Allow partner parts on BOM (rule)

Before you begin editing a system rule, ensure that no other users are using the system. After you finish editing a system rule, close the PDXpert client and start it again before working with items.

Administrators open this using the Tools ➔ System Rules… menu.

Purpose§

Determines whether a bill of materials must contain only home organization parts, or can include partner organization parts.

Description§

True: A partner part—that is, where the owning organization is not the home organization—may be added to a BOM: Markup list.

False: Only home parts can be added directly to a BOM: Markup list. A partner part can be added indirectly to the BOM by making a home part, adding the partner part to the home part's Sources: Markup list, and then adding the home part to the BOM.

Data type§

True/false

Recommended or default value§

False

Details§

It's highly recommended to keep the default value (False). Standard practice says that the BOM shows only home parts, and never partner parts. The home part on the BOM specifies requirements, while partner parts (source parts) meet those requirements. Standard practice reduces production and servicing costs by making it easier to re-use, substitute, disqualify, and specify alternate sources.

Setting the value to True is generally useful only in small-volume engineered-to-order or one-of-a-kind products, and is risky for volume manufacturing.

Some manufacturing systems can't show partner parts on the bill of materials. Before letting partner parts on the BOM, make sure that downstream software systems (including contract manufacturing ERP/MRP) identify parts using both organization and number.

The IPC-2570 standard doesn't allow partner parts directly on the bill of materials. PDXpert's PDX package implementation exports the owning organization as an additional (non-standard) attribute.

When the setting is false, then importing a BOM file with partner parts will fail.

When partner parts are allowed, the BOM list shows a Owner sort button, and includes the part's Display name in the part name.

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