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Associative eBOM/mBOM

Best Practices
Franois LAMY
PTC

Agenda
Introduction
!

Challenges

Process overview

Associative eBOM/mBOM practice


!

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

Ensure mBOM conformity

Release to production systems

Looking forward :
BOM transformation with
Windchill MPMLink 10.0
Summary & Q&A
Forward Looking Information Subject to Change Without Notice

Agenda
Introduction
!

Challenges

Process overview

Associative eBOM/mBOM practice


!

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

Ensure mBOM conformity

Release to production systems

Looking forward :
BOM transformation with
Windchill MPMLink 10.0
Summary & Q&A
Forward Looking Information Subject to Change Without Notice

Introduction - Challenges
Engineering and Manufacturing have
different perspectives of the product

Shortened development schedule


!

Manufacturing cant wait until the complete


eBOM is released to create an mBOM,
which is critical to start mfg planning
Continuously evolving engineering designs
have a large impact on multiple
manufacturing deliverables

(MANUFACTURING)
mBOM: Assembly
Process Perspective
Plants

Assembly Stations / Lines

Raw Materials /

eBOM

mBOM
equivalent

Assy 1100

Part 100

Assy 1300
Part 300

Assy 1500
Part 100

equivalent

Part 200

Non-conform mBOMs generate costly


production scrap, rework and delays

Sub-Assemblies
Parts

Assy 1200

Ensuring conformity
!

Control Systems

Using mBOM in engineering creates a


significant burden on design teams

Hydraulics

Electrical

Different plants, production volume

(ENGINEERING)
eBOM: Functional
System Perspective
Propulsion

eBOM mBOM
eBOM rarely fits mfg constraints

Structure

Part 700
Assy 1500

equivalent

Part 300
Assy 1600

PLANT 2

Part 400

Part 400

Part 500

Part 500
Part 800

Forward Looking Information Subject to Change Without Notice

2009 PTC

Introduction
Associative eBOM/mBOM Overview
Objective
!

Engineering
eBOM
(As Designed)
equivalent

Assy 1100

Create mBOMs directly from the eBOM and


manage both BOMs with the same PLM system
Start the creation of the mBOM before design
release and put the mBOM under formal
configuration management

Assy 1500
Part 100

Assy 1200
Part 100

equivalent

Part 200

Part 700
Assy 1500

equivalent

Assy 1300

Capabilities:
!

Manufacturing
mBOM
(As Planned)

Part 300
Assy 1600

Part 300
Part 400

Part 400

Part 500

Part 500

PLANT 2

Part 800

Leverage 3D data
Create mBOM from engineering 3D mockup
Dynamically generate a mBOM 3D mockup

Flexibility
Mfg equivalent parts
Plant specific BOMs, alternate BOMs

eBOM

mBOM

Traceability
Bidirectional associativity

Control and manage


Analyze and resolve BOM discrepancies
Change and Configuration Management
[Digital Manufacturing Planning, 2007]

Forward Looking Information Subject to Change Without Notice

2009 PTC

Agenda
Introduction
!

Challenges

Process overview

Associative eBOM/mBOM practice


!

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

Ensure mBOM conformity

Release to production systems

Looking forward :
BOM transformation with
Windchill MPMLink 10.0
Summary & Q&A
Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Storyboard Overview
Use PLM system and directly access
evolving engineering design

Restructure eBOM into mBOMs, with maximum


flexibility and detailed traceability links

Visualize multi-level eBOM


Visualize 3D mockup

eBOM
Vehicle eBOM

Manufacturing
Engineer

Frame Assy
Part 1
Part 2

START

Rear Frame

Derive multiple mBOMs from eBOM


Automatically generated mBOM 3D
mockup

mBOM
Vehicle mBOM
Sub-Assy
Part 1
Part 2
Part 9

Analyze eBOM
Restructure into mBOM

Part 8

Release to production systems


Standard integration with leading ERPs
Flexible integration framework

Update and Maintain


mBOM

Stay informed through change process


and update mBOM accordingly
Integral change and
configuration management

Visual indicators based on


traceability BOM links
Automatic propagation of part
attributes and CAD viewables

