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Associative eBOM/mBOM Best Practices François LAMY PTC

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Associative eBOM/mBOM Best Practices François LAMY PTC

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

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 !   eBOM ≠ mBOM !   eBOM rarely fits mfg constraints

– Different plants, production volume… !   Using mBOM in engineering creates a

significant burden on design teams

Shortened development schedule !   Manufacturing can’t wait until the complete

eBOM is released to create an mBOM, which is critical to start mfg planning

Ensuring conformity !   Continuously evolving engineering designs

have a large impact on multiple manufacturing deliverables

–  Non-conform mBOMs generate costly production scrap, rework and delays…

mBOM: Assembly Process Perspective

Stru

ctur

e Pr

opul

sion

El

ectr

ical

H

ydra

ulic

s C

ontr

ol S

yste

ms

Parts

Plants

Assembly Stations / Lines

Sub-Assemblies

Raw Materials / …

eBOM: Functional System Perspective

(ENGINEERING) (MANUFACTURING)

© 2009 PTC

Assy 1500

Assy 1500 mBOM

Part 100

Part 200

Assy 1300

Assy 1100

Assy 1200

Part 300

Part 700

eBOM

Part 400

Part 500

Part 100

Part 300

equivalent

equivalent

equivalent

Part 400

Part 500

Assy 1600

Part 800

PLANT 2

Forward Looking Information – Subject to Change Without Notice

Introduction Associative eBOM/mBOM Overview

Objective !   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

Capabilities: !   Leverage 3D data

–  Create mBOM from engineering 3D mockup –  Dynamically generate a mBOM 3D mockup

!   Flexibility –  Mfg equivalent parts –  Plant specific BOMs, alternate BOMs

!   Traceability –  Bidirectional associativity

!   Control and manage –  Analyze and resolve BOM discrepancies –  Change and Configuration Management

[Digital Manufacturing Planning, 2007] © 2009 PTC

mBOM eBOM

Assy 1500

Assy 1500

Part 100

Part 200

Assy 1300

Assy 1100

Assy 1200

Part 300

Part 700

Engineering eBOM (As Designed)

Part 400

Part 500

Part 100

Part 300

equivalent

equivalent

equivalent

Part 400

Part 500

Assy 1600

Part 800

PLANT 2

Manufacturing mBOM (As Planned)

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

mBOM eBOM

Associative mBOM – eBOM Practice ► Storyboard Overview

Manufacturing Engineer

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

START

END

Ensure BOM conformity

•  Visualize multi-level eBOM •  Visualize 3D mockup

Use PLM system and directly access evolving engineering design

Release to production systems

•  Integral change and configuration management

Stay informed through change process and update mBOM accordingly

•  Visual indicators based on traceability BOM links

•  Automatic propagation of part attributes and CAD viewables

•  Multi level BOM compare Ensure all eBOM parts are accounted for

•  Standard integration with leading ERPs •  Flexible integration framework

© 2009 PTC

•  Derive multiple mBOMs from eBOM •  Automatically generated mBOM 3D

mockup

Restructure eBOM into mBOMs, with maximum flexibility and detailed traceability links

