Parts lists

Parts lists

Description Functionality Related topics Technical documentation

Description

Parts lists describe the composition of a production part. A bill of material consists of parts, which in turn can have a bill of material. Each bill of material item describes which parts are required in which quantity for the production of a manufacturing part.

There are two item types of a bill of material:

1. Single item
2. Variant item (conditional parts list item)

The basic heading contains a part from the parts master that is required in the specified (constant or calculated) quantity. A variant item is a conditional list of single items. When exploding the bill of material, the (single) item whose condition is fulfilled first is used.

If a subpart (of a variant part) is inserted into a bill of material, its characteristics are not automatically transferred, as these bills of material do not represent master data. During further processing of the parts list in orders or similar, the master data of the individual parts "shine through" and can then be changed later.

Functionality

• Input window
• List window
• Bill of material items (comprehensive across different bills of material)
• Selection window
• Option window
• Parts list item (search result)

Input window

• Parts list display
• Test resolution
• Note: Quantity elements in parts lists

This window is used for maintaining parts lists. You can select a parts list by entering the desired number in the Number field and confirming with RETURN. If several bills of material exist with the number, the selection window is displayed and you can select the desired bill of material. If you want to call up the list window, you can select the menu item "Search".

Enter a corresponding part-/drawing number and in the field 'Description' the name of the part. The creation date and the editor are predefined by the system and can be changed.

Before you can add parts list items, a new parts list must be saved. Before you use a bill of material (which contains conditional items or calculated/conditional quantity specifications), you should test it (bill of material inspection).

You can also "sort positions" in the "Positions" submenu: There the positions of the current parts list are sorted anew - according to a freely enterable and then ascending position number.

Parts list display

If, in the list of parts list items, the symbol is output, then it is a part that is now valid as an exchange object of an originally inserted part object.

In the parts list editing mask there are two possibilities for visualising the parts list. One is the display as a modular parts list, in which only the items of the first level are displayed.

In addition, the entries of possible variant parts list items can be displayed via the variant checkbox.

The parts list items can be selected with the button can be displayed in the tree view. Then the complete structure of the called up parts list is displayed - including all structures of the sub parts lists occurring in the parts list itself. This output is for viewing only, editing is (currently) not possible. The structured parts list can also be displayed in list form (radio button), for this purpose you can also specify the desired depth to which you want to track the parts lists.
(The parts list report is only recommended in this list display)


With the checkbox "also display invalid items" all items of the parts list can be displayed, i.e. also those on invalid set parts list items. With the button you can display the MRP product structure of the bill of material.

Inspection parts list

You can check whether the parts list has been entered correctly via the menu item 'Parts list inspection'. The window 'Inspection Bill of Material' opens. Via 'Edit - Resolve' you can select the scope of the test and via 'Edit - Delete test resolutions' you can undo tests. If a parts list cannot be exploded, the system will display an error message.

Note: Quantity elements in parts lists
To determine the quantity of parts in production structures, the quantity definitions are summed up across all levels of the existing BOM structures. If an error occurs during quantity determination (e.g. wrong units of measure), the bill of material cannot be displayed. After setting "Quantity elements", the parts list is displayed over the levels and thus enables troubleshooting in quantity determination.

Menu

Menu item	Description
Edit	-
Position	-
: : Insert	-
: : : Single item	Inserting a new single bill of material item
: : : Variant position	Inserting a new variant bill of materials item
: : Edit	Edit selected parts list item
: : Delete	Delete selected parts list item
: : Show part	Show part
: : Sort positions	Sorting the parts list items (only possible within the list view). The numbering of the parts list items does not automatically determine the sequence of the items. The actual sequence is determined by the order of the items within the internal list of the bill of material. This sequence corresponds to the order in which new BOM items are inserted into the BOM. With this menu item the manually produced/shown sequence of the parts list items can be transferred to the internal list representation
: : Renumber positions	The parts list items are renumbered in the order of the previous numbering, with a freely selectable step size
: Search terms	-
: : Insert	Insert search term
: : Remove	Remove search term
: Validity	Set validity
Copy	Copy parts list
: Disposable assemblies	If the parts list contains disposable assemblies, these are displayed with this selection
Close	Close window
Search	Call up list window
Inspection parts list	Call up the inspection window for exploding the parts list

Toolbar

Symbol	Description
	Create new parts list
	Save changes
	Delete parts list
	Print Preview
	Set validity
	Call up test window for exploding the parts list
	Show part(s)
	Show production articles
	Display usage of the parts list
	Create/edit notes
	Copy parts list items to the clipboard + export+print
	Simple and conditional parts list entries can be copied via the copy buffer. To do this, drag the item to be copied into the copy buffer. Then open the parts list into which the item is to be inserted and drop it from the copy buffer into the item list.
	Open first document