Ensure BOM
conformity
Release to production
systems

Rear Frame

Ensure all eBOM parts are accounted for


Multi level BOM compare

END
eBOM

mBOM

Forward Looking Information Subject to Change Without Notice

2009 PTC

Associative mBOM eBOM Practice


Analyze eBOM
Start Step 1
1.1
Open multi-level eBOM in MPSE

Manufacturing
Engineer

1.2
Open eBOM structure in ProductView for MPMLink

START
1.3

1.0

Visualize and Interact with 3D eBOM mockup

Analyze eBOM
2.0

Restructure into mBOM

1.4
Identify an entire eBOM assembly

3.0Update

and Maintain
mBOM

4.0

End Step 1

Ensure BOM
conformity

5.0

Release to production
systems

END
Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Analyze eBOM
Start Step 1
1.1
Open multi-level eBOM in
MPSE
1.2
Open eBOM structure in
ProductView for MPMLink
1.3
Visualize and Interact with 3D
eBOM mockup

Use PLM system and to access to the


design part

1.4

Open the MPSE to expand the eBOM


Identify an entire eBOM
assembly

End Step 1

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Analyze eBOM
Start Step 1

Open Product View to interact with 3D


model

1.1
Open multi-level eBOM in
MPSE
1.2
Open eBOM structure in
ProductView for MPMLink
1.3
Visualize and Interact with 3D
eBOM mockup
1.4
Identify an entire eBOM
assembly

End Step 1

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Analyze eBOM
Using ProductView features
Start Step 1
1.1
Open multi-level eBOM in
MPSE
1.2
Open eBOM structure in
ProductView for MPMLink
1.3
Visualize and Interact with 3D
eBOM mockup
1.4
Identify an entire eBOM
assembly

End Step 1

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Analyze eBOM
Start Step 1
1.1
Open multi-level eBOM in
MPSE
1.2
Open eBOM structure in
ProductView for MPMLink
1.3
Visualize and Interact with 3D
eBOM mockup
1.4
Identify an entire eBOM
assembly

End Step 1

Analyze and check the equivalent parts

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Manufacturing
Engineer

Start Step 2
2.1
Highlight in ProductView for MPMLink
the parts of this assembly

START
1.0

Analyze eBOM

2.2

Restructure into mBOM

2.3

Create equivalent assembly

2.0
Build Mfg assembly and sub-assemblies
3.0Update

and Maintain
mBOM

4.0

Ensure BOM
conformity

5.0

Release to production
systems

2.4
Comparison report for BOM conformity

End Step 2

END
Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Start Step 2

2.1

Open the assembly in ProductView


to visualize all the components

Highlight in ProductView for


MPMLink
the parts of this assembly

2.2
Create equivalent assembly
2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity

End Step 2

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Start Step 2

2.1

Highlight in ProductView for


MPMLink
the parts of this assembly

2.2
Create equivalent assembly
Select New Downstream action to
create an equivalent downstream
Manufacturing assembly

2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity

End Step 2

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Start Step 2

2.1

Highlight in ProductView for


MPMLink
the parts of this assembly

2.2
Create equivalent assembly
2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity

An equivalent assembly has been


created..

End Step 2

..open the assembly in a new MPSE


Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Start Step 2

2.1

Highlight in ProductView for


MPMLink
the parts of this assembly

2.2
Create equivalent assembly
2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity

End Step 2

From ProductView select parts and


copy to Manufacturing equivalent
assembly..

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Start Step 2

2.1

Highlight in ProductView for


MPMLink
the parts of this assembly

..and paste with associative links

2.2
Create equivalent assembly
2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity

End Step 2

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM
Create a new Manufacturing subassembly
Start Step 2

2.1

Highlight in ProductView for


MPMLink
the parts of this assembly

2.2
Create equivalent assembly
2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity
Copy and paste parts from the
upstream view..
End Step 2

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Start Step 2

2.1

Highlight in ProductView for


MPMLink
the parts of this assembly

2.2
Create equivalent assembly
2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity

End Step 2

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Restructure into mBOM

Start Step 2

2.1

Highlight in ProductView for


MPMLink
the parts of this assembly

..and select discrepancies

2.2
Create equivalent assembly
2.3
Build Mfg assembly and subassemblies
2.4

Comparison report for BOM


conformity

End Step 2

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Update and Maintain mBOM

Start Step 3

Manufacturing
Engineer

3.1
Select a part in the eBOM not updated

START
3.2

1.0

Launch equivalent compare panel and


report

Analyze eBOM
2.0

Restructure into mBOM


3.0Update

and Maintain
mBOM

4.0

Ensure BOM
conformity

3.3
Analyze discrepancies
3.4
Update equivalent link
3.5
Incorporate EBOM changes

5.0

Release to production
systems

END

End Step 3

Forward Looking Information Subject to Change Without Notice

2009 PTC

Associative mBOM eBOM Practice


Update and Maintain mBOM
Start Step 3

3.1
Select a part in the eBOM not
updated
3.2
Launch equivalent compare
panel and report
3.3
Analyze discrepancies
3.4
Update equivalent link
3.5
Incorporate EBOM changes

