

This field is populated with the defined internal identification number of the defined product design BOM in which this selected component code is defined as a subassembly. This field is only displayed for components of type Design assembly.
Design site (field CPNFCY)

This field defines the production site for the selected revision number for the defined product design BOM in which this selected component code is defined as a subassembly. This field is only displayed for components of type Design assembly.

Processing

Production site (field MFGFCY)

Use this field to search for this component at a specific production site. To search for this component across all production sites, leave blank.
Status (field NPISTA)

Use this field to search for this component in product design BOMs at a specific status in the design cycle. To search for this component across all design statuses, select the All status checkbox.
All status (field STA)

Select this checkbox to search for this component across all design statuses.
Processing mode (field TRT)

Use this checkbox to select the BOM level links to search.

SEEINFO You can choose to search only the first level links of the BOM, the last level links of the BOM, or all BOM level links (multilevel).

Select Where used from the Actions icon to locate every product design BOM revision, and every level of a product design BOM revision in which this component is used.

The search functionality is limited to the component type for this specific component line.

Tab Approval

This section is used by user roles with Manager or Super user authorization, such as the design engineer for this product design BOM revision, as well as subject matter experts that have been assigned to provide input into this design.

User roles with Manager or Super user authorization

As a user role with Manager or Super user authorization, such as the design engineer for this product design revision, you use this section to assign this product design revision to subject matter experts. Subject matter experts, or "approvers", are individuals within, or external to your organization that can provide input into this design.

"Approvers" you assign to review this product design revision should have the expertise to adequately assess this design from both a business and a technical perspective. They have administrative rights to advance or reverse the design through the stages of the approval cycle as they deem necessary.

 As approvers have authority to approve or reject this design it is important that you give due consideration to which subject matter experts you assign.

  • "Approvers" need to be authorized as such using their functional profile.
  • Approvers can be responsible for manually advancing this product design revision to the next stage in the approval cycle.

Approvers

As an "approver" you have been assessed as having the expertise to review the business case and the requirements for this product design BOM revision.

You might be an internal approver, or an external approver. As an external approver, you might work for a customer that was sold a prototype of this product design and have now reviewed the design against the requirements, or you might be an organization such as the Food Safety and Inspection Service.

As an approver you should assess this product design BOM revision from both a business and a technical perspective.

Upon completion of your review, you notify the design engineer for this product design BOM revision by setting an approval status.

 Your user role needs to have Internal approver, or External approver authorization.

Approver

Approver (field APPUSR)

Use this field to identify the subject matter expert that has the expertise to review the business case and the requirements for this product design BOM revision.

Subject matter experts, or "approvers", have a user role with Internal approver, or External approver authorization. They have the authority to approve or reject the suggested design.

Type in, or select a user code.
Approval date (field APPDAT)

Use this field to set the date you assign an "approver" to this product design BOM revision, or as an approver, the date you change the Approval status field.
Approval status (field APPSTA)

Use this field to indicate the current status of the decision in the review of the business case and requirements for the product design revision.

The standard approval cycle is: Approval pending > Approval submitted > Approval in progress > Approved for prototype > Approved for production.

The standard approval cycle for a product design BOM revision that will be rejected is: Approval pending > Approval submitted > Approval in progress > Approval rejected.

You can be flexible with the approval cycle status. For example, for a product design BOM revision that reaches Approved for prototype status, then a prototype is sent to customers for approval and is subsequently rejected, the approval cycle could be: Approval pending > Approval submitted > Approval in progress > Approved for prototype > Approval rejected.
Maximum quantity (field QTYMAX)

Use this field following your review as an "approver" for this product design revision to indicate how many of this design you approve for production as a prototype product (by raising prototype work orders). Your figure should represent the maximum number of prototype products you need to run through your approval cycle.

This figure is obsolete if the approval status is Approved for production.
UOM (field QTYMAXUOM)

Use this field following your review as an "approver" for this product design revision to define the unit in which the Maximum quantity of this component should be produced as a pilot product, or for full production.

This field is only for reference. It does not impact the production process.

Approval information

field TEXTE

Use this free-format text field to summarize your decision on your review of the business case and the requirements for this product design BOM revision. You could use it, for example, to state assumptions or make recommendations to the engineer responsible for this particular design revision. As the design engineer for this product design BOM revision you could use it to respond to comments or recommendations added by an "approver".

Tab Images

Use this section to link up to 2 images to your product design revision.

Select Select file. Locate the image, then select it.

Stock items can only have one image attached to them. You can choose which image to link to the new product when you publish this design assembly.

Design images

Image (field IMG1)

Use this field to select an image to display on this record.

