YonSuite BOM Engineering Change: Version, Effectivity and Production Cutover
Control item, BOM, substitute and routing changes through request, impact review, approval, effectivity and production cutover so old and new materials remain governed.
Learning objective
Give engineering, planning, purchasing, production, quality and costing one change baseline for open supply, inventory, WIP, orders and cost impact.
Roles
R&D/BOM engineer, process engineer, product manager, planner, buyer, production supervisor, quality engineer, cost accountant, master-data steward and change board.
Prerequisites
- Item coding, units, substitute groups, BOM levels, routings, warehouses, cost elements and version rules are standardised.
- Change types, reasons, urgency, approval matrix, date/lot/order effectivity and old-material use-up or scrap policy are defined.
- MRP, purchasing, production, quality, inventory and cost owners have agreed the impact checklist and cutover responsibilities.
Completion checks
- The engineering change traces to approved version, impact review, effectivity, item/BOM/routing updates, open-document disposition and first-lot validation.
- Production orders before and after effectivity carry one explicit approved BOM and routing version; no order silently mixes structures.
- Old stock, in-transit, WIP, return, substitution and scrap quantities reconcile, and standard or planned-cost changes have an approved version and period.
Common errors
- Editing the current BOM directly without a new version and change record, making historical orders impossible to reconstruct.
- Reviewing design correctness only while ignoring inbound supply, WIP, quality specification, customer approval and cost.
- Using date effectivity without defining timezone, night shift, released orders and offline shop-floor boundaries.
Thailand project note
Thailand factories should retain local item names, Thai work instructions, imported in-transit supply, bonded or BOI inventory identifiers, customer approval and local-supplier cutover. BOI, customs, origin, product regulation and contractual liability are high-risk matters; this guide describes internal control, not eligibility or legal conclusions.
Related modules
Steps
- 01
Submit an engineering change request with object, old and new values, reason, risk, urgency, customer or regulatory basis and desired effectivity; lock affected BOM and routing versions for review.
- 02
Explode affected finished goods, subassemblies, substitutes, open orders and stock. Engineering, planning, purchasing, production, quality and cost assess schedule, supply, WIP, inspection and cost impact.
- 03
The change board selects immediate, date, lot, production-order or use-up effectivity and approves the new version, substitution, old-material disposition, supplier cutover and required customer confirmation.
- 04
Release the approved version and synchronise item, BOM, routing, inspection specification and cost basis. Use a controlled short freeze before MRP recalculation so planning cannot read conflicting baselines.
- 05
Process unfirm suggestions, purchase orders, subcontracting, released orders, floor issues, returns and stock against the cutover list. Any authorised old-version exception needs quantity, expiry, approver and traceable identification.
- 06
After the first production lot, verify readiness, usage, scrap, quality, labour and cost variance. Close temporary substitutes and old-version access, retain effectivity evidence and complete the post-change review.
Implementation notes
- Rehearse one date cutover and one use-up cutover on a low-risk product to validate MRP and shop-floor execution.
- A change review must show open purchasing, inventory, WIP, quality and cost, not just the BOM comparison.
- R&D collaboration, CAD/PLM integration, version freezing and order-level effectivity depend on YonSuite subscription, release, interfaces and blueprint scope.
References
- YonSuite 数智研发 ↗用友 YonSuite 官方网站 · Accessed: 2026-08-12 · Applicable version: YonSuite 物料标准化、可视化 BOM、版本与变更管理场景;具体能力以订阅和项目配置为准
- YonSuite 智能制造 ↗用友 YonSuite 官方网站 · Accessed: 2026-08-12 · Applicable version: YonSuite 研产供销一体化、生产计划、工单与成本场景