Creating a New Shop Floor Routing with Effectivity and Assigning Components

Objective

After completing this lesson, you will be able to create a new shop floor routing with effectivity and assign components.

Shop Floor Routings with Unitized Parameter Effectivity

Unitized parameter effectivity lets you manage multiple assembly configurations and production process plans (routing) under a unified super BOM and super routing. When producing a specific unit, relevant details are filtered from the super BOM and routing and assigned to the production order.

Consider the following when maintaining parameter effectivity information in the routing:

Assignment: Only one MBOM with parameter effectivity can be assigned to a routing; multiple MBOM assignments are not possible.
Configuration: Ensure the default version profile is set to single MBOM assignment when working with parameter effectivity. Without this checkbox, MBOMs with parameter effectivity won't appear in the MBOM search dialog.
Inheritance and Adjustment:The routing header inherits the overall effectivity of the MBOM, and this effectivity cannot be modified at the header level. Operations inherit effectivity from the routing header, and operation activities inherit from operations. Effectivity can be adjusted for operations and operation activities as needed.

That is, the effectivity range defined for higher levels must cover the effectivity range defined for the lower levels. See the following figure:

Chart showing the inherited effectivity information

When assigning components to operation activities, the effectivity range of the components must be greater than or equal to the effectivity range of the operation activity to which you want to assign it. See the following figure:

chart demonstrating the Component Effectivity Range

In this example, the following assignments are possible:

B can only be assigned to the operation activities A2 and B1, B2, B3.
C cannot be assigned to any activity because its effectivity is not fully covered by any operation activity.
D can only be assigned to A3.

When you release the routing, the system first performs a check to ensure that the complete effectivity range for all components has been assigned to operation activities. If the assignments are not correct, the system displays a dialog box with a list of messages. You have to solve all of the problems before you can release the routing.

If you make a mistake when splitting the effectivity ranges of operation activities, you can choose the Revert to Inherited Validity button. The system then changes the effectivity information back to the original values as passed on from the MBOM. You can use this button for operation activities and operations.
When copying objects with parameter effectivity to your favorites, the system removes the parameter effectivity information.
When pasting objects from your favorites to a routing with parameter effectivity, the following happens:
- When pasting an operation, it inherits the effectivity information from the routing header. This effectivity information can be changed as necessary.
- When pasting an operation activity, it inherits the effectivity information from the higher level operation. This effectivity information can be changed as necessary.

Component Assignment with Parameter Effectivity

Video Key Takeaways

General Rule: Component effectivity must be greater than or equal to the operation activity range and fully assigned before routing release.
No Splits: All components assigned to a single operation activity for smooth workflow.
Quantity Split - No Effectivity Split: Quantities distributed across activities without changing effectivity, balancing workload.
Effectivity Split - No Quantity Split: Effectivity ranges tailored to operations for precision, without splitting quantities.
Quantity Split and Effectivity Split: Components divided by both quantity and effectivity, optimizing resource allocation.
Quantity and Effectivity Split - Different Ranges: Components have varied effectivity ranges for flexible routing.
Effectivity Splits and BOM Instances: Use MBOM instances for flexible management of complex components and varying effectivity.

Effectivity Filters

You may want to make changes to a routing for a specific effectivity range only. This may be necessary if you want to produce a certain number of units of a particular model for a particular customer who requires specific features. Such a situation may arise, for example, if you are a manufacturer of aircraft and you want to produce a certain number of units for a particular airline company who want their logo to be printed on several components. The effectivity filter enables you to create a separate work environment for this limited number of units. You can change the operations, operation activities, and components as necessary without this having an effect on the rest of the routing.

General Information for Creating a Filtered Work Environment

Note the following scenarios when maintaining a valid effectivity filter for a work environment:

Scenario 1:

Chart showing scenario 1 as described

In this case, you have maintained a filter range of 1 - 50. However, an operation exists (operation 0010) that does not cover the complete filter range – it is only valid for the range 12 - 50. Therefore, the system cannot create the work environment because the effectivity range of all operations must completely cover the effectivity filter 1 - 50.

Note

If the effectivity range of the operation lies completely outside the filter effectivity, the creation of the work environment is possible, but this operation would not be displayed at all.

Scenario 2:

Chart showing scenario 2 as described

In this case, you have maintained a filter range of 1 - 50. However, the effectivity range of OA 2 (1 - 15) is not valid for the complete effectivity filter (1 - 50). In addition, OA3 has already been split and is therefore not unique within the effectivity filter. Therefore, the system cannot create the work environment.

Note

If the effectivity range of the operation activity lies completely outside the filter effectivity, the creation of the work environment is possible, but this operation activity would not be displayed at all.