Actions menu

Select the Header text action to add supporting text to this product design revision. A free-format Text entry box is displayed. You have unlimited characters with which to add information to support your design revision.

A T icon is displayed in the home section if you add supporting text to this product design revision.

Select the New material action to manage a new material "parent" record before you publish the component to the Products table (ITMMASTER).

Grid

Publish (field CHKPUB)

Select this checkbox for each new material Component that is ready to be published to stock.
Component (field CPNREF)

This field displays the component product code.
Description (field CPNDES)

This field displays the description for this component from the New material "parent" record.
Product (field NEWITMREF)

This field displays the component code from the New material "parent record". This code will become the product code when this new material component is published to stock. You can change the component code, if required.
Stock unit (field STU)

This field displays the unit of the calculation quantity.
Description (field NEWITMDES)

This field displays the description for this component from the New material "parent" record. This will become the product description when this new material component is published to stock. You can change the component description, if required.
Category (field TCLCOD)

Use this field to identify the category of product to which this product is to be assigned.

The product category you select needs to have a Flow type set to Bought (PURFLG checkbox), Sold (SALFLG checkbox) or Manufactured (MFGFLG checkbox).

Category STK (field TCLSTU)

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.
Stock site (field STOFCY)

Use this field to define the site (warehouse) at which this new product will be stored.

 A storage site has the checkbox Stock (Details section) selected.
Density (field DTY)

This field is subject to the UML–Link quantity in unit of measure activity code. Use this field to define the product density. Density is the mass of the product (measured in g (grams) or kg (kilograms), for example) divided by its volume (measured in ml (milliliters) or cm³ (cubic centimeters), for example).
Storage site (field CCSTFCY)

This field defaults to the defined Production site (MFGFCY field), if defined, but can be changed.
Cost currency (field CCSTCUR)

This field defaults to the currency associated with the defined cost site (Cost site field). You cannot change it.
Cost type (field CCSTTYP)

This field is significant for costing your product design revision. The default cost type is Standard costing. You can choose to cost this product design revision using one of the following cost types:

  • Standard cost
  • Revised standard cost
  • Budgeted standard cost
  • Simulated standard cost

The Cost type is mandatory for the cost calculations.

Existing products that you add to your design as components read from the defined product-cost record to contribute to the overall unit and total cost of your design.

New materials that you add to your design as components do not initially have any costs associated with them. You add the costs manually either to the component line, or when you publish the new material to the Products table (ITMMASTER). The act of publishing the new material creates the appropriate product-cost record simultaneously, writing the costs from the new material to the defined product-cost record. The overall unit and total cost of your design are then updated to include the new material costs.
Fiscal year (field FIYNUM)

Enter or select the number of the fiscal year for the company and the ledger type.
Validity start date (field ITCSTRDAT)

This field displays the start date defined for the selected fiscal year. You cannot change this date.
Validity end date (field ITCENDDAT)

This field displays the end date defined for the selected fiscal year. You cannot change this date.
Cost group (field BRDCOD)

This field displays the cost group set on the product. It can be amended.

Cost calculations are used to break down material costs. Use this field to define where (subtotal) the material cost for this product category needs to be posted.

The MAT–Number of material groups activity code defines how many family cost groups are available.

Update code (field CSTUPD)

Use this field to enter the cost update indicator (for each type):

  • Entered: The cost calculation does not modify the data entered for this type of cost, and it is not passed on to the lower levels of the BOM.
  • Calculated: The existing costs (entered or calculated) will be overwritten by the next calculation run.
    The corresponding column can still be entered.
Note (field NOTE)

This field is populated with the message "Product ID will be deleted and will be created by a sequence number" if the selected product Category (TLCCOD field) has a Product sequence code (ITMREFCOU field) assigned to it. This message is informing you that the Product code (NEWITMREF field) will be replaced by the next sequential code value.

The Product code field is highlighted as a warning.

Select the Publish new material action to convert a component of type New material to a stock item.

The act of publishing a new material creates the following records:

  • A product in the Products table (ITMMASTER).
    You can view the new product using the Products function (GESITM). Alternatively, select Product detail from the Actions icon on the component line.
  • A product-site record in the Products-sites table (ITMFACILIT).
    You can view the new product-site record using the Products-sites function (GESITF), or by using the Product-site action in the Products function (GESITM).
    If the selected product Category is set up for multiple "storage sites", a product-site record is created for each storage site.
  • A product-cost record in the Products-costs table (ITMCOST).
    You can view the new product-cost record using the appropriate standard costs function (GESICD, GESICA, GESICB, GESICS).

