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U9cloudManufacturingIntermediateContent quality · 94/100

U9 cloud BOM: Version, Effective-Date and Engineering-Change Control

Control the design-to-manufacturing BOM transition so released work uses the correct structure and effective version.

BOM与工程变更 / BOM and Engineering Change20 minUpdated 2026-08-21
01

Learning objective

Release one manufacturing BOM version with impact analysis, approval and work-order traceability.

Roles

Engineering, process, planning, purchasing, quality, costing, production and IT

Prerequisites

  • Stable item and unit rules.
  • Approved engineering-change workflow and version convention.

Completion checks

  • The released BOM has a unique version, effectivity range and approval evidence.
  • Work orders, issues, cost and quality records trace to the correct version.

Common errors

  • Editing a BOM already used in production.
  • Checking structure without assessing stock and WIP impact.

Thailand project note

For Thailand, confirm Thai/English business and item masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties, electronic records and local document retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational-safety settings require current review by qualified Thai professionals; this tutorial is not legal or tax advice.

03

Steps

01Define system ownership and conversion boundaries for design, process and manufacturing BOMs.
02Standardise parent, component, unit, scrap, substitute, operation and supply-type rules.
03Create a change number with reason, old/new structure, requester and target effective date.
04Assess inventory, inbound purchasing, open work orders, cost, quality documents and customer dates.
05Require engineering, planning, purchasing, quality and costing approval; never overwrite a released version.
06Validate explosion, requirements, issue, completion and cost roll-up in test, then release by effective date.
07Sample work orders before and after release to confirm referenced BOM version; retain rollback and retirement records.
  1. 01

    Define system ownership and conversion boundaries for design, process and manufacturing BOMs.

  2. 02

    Standardise parent, component, unit, scrap, substitute, operation and supply-type rules.

  3. 03

    Create a change number with reason, old/new structure, requester and target effective date.

  4. 04

    Assess inventory, inbound purchasing, open work orders, cost, quality documents and customer dates.

  5. 05

    Require engineering, planning, purchasing, quality and costing approval; never overwrite a released version.

  6. 06

    Validate explosion, requirements, issue, completion and cost roll-up in test, then release by effective date.

  7. 07

    Sample work orders before and after release to confirm referenced BOM version; retain rollback and retirement records.

04

Implementation notes

  • Define the effectivity point by date and business status.
  • Substitutes must not bypass quality approval.
05

References

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