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Maintaining Bills of Material

Overview

Copyright © Oracle, 2007. All rights reserved.

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System References

Oracle Bills of Material > Item Revisions

Oracle Bills of Material > Find Indented Bills

Oracle Bills of Material > Indented Bill of Material

Oracle Bills of Material > Find Bills to Compare

Oracle Bills of Material > Report Bill of Material Comparison

Oracle Bills of Material > Create Common Bills

Oracle Bills of Material > Bills of Material

Oracle Bills of Material > Find Item WhereUsed

Oracle Bills of Material > Report Bill of Material Comparison

Oracle Bills of Material > Mass Change Bills

Oracle Bills of Material > Component Changes

Distribution

Job Title

Ownership

The Job Title !list"#o$rCompan%&com'($b)ect*+,U-----. is responsible for ens$ring that thisdoc$ment is necessar% and that it reflects act$al practice&


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O)*ectives



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Agenda


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Bill of Material (evisions

Bills of Material Revisions

/ bill of material revision is an item revision and might indicate that the components of an item

have changed& #o$ do not have to $se item revisions 0hen %o$ change bills of material1

ho0ever1 in some ind$stries1 it is best to create a ne0 item revision 0hen %o$ change a bill ofmaterial& Oracle +ngineering and Oracle Bills of Material date stamp and time stamp all

changes that %o$ ma2e to bills of material1 0hether or not %o$ identif% the change b%

increasing the revision&

The bill of material revision is the same as the item revision& There is no separate bill ofmaterial revision&


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+te# (evisions

Entering Item Revisions

,efine an item revision b% entering a revision identifier and effective date 345 Bills > Bills 3B5

Revision&

6 Revision7 +nter a ne0 Revision Identifier& #o$ can $se $p to three alphan$meric

characters&

6 +ffective ,ate7 +nter the date the revision becomes effective&



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Agenda


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-ools Men Options

Tools Menu Options

Use the Tools men$ to perform the follo0ing f$nctions7

Cop% Bill From

6 Use to cop% components of another assembl% to this assembl%&

/ssign Common Bill

6 Use to reference the components of another assembl% as the components of this assembl%&

Config$re Bill

6 Use to la$nch the /TO processes&

Chec2 for 8oops

6 Use to chec2 for bill of material loops in the m$ltilevel bill of material for this assembl%&

Roll$p Costs

6 Use to calc$late the cost of this assembl%&

Roll$p 8ead Times

6 Use to calc$late the lead times for this assembl%&

Indented Bills


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6 Use to vie0 the m$ltilevel bill of material for this assembl%&

Item Where Used

6 Use to vie0 assemblies that contain the specified component&

Bill Compare

6 Use to compare the components of t0o bills of material&

Ro$tings6 Use to enter or vie0 the ro$ting for this assembl%&

Find +CO (ched$les

6 Use to vie0 engineering change orders&

9ie0 On:;and Balances

6 Use to vie0 inventor% balances&

Item ,etails

6 Use to vie0 item information&

Item Costs

6 Use to vie0 item costs&


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Agenda


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/ind +ndented Bills

Fin Inente Bills

Use the Find Indented Bills of Material 0indo0 to enter parameter information %o$ 0ant to

vie0 on an indented bill of material& /n indented 3m$ltilevel1 e-ploded5 man$fact$ring bill of

material displa%s the str$ct$re of a man$fact$ring item&

To vie0 an indented bill of material7

Indented Bills&

=& In the Find Indented Bills 0indo01 enter the item andor the alternate for the bill&

?& +nter the revision1 the revision date1 and the n$mber of levels to e-plode for this bill&

@& (elect a ,ispla% option7 /ll1 C$rrent1 or F$t$re and C$rrent components effective as of the

revision date %o$ specif%& Use the Implemented Onl% field to f$rther restrict thecomponents displa%ed&

A& (elect a sort option for each level of the bill1 b% operation se$ence then item se$ence1 or

item se$ence then operation se$ence&

& Indicate 0hether to see costing information1 and if so1 enter the cost t%pe& #o$ can

sim$late prod$ct costs for b$dgeting and planning anal%sis p$rposes& To do so1 the

Drivilege to 9ie0 Cost sec$rit% f$nction m$st be enabled for the responsibilit%& Indicate

0hether to vie0 lead time andor material control information1 and 0hether to $se



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planning percents 0hen calc$lating component $antities& /n% field that is chec2ed here

ca$ses a corresponding tabbed region to appear on the Indented Bill of Material 0indo0&

