Job BOM vs Engineering BOM

Does anybody know of a way… or has anybody created any BAQ and/or Dashboard that would compare a Job BOM against an Engineering BOM?

Every little piece of it?

Or just the major elements like opers and mtls?

Cause you got resources, and resource groups, and all that jazz too.

I’m primarily interested in BOM (Assemblies & Materials)… not the operations/resources side.

This is primarily for larger orders where we’re engineering and manufacturing at the same time.

For example, we sell large capital equipment lines.

In larger projects, we’ll kick off a JOB based on the Sales Order. We’ll then begin engineering. As engineering progresses, they “release” Assemblies/materials to manufacturing who then add them to the job so we can begin working on them. This could happen over the span of a year or more. We can’t wait until everything is FINAL engineered. We start manufacturing components for the end order as they’re released from Engineering.

As you know, once the job is created and the initial “Get Details” is performed… any subsequent changes to the Engineering BOM is not automatically captured on the job (they’re separate BOMs). What we’d like to do is, at any point in time, compare the Engineering BOM to the Job BOM to make sure we didn’t miss anything.

You know what’s funny is that one of the companies I talked to has a similar process but it involves artwork/marketing design, so they roll with what they have from the customer at the beginning and then as the job goes along other pieces come in and so on and so forth.

Very similar

I don’t have anything off top, but I know you’d be looking at partopr and partmtl for the engineering revs you’re running on your job and then in the job you’d be looking at JobAsm and JobOper and JobMtl

Exactly. But, something we’ve battled with is Engineering “releases” something to Manufacturing… but manufacturing may not add it to the job (poor communication, and/or follow-up, etc.).

There’s no easy way to look at the job BOM (multi-level) and verify things got added. If manufacturing doesn’t add it to the job… nothing happens. No purchasing suggestions for raw materials, no additional jobs kicked off for subcomponents etc.

Months later we realize it and now we’re behind the eight-ball. Expediting raw materials, etc.

Yeah, I figured I can set up some BAQs and put them on a dashboard side-by-side. Would be a start, I guess. Just wasn’t sure if there was ANY out-of-the-box stuff I was missing before I start delving down this rabbit-hole.

Yikes!

Why doesn’t engineering add it to the job when they’re done? Also, are these additional components assembled to the original piece of equipment or are they shipped separately?

I mean you’re doing a cool thing by using revs and parts for equipment that’s probably custom and one-off… Most people might make parts on the fly and not go through the effort.

Here’s what I’m trying to conceptualize. You’re starting with the end part and then adding on and adding on. What if you just made a new part that was a parent of the part that you were working on and you create the order line for that?

It’s a wild idea, look I’ve been dealing with this same scenario. They start work on an idea/something that’s not complete. So how can we make an incomplete idea complete haha that’s what I am trying to do.

Like could we just make what we have part A and then later on make a new part called Part A.1 and then make it consume part A and so on and so forth?

You see what I am saying here?

Then the only thing that’s changing is the part on the order line and not the starting part itself.

I love this forum haha, you make something completely different but we have the same exact issue haha

Our Engineering and Manufacturing departments are separate. Just decades of corporate structure. It was a mind-trip when we moved to Epicor and everything was done in the Engineering module.

For us, Engineering department designs the part (drawings, etc.)… but then our Manufacturing group determines how we’re going to make said part (operations, resources, etc.).

So, for us, it is a two stage process. Engineering determines WHAT to make and creates the BOM… Manufacturing determines HOW to make it and creates the BOO.

And yes, typically these are parts that get incorporated into the final machine assembly, not shipped separately.

I guess here’s my idea and I’ve been meaning to formalize it and pitch it, so I’m trying it out here and open to criticism. All this is assuming that you and I aren’t dealing with decades of corporate structure…

so customer comes and says I want this thing…

So we write an order/quote up for “thing.”

And we start working on “thing,” we create a part, a rev, BOO and BOM. And we make a job to an order line for “thing.”

Later on they start saying they want “thing2” which is “thing” + some other stuff. So we create a part called “thing 2” with a revision and a BOO and BOM which includes “thing” as a material. and we then link the job for “thing” to the job for “thing 2” as a make-to-job demand link and then change the order line to say “thing2” since it’s no longer “thing” anymore.

And then when “thing2” becomes more than what it was, we call that “thing 3” which has a REV and method that consumes thing 2 + whatever else they wanted changed… and we create the demand link and all that and change the order line part to thing 3.

Idk man HUGE reach and idea, haven’t thought through it completely. The hard part is when they say they wanted something but no longer want it. that’s where this idea kinda falls down. but I am assuming you only start on what they know they want.

And you wouldn’t even really need to change the orderlines honeslty you could just void them and unlink the original jobs from them so you can see the progression. Like order line 1 is thing, then order line two is thing 2 and then order line 3 is thing 3 and eventually you end up only shipping one line.

Moving between the silos is the hardest part of any process development.

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