Part 1

Part 2

Rear Frame

Vehicle mBOM

Part 9

mBOM

Part 1

Part 2

Rear Frame

Vehicle eBOM

Frame Assy

Part 8

Sub-Assy

eBOM

Release to production systems

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Analyze eBOM

Manufacturing Engineer

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

START

END

Ensure BOM conformity

Release to production systems

Open eBOM structure in ProductView for MPMLink

Identify an entire eBOM assembly

Start Step 1

End Step 1

1.4

Visualize and Interact with 3D eBOM mockup

Open multi-level eBOM in MPSE

1.1

1.2

1.3 1.0

2.0

3.0

4.0

5.0

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Analyze eBOM

Open eBOM structure in ProductView for MPMLink

Identify an entire eBOM assembly

Start Step 1

End Step 1

1.4

Visualize and Interact with 3D eBOM mockup

Open multi-level eBOM in MPSE

1.2

1.3

1.1

Use PLM system and to access to the design part

Open the MPSE to expand the eBOM

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Analyze eBOM

Open eBOM structure in ProductView for MPMLink

Identify an entire eBOM assembly

Start Step 1

End Step 1

Visualize and Interact with 3D eBOM mockup

Open multi-level eBOM in MPSE

Open Product View to interact with 3D model

1.4

1.2

1.3

1.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Analyze eBOM

Open eBOM structure in ProductView for MPMLink

Identify an entire eBOM assembly

Start Step 1

End Step 1

Visualize and Interact with 3D eBOM mockup

Open multi-level eBOM in MPSE

1.4

1.2

1.3

1.1

Using ProductView features

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Analyze eBOM

Open eBOM structure in ProductView for MPMLink

Identify an entire eBOM assembly

Start Step 1

End Step 1

Visualize and Interact with 3D eBOM mockup

Open multi-level eBOM in MPSE

Analyze and check the equivalent parts

1.4

1.2

1.3

1.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

Manufacturing Engineer

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

START

END

Ensure BOM conformity

Release to production systems

Highlight in ProductView for MPMLink the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

2.3

Create equivalent assembly

2.4

2.1

2.2 1.0

2.0

3.0

4.0

5.0

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

2.3

Create equivalent assembly

2.4

2.2

2.1 Open the assembly in ProductView to visualize all the components

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

Select New Downstream action to create an equivalent downstream

Manufacturing assembly

Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

Create equivalent assembly

2.3

2.4

2.2

2.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

An equivalent assembly has been created..

..open the assembly in a new MPSE

Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

Create equivalent assembly

2.3

2.4

2.2

2.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

From ProductView select parts and copy to Manufacturing equivalent

assembly..

Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

Create equivalent assembly

2.3

2.4

2.2

2.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

..and paste with associative links Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

Create equivalent assembly

2.3

2.4

2.2

2.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

Create equivalent assembly

2.3

2.4

2.2

2.1

Create a new Manufacturing sub-assembly

Copy and paste parts from the upstream view..

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

Create equivalent assembly

2.3

2.4

2.2

2.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Restructure into mBOM

Highlight in ProductView for MPMLink

the parts of this assembly

Build Mfg assembly and sub-assemblies

Comparison report for BOM conformity

Start Step 2

End Step 2

Create equivalent assembly

..and select discrepancies

2.3

2.4

2.2

2.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Update and Maintain mBOM

Manufacturing Engineer

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

START

END

Ensure BOM conformity

Release to production systems

© 2009 PTC

Launch equivalent compare panel and report

Update equivalent link

Incorporate EBOM changes

Start Step 3

End Step 3

3.4

Analyze discrepancies

3.5

Select a part in the eBOM not updated

3.1

3.2

3.3

1.0

2.0

3.0

4.0

5.0

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Update and Maintain mBOM

© 2009 PTC

Launch equivalent compare panel and report

Update equivalent link

Incorporate EBOM changes

Start Step 3

End Step 3

Analyze discrepancies

Select a part in the eBOM not updated

Select a part with a clock out of sync indicator on the upstream BOM

3.4

3.5

3.3

3.1

3.2

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Update and Maintain mBOM

© 2009 PTC

Launch equivalent compare panel and report

Update equivalent link

Incorporate EBOM changes

Start Step 3

End Step 3

3.4

Analyze discrepancies

3.5

Select a part in the eBOM not updated

3.3

3.1

3.2

Corresponding clock out of sync indicator on the downstream BOM

Launch equivalent report

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Update and Maintain mBOM

© 2009 PTC

Launch equivalent compare panel and report

Update equivalent link

Incorporate EBOM changes

Start Step 3

End Step 3

Analyze discrepancies

Select a part in the eBOM not updated

Added a new part in the upstream view..

3.4

3.5

3.3

3.1

3.2

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Update and Maintain mBOM

© 2009 PTC

Launch equivalent compare panel and report

Update equivalent link

Incorporate EBOM changes

Start Step 3

End Step 3

Analyze discrepancies

Select a part in the eBOM not updated

Update the equivalent link..

Downstream equivalent indicator is updated..

3.4

3.5

3.3

3.1

3.2

.. And now you can see the equivalent part

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Update and Maintain mBOM

© 2009 PTC

Launch equivalent compare panel and report

Update equivalent link

Incorporate EBOM changes

Start Step 3

End Step 3

Analyze discrepancies

Select a part in the eBOM not updated

Change the MBOM…

3.4

3.5

3.3

3.1

3.2

…selecting the new part from EBOM and copy & paste into MBOM

Open in the right pane the upstream view..

