Required Setup:
To use this feature, the following setup is needed:
1)There must be an mBOM loaded.
2)There must be orders loaded in the system.
If orders are being loaded automatically through an integration, no effort on your part is necessary. The system will automatically add models and options present in the order files that are not already in the Model and Option Editors and will search the Component Library for item master records with the same ID as the models and options in the order file and check the "IsModel" and "IsOption" flags on those items as appropriate.
If orders are being loaded manually, the following steps must be done manually.
A.Go to the Model Editor and add any Models present in the order file but not yet present in the Editor.
a.To designate an item as a model, select it from the Component Library and Check Out for Edit. Open the Properties tab and check the "Is Model" checkbox. Save your changes and Check In.
B.Go to the Option Editor and add any Options present in the order file but not yet present in the Editor.
a. To designate an item as an option, select it from the Component Library and Check Out for Edit. Open the Properties tab and check the "Is Option" checkbox. Save your changes and Check In.
Option Editor Properties
3) The mBOM must have options and models mapped to it, and those models and options must exist in the Model and Option Editors.
4) Parts must be consumed by activities from the mBOM (i.e. the consumed parts must have parents).
This should be done by using the "Add from BOM" button in the Activity Consumption tab, so for each item added to consumption, its ParentID is also displayed in the consumption row. This means if the same item is consumed under multiple parents for this activity, that item should be added multiple times, once for each corresponding parent.
Add From BOM Option
How To Use?
To use this feature:
1.Once the above conditions have been met, select a routing and "Check Out All".
2.Right-click on the routing and select "Autobuild Model-Option Mapping by Orders".
3.Now, select the option of
a.“Update Consumption Model Option Mapping…”, for updating the model option mapping on the consumed parts across the routing.
b.“Update Activity Model Option Mapping…”, for updating the model option mapping on all the activities across the routing.
c.“Update All…”, for updating the model option mapping on the consumed parts and on all activities across the routing
Right-Click Update Options
4. Then, in the Order Selection Form that appears, select the date range for which the orders should be fetched. Only models and options included in the selected orders will be mapped to corresponding entities based on selection in the previous step (Step 3). Click the "Get Orders" button and when you see the orders, click "OK."
Order Selection Form
At this point, the Autobuild routine will look at the Models and Options on the selected orders. Then it will look at the consumed parent parts for all the activities, perform a "Where Used" search on the BOMs to which these parent items belong, and find any models and options flagged in each BOM. These models and options will then be mapped to the consumed part or the activity.
5. Now, verify the fields that have been populated by going to the Consumption or Model-Option Mapping tabs of the Activity Editor and checking the Model and Option fields.
Alternate Method (only for clients using paint codes)
Automatic Model-Option Mapping can be used to populate the model and paint code fields in the Consumption tab of the Operation Editor based on the parts consumed by each activity.
To use automatic mapping, there must be an mBOM loaded, and the mBOM must have models and paint codes mapped to it. The same process is used as described above, replacing options with paint codes.
To perform the automatic model-option mapping:
1)Go to the Routing Editor to find and check out the Routing to which you will be making changes.
2)Right-click on the Routing name and select "Autobuild Model-Option Mapping by Orders".
3)Verify the fields have been populated by going to the Consumption tab of the Operation Editor and checking the "Model" and "Paint Code" fields.