The New material "parent" record is deleted.

For every product design BOM revision in which the published new material exists as a component:

  • The published component is now of type Existing material.
  • The Component code is now the component Product code, or the next sequential product category sequence code.

A detailed log file is displayed upon completion.

Select the Where used action to locate every product design BOM revision, and every level of a product design BOM revision in which a specific component is used.

Product

Product design code (field NPICOD)

This field displays the internal identification code for this new product design. For example, NPI-Rotating tower crane.
Revision (field NPIREV)

This field displays the internal identification number for this product design revision.
Production site (field MFGFCY)

The Production site is the site at which your new product will be assembled.

  • This field will be blank if this product will be assembled at multiple sites, or you are not sure where this product will be assembled.
  • This field will display a production site if this product will only be assembled at a single site.
Design UOM (field NPIUOM)

This field displays the unit in which this product will be costed and/or manufactured.

The Design UOM is mandatory for the quantity calculations.

Block number 2

Design product (field NPIITMREF)

The Design product code becomes the final product code, the code that is written to the Products table (ITMMASTER) when this product design BOM revision is published. Type in the new product code.
Product description (field NPIDES)

This description becomes the final product description, the description that is written to the Products table (ITMMASTER) when this product design BOM revision is published. Leave the description displayed, or type in a new description for this new product code.
Stock site (field STOFCY)

Use this field to define the site (warehouse) at which this new product will be stored.

 A storage site has the checkbox Stock (Details section) selected.
Category (field TCLCOD)

Use this field to identify the category of product to which this product is to be assigned.

The product category you select needs to have a Flow type set to Bought (PURFLG checkbox), Sold (SALFLG checkbox) or Manufactured (MFGFLG checkbox).

Note (field NOTE)

This field is populated with the message "Product ID will be deleted and will be created by a sequence number" if the selected product Category (TLCCOD field) has a Product sequence code (ITMREFCOU field) assigned to it. This message is informing you that the Product code (NEWITMREF field) will be replaced by the next sequential code value.

The Product code field is highlighted as a warning.

Costing

Cost site (field CSTFCY)

This field displays the cost site for this new product. The product-site record will be the Product code from either the Design product code, or the next sequential product category sequence code, plus the Stock site from this Cost site.
Cost type (field CCSTTYP)

This field is significant for costing your product design revision. The act of publishing the new design product creates the appropriate product-cost record simultaneously, writing the costs from the product design BOM revision to the product-cost record.
Cost currency (field CCSTCUR)

This field defaults to the currency associated with the defined cost site (Cost site field). You cannot change it.

Block number 4

Fiscal year (field FIYNUM)

Enter or select the number of the fiscal year for the company and the ledger type.
Validity start date (field ITCSTRDAT)

This field displays the start date defined for the selected fiscal year. You cannot change this date.
Validity end date (field ITCENDDAT)

This field displays the end date defined for the selected fiscal year. You cannot change this date.
Cost group (field BRDCOD)

This field displays the cost group set on the product. It can be amended.

Cost calculations are used to break down material costs. Use this field to define where (subtotal) the material cost for this product category needs to be posted.

The MAT–Number of material groups activity code defines how many family cost groups are available.

Update code (field CSTUPD)

Use this field to enter the cost update indicator (for each type):

  • Entered: The cost calculation does not modify the data entered for this type of cost, and it is not passed on to the lower levels of the BOM.
  • Calculated: The existing costs (entered or calculated) will be overwritten by the next calculation run.
    The corresponding column can still be entered.

Costs

Component cost (field MATTOT)

This field displays the total stock value of the components in this product design BOM revision. You can amend this figure as required.
Material cost (field MATLEV0)

This field displays the total material cost of the components in this product design BOM revision. You can modify this figure as required.
Machine cost (field MACTOT)

This field displays the total machine cost of the components in this product design BOM revision. You can modify this figure as required.
Labor cost (field LABTOT)

This field displays the total labor cost of the components in this product design BOM revision. You can modify this figure as required.
Subcontract cost (field SCOTOT)

This field displays the subcontract service cost. The price used to value the service is specified by the VLTSCEOEXT–Service value price/planned PC parameter (ACH chapter, COS group).
Overhead cost (field OVETOT)

This field displays the total overhead costs of the components in this product design BOM revision. You can modify this figure as required.
Calculation quantity (field CLCQTY)

This field is set to the default quantity 1.

Select the Publish product action to convert a design product of type Design assembly to stock. You need to publish a design assembly before you can create it as an "in-production" production BOM.

