Run a partial BOM to BOM accountability check

You can partially compare a part or assembly in a source BOM to a target BOM to review its assignments inside or outside a selected scope.

When you run a partial accountability check, assignment statuses are shown in either the source BOM or the target BOM, but not both. Since you are comparing specific engineering or manufacturing assemblies and assignment domains, this approach results in much less content and in faster results.

Note

• Partial comparison is available only in focus mode. If you are not using focus mode, you can compare EBOM and MBOM scopes by running a scoped accountability check.

• You can also run a complete accountability check to display assignment statuses for both the source and target BOMs.

• The values of the preferences MBMEnableBOMFiltering and MBMOnDemandCompare must be set to true.

• If the value of the preference MBM_HideOutOfScopeIndications = false, you can only partially compare source BOM or target BOM elements with associated assignment domains. If MBM_HideOutOfScopeIndications = false, you can partially compare any source BOM or target BOM element.

Procedure

1. Search for and open a work package and navigate to the BOM Alignment page.

2. Filter the scope of source BOM and target BOM alignments.

          In the source BOM, select an assembly.
        
        
          In the target BOM, select an assembly to which parts in the
            source BOM assembly are assigned.
        
        
          In the target BOM toolbar, click Focus
            . 
          
            All elements outside the selected BOM assemblies become
              unavailable.
   

3. Ensure that Show Assignment State is not enabled.

    Tip 
      Use Show Assignment State to
            compare the *whole* structure. When Show Assignment State is enabled at the top of the
            page, the Show Assignment State right-click
            command, which allows you to *partially* compare source and
            target BOM structures, is not available.
   

4. In the source BOM, right-click the element that you want to partially compare to the target BOM, and select Show Assignment State.
   The source BOM displays assignment status icons for the selected element and its associated elements, except for parts or assemblies unassigned to the target BOM, which display no status icon. A message reports the assembly for which the assignment state is displayed.

5. To view assignment statuses in the target BOM, reselect the target BOM assembly you selected in step 2, right-click the source assembly you selected in step 2, and then choose Show Assignment State.
   The target BOM displays all assignment status indications except fully assigned and assigned to the target BOM multiple times .

6. On the BOM Alignment page, make any assignments or other adjustments between the two BOMs, and then select Show Assignment State.

7. In the source BOM or target BOM, resolve assignment mismatches, and in the Assignment state shown for message above the source BOM, click Refresh.
   Updated changes, as they relate to the BOMs, are reflected in the assignment status icons.

8. To finish and turn off the partial comparison, in the message at the top of the target BOM panel, click Cancel.