E& Choose the Find b$tton to e-plode the bill& The Indented Bill of Material 0indo0 appearsand displa%s the first level of the bill& The Components 0indo0 contains the follo0ing

tabbed regions1 some of 0hich ma% be disabled according the displa% options %o$

selected7 Item ,etails1 Bill ,etails1 $antities1 +ffectivit%1 Material Control1 8ead Time1

Order +ntr%1 Costing1 and (hipping&



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+ndented Bills of Material

!iewing Inente Bills of Material

Use the Indented Bill of Material 0indo0 to vie0 an indented bill of material 345 Bills >

Indented Bills 3B5 Find&

/n indented bill of material is a bill of material that is e-ploded thro$gh man% lo0er levels&

#o$ can choose the n$mber of lo0er levels that %o$ 0ant to seeG$p to HGboth b% setting the personal profile val$e BOM7 ,efa$lt Bill of Material 8evels and b% choosing a val$e 0hen %o$

re$est the indented bill of material&

Item n$mbers preceded b% a pl$s sign 35 have components do$ble:clic2 the Item n$mber tovie0 the components&

If lo0er:level components alread% appear1 a min$s sign 3:5 precedes their assembl% item

n$mber& To remove the components from vie01 do$ble:clic2 the item n$mber or clic2 thedo$ble min$s sign :: icon&



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Agenda


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Co#paring Bills of Material

"omparing Bills of Material

#o$ can compare an% t0o bills& For e-ample1 compare the primar% to an alternate bill1 the same

bill across organiKations1 or the c$rrent revision of an item to a f$t$re revision& The t0o

assemblies and their attrib$tes are referred to as Bill < and Bill =1 or simpl% as < and =&



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/inding Bills to Co#pare

Fining Bills to "ompare

Use the Find Bills to Compare 0indo0 to enter information abo$t t0o bills of material that %o$

0ant to compare&

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Co#paring Bill Co#ponents

Bill "omponents "omparison

Use the Bill Components Comparison 0indo0 to vie0 information abo$t the components of

t0o bills of material 345 Bills > Comparison 3B5 Compare&

The Bill Components Comparison 0indo0 displa%s both bills& T0o col$mns of chec2 bo-es1

one for assembl% < and one for assembl% =1 indicate if the component appears in the assembl%&

The Main tabbed region displa%s the item and operation se$ences1 the planning percent1 the

$antit%1 and 0hether the item is optional&

The +ffectivit% tabbed region displa%s the effective date range and 0hether the item is

implemented&



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(eesting Bills of Material Co#parison (eport

Bill of Material "omparison Report

Use the Bill of Material Comparison Report to report the comparison bet0een t0o

man$fact$ring assemblies& #o$ can compare primar% bills1 man$fact$ring and engineering

bills1 alternates1 and different revisions& Based on %o$r comparison criteria1 if the assemblieshave identical components1 item se$ences1 operation se$ences1 %ields1 $antities1 and

implementations1 one line is printed for each identical component& Other0ise1 the report prints

a separate line for each different component&

To s$bmit the Bill of Material Comparison Report7

Comparison&

The parameters for the Bill of Material Comparison Report are identical to those %o$

s$ppl% 0hen comparing bills of material online&=& Choose Report&


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Agenda



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Co##on Bills of Material

"ommon Bills of Material

If t0o or more organiKations man$fact$re the same item $sing the same bill of material1 %o$

can define the bill in one organiKation and reference it from the other organiKations& 4ecessar%

changes m$st then be made to the referenced bill&

#o$ can create a common bill 0ithin the same organiKation1 and across m$ltiple organiKations&#o$ have the option to create common bills in all organiKations $nder the c$rrent organiKation

in the chosen organiKation hierarch%1 or create common bills in all organiKations that have the

same item master organiKation as the c$rrent organiKation and are accessible b% the $serresponsibilit%& (haring bills across m$ltiple organiKations minimiKes the maintenance of %o$r

bills of material&

When %o$ enter orders for models1 2its1 and assemblies in Oracle Order Management1 %o$m$st define all bills of material in %o$r item master organiKation 3%o$r O+7 Item 9alidation

OrganiKation profile option val$e5& Using common bills of material1 %o$ can share bills of

material that e-ist in %o$r man$fact$ring organiKations 0ith %o$r item master organiKation&

When %o$ define a bill for a ne0 assembl%1 %o$ can reference another assembl% andorganiKation as a common bill of material& #o$ do not need to ma2e an% f$rther entries for the

bill of material&


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The follo0ing appl% to bills of material7