End Step 3

Select a part with a clock out of sync


indicator on the upstream BOM

Forward Looking Information Subject to Change Without Notice

2009 PTC

Associative mBOM eBOM Practice


Update and Maintain mBOM
Start Step 3

3.1
Select a part in the eBOM not
updated
3.2
Launch equivalent compare
panel and report
3.3
Analyze discrepancies
Corresponding clock out of sync
indicator on the downstream BOM

3.4
Update equivalent link
3.5
Incorporate EBOM changes

End Step 3

Launch equivalent report

Forward Looking Information Subject to Change Without Notice

2009 PTC

Associative mBOM eBOM Practice


Update and Maintain mBOM
Added a new part in the upstream
view..
Start Step 3

3.1
Select a part in the eBOM not
updated
3.2
Launch equivalent compare
panel and report
3.3
Analyze discrepancies
3.4
Update equivalent link
3.5
Incorporate EBOM changes

End Step 3

Forward Looking Information Subject to Change Without Notice

2009 PTC

Associative mBOM eBOM Practice


Update and Maintain mBOM
Start Step 3

3.1
Select a part in the eBOM not
updated
3.2
Launch equivalent compare
panel and report

Update the equivalent link..

3.3
Analyze discrepancies
3.4
Update equivalent link
3.5
Incorporate EBOM changes

End Step 3
Downstream equivalent indicator is
updated..

Forward Looking Information Subject to Change Without Notice

.. And now you can see the


equivalent part

2009 PTC

Associative mBOM eBOM Practice


Update and Maintain mBOM
Change the MBOM
Start Step 3

Open in the right pane the upstream


view..

3.1
Select a part in the eBOM not
updated
3.2
Launch equivalent compare
panel and report

selecting the new part from EBOM


and copy & paste into MBOM

3.3
Analyze discrepancies
3.4
Update equivalent link
3.5
Incorporate EBOM changes

End Step 3

Forward Looking Information Subject to Change Without Notice

2009 PTC

Associative mBOM eBOM Practice


Ensure BOM Conformity

Manufacturing
Engineer

START
1.0

Analyze eBOM
2.0

Restructure into mBOM

Start Step 4
4.1
Select discrepant parts from EBOM and
highlight in the engineering Mock-up

3.0Update

and Maintain
mBOM

4.0

Ensure BOM
conformity

5.0

Release to production
systems

4.2

Copy these parts from ProductView and


Paste into the mBOM

End Step 4

END
Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Ensure BOM Conformity
Launch the compare report at the
sub-assembly level

Start Step 4

4.1
Select discrepant parts from
EBOM and highlight in the
engineering Mock-up

4.2

Copy these parts from


ProductView and Paste into the
mBOM

Select the differences and go to the


MPSE..

End Step 4

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Ensure BOM Conformity
Open in ProductView the assembly
with differencies..

Start Step 4

4.1
Select discrepant parts from
EBOM and highlight in the
engineering Mock-up

4.2

Copy these parts from


ProductView and Paste into the
mBOM

End Step 4

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Ensure BOM Conformity

Start Step 4

4.1
Select discrepant parts from
EBOM and highlight in the
engineering Mock-up

4.2

Copy these parts from


ProductView and Paste into the
mBOM

End Step 4

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Release to production systems

Manufacturing
Engineer

START

Start Step 5

5.1
Check in the mBOM

1.0

Analyze eBOM
5.2

2.0

Navigate to the details page

Restructure into mBOM


3.0Update

and Maintain
mBOM

4.0

Ensure BOM
conformity

5.3

Change State of the mBOM (top part) to


Released

5.4
Release to ERP (workflow)

5.0

Release to production
systems
End Step 5

END
Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Release to production systems

Start Step 5

5.1
Check in the mBOM

5.2
Navigate to the details page

5.3
Change State of the mBOM (top
part) to Released
5.4
Release to ERP (workflow)

End Step 5

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Release to production systems

