Add occurrence effectivities to target BOM container elements

Procedure

You can add one or multiple occurrence effectivities to target manufacturing bill of materials (MBOM) container elements to elaborate on your revision rules. Occurrence effectivities specify that part element revisions in an element container element are valid for a date range (for example, October 2, 2024 to November 1, 2025), a range of units (for example, 8-10 and 12-13 for part unit numbers 8, 9, 10, 12, and 13), or for a combination of both. You can also edit and delete occurrence effectivities.

1. On the BOM Alignment page, in the target BOM panel, select one or more container element, and in the target BOM toolbar, click Manage →Element Effectivity .

2. In the Element Effectivity group, click Add Effectivities .

3. To set an effectivity by date, do the following.

   On the New tab, accept the default Date option.

   To share the effectivity with other manufacturing planners, select the Share check box.

   Type a name, and from the Start calendar, select an effective start date.

   From the End calendar, select an effective end date, which must be later than the start date.

   Note From the End list, you can also select either UP - All Future Dates or SO - Stock Out.

4. To set an effectivity by unit, do the following.

   In the Element Effectivity panel, on the New tab, click Add Effectivities and select Unit.

   To share the effectivity with other manufacturing planners, select the Share check box.

   Type a name, and in Unit text box, type one or more ranges of units (for example, 10-20 or 10-20,25-30).

   By default, below the Unit text box, End Item is displayed to indicate that the MBOM root node will serve as the effectivity end item. You can later edit the unit end date.

   (Optional) To select a different end item, click Replace and either use the Search tab to locate a different item, or use the Palette tab to copy an item from the clipboard or select it from your favorites or list of recently accessed items.

5. Click Add.

The effectivity date is displayed in the Element Effectivities group, and a icon displays next to the MBOM container element in the MBOM panel of the BOM Alignment page. To view effectivities for the target BOM container element, hover your mouse over the icon.

6. Add additional effectivities to the container element selected in the BOM Alignment page, or on another container element using the search option.

7. To search for and add a previously defined effectivity, click Add Effectivities and do the following.

In the Element Effectivity panel, click the Search tab.

By default, all effectivities for elements in the MBOM not already added to the selected MBOM element are displayed.

Type a text string in the Search text box to filter the results, and in the Element Effectivity panel, click Add Effectivities .

In the Add Effectivities panel, select a search element and click Add.

The effectivity date is displayed in the Element Effectivities group and the effectivity icon displays in the target BOM. Hover your mouse over the icon to review the details.