6 #o$ can onl% reference bills from organiKations that have the same item master

organiKation as the c$rrent organiKation&

6 If components alread% e-ist for the ne0 bill1 %o$ cannot reference another bill as a

common&

6 If %o$r ne0 assembl% is in a different organiKation than the bill %o$ reference1 all

component items m$st e-ist in the ne0 billLs organiKation& This also applies to s$bstit$tecomponents&



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Creating Co##on Bills of Material

"reating "ommon Bills of Material

To create a common bill7

Bills

3M5 Tools > Create Common Bill& ,o this b% choosing Create Common Bill from the

Tools men$&

=& +nter the organiKation for the item to reference as a common bill&

?& +nter the bill to $se as a common&

@& From the (pecial Men$1 la$nch the Create Common Bills conc$rrent program& +nter the

follo0ing parameters7

: (ingle OrganiKationOrganiKation ;ierarch%/ll OrganiKations : (elect one of thethree options& If %o$ select (ingle OrganiKation1 enter the organiKation and item

names 0here the common bill needs to be created& If %o$ select OrganiKation

;ierarch%1 enter the re$ired name of the organiKation hierarch%& In this case1 the processing is done for all organiKations belo0 the c$rrent organiKation in the chosen

organiKation hierarch%& If %o$ select /ll OrganiKations1 then processing is done for all

organiKations that have the same item master organiKation as the c$rrent organiKation&

: OrganiKation ;ierarch%



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: OrganiKation

: Item

A& Choose O& In addition to navigating to the ,efine Bills 0indo01 %o$ can also referencecommon bills b% r$nning the stand alone conc$rrent program 345 Bills > Create Common

Bills&



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Co##on Bills of Material 1idelines

"ommon Bills of Material #uielines

/n% t0o items that are of the same bill t%pe can share common bills& If t0o different items

share the same bill1 %o$ can define the bill once and then maintain one cop% instead of t0o&


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Agenda



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Bill of Material oops

Bill of Material $oops

/ bill of material loop is a sit$ation in 0hich a m$ltilevel bill of material contains the same

item as the top assembl% and as a component& Beca$se %o$ create m$ltilevel bills of material

one level at a time1 %o$ can inadvertentl% create a bill of material loop& Drocesses that detect a bill of material loop $s$all% fail entirel% or ref$se to process the m$ltilevel bill of material

containing the loop&

#o$ can detect bill of material loops b% ta2ing these actions7

6 Re$est the Chec2 for 8oops conc$rrent process&

6 Wait for a conc$rrent process that $ses bills of material to fail entirel% or ref$ses to process the m$ltilevel bill of material containing the loop&



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Checing for Bill oops

"hec%ing for Bill $oops

The Chec2 for 8oops program can be r$n from the Tools men$ of the Bills of Material 0indo0&

To chec2 for bill loops7

Bills& Chec2 for 8oops on the Tools

men$ is onl% available after saving a bill&

=& Choose Chec2 for 8oops from the Tools men$ 345 Bills > Bills 3M5 Tools > Chec2 for

8oops&



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Agenda


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/inding +te# here5sed

Fin Item &here'se

9ie0 an imploded list of all the $sing assemblies for a specified component& For e-ample1 if

%o$ are proposing a change to a component in m$ltiple bills of material1 %o$ can see the

n$mber of assemblies that %o$ 0o$ld affect&

To vie0 item 0here $sed7

Item WhereUsed&

=& In the Find Item Where Used 0indo01 enter the item1 the revision1 the revision date1 and

the n$mber of levels to implode for this bill of material& Onl% c$rrent components

effective as of the revision date %o$ specif% 0ill be displa%ed&

?& Indicate 0hether %o$ need to in$ire abo$t component $sage for the c$rrent organiKation1

the c$rrent organiKation and all s$bordinate organiKations in the chosen organiKation

hierarch%1 or all organiKations that have the same item master organiKation as the c$rrentorganiKation& #o$ have the abilit% to specif% the organiKation hierarch% name beca$se

c$rrent organiKations can be accessed from more than one organiKation hierarch%& Use the

Implemented Onl% field to f$rther restrict the components to displa%&

@& Choose the Find b$tton to open the Item Where Used 0indo0&



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6ieing +te# here5sed

!iewing Item &here'se

Use the Item WhereUsed 0indo0 to vie0 the assemblies in 0hich a component appears&

The level bill of material 0here the inventor% item appears in the $sing assembl% is displa%ed1

starting at < 3level = signifies the parent of level

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Agenda



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Bill $ Co#ponent 6alidation (les

Bill ( "omponent !aliation Rules

The follo0ing bill and component validation r$les appl% 0hen defining1 cop%ing1 or mass

changing bills of material7

6 ,epending on the setting of the profiles that limit access to different bill t%pes 3BOM7

