SmartPlant Materials How to Handle Bills of Materials (BOM)

Version 2011 SP2 (7.0.2) December 2010 DMAR1-PE-200077C

Copyright Copyright © 2004-2010 Intergraph Corporation. All Rights Reserved.

Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization.

Restricted Rights Legend Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is “restricted computer software” submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations (“FAR”) and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense (“DoD”): This is “commercial computer software” as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3.

Unpublished – rights reserved under the copyright laws of the United States.

Intergraph Corporation Huntsville, Alabama 35894-0001

Warranties and Liabilities All warranties given by Intergraph Corporation about equipment or software are set forth in your purchase contract, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date.

The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document.

The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license.

No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.

Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work.

Trademarks Intergraph, the Intergraph logo, PDS, SmartPlant, SmartSketch, FrameWorks, INtools, MARIAN, ISOGEN, and IntelliShip are registered trademarks and SupportModeler and SupportManager are trademarks of Intergraph Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and product names are trademarks of their respective owners.

Principles of BOM Handling

SmartPlant Materials How to Handle Bills of Materials (BOM) 3

Table of Contents Principles of BOM Handling.............................................................................................4 

Steps Required to Create BOMs .....................................................................................5 

Pre-Settings and Setup ......................................................................................................6 

B.20.01 Edit BOM ..............................................................................................................7 B.20.01.05 New Node ......................................................................................................... 8 B.20.01.06 Edit Node.......................................................................................................... 9 B.20.01.08 Copy Structure ................................................................................................ 10 B.20.01.09 Move Structure ............................................................................................... 11 B.20.01.11 Delete BOM Structure .................................................................................... 11 B.20.01.26 Search/Replace ............................................................................................... 12 B.20.01.35 Verification and Status ................................................................................... 16 B.20.01.41 Start Verification Job ..................................................................................... 17 

Principles of BOM Handling

4 SmartPlant Materials How to Handle Bills of Materials (BOM)

Principles of BOM Handling In SmartPlant Materials, a Bill of Materials (BOM) can be considered a list of material for a node in the work breakdown structure (WBS). It can be created for a Unit, Area, line number, or an Iso. Commonly, BOMs are created for Line Numbers in the estimating or forecast phases and for Isos after design has been started.

In the estimating or forecast phases, material is entered either manually or it can be imported from Microsoft Excel sheets, and in the design phase, it is imported from a CAD system (see also How to Import Design Data on the Printable Guides page, available on the Help menu in the software).

Steps Required to Create BOMs

SmartPlant Materials How to Handle Bills of Materials (BOM) 5

Steps Required to Create BOMs • Define, or copy from another project, all setup requirements. • Enter project defaults. • Create Work Breakdown Structure (WBS). • Enter data.

Pre-Settings and Setup

6 SmartPlant Materials How to Handle Bills of Materials (BOM)

Pre-Settings and Setup The pre-settings and the setup needed to work with the BOM module in a new project are described in the SmartPlant Materials E&PI(BOM) User’s Guide, available from the Printable Guides page in the software.

B.20.01 Edit BOM

SmartPlant Materials How to Handle Bills of Materials (BOM) 7

B.20.01 Edit BOM Before an estimate or a forecast can be performed, a BOM structure must be defined. The first step is to create a master node under which all other nodes will be placed. Most frequently, this is the discipline.

The project default ‘Only one master node’ determines if you can only enter one single, or several master nodes.

The following modules are related to B.20.01 Edit BOM and are explained in this manual. For the remaining modules, refer to the online help.

Module; Description

B.20.01.05; New Node

B.20.01.06; Edit Node

B.20.01.08; Copy Structure

B.20.01.09; Move Structure

B.20.01.11; Delete Structure (module title: Delete BOM-Structure)

B.20.01.14; Copy BOM Positions

B.20.01.24; Generate Assembly PG

B.20.01.26; Search/Replace (module title: Define Search Replace-Condition)

B.20.01.29; Result Search/Replace (module title: Search-Result/Replace)

BB.20.01.35; Verification and Status

BB.20.01.41; Start Job (module title: Start Verification Job)

B.20.01.44; Download (module title: List Download)

B.20.01 Edit BOM

8 SmartPlant Materials How to Handle Bills of Materials (BOM)

B.20.01.05 New Node Step one: Call up B.20.01 and click the green plus (+) sign.

The SmartPlant Materials B.20.01.05 module will open.

• In the ‘NAME’ field, enter a node name (for example, a new process unit,

area, line number, and so forth). • With LOV, select the associated node type as shown in the above graphic. • Click ‘OK’. The node has been created.

B.20.01 Edit BOM

SmartPlant Materials How to Handle Bills of Materials (BOM) 9

B.20.01.06 Edit Node In BOM Structure window 1, select the node to be edited. Call the Edit Node function (using the Edit Node button) to display the B.20.01.06 Edit Node screen.

Module B.20.01.06 will now open, and you can edit the node name and the description of the node.

B.20.01 Edit BOM

10 SmartPlant Materials How to Handle Bills of Materials (BOM)

B.20.01.08 Copy Structure • Select the node under which an additional node structure is to be created.

This is the destination node. • Click the ‘Copy Structure’ icon.

The B.20.01.08 module will open as shown below.

• Select the project from which the node structure should be copied. • Place the cursor in the ‘Node Name’ field, and click the ‘Browse’ button.

This will open the WBS of the selected project. • Select the node that should be copied and close the screen.