Fields

Field	Description
Master data
: Number	Parts list number. The formatting can be defined by the counter CX_BILL_OF_MATERIAL. It is also possible to set a counter with this counter. By default there is no formatting and no counter.
: Index	Version of the parts list. This index is written to the exploded BOM item when exploding production BOMs. Thus, it is later still traceable with which index (revision) the bill of material was exploded. An index can also be specified on the master bill of material items. If this is not filled in, the system checks when exploding the production BOM whether the part in the BOM item has its own BOM with index. This index is then transferred to the exploded item.
Description	Description of the parts list
: Search terms	Search terms of the parts list
: Editor	The employee responsible for processing or contact person for the parts list.
date	Creation date of the parts list, can be changed manually.
Last change	When changing fields in the BOM header or an item, this field is automatically updated with the employee code and current date.
: Reference quantity	Production quantity to which the data in the parts list refer
Copied from	Original parts list, if generated via menu item "Copy
Notes	Notes on the parts list
: Positions	Listing of the parts list items
Features
Administration and maintenance of the parts list characteristics
Documents
: Structure tree	Using the structure tree on the left side, subfolders or subnodes( ) can be generated. Associations (document references, parts, partial roles, partner functions, etc.) can be moved within the structure by drag & drop and thus structured. In addition, you can navigate through the structure tree to display the associations of the folder in the right-hand list. (At present only document references can be structured).
: List	The list of document references is on the right-hand side. The local document references are marked with the box symbol ( ) and the global ones with the document reference icon ( ) are shown. In addition, global document references can also be inserted as conditional tables. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. The type and the file name are also displayed. link: Description of the buttons for maintaining the assignments to the document references
Description of structure node	For the folder (structure nodes) defined in the structure tree, a different description can be entered here and saved using the save button to the right of the field.

Buttons

button	Description
Master data
: Editor	Call up the user selection window
: Positions	-
: :	Activate tree or list view
: : Insert EP	Create new single item
: : Insert VP	Create new variant item
: : Delete item	The selected parts list item(s) are deleted after confirmation
Features
: Create	Create new characteristic
: Insert	Insert new feature
Remove	Remove current feature
Documents
Open	Opens the document of the selected document reference in the preview. Depending on the file type, Adobe Acrobat Reader, Word or, for example, Internet Explorer is started.
Insert	When inserting, you can choose between local document references and global document references. Context menu Global document reference Select Using the selection mask of the document references, an existing global document reference can be selected from the master data and associated with the object. : Create A new global document reference is created and directly associated with the object. Conditional table An existing global document reference can be selected via the selection mask of the document references. This document reference is then the first entry of a conditional table, which is associated with the object. Local document reference File (storage in database) A file can be selected, which is created as a local document reference and associated with the object. The file is imported and saved in the database. : Email - Outlook import (storage in database) The e-mail marked in Outlook is created as a local document reference and associated with the object. The email is imported and saved in the database. : Email attachment - Outlook import (storage in database) The attachment of the e-mail marked in Outlook is created as a local document reference and associated with the object. The attachment is imported and saved in the database. : File (reference) A file can be selected. The path to this file is stored in the local document reference. The document is therefore not saved in the database, but the document reference refers to the original document. : Email - Outlook Import (storage in directory) When this function is called, the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query. A local document reference is then automatically generated which refers to the saved email. : Email attachment - Outlook Import (storage in directory) When this function is called, the file attachment of the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query, and the file name is preset based on the attachment. A local document reference is then automatically generated which refers to the saved file. If the marked email has several attachments, one of the attachments must be selected by a user query.
Edit	The document reference can be edited in its editing mask.
Remove	If a global document reference is selected, the link between the document reference and the part is broken. Local document references are deleted.
Status bar
OK	Changes to the parts list are saved. If no changes are made, the button is locked.
New	The input window is cleared.
Delete	The displayed parts list is deleted.
Close	The window is closed without saving changes. If you want to save the changes, you must press the "OK" button.

Renumber parts list items

This window is used to enter the information for a new numbering of the parts list items.

Fields

Setting	Description
Start position number	Number from which the parts list items are to be numbered
Incremental position number	Step size of the item numbers

Buttons

button	Description
Start	The parts list items are renumbered in the order of the previous numbering, with a freely selectable step size
Close	The window is closed without changing the item numbers

List window

Serves on the one hand to list (headers) of parts lists and on the other hand as a starting point for listing and checking routines for parts list items.

