Understanding effectivity, equivalent assignment scope, and validation preferences

Overview

Occurrence effectivity lets you configure different revisions of a product part, assembly, or other element based on time or unit number. Validation in Manufacturing-BOM Manager applies only to unit effectivity, especially in cases where it is affected by equivalent engineering assignment scope. When the form, fit, or function of a part or assembly changes, design engineers sometimes use an equivalent assignment scope from an engineering bill of materials (EBOM) to a manufacturing bill of materials (MBOM) to essentially create a new part or assembly while retaining the base part name. The equivalently assigned part or assembly is added to the engineering bill of materials (EBOM) with a limited occurrence effectivity.

Net effectivity calculates the intersection of effectivities set on the path from the EBOM line to be assigned up the parent chain. Starting from the selected EBOM line, and including the EBOM line itself, net effectivity traverses up the parent chain until it finds the first parent with an explicitly defined occurrence effectivity. If an effectivity is defined in the BOM window’s revision rule, the computation intersects the parent’s occurrence effectivity with that defined in the revision rule. The result of the intersection is the final net effectivity. The occurrence effectivity defined on that parent becomes the net effectivity of any instance of the part or assembly assigned to the manufacturing bill of materials (MBOM).

In this example, an equivalent assignment scope has been applied to an EBOM subassembly named ADE-10008933/A;1-Wing End Assembly RH-001. The equivalently assigned subassembly appears as a separate subassembly with an updated number, ADE-10008933/A;1-Wing End Assembly RH-002.

All parts in ADE-10008933/A;1-Wing End Assembly RH-001have been assigned to the MBOM under a different subassembly name, 004133/A;1-MFG INSTALL 06 - 900, that indicates a unit effectivity of 06-900 parts.

The equivalent assignment scope change is reported in the Change Summary panel as a series of unassigned parts because the EBOM assembly ADE-10008933/A;1-Wing End Assembly RH-002 has not been assigned to the MBOM.

To address the equivalent assignment scope change, the manufacturing engineer can select the MBOM assembly that contains subassembly 004133/A;1-MFG INSTALL 06 - 900, which contains the unmodified parts from ADE-10008933/A;1-Wing End Assembly RH-001 and create a new manufacturing container subassembly named MFG INSTALL 06 - 901 to be used to assign the equivalently assigned parts from the EBOM subassembly ADE-10008933/A;1-Wing End Assembly RH-002.

The engineer next assigns the changed parts from the EBOM subassembly ADE-10008933/A;1-Wing End Assembly RH-002to MFG INSTALL 06 - 901. If there is no effectivity definition for the parts, any parts commonly reused across EBOM subassemblies inherit occurrence effectivities based upon net effectivity. The same applies to parts in the MBOM.

To collect all equivalents of a part in the EBOM and MBOM and verify that all units for those equivalents have a single valid assignment in the MBOM, the engineer clicks Validate Effectivity Coverage .

A bar chart in the Validate Effectivity Coverage dialog box is displayed. EBOM Range shows the total effectivity for a specific part in the EBOM by unit. The lower bars display the effectivity for each occurrence in the MBOM.

The engineer can then drag the start and end points of each MBOM occurrence to modify its unit effectivity range.

Effectivity validation preferences

Preference	Definition
MBMEnableEffectivityValidation	Set this preference to true to compare the net effectivity of a part in an engineering bill of materials (EBOM) and manufacturing bill of materials (MBOM). If a part does not have effectivity defined for it, net effectivity is effectivity defined on the nearest parent.
MBMPropertiesForDashRollEquivalence	Defines the list of BOM line properties considered for finding the equivalent occurrences of parts after an equivalent assignment in the EBOM. The default values are bl_item_item_id and bl_plmxml_abs_xform.
MBMRegExForDashRollIdentification	Defines the regular expression for the value of the property defined by the preference MBM_PropertyForDashRollIdentification below.
The part of the property that should be compared to find an equivalent assignment scope should be enclosed in parentheses (). The default expression ([^-]+) - \d+ matches all strings having any sequence of characters except - followed by -, followed by digits. The string matching the expression enclosed in parenthesis [^-]+ is compared to identify equivalent assignment scope assemblies. Example For the given assembly names Engg_Assembly - 001, Engg Assembly - 002, and Engg Install - 003, the names that match the default regular expression are Engg_Assembly - 001, Engg Assembly - 002, and Engg Install - 003. Therefore the part matching the expression [^-]+ would be Engg_Assembly, Engg_Assembly, and Engg Install. As this value is same for the assemblies Engg_Assembly - 001 and Engg Assembly - 002, they are considered the equivalent assignment of each other.
MBMPropertyForDashRollIdentification	Defines the property to identify assemblies with equivalent assignment scopes. The default value is bl_item_object_name.