B.20.01 Edit BOM

SmartPlant Materials How to Handle Bills of Materials (BOM) 11

• SmartPlant Materials returns to the B.20.01.08 module. • Choose what should be copied: for example, only structure, or with

structure and positions, and whether assemblies and the item numbers of positions should be kept.

• Click the ‘Online’ button. This will complete the copy function.

B.20.01.09 Move Structure • Select the node under which a structure should be moved, and click the

Move Structure icon. This is the destination.

The B.20.01.09 module will now open.

• Click ‘Browse’ and select the node to be moved from the WBS. • Close the screen and click the ‘Online’ button. This will move the node.

B.20.01.11 Delete BOM Structure

Nodes within a project can be deleted. In the BOM Structure window, the user must select the node to be deleted together with its underlying structure. The user calls the Delete Structure function as shown in the above graphic.

Deletions can only be made, however, if the release status (List Status) of the existing positions within the structure to be deleted allows this to be done. If the List Status of a position is flagged Locking = Y and Delete = N, the deletion is not performed. The user must change the status for this position. (See also B.10.02 List Status.)

The deletion always deletes the entire structure from the given node. All the dependent table entries are physically deleted as well.

• Select the node structure to be deleted. • Click the ‘Delete Structure’ icon.

B.20.01 Edit BOM

12 SmartPlant Materials How to Handle Bills of Materials (BOM)

• The B.20.01.11 module is called.

The Node to be deleted is shown in the ‘Name’ field.

• Click the ‘Online’ button; this deletes the node.

B.20.01.26 Search/Replace

On the BOM Structure window, the user must select the node that marks the start of processing. Call the Define Search/Replace Condition function (use the button shown in the graphic above) to display the B.20.01.26 screen.

In a Search Job, the user can locate variable attributes within the bill of materials that are in the m_list_node_values and overwrite them with a new value (using Show Result or Replace). He can also edit certain fixed attributes for a bill of materials position from the m_list_pos table.

The user either selects an existing Search Job or defines a new one. Search Job management is user-specific; that is, a user can only edit his own jobs - the ones that he has defined.

The quick way to set up a new job is to copy a ´Master Job´. You can then re-adjust the processing parameters.

But first, the Master Job must be recorded as a Master Job (Master = Y), with ´MASTER´ entered as the Job Status. A Master Job cannot be initiated for processing.

B.20.01 Edit BOM

SmartPlant Materials How to Handle Bills of Materials (BOM) 13

For example, if you want to replace the ‘IN-12’ insulation type with a new insulation type ‘PP-10’ for pipe:

Step 1: Select the start node.

Step 2: Call the B.20.01.26 Search and replace screen.

B.20.01 Edit BOM

14 SmartPlant Materials How to Handle Bills of Materials (BOM)

Step 3: Create a master job.

Step 3.1: Create a Where condition and return to B.20.01.26.

B.20.01 Edit BOM

SmartPlant Materials How to Handle Bills of Materials (BOM) 15

Step 4: Copy the master job (rename) and fill out the ‘List search and replace attrs’ block. Attributes can be selected with LOV.

Select attribute and fill in the new value for the attribute. In this example, it is ‘PP-10’.

The ‘Replace’ and ‘With Position’ check boxes must be checked.

Step 5: Click ‘Search Online’.

Step 6: Click the ‘Show Result or Replace’ button to call B.20.01.29 Result Search/Replace.

B.20.01 Edit BOM

16 SmartPlant Materials How to Handle Bills of Materials (BOM)

Replace the insulation type for a single position or for all positions.

In the example shown below, it was only replaced for pipe.

B.20.01.35 Verification and Status

With a ‘Verification and Status’ job, the user can assign the List Status to bill of materials positions within BOMs (instead of doing this manually). Processing takes into account all positions below the selected node. The List Status is always assigned in ascending order for a given issue status.

In the BOM Structure window, the user must select the node that marks the start of the verification and status assignment operation. Call the Verification function (use the button) to display the Verification and Status dialog box (See the graphic above).

The quick way to set up a new job is to copy a Master Job. To copy, use the ‘Duplicate Job’ button. You can then edit the processing parameters. But first, the Master Job must be recorded as a Master Job (Master = Y), with MASTER entered as the Job Status. A Master Job cannot be initiated for processing.

B.20.01 Edit BOM

SmartPlant Materials How to Handle Bills of Materials (BOM) 17

A Where condition may be added to restrict the assignment.

Enter the desired List check and click ‘Online’.

B.20.01.41 Start Verification Job

The purpose of this screen is very similar to the one described above (B.20.01.35 Verification and Status). It allows the user to run various variable verification and processing routines, as well as fixed ones provided by SmartPlant Materials. It is not used, however, to assign a new list status to BOM positions.

Processing takes into account all the nodes and positions below the initial node.

A general selection rule (Where Condition) can be allocated to a job. Only those nodes or positions that satisfy this selection rule are included in processing.

On this screen, the user chooses a List Job or defines a new job. Management of the List Jobs is user-specific; that is, a user can only process his own jobs - the ones he has defined.

B.20.01 Edit BOM

18 SmartPlant Materials How to Handle Bills of Materials (BOM)

Example of a practical application:

When data is imported from a CAD system (PDS or PDMS), the import routine will only import commodity codes and their sizes. However, to create or update requisitions, SmartPlant Materials requires idents. One of the verification routines in B.10.01 is the ‘Find Ident’ routine. With this routine, all idents for all imported BOM positions can be found and entered.

B.20.01 Edit BOM

SmartPlant Materials How to Handle Bills of Materials (BOM) 19