The act of publishing the design product creates the following records:

  • A product in the Products table (ITMMASTER).
    You can view the new product using the Products function (GESITM).
  • A product-site record in the Products-sites table (ITMFACILIT).
    You can view the new product-site record using the Products-sites function (GESITF), or by using the Product-site action in the Products function (GESITM).
    If the selected product Category is set up for multiple "storage sites", a product-site record is created for each cost site.
  • A product-cost record in the Products-costs table (ITMCOST).
    You can view the new product-cost record using the appropriate standard costs function (GESICD, GESICA, GESICB, GESICS).

The product design Product published checkbox is selected.

A detailed log file is displayed upon completion.

Select the Publish BOM action to convert a published design assembly revision to an "in design" production BOM, that is, a BOM is created in the Production BOMs function (GESBODP) with a New product in design mode warning attached (in the home section). This warning indicates that the product has only been released as a prototype product and has not yet been released as a full production BOM.

The Approval status field (APPSTA) needs to be set to Approved for production.

You can view the published "in-design" assembly in the Production BOMs function (GESBODP).

For every product design BOM in which this published design assembly revision exists as a subassembly:

  • The published design assembly is now of type Existing assembly.
  • The Component code is changed to the Design product code, or the next sequential product category sequence code.

The product design BOM published checkbox is selected.

This action (Publish BOM) is now disabled.

A detailed log file is displayed upon completion.

This action is only reactivated if the component details for this product design BOM revision are modified. A warning is displayed if you select this action for this product design BOM revision again. The production BOM is updated from this product design BOM revision to include the modified component details.

Select the Product detail action to view or amend the details of the product created from this product design BOM revision.

This action is only available if the Product published checkbox in the home section of this product design BOM revision is selected.

Select the BOM detail action to view or amend the details of the production BOM created from this product design BOM revision.

This action is only available if the BOM published checkbox in the home section of this product design BOM revision is selected. You need to publish product design BOMs of type Design assembly before you can view the production BOM details.

Select the Work order action to create a prototype work order for the "in design" production BOM created from this product design BOM revision, that is, the production BOM has a New product in design mode warning displayed in the home section.

This action is only available if the BOM published checkbox in the home section of this product design BOM revision is selected. You need to publish product design BOMs of type Design assembly before you can create prototype work orders.
Product (field NPIITMREF)

This Product code is the final product code, the code that was written to the Products table (ITMMASTER) when this product design BOM revision was published.
Major version (field BOMECCMAJ)

This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

This field is not populated if the product code defined in the Product field is not version managed.
Minor version (field BOMECCMIN)

This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the product code defined in the Product field is not version managed.
Release product status (field ITMSTA)

Use the status to change product availability. The titles in the local menu can be set up and managed as follows:

Active: The product is available in all the processes.

In development

On shortage: The product does not appear in search results, but it can be used by directly entering its code. A non-blocking warning message appears. If the product category creation method is With validation, the status cannot be accessed and its value is forced to the In development value.

Not renewed

Obsolete

Not usable: The product does not appear in search results and cannot be used in scripts. It can however be used in purchase invoices, by directly entering its code. In that case, a non-blocking warning message is displayed.

Non blocking and blocking messages according to the context and status:

Context: Input

  • Non-blocking message: In development, On shortage, Not renewed, Obsolete.
  • Blocking message: Not usable.

Issues: BOMs

  • Non-blocking message: Not renewed, Obsolete, Not usable.

Work order (component)

  • Non-blocking message: In development, On shortage.
  • Blocking message: Not renewed, Obsolete, Not usable (product not returned).

Work order (parent product)

  • Non-blocking message: In development, On shortage.
  • Blocking message: Not renewed, Obsolete, Not usable.

Sales order

  • Non-blocking message: In development, On shortage, Not renewed, Obsolete.
  • Blocking message: Not usable.

Purchase order

  • Non-blocking message: On hold.
  • Blocking message: In development, Not renewed, Obsolete, Not usable.

Assembly: On shortage

  • Compound assembled:

    • Non-blocking: In development, Not renewed, Obsolete.

  • Component:

    • Non-blocking: In development, Not renewed, Obsolete.

Disassembly: On shortage

  • Compound assembled:

    • No message: In development, Not renewed, Obsolete.

Select the Release action to select which revision of this product design to release as a new product.

This action is only available if the Approval status field (APPSTA) is set to Approved for production, and the status of the product design BOM revision has advanced to Production (Status field (NPISTA)).

Each revision of this product design that has been approved for production and advanced to Production status is listed in the Revisions table (Release product screen). Select the Release checkbox (NBLIG1) for the product design BOM revision that you want to release as a new product, and as a full production BOM.

