User Interface: Handover From Engineering BOM Planner Page

The user interface of the Handover From Engineering BOM Planner page has a header section and two panels (Source and Target).

Header Section

The header section is enriched with the following details:

  • Switch to a different planning mode.

  • Statuses of the handover, such as In Progress, Published, Released, and Locked. For more information, see Handover Statuses.

  • BOM information for both the source and target structures that are categorically aligned for usability as follows:

    Source Target

    Plant

    Plant

    Change Number

    Change Number

    Valid From

    Valid From

    BOM Usage

    BOM Usage

    Alternative BOM

    Alternative BOM

    Baseline ID

    -

    Baseline Version

    -

  • Action Buttons

    Action Buttons

    Description

    Routing Mode

    Switch to the routing planning page.

    Edit

    Locks handover for editing. You can make any changes in the Source Panel or Target Panel. The system auto-saves the changes.

    Customize

    Navigate to the Handover Activity details page.

    Unlock

    Unlocks the handover.

    Publish to ERP System

    Save the planned MBOM information to the ERP system (SAP S/4HANA Cloud Private Edition, SAP S/4HANA, SAP S/4HANA Cloud Public Edition, or SAP ERP).

    Release

    Freeze the planned target MBOM from any further changes. You cannot make any changes to the target MBOM that is in the Released status.

    (Latest Messages from SAP S/4HANA systems)

    View synchronization messages from the external source systems (SAP S/4HANA Cloud Private Edition, SAP S/4HANA, SAP S/4HANA Cloud Public Edition, or SAP ERP).

    The View Task Monitoring button navigates you to the Task Monitoring application, where you can see the success, failure, and completion status of all tasks.

    (Legend)

    View a list of icons with the description used on the Handover From Engineering BOM Planner page. For more information, see Legend.

    (Display Log)

    View the user actions that were recorded while planning a target in the MBOM mode or Routing mode. For more information, see Display Log.

Panels

The two panels are Source and Target. The BOMs are displayed in an hierarchical tree structure in the panels and enabled with hyperlinks. See Navigation to SAP S/4HANA Cloud Apps

Each panel contains standard icons to control the display and to perform actions. You can resize any of the panels to fill the display area. The panels cannot be closed.

Standard options available for both the panels

Options

Descriptions

Search

The free text search option allows you to filter the nodes in the Source and Target panels. The text can completely or partially match the data displayed in the hierarchy.

3D

Allows you to view the 3D design data in the MBOM mode.

See, Planning MBOM With Visualizations (MBOM Mode)

(Show Thumbnails/Hide Thumbnails)

To view or hide the thumbnails in the Source and Target panels.

Filter By
You can filter the rows in the panels using the following filter options:

  • Show All (default)

  • Planned

  • Unplanned

  • Consumed

  • Overconsumed

  • Underconsumed

  • Change Discrepancy

Source

The Source panel contains the source EBOM that is loaded from the external source system (SAP S/4HANA Cloud Private Edition, SAP S/4HANA, SAP S/4HANA Cloud Public Edition, or SAP ERP). You can view the source EBOM as a multilevel hierarchical structure. From here, you can make your selections for planning and transferring the components to the Target panel.

The Source panel contains the following options:

Options

Descriptions

Variant

Create and manage variants to filter the EBOM based on the set criteria.

Highlight

Check the placement of the selected component or assembly in the Source and Target panels.

(Details)

View BOM header, BOM component, product, and BOM component document details of the selected component or assembly.

You can also navigate to the Product Structures app. For more information, see Product Structures.

Combo box with options

Select your option as follows:

  • (Plan as Selected)

    Moves the selected assemblies or components from the Source to the Target .

  • (Plan as Designed)

    Makes a direct copy of the selected engineering BOM from the source to the target manufacturing BOM.

Explode BOM
You can use the Explode BOM button to view all components and sub-assemblies under a BOM. You can also select the row for which you want to explode the BOM.
Options in Explode BOM Drop-down

Option

Description

Expand One Level

Allows you to expand the selected BOM or sub-assemblies to view all the sub-assemblies and components under them, up to one level of hierarchy.