Scenario 3:

Again, you have maintained a filter range of 1 - 50. In this case, the system will create the work environment as the effectivity of the operation completely covers the effectivity filter as do the effectivity ranges of all the operation activities. Only the operation activity OA3** is not included in the filter as its effectivity range lies completely outside the filter range.

Summary

When creating a filtered work environment, take note of the following points:

To be included in the filtered work environment, the effectivity ranges of the operations and operation activities must be equal to or greater than the filter effectivity range.
Operations and operation activities with effectivity ranges that lie completely outside the filter effectivity range are not displayed in the filtered work environment at all.

Options for Changing the Filtered Work Environment

The following options are available:

You can add new operations and operation activities. The system then creates these new operations and operation activities for the selected work environment and for the filtered effectivity range. That would be 1 - 50 in the previous examples.

You can change operations and operation activities:

If the effectivity of the filter matches the effectivity of the operation or operation activity exactly, you can make changes as necessary.

If the effectivity of the filter is less than the effectivity of the operation, you cannot make any changes to the operation. That is, an operation split is currently not possible. If the effectivity of the filter is less than the effectivity of the operation activity, you can change the operation activities. However, all changes in this case lead to an activity split. This applies when changing an existing activity attribute, an object assignment (such as buyoff, PRT, inspection characteristic), or any changes to component assignments in the component assignment workspace. This behavior is summarized in the following figure:

You can delete operations and operation activities:

If the effectivity of the filter matches the effectivity of the operation or operation activity exactly, the operation or operation activity is completely deleted for the work environment.
If the effectivity of the filter is less than the effectivity of the operation or operation activity, you cannot delete the operation. If you delete an activity, note the following:

The effectivity range defined for the filtered work environment is deleted and the effectivity range of this activity is reduced to the range that lies outside the filter. For example, an activity has the effectivity range 1 - 100. You create a work environment for the range 10 - 20. You then delete the activity in the work environment. The overall effectivity of the activity is then 1 - 9 and 21 - 100. That is, the units 10 - 20 no longer exist.

If you delete an object assignment, the activity is split. When you leave the filtered work environment, you can see the split activity which should no longer contain the deleted object assignment.

If you delete a component assignment, the activity is split. Again, when you leave the filtered work environment, you can see the split activity which should no longer contain the deleted component assignment.

Feature	Allowed/Not Allowed	Comment
Create new operation	Allowed	The new operation is only valid for the filtered work environment.
Create new group	Not allowed	Not possible because no effectivity information exists for the activity group.
Create new activity	Allowed	The new activity is only valid for the filtered work environment.
Delete operation	Allowed	Only if the effectivity range of the operation exactly matches the filtered effectivity.
Delete group	Not allowed	It is not possible to delete the group as it is valid for the complete routing. You can, however, change the operation activities contained in the group.
Delete activity	Allowed	If the activity is valid for a greater effectivity range than the filtered work environment, it is split. If the effectivity range of the activity exactly matches the effectivity of the filtered work environment, the complete activity is deleted.
Change header/MBOM assignments	Not allowed	The header data and MBOM assignments relates to the whole routing and therefore cannot be changed.
Change operation	Allowed	Only if the effectivity range of the operation exactly matches the filtered effectivity.
Change groups	Not allowed	Not possible because no effectivity information exists for the activity group. The group is always valid for the complete routing.
Change activity	Allowed	If the activity is valid for a greater effectivity range than the filtered work environment, it is split. If the effectivity range of the activity exactly matches the effectivity of the filtered work environment, it is changed.
Structural changes of OA	Not allowed	You cannot move the OAs, link an OA to a previous OA, or drag and drop.

Summary

Manage multiple configurations using unitized parameter effectivity for super BOM and routing in production orders.
MBOM assignments cover effectivity range for components in operation activities.
- No Splits: Assign entire quantity and effectivity to a single activity.
- Quantity Splits: Divide component quantities across activities without effectivity split.
- Effectivity Splits: Adjust activities to match component effectivity; no quantity split.
- Different Ranges: Split quantity and define unique effectivity ranges for each allocation.
- BOM Instances: Assign varying effectivity ranges across different MBOM instances.
Use effectivity filters for creating and modifying work environments.
- Complete Range Coverage Required: All operations and activities must match or exceed filter range.
- Activities Outside Filter Range: Operations or activities outside filter range are excluded from the environment.
Component assignments must fully cover operation activity effectivity ranges before routing release.
Adjust and inherit effectivity for operations and activities; revert changes if needed.

Create a New Shop Floor Routing with Effectivity and Assign Components

Business Example

Eric is a production engineer in the low-volume A&D Company. His task is to create a shop floor routing for an installation kit. He needs to maintain the parameter effectivity information for operations and operation activities making some operations activities applicable for specific parameter effectivity. Eric also needs to assign components to the operation activities with parameter effectivity.

You received a new task in your inbox to set up a new routing structure with effectivity.

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