You can only release one revision of this product design BOM.

The linked production BOM is automatically selected for release. Using the Production BOMs table you can now do the following:

  • Select the Release checkbox (RELSEL) for each additional production BOM alternative that matches the selected product design BOM revision that you want to release in conjunction with the default linked production BOM.
  • Set each Release use status field (USESTA). This field sets the default assembly status of the selected production BOM. You can set this field to one of the following values:
    • In development, whilst the components that make up the product are being defined.
    • Available to use, if the structure of the bill (BOM) is complete and has been validated.
     A BOM can only be assigned to work orders when its status is Available to use.

For the default production BOM and each additional production BOM alternative selected for release:

  • You can view the released assembly in the Production BOMs function (GESBODP).
  • The production BOM no longer displays the New product in design mode warning.
  • The New product in design mode warning is removed from the Products table (ITMMASTER).
  • Work orders are no longer raised as "prototype" work orders.

For the product design BOM revisions:

  • The Release status field in the home section of the released product design BOM revision is set to Released.
  • The Release status field in the home section of all other revisions of the product design is set to Abandoned.
  • The product design BOM revisions can no longer be modified.

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

The entered revision must be greater than the latest revision for this design BOM.

Product design revision numbers need to be sequential. The revision number you have entered is not greater than the previous revision number for this product design BOM.

The percentage calculation requires the component unit (BOM UOM) or stock unit (STK) to be related to weight or volume.

Component quantities can only be recorded and calculated based on a percentage if the Design UOM field is set to a unit that represents weight or volume, and the % calculation checkbox is selected.

The entered component [code] is from component type [type].

All BOM components are defined by a "type". The component type you have selected is incorrect. For example, if the selected component exists as a stock item you cannot add it to a product design BOM revision as a component of type New material.

The total % quantity BOM UOM for all components cannot exceed 100%.
or
The total % quantity BOM UOM for all components is less than 100%.

Component quantities for this product design revision are based on a percentage calculation, that is, the Design UOM field is set to a unit that represents weight or volume, and the % calculation checkbox is selected. The sum of the percentage of each component (% quantity BOM UOM field (PRCBOMQTY)) needs to equal 100.

Where a component has the Exclude quantity checkbox (EXCLOKQTY) selected, the quantity is excluded by default from the percentage calculations.

Deletion not permitted.

This message is displayed to warn you that the selected component exists as a component in a different product design BOM. You cannot delete this component.

For reference, a generated log file includes a Where used section listing each product design record that includes this component.

This link causes a loop in the BOM.

The selected component has this Product design code as a component in its BOM.

This component is not available for this production site [code].

You have entered a component of type Existing material or Existing assembly that does not have a product-site record. Two warnings are displayed:

  • An orange dot is displayed on the component line.
  • A note "This component is not available for this production site "[production site code]" is displayed in the Note code field.
The circuit references entered are less than the required BOM quantity.
or
The circuit references exceed the required BOM quantity.

There is no limit to the number of circuit or drawing references you can add per component. These information messages simply warn you that line references are not equal to the component quantity.

Update component costs?

If you select this icon, both the component costs (if the Lock costs checkbox is clear), and the Totals block in the Design BOM section will be updated immediately. Do you want to update both these costs?

Update design totals?

If you select this icon, the Totals block in the Design BOM section will be updated immediately. Do you want to update these costs?

A design BOM is using this new material.

This message is displayed to warn you that the selected component exists as a component of type New material in a different product design BOM. You should consider the impact of publishing this new material to stock.

The product category flow type must be Bought, Sold or Manufactured.
or
Published component must have a category.
or
Category type - Service/phantom/tools/generic/maintenance are not allowed.
or
The product category flow type must be Manufactured.

These messages are displayed to warn you that a product category you have selected does not have a Flow type set to Bought (PURFLG checkbox), Sold (SALFLG checkbox) or Manufactured (MFGFLG checkbox). You need to choose a different product category before you can publish this new material or design assembly to stock.

The product stock unit and category stock unit must match.

This message is displayed to warn you that the product categoryStock unit field (STU) does not match the stock unit for the new material calculation quantity in the STK field (STU). You need to choose a different product category before you can publish this new material to stock.

This design BOM revision is already published. Republish it?

The Publish BOM action is displayed after a product design BOM revision is published as a production BOM if the component details for the product design BOM revision are modified. This provides the facility for the design engineer to update the production BOM with the modified component details, or to load a different revision of the product design BOM and publish the revision to a full production BOM, applying a different BOM alternative Code for the parent product code.

Tables used

SEEREFERTTO Refer to documentation Implementation