Use, add, or remove substitute parts in an MBOM

You can add one or more substitute parts to a manufacturing bill of materials (MBOM) node assigned from an engineering bill of materials (EBOM) node, and then use those local substitutes to replace other parts.

A substitute is a replacement for an object in a local MBOM assembly, such as an interchangeable bolt of the same diameter but different length that may or may not exist in the EBOM, but that can be used if the original bolt is not available. To replace a part in all EBOM product configurations, use global alternates.

Procedure

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

2. In the Manufacturing BOM panel, select the part for which you want to use, add, or remove substitutes.
   Note
   
   You cannot enable substitutes by selecting the root level.
   
   In the EBOM, select a part to view substitutes in the EBOM. You cannot create, use, or remove substitutes in the EBOM.

3. In the information panels beneath the Engineering BOM and Manufacturing BOM panels, select the Overview tabs and scroll down to the Substitutes groups.

4. (Optional) To locate the equivalent part in the EBOM, right-click the selected part in the Manufacturing BOM, choose Find in EBOM, and then reselect the part in the MBOM.

5. In the MBOM Substitutes toolbar, do any of the following.
   
   
   To do this Do this
   
   
   Use an existing substitute for the selected MBOM part
   In the Substitutes list, select the replacement part and click Use . In the Manufacturing BOM panel, the selected part is replaced with the selected substitute. In the Engineering BOM panel, which is independent of the MBOM, the original part is retained.Note To see substitute parts listed in Engineering BOM and Manufacturing BOM panels, add the Substitute or Substitutes columns to either panel.
   
   
   
   Add a new substitute to a selected manufacturing part
   Click Add Substitute , and in the Add Substitute panel, do one of the following.
   From the Type list, select an object type and in the Name text box, type a unique name for the substitute.
   
   Click the Palette tab and select the end item from the resulting Clipboard, Favorites, or Recent group.
   
   Click the Search tab to locate the item.
   
   Click the Classification tab to select a classified object to add as a substitute.
   
   In the Add Substitute panel, click Add. The substitute is added to the Substitutes list.
   
   Remove a substitute from the MBOM In the Substitutes list, select the substitute to be removed, and click Remove .
   
   Export the list of substitutes to Excel Click Export To .The list is downloaded in Microsoft Excel format.