Performing Order BOM and Engineer to Order (ETO) Process

The following figure shows you possible configuration scenarios with AVC and LO-VC.

To select the configuration profile of a material, the system first searches for all active profiles. The $parent material is then checked.

• If there's no $parent material (that is, you're in the header), all active profiles are considered.

  • If an AVC configuration profile exists, it has the higher priority and is selected automatically.

  • If there are several AVC configuration profiles, the highest priority is automatically selected. The priority is as follows:

    1. Planned / Production order without BOM explosion

    2. Planned / Production Order with BOM Explosion

    3. Sales Order (SET)

    4. Order BOM

  • If only LO-VC configuration profiles exist, a profile selection screen is offered.

• If a $parent material exists, all profiles that aren't allowed in combination with the $parent profile are considered inactive and are therefore not offered.

Below the Order BOM scenario, only the order BOM scenario is accepted.

• Case 1: The model only has an active profile at header material level. All configurable components (if available) don't have a suitable configuration profile, or the configuration profile hasn't been released. For the model, each configuration has only one instance. This instance can be queried from all items of the multilevel BOM structure with $parent or $root.

• Case 2: The model has an active profile at header material level. Configurable components with a suitable, released configuration profile still exist. For such a model, the configuration of two instances with $parent and $root can be queried from the second level.

If the class node isn't purpose, the object search function from the classification system is available under LO-VC (= function of transaction CL30N).

• For automatic specialization, the value assignment for the class node is evaluated first. This can be done by a procedure or, under LO-VC, by a constraint.

• If this is not successful, the system searches for the characteristics of the class node at the level above it.

• If this is still unsuccessful, the system continues to analyze in the direction of the $root material.

The process starts with the sales order with the header material. A configuration profile with order BOM scenario and processing mode Advanced Variant Configuration has been assigned.

The sales order here was created with the following data:

• Order type: OR – Standard order

• Sales Area: 1010 / 10 / 00

• Sold-to party: T-C400

• Any customer reference

• Material: T-FC797

• Order quantity: 1 PC

In the second figure, you branch to the variant configuration.

In our example, besides the configuration profile with the order BOM scenario, a second configuration profile with the planned / production order scenario has been assigned to the configurable material. The configuration process was started with this second configuration profile with the scenario planned / production order, which is indicated by the entry: Switch to ETO in the header. This entry allows you to deliberately decide whether to work with the order BOM scenario.

In our example, the second configuration profile with the scenario planned / production order also has the BOM explosion. It can be seen from the configurable items on the left. It allows multilevel (in this case, two-level) configuration.

Since the configuration profile was first started here with the scenario planned / production order, you can switch to the order BOM scenario using the entry Switch to ETO. Otherwise, this entry is missing and the system starts directly with the order BOM scenario. The dialog box gives you the information, that you can't undo this change.

You can see the details of the configuration profile in the inspector area on the right. To do this, you first display the details for a material. Within the details, you can find the configuration profile used, which you can then display with the details.

In the configuration with the order BOM scenario, the footer contains the option of transferring the sales order for technical postprocessing to engineering.

You can see from the dialog box that changes are no longer possible in Sales and Distribution. This applies until the sales order has been returned from technical postprocessing.

As a result of the Handover to Engineering function, the system automatically navigates from the Variant Configuration to the overview screen in the sales order. The following points can be seen:

• The configuration is grayed out (if you call it again).

• The sales order is incomplete because of the configuration. You can't complete that.

• The sales order already creates requirements, but this requirement isn't considered in requirements planning the MRP.

The sales order has been handed over to engineering for technical rework. In the corresponding app, engineering can find this sales order in the worklist. The overview screen of this app includes three lists:

• Ready for Engineering – These are sales orders that have been newly handed over to engineering.

• In Process by Engineering – These are sales orders that have already been processed by engineering, but haven't yet been completed and transferred back to Sales and Distribution.

• Re- Engineering needed – These are sales orders that have been handed over again from Sales and Distribution back to Engineering for rework.

From the corresponding list, you can branch to the details (arrow to the right of the line).

This detail is shown in the next figure.

In edit mode, you can do the following:

• Configuration can be changed in all places.

• Entry: "Fixate": BOMs can be fixed (BOM header must be selected. Fixate means: creating order BOMs)

• Entry: "+": BOMs can be added to new items (BOM header must be selected)

• Entry: "Pencil": BOM items can be partially changed (BOM item must be selected)

• Entry: "Trash can": BOM items can be deleted (BOM item must be selected)

• No new BOMs can be created. However, you can work with empty material BOMs. In our figure, this is the case for the Lifting Slide.

There are various apps and transactions for processing order BOMs:

• Order Engineering Worklist – only for AVC

• Manage Order Bill of Material – only for AVC.

• Order Engineering Workbench – only for LO-VC

• Order BOM transaction CU51 – only for LO-VC (result AVC can be displayed)

• Order BOM transactions CS61/CS62

• Transaction CSKB of order BOM browser – no knowledge-based storage under LO-VC

You can use the Finish engineering button to transfer the sales order back to Sales and Distribution. Engineering can't process any further now. The sales department must check the result and decide.

Sales and Distribution must now decide whether the changes are accepted or whether the sales order is to be transferred back to engineering.

The following video explains the engineer to order process. It starts with a sales order creation. Then the scenario continues with an order BOM creation. At the end, the sales order is changed.

Watch the following video for better understanding.