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Ensure BOM Conformity

Manufacturing Engineer

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

START

END

Ensure BOM conformity

Release to production systems

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

Start Step 4

End Step 4

Copy these parts from ProductView and Paste into the mBOM

4.1

4.2

1.0

2.0

3.0

4.0

5.0

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Ensure BOM Conformity

Select discrepant parts from EBOM and highlight in the

engineering Mock-up

Start Step 4

End Step 4

Copy these parts from ProductView and Paste into the

mBOM

4.2

4.1

Launch the compare report at the sub-assembly level

Select the differences and go to the MPSE..

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Ensure BOM Conformity

Select discrepant parts from EBOM and highlight in the

engineering Mock-up

Start Step 4

End Step 4

Copy these parts from ProductView and Paste into the

mBOM

4.2

4.1

Open in ProductView the assembly with differencies..

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Ensure BOM Conformity

Select discrepant parts from EBOM and highlight in the

engineering Mock-up

Start Step 4

End Step 4

Copy these parts from ProductView and Paste into the

mBOM

4.2

4.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Release to production systems

Manufacturing Engineer

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

START

END

Ensure BOM conformity

Release to production systems

Navigate to the details page

Release to ERP (workflow)

Start Step 5

End Step 5

5.4

Change State of the mBOM (top part) to Released

Check in the mBOM

5.1

5.2

5.3

1.0

2.0

3.0

4.0

5.0

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Release to production systems

Navigate to the details page

Release to ERP (workflow)

Start Step 5

End Step 5

5.4

Change State of the mBOM (top part) to Released

Check in the mBOM

5.2

5.3

5.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Release to production systems

Navigate to the details page

Release to ERP (workflow)

Start Step 5

End Step 5

Change State of the mBOM (top part) to Released

Check in the mBOM

5.4

5.2

5.3

5.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Release to production systems

Navigate to the details page

Release to ERP (workflow)

Start Step 5

End Step 5

Change State of the mBOM (top part) to Released

Check in the mBOM

Use Promote to start the Change State Process

5.4

5.2

5.3

5.1

Can also use Change Request / Change Notice

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Release to production systems

Navigate to the details page

Release to ERP (workflow)

Start Step 5

End Step 5

Change State of the mBOM (top part) to Released

Check in the mBOM

5.4

5.2

5.3

5.1

Forward Looking Information – Subject to Change Without Notice

Associative mBOM – eBOM Practice ► Release to production systems

Navigate to the details page

Release to ERP (workflow)

Start Step 5

End Step 5

Change State of the mBOM (top part) to Released

Check in the mBOM

5.4

5.2

5.3

5.1

Forward Looking Information – Subject to Change Without Notice

mBOM eBOM

•  Visualize multi-level eBOM •  Visualize 3D mockup

Use PLM system and directly access evolving engineering design

•  Integral change & configuration management

Stay informed through change process and update mBOM accordingly

•  Visual indicators based on traceability BOM links

•  Automatic propagation of part attributes and CAD viewables

•  Multi levels BOM compare Ensure all eBOM parts are accounted for

Release to production systems •  Standard integration to leading ERPs •  Flexible integration framework

© 2009 PTC

•  Derive multiple mBOMs from eBOM •  Automatically generated mBOM 3D

mockup

Restructure eBOM into mBOMs, with maximum flexibility and detailed traceability links

Part 1

Part 2

Rear Frame

Vehicle mBOM

Part 9

mBOM

Part 1

Part 2

Rear Frame

Vehicle eBOM

Frame Assy

Part 8

Sub-Assy

eBOM

Productivity TIPS: • Re-use eBOM parts as much as possible • Leverage 3D mockup to build the mBOM • When creating the mBOM, open the eBOM in the “Selection” tab for

side-by-side eBOM/mBOM display • Use “consume from upstream BOM” while defining the process plan

in order to automatically derive the mBOM

Associative mBOM – eBOM Practice ► Storyboard Summary

Manufacturing Engineer

Analyze eBOM

Restructure into mBOM

Update and Maintain mBOM

START

END

Ensure BOM conformity

Release to production systems

1.0

2.0

3.0

4.0

5.0

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

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

© 2009 PTC

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

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

© 2009 PTC