Pull As Assembly for Quotes but not Jobs

Issue
When re-quoting parts, we want our estimators to Get Details from the Part Method as it should contain our most up-to-date MOM. We have deep BOMs and we often build subcomponents to stock (Pull as Assembly = unchecked). However, when we quote these parts, we would prefer to have all of the subcomponents pulled in as subassemblies rather than materials.

The reason for this is that as subassemblies, we can have more detailed quotes that would allow for more accurate quantity breaks that take operation setup time into consideration. When those subcomponents are pulled in as materials, the system just uses our average cost for them, which has no impact when creating quantity breaks at the top level.

Potential Resolutions

  1. I was really hoping to add a new field in the Engineering Workbench called “Quote as Assembly” and then create a Pre-Processing method directive that would use this value when Get Details was called instead of the base “Pull as Assembly” field, but I’m not having much luck. I’m wondering if that logic is buried deeper and is inaccessible via a BPM? This is a challenge for you BPM gurus out there.

  2. I could maybe try a pre-processing directive that would loop through each layer of the method, uncheck pull as assembly, and then re-check them with a post-processing directive but this seems like more dev/compute overhead than I was hoping for. I also don’t like the idea of jobs being created wrong if they happened to be getting details at the same time (if this is even possible).

  3. I know we could create separate part revisions or perhaps use alternate methods for this, but this is a last resort as I want to avoid adding engineering overhead.

Has anyone else had this requirement before?

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There may be or may be not a feature that has been added to a later version. Might be worth looking to see if there was and how it works. Then you could see if building a custom around that similar feature would work… or the big stick approach, upgrade to use those features.