Model Item /ccess1 BOM7 Dlanning Item /ccess1 BOM7 (tandard Item /ccess51 %o$ ma%not be able to modif% bills&

6 #o$ cannot add a component 0ith an operation se$ence n$mber that does not e-ist in the

ro$ting& The onl% e-ception is for operation se$ences that are e$al to

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6 #o$ cannot add a mandator% component1 0hose planning percent is not e$al to

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Agenda



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Bills of Material (eports

Bill of Material "omparison Report

Use the Bill of Material Comparison Report to report the comparison bet0een t0o

man$fact$ring assemblies& #o$ can compare primar% bills1 man$fact$ring and engineering

bills1 alternates1 and different revisions& Based on %o$r comparison criteria1 if the assemblieshave identical components1 item se$ences1 operation se$ences1 %ields1 $antities1 and

implementations1 one line is printed for each identical component& Other0ise1 the report prints

a separate line for each different component&

Bill of Material $isting

Use the Bill of Material 8isting to report man$fact$ring and engineering bills 0itho$t an%

associated component or ro$ting information&

Bill of Material $oop ReportUse the Bill of Material 8oop Report to chec2 for loops in a bill of material& Bill loops occ$r0hen %o$ assign an assembl% as a component to itself some0here in the m$ltilevel str$ct$re&

#o$ m$st fi- loops before %o$ can r$n an acc$rate MRD1 or define a discrete )ob or repetitive

sched$le for the assembl%& If no loop e-ists1 4o ,ata Fo$nd is printed on the report&

Bill of Material Structure Report



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Use the Bill of Material (tr$ct$re Report to report the detail for all levels of an engineering or

man$fact$ring bill of material& #o$ can m$ltipl% the component $sage b% an e-plosion $antit%to get an e-tended $antit%&

Bills of Material )arameters Report

Use the Bills of Material Darameters Report to report bill of material defa$lt parameters& Use

these parameters to define modes of operation and defa$lt val$es for Oracle Bills of Material&

"onsoliate Bill of Material Report

Use the Consolidated Bill of Material Report to s$mmariKe component $sage at all levels for a

man$fact$ring bill of material&



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Agenda



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Mass Changing Bills of Material

Mass "hanging Bills of Material

Use the Mass Change Bills 0indo0 to mass change %o$r man$fact$ring bills of material& #o$

can define a mass change to add1 delete or replace a component1 alter a component $antit% or

%ield1 or change other component information& #o$ can mass change all $sing bills of materialor choose a s$bset of bills b% item range1 item categor%1 or item t%pe& #o$ can mass change

primar% and alternate bills of material for each $sing assembl%& For man$fact$ring bills1 %o$

can implement the changes immediatel%& #o$ can also report effective changes for all $singassemblies or components&

Bills of Material ta2e into acco$nt all the actions %o$ enter to determine if the change is

applicable& For e-ample1 s$ppose %o$ add component / and delete component B& This change

is made onl% if component / does not e-ist and component B does e-ist on the selected bills&The change is applied onl% if both conditions are met& In this e-ample1 t0o records are

affected&

When %o$ ma2e mass changes to bills of material1 %o$ can perform the follo0ing actions7

6 Change information abo$t an e-isting component

6 /dd a component

6 Replace one component 0ith another



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6 ,elete a component

6 /lter a component $antit% or %ield

#o$ cannot ma2e mass changes to a bill of material t%peG(tandard1 Option Class1 Model1 orDlanningGif %o$ do not have personal profile permission to change that bill of material t%pe

man$all%&



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"ntering Mass Changes

Entering Mass "hanges

To mass change bills of material7

Mass Changes&

=& +nter a mass change order n$mber and a change order t%pe& The change order t%pe

describes %o$r changes and determines the t%pe of bills to modif%&

?& (elect a single item $nit n$mber&

@ Indicate 0hether to increment the parent itemLs revision b% < 3n$meric based revisions

onl%5&

A& Indicate 0hether to $pdate Wor2 in Drocess material re$irements of an% $nreleased

discrete )ob1 or an% release or $nreleased repetitive sched$le associated 0ith the parentitems&

& (pecif% the parent items to change& #o$ can $se a categor% set1 a categor% range1 or an

item range& /lternativel%1 indicate 0hether to change all primar% bills1 all primar% andalternate bills1 or a specific alternate bill& Optionall%1 enter a base model to mass change

config$ration items related to this model that meets %o$r other selection criteria&