Menu

Menu item	Description
Edit	-
: Check	-
: : Inactive constructive assemblies	The BOM items of all BOMs are checked to see whether the "constructive assembly" indicator is set, although the referenced part in the BOM item is not an MRP production part with an active BOM. However, such a (wrong) identification of a BOM item is ignored anyway when creating the gozintograph within the parts disposition. Before selecting this menu item, it is recommended that the list window be widened in order to better monitor the progress of the test routine.
: : Identification of spare parts	The parts list items of all parts lists are checked with regard to the "Spare parts list" indicator and compared with this whether the part has a spare parts roll. So if the identifier is set although the part does not have a spare part roll - or vice versa: the identifier is not set although the part has a spare part roll - this bill of material item is output for further checking. Before selecting this menu item, it is recommended that the list window be widened in order to better monitor the progress of the test routine.
: : Identification of wearing part	The parts list items of all parts lists are checked with regard to the "Wearing parts list" identifier and compared with it whether the part itself has this identifier in the parts master. If the identifiers in the parts list differ from those in the parts master, the respective parts list item is output for further checking. Before selecting this menu item, it is recommended that the list window be widened in order to better monitor the progress of the test routine.
: : No value for quantity
: Display sub-items of all selected entries
: : First level only
: : : Recursive over all levels
Close	Close window
Options	Call up the option window

Toolbar

Symbol	Description
	An empty input window of a parts list is opened
	The parts list selected in the list is opened for editing
	The selected parts list is deleted
	Simple print preview of the listed parts lists
	Search for material characteristics. All parts lists are searched for the set characteristics. Parts lists are also displayed as search results whose assigned parts correspond to this search. The positions of parts lists are also searched. The positions found are displayed in the search result window for parts list positions.
	Empty list and delete search terms
	Create/edit notes
	The listed parts lists are copied to the clipboard

Search fields

Field	Description
Number	Search by part list number. The formatting can be defined by the counter CX_BILL_OF_MATERIAL. It is also possible to set a counter with this counter. By default there is no formatting and no counter.
Search Keyword	Search by keyword
Editor	Search for parts lists via processor
Date	Search for parts list by date

Buttons

button	Description
Edit	The current parts list is displayed in the input window.
New	An empty input window opens.
Delete	The selected parts list is deleted.
Close	The window is closed.

Bill of material items (across different bills of material)

In this window, the positions of the parts lists previously selected in the list window are displayed.

Toolbar

Symbol	Description
	Copy listed parts list items to the clipboard + export + print

List fields

Column name	Description
Type	Type of the superior bill of materials
Parts list	Number of the higher-level parts list
Pos.	Item number in the parts list
Index	Change index of the item
Quantity	Quantity of the part
Part	Part number
Designation	Part description
Attributes Position	Attributes at the position
Condition	Condition for the position

Selection window

This window is used to select a parts list.

Search fields

Field	Description
Number	Parts list number. The formatting can be defined by the counter CX_BILL_OF_MATERIAL. It is also possible to set a counter with this counter. By default there is no formatting and no counter.
Search Keyword	Text search for parts lists
Editor	Search for parts lists via processor (according to main mask)
Date	Search for parts lists by date (according to main mask)

Buttons

button	Description
OK	The selected parts list is taken over.
Close	The selection is cancelled.

Option window

All settings for the search can be made here. The window can only be closed with the "OK" button.

Menu

Menu item	Description
Edit	-
: Set default settings	all changed settings are reset to default

Options

Setting	Description
Search options	-
: Immediate take over in case of a hit	If only one parts list is found during a search, it is opened in the input window
Clear the list before starting a new search	The list is cleared before each new search
: General Search
Advanced search
Validity	Set validity
Number of objects	Determines the maximum number of objects in the list that can be displayed during a search

Buttons

button	Description
OK	Settings are saved and window is closed

Parts list items (search results)

If a search was carried out using set attributes, the positions to which the search applied are displayed here.

A search for attributes applies if the subitem itself has the attribute you are looking for in any specified form, or if the subitem has a formula or conditional table as a quantity that contains this characteristic.

For quantities as formulas or conditional values, the value of the characteristic is never checked.
This means that if you search for LENGTH=34mm, a BOM/routing item is not displayed, even if it contains a quantity table with an entry LENGTH=34mm.
Likewise, conditional BOM/routing items whose condition exactly matches the searched expression are not found.
Only if this position also has the fixed attribute LENGTH=34mm, it will be found.

So if you want to search all conditional entries and formulas for an attribute, you have to use the search on "available".

Toolbar

Menu item	Description
	The position selected in the list is opened for editing
	The parts list selected in the list is opened for editing

A double click on an entry opens the editing mask of the position

Buttons

button	Description
Close	The window is closed

Related topics

• Index
• Allocation set
• Work plan
• Conditional parts list item
• Parts list item
• Part master data

Technically:

There are now the following macros for locking the input window:

• LockWindowWithObject
• UnlockWindowWithObject
• UnlockWindowWithoutObject