Executing the Allocation Program in BOM Transfer 

Use

To allocate BOM items to a network activity or to bring the allocations up-to-date, enter the selection criteria and execute the program.

You can simulate the allocation when you execute the program, but do not save the resulting allocations or changes.

Procedure

  1. On the Operative Project Structures screen choose Tools ® Bills of Materials transfer.
  2. To use a pre-defined status selection profile from Customizing, choose Status. You can thus filter out all activities that do not meet certain criteria.
  3. Enter a project definition, a WBS element or a sales document item.
  4. Enter the BOM that you want to allocate by entering the material and then setting one of the indicators Material BOM, Sales order BOM, or WBS BOM.

Always perform the allocation on the top level of the BOM so that the system can identify items that are used several times, for instance for changes in quantity.

If you want to use a BOM from an external system (via customer enhancement), enter the material and select the External BOM indicator.

For further information about the customer enhancement for exploding BOMs from external systems or the customer enhancement for additional processing of internal BOMs refer to Customizing for the Project System.
  1. Enter the BOM usage and the BOM application.
  2. If you want to completely explode a multi-level BOM, select the multi-level indicator. In this case the system also generates requirements for subordinate assemblies in the network.

This is useful for instance, if you want to generate requirements in advance for components that have a long delivery time or take long to produce. You should then also set the Preliminary reqmnts indicator; so that the system generates planned independent requirements or preliminary purchase requisitions which can be set off against real requirements.

If you only set the multi-level indicator but not the Preliminary reqmnts indicator then you run the risk that the system will generate excess requirements. If afterwards you generate requirements for a superior assembly materials planning will also generate requirements for the subordinate assembly, since bills of material are always exploded. If however there are already sufficiently large planned independent requirements the system consumes them.

For more information, see Material Requirements Planning in BOM Transfer.
  1. If you want to allocate BOM items without reference points select the all items indicator. In the case of items that the system could not allocate automatically, the system prompts you to allocate manually.
  2. Choose Execute.

The system selects the BOM items and network activities based on your criteria and automatically allocates all items with reference points.

- If the system can allocate all items automatically, the Result Overview appears, in which all allocations are displayed.

- If the system cannot allocate all items, the Manual Allocations screen appears, where you can allocate further components manually.

You can also call up an overview of the selected network activities and BOM items from the results overview.
  1. Save your allocations.

If you have not predefined priorities in inventory management , the system will display a dialog box where you can choose the appropriate stock.

Result

When you save, the system allocates the BOM items to network activities and if applicable, generates the corresponding (preliminary) requirements.