E& +nter an item t%pe for the parent items&


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N& Choose the Changes b$tton to enter component changes& If %o$ do not 0ish to replace the

val$es for the ($ppl% T%pe1 ($ppl% ($binventor%1 and ($ppl% 8ocator fields1 %o$ m$stenter the c$rrent val$e 0hen e-ec$ting a mass change& If %o$ leave the ($ppl% T%pe1

($ppl% ($binventor%1 and ($ppl% 8ocator fields blan2 0hen entering component changes1

their val$es 0ill be replaced b% the blan2 3n$ll5 val$e 0hen the mass change is e-ec$ted&

& When finished1 select the action3s5 to ta2e& For Bills of Material1 select Report 3to see

affected bills51 Implement 3to perform the mass change51 both1 or neither& If %o$ ma2e noselection1 the mass change order is saved for %o$ to 0or2 on later& #o$ cannot $ndo a mass

change& ;o0ever1 %o$ can create another mass change to reverse the effects of a previo$smass change&

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"ntering Co#ponent Mass Changes

Entering "omponent Mass "hanges

To enter component changes7

Mass Changes

3B5 Changes&

=& For each component item to change1 indicate the action to perform& #o$ can add or deletecomponents to or from a parent item& Or1 %o$ can $pdate e-isting information abo$t the

component on the parent item& With this option a ne0 ro0 is created that %o$ enter ne0

information into&

?& In the Main tabbed region1 enter the item se$ence1 operation se$ence1 the $antit%1 andthe inactive date for each component&

@& Open the Component ,etail tabbed region and enter the planning percent& +nter the %ield

and indicate 0hether the component sho$ld be $antit% related and incl$ded in costroll$ps&

A& Open the Material Control tabbed region and enter the s$ppl% t%pe& +nter the s$ppl%

s$binventor% and locator identifiers&



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& For model1 option class1 and 2it bills1 open the Order +ntr% tabbed region and enter the

minim$m and ma-im$m sales order $antities& Indicate 0hether to chec2 /TD& Indicate0hether the component is optional and m$t$all% e-cl$sive&

E& Open the (hipping tabbed region1 and choose 0hether the component sho$ld be listed on

shipping doc$ments1 re$ired to ship1 or re$ired for reven$e&



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Agenda



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"8(ecords for Bills of Material

Bill "reation or 'pate

The Bills of Material 0indo0 starts the signat$re capt$ring process 0henever a bill is created or

$pdated& While the event is happening in the 0indo01 re$ired signat$res can be capt$red online&

(elect e:Record ,etails from the Bills men$ to vie0 the e:record associated 0ith the bill ofmaterial&

Routing "reation or 'pate

The Ro$tings 0indo0 starts the signat$re capt$ring process 0henever a ro$ting is created or

$pdated& While the event is happening in the 0indo01 re$ired signat$res can be capt$red online&(elect e:Record ,etails from the /ctions men$ to vie0 the e:record associated 0ith the ro$ting&

Mass "hange Bills

The Mass Change Bills 0indo0 starts the online signat$re capt$ring process in different 0a%s1

depending on ho0 %o$ access the 0indo07

6 If %o$ access the 0indo0 b% navigating to Bills of Materials > Bills > Mass Changes1 theonline signat$re capt$ring process begins once %o$ select the Implement bo- and choose

($bmit&



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6 If %o$ access the 0indo0 b% navigating to +ngineering > +COs > Mass Changes1 the

online signat$re capt$ring process begins once %o$ select the Create +CO bo- and choose($bmit&



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Agenda



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Bills of Material Bsiness "vents

Bills of Material Business Events

Using Oracle Wor2flo01 %o$ can a$tomaticall% trigger actions based on the follo0ing Oracle

Bills of Material B$siness +vents7

6 Bill of material creation

6 Modification to a bill of material header1 component or component attrib$te

6 Bill of material deletion

6 +rror d$ring a bill of material deletion

6 Creation or modification of a s$bstit$te component1 reference designator or component

operation

6 Component deletion $sing a delete gro$p6 +rror d$ring a component deletion

Business Event e*amples

The follo0ing scenarios sho0 ho0 s$bscribing to a b$siness event can simplif% b$siness

processes7



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6 / b$siness needs to notif% a contract man$fact$rer each time a bill of material changes&

The b$siness can set $p Oracle Wor2flo0 to a$tomaticall% send the contract man$fact$rer anemail each time this occ$rs&

6 / b$siness maintains bills of material in the master organiKation& +ver% time a bill of

material is created in the master organiKation1 the b$siness needs to cop% the bill or create a

common bill in the child organiKations&


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%ractice Overvie9 Maintaining Bills of Material

Refer to Practice – Maintaining Standard Bills of Material [LAB376AY]


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