Choose Alternative

Allows you to expand the desired alternative of the selected sub-assembly. You can view the sub-assemblies and components under the selected sub-assembly up to one level of hierarchy.

(Enter Full-screen) and (Exit Full-screen)

Resize the panel to full screen or to exit full screen.

(Settings)

Select the information to be displayed in columns for the multilevel hierarchical structure.

(Move Nodes to Target).

Move the selected components or assemblies from the Source to the Target.

(More)

Choose the icon if you want to select these options:

Options

Description

Show Details

View BOM header or BOM item details of the selected assembly or component in the side panel as follows:

  • BOM Header Details

    • BOM Header Details

    • Administrative Details

  • BOM Component Details

    • Basic Details

    • Text Details

    • Production Properties

    • Administrative Details

  • Product Details

    • Attributes

    • Administrative Details

  • BOM Header Documents

    You can find the following document info record details for BOM header linked with document:

    • Document Version

    • Document Type

    • Document Part

    • Document Number

    • Description

    You can display the attachments associated with document info records in the side panel. Click the (Files) icon to navigate to the attachment. You can download the attachment for viewing.

  • BOM Component Documents

    You can find the following document info record details for BOM items linked with document:

    • Document Version

    • Document Type

    • Document Part

    • Document Number

    • Description

    You can display the attachments associated with document info records in the side panel. Click the (Files) icon to navigate to the attachment. You can download the attachment for viewing.

  • Object Dependencies

    You can find the following object dependency details:

    • ID

    • Description

    • Select Condition

You can also navigate to the Product Structures app. For more information, see Product Structures.

Highlight

Check the placement of the selected component or assembly in the Source and Target .

Plan as Selected

Moves the selected assemblies or components from the Source to the Target.

Plan as Designed

Makes a direct copy of the selected engineering BOM from the source to the target manufacturing BOM.

Explode BOM
You can use the Explode BOM button to view all components and sub-assemblies under a BOM. You can also select the row for which you want to explode the BOM.
Options in Explode BOM Drop-down

Option

Description

Expand One Level

Allows you to expand the selected BOM or sub-assemblies to view all the sub-assemblies and components under them, up to one level of hierarchy.

Choose Alternative

Allows you to expand the desired alternative of the selected sub-assembly. You can view the sub-assemblies and components under the selected sub-assembly up to one level of hierarchy.

Target

The Target panel is where you plan your MBOM and publish it to the ERP system (SAP S/4HANA Cloud Private Edition, SAP S/4HANA, SAP S/4HANA Cloud Public Edition, or SAP ERP). To add the components or assemblies to the Target Panel, you can either drag and drop, move the selected nodes, or choose Plan as Designed . You can view the target MBOM as a multilevel hierarchical structure. From here, you can make your selections for planning by adding or removing components, or editing BOM attributes before publishing to the ERP system (SAP S/4HANA Cloud Private Edition, SAP S/4HANA, SAP S/4HANA Cloud Public Edition, or SAP ERP).

The Target Panel contains the following options:

Options

Descriptions

Variant

Create and manage variants to filter the MBOM based on the set criteria.

Explode BOM
You can use the Explode BOM button to view all assemblies and sub-assemblies under a BOM. You can also select the row for which you want to explode the BOM.
Options in Explode BOM Drop-down

Option

Description

Expand One Level

Allows you to expand the selected BOM or sub-assemblies to view all the sub-assemblies and components under them, up to one level of hierarchy.

Choose Alternative

Allows you to expand the desired alternative of the selected sub-assembly. You can view the sub-assemblies and components under the selected sub-assembly up to one level of hierarchy.

Propose Linking

The system provides a proposal for linking source nodes and the target nodes. For more information, see Propose Linking.

Highlight

Check the placement of the selected component or assembly in the Source and Target panels.

Change Reconciliation

Indicate discrepancy in the attributes or values in the Target. You can use this workbench to resolve the discrepancy.

Add

You can use the Add button to include new components and products in the target MBOM.

Options in Add Drop-down

Option

Description

Add Component

You can add ad-hoc components to the target MBOM that do not exist in the source EBOM. These components are known as manufacturing consumables.

