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- BOM Management
- Who it's for
- Engineering-led manufacturers
Engineering-led manufacturers
Engineering-led production needs a clear explanation of why a structure changed and who agreed it could be used. BOM Management connects engineering change requests to a specific BOM revision and the people responsible for requesting and deciding it. The operating value is a visible request and reviewed structure, with the production team checking the instructions it actually uses. Use your engineering design source for drawings and agree how the planner hands revision instructions to the production team.
How BOM Management is set up for you
Named review responsibility
Name the person requesting the change and the person responsible for deciding it. Resolve both through the person's user account before configuring current-user views or engineering approval. A person's name on the request is insufficient evidence that approval occurred.
Dated structures
Enter effective start and effective end on the revision and review the interval during submission. Agree how competing windows are resolved. Review an order required near the change date with the planner and agree which assembly instructions its operator will use.
Released structure protection
The component guard blocks validation against a Released parent. Prepare a replacement on an editable revision, then use Manager's release decision. Retain the structure referenced by existing instructions while the new one is prepared.
Implementation follow-up
An Approved request remains distinct from Implemented. Production Planner checks the resulting structure and any affected work before recording application through the action. A running order needs a separate instruction review.
Engineering-led production needs a clear explanation of why a structure changed and who agreed it could be used. BOM Management connects engineering change requests to a specific BOM revision and the people responsible for requesting and deciding it. The operating value is a visible request and reviewed structure, with the production team checking the instructions it actually uses. Use your engineering design source for drawings and agree how the planner hands revision instructions to the production team.
Rehearse an example assembly change from request to release with the person who maintains engineering instructions and the planner who hands work to production. Include a rejected request and a valid replacement with a changed effective window. Decide where drawings and inspection evidence remain authoritative, and configure those connections only when the business requires them.
Use [engineering change review](/bom-management/processes/engineering-change-review) to agree the human decision and [integrations](/bom-management/integrations) for the design-source boundary. Check that an operator can find the released structure without acquiring engineering approval authority.
Features to start with
Engineering changes
Put the revision, reason, requester and named approver on the same engineering change request.
BOM revisions
Keep the product, revision identity and effective window visible before a structure is released.
Production execution
Release eligible work orders, post identified material issues and capture production intervals for quality review.
Roles on the team
- Production Planner
- Owns production setup, planning and assigned operational work.
- Production Operator
- Captures assigned production work and evidence.
- Quality Reviewer
- Reviews evidence and authorizes eligible domain outcomes.
- Manager
- Owns the named engineering approval and reviews customer and supplier commitments under the agreed decision permissions.
Set up BOM Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.