Start Step 5

5.1
Check in the mBOM

5.2
Navigate to the details page

5.3
Change State of the mBOM (top
part) to Released
5.4
Release to ERP (workflow)

End Step 5

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Release to production systems

Start Step 5

5.1
Check in the mBOM

5.2
Navigate to the details page
Can also use Change Request /
Change Notice

5.3
Change State of the mBOM (top
part) to Released
5.4
Release to ERP (workflow)

Use Promote to start the Change


State Process

End Step 5

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Release to production systems

Start Step 5

5.1
Check in the mBOM

5.2
Navigate to the details page

5.3
Change State of the mBOM (top
part) to Released
5.4
Release to ERP (workflow)

End Step 5

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Release to production systems

Start Step 5

5.1
Check in the mBOM

5.2
Navigate to the details page

5.3
Change State of the mBOM (top
part) to Released
5.4
Release to ERP (workflow)

End Step 5

Forward Looking Information Subject to Change Without Notice

Associative mBOM eBOM Practice


Storyboard Summary
Use PLM system and directly access
evolving engineering design

Restructure eBOM into mBOMs, with maximum


flexibility and detailed traceability links

Visualize multi-level eBOM


Visualize 3D mockup

eBOM
Vehicle eBOM

Manufacturing
Engineer

START
1.0

Analyze eBOM
2.0

Restructure into mBOM


3.0Update

and Maintain
mBOM

4.0

Frame Assy
Part 1
Part 2
Rear Frame

Release to production
systems

mBOM
Vehicle mBOM
Sub-Assy
Part 1
Part 2

Productivity TIPS:
Part 9
Re-use eBOM parts as much as possible Part 8
Rear Frame
Leverage
3D mockup to build the mBOM
Release to production
systems
Stay informed through change process
Standardcreating
integration
to leading
ERPs
When
the
mBOM,
open the eBOM
in themBOM
Selection
tab for
and update
accordingly
Flexible integration framework
side-by-side eBOM/mBOM display
Integral change &
configuration management
Use consume from upstream BOM while defining the
process plan
in order to automatically derive the mBOM
Visual indicators based on
traceability BOM links
Automatic propagation of part
attributes and CAD viewables

Ensure BOM
conformity

5.0

Derive multiple mBOMs from eBOM


Automatically generated mBOM 3D
mockup

Ensure all eBOM parts are accounted for


Multi levels BOM compare

END
eBOM

mBOM

Forward Looking Information Subject to Change Without Notice

2009 PTC

Agenda
Introduction
!

Challenges

Process overview

Associative eBOM/mBOM practice


!

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

Ensure mBOM conformity

Release to production systems

Looking forward :
BOM transformation with
Windchill MPMLink 10.0
Summary & Q&A
Forward Looking Information Subject to Change Without Notice

Looking Forward
BOM transformation with Windchill MPMLink 10.0
Streamline BOM transformations process
!

Dual structure editor with eBOM & mBOM


side by side

New shortcut actions for must common tasks

Tranformations directly in mBOM structure

Reconcile and propagate changes


from the eBOM to the mBOM
!

Compare Action replaced by the new Reconciliation action

Forward Looking Information Subject to Change Without Notice

2009 PTC

Agenda
Introduction
!

Challenges

Process overview

Associative eBOM/mBOM practice


!

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

Ensure mBOM conformity

Release to production systems

Looking forward :
BOM transformation with
Windchill MPMLink 10.0
Summary & Q&A
Forward Looking Information Subject to Change Without Notice

Summary
Associative eBOM to mBOM transformation
with Windchill MPMLink facilitates :
!
!

Concurrent development of BOMs


BOM conformity between engineering &
manufacturing
Production planning

PTC solutions deliver higher value


with Best Practices

Thanks to the PTC cross functional Windchill MPMLink best practices team
for their support in developing this presentation
Pezel, Vladimir; De Nittis, Fabrizio; Farmer, Ed; Arisue, Shinya; Cilia, Giuseppe; Clarke, Roy; Cote, Christian; Fretz, Beat;
Graeb, Robert; Lamy, Francois; Lerch, Martin; Montangon, Pascal; Nien, Simon; Niyonkuru, Jean-Claude;
Rademacher, Klaus; Sambamurthy, Kumarappan; Thibault, Alain; Wetzels, Wolfgang; Yang, Dong; Hedrick, Kevin
Forward Looking Information Subject to Change Without Notice

2009 PTC