You can search for more than one material and add them in a single session.

Add Product

You can add ad-hoc products or items to the target MBOM that don't exist in the source EBOM. After you select Add Product, enter the following product and BOM item details for the new product:

  • Product Details

    • Description

    • Unit of Measure

    • Material Type

    • Long Description

    • Is Configurable

  • BOM Item Details

    • Item category

    • Quantity

    • Unit of Measure

Add Text Item

Add text to the sub-assembly planned in the Target BOM.

(Remove nodes from target)

Remove the selected component or assemblies from the target MBOM.

(Settings)

Select the information to be displayed in columns for the multilevel hierarchical structure.

(Enter Full-screen) and (Exit Full-screen)

Resize the panel to enter full screen or to exit full screen.

(Details)

View BOM header and item details of the selected component or assembly.

You can also navigate to the Product Structures app. For more information, see Product Structures.

Edit the attributes of the BOM items of the selected component or assembly. You can edit the following:

Details

Attributes

BOM Component Details
You can edit the attributes in the following sections:

  • Basic Details

  • Text Details

    Item Text 1 and Item Text 2

BOM Header Details

None

Variable-Size Item Details

Size 1, Size 2, Size 3, Size Unit, Formula Key, Number of Variable-Size Item, Quantity of Variable-Size Item, Quantity Unit

Production Properties

Consists of additional attributes relevant for production BOM.

Object Dependencies

ID, Description, and Select Condition

Administrative Details

None

BOM Component Documents

None

BOM Header Documents

None

Product Details

None

Link

Establish a link between the similar source and target BOM component.

(More)

Choose the icon if you want to select these options:

Options

Description

Show Details

View BOM header or BOM item details of the selected assembly or component in the side panel as follows:

  • BOM Header Details

    • BOM Header Details

    • Administrative Details

  • BOM Component Details

    • Basic Details

    • Text Details

    • Production Properties

    • Administrative Details

  • Product Details

    • Attributes

    • Administrative Details

  • BOM Header Documents

    You can find the following document info record details for BOM header linked with document:

    • Document Version

    • Document Type

    • Document Part

    • Document Number

    • Description

  • BOM Component Documents

    You can find the following document info record details for BOM items linked with document:

    • Document Version

    • Document Type

    • Document Part

    • Document Number

    • Description

  • Object Dependencies

    You can find the following object dependency details:

    • ID

    • Description

    • Select Condition

When you're in the edit mode, you can edit the BOM item details.

See the (Details)row above in the table.

Explode BOM
You can use the Explode BOM button to view all components and sub-assemblies under a BOM. You can also select the row for which you want to explode the BOM.
Options in Explode BOM Drop-down

Option

Description

Expand One Level

Allows you to expand the selected BOM or sub-assemblies to view all the sub-assemblies and components under them, up to one level of hierarchy.

Choose Alternative

Allows you to expand the desired alternative of the selected sub-assembly. You can view the sub-assemblies and components under the selected sub-assembly up to one level of hierarchy.

Highlight

Check the placement of the selected component or assembly in the Source and Target .

Remove

Remove the selected assembly or component from the Target .

Add

You can use the Add button to include new components and products in the target MBOM.

Options in Add Drop-down

Option

Description

Add Component

You can add ad-hoc components to the target MBOM that do not exist in the source EBOM. These components are known as manufacturing consumables.

You can search for more than one material and add them in a single session.

Add Product

You can add ad-hoc products or items to the target MBOM that don't exist in the source EBOM. After you select Add Product, enter the following product and BOM item details for the new product:

  • Product Details

    • Description

    • Unit of Measure

    • Material Type

    • Long Description

    • Is Configurable

  • BOM Item Details

    • Item category

    • Quantity

    • Unit of Measure

Add Text Item

Add text to the components planned in the Target BOM.

Keep Target Component and Delete Link

Resolve the conflict between the source and target component by retaining the target component and deleting any connection to the source.

Convert to Variable-Size Item Category

Convert the item category of stock item components or assemblies into variable-size item categories.
Related Information