A BOM structure screening method based on product life cycle state
By constructing and filtering the lifecycle status of product components in the product lifecycle management system, the problem of inconsistency in BOM structure in the development of complex equipment is solved, and the display of product BOM structure that can be quickly customized is realized to meet the business needs of different users.
Patent Information
- Application Number
- CN202411713361.0
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2024-11-27
- Publication Date
- 2025-11-18
- Estimated Expiration
- 2044-11-27
AI Technical Summary
In the development of complex equipment, the component states of the product BOM structure are diverse and involve cross-departmental collaboration, resulting in inconsistencies in the viewing and application of product component structures at different versions and lifecycle stages, which affects the data consistency of product process planning and production stages.
By creating product components in the product lifecycle management system, assigning basic information and building multi-level structural relationships, filtering and upgrading operations are performed based on the lifecycle status, and configurable filtering conditions are used to display the BOM structure that meets business needs.
It enables quick customization and filtering of product BOM component structures according to different user needs, ensuring the accuracy and consistency of data in the design, process, and manufacturing processes.
Smart Images

Figure CN119202034B_ABST
Abstract
Description
Technical Field
[0001] This invention relates to a BOM structure screening method based on product lifecycle status, belonging to the technical field of complex technical status business screening and application management in product structure management. Background Technology
[0002] Given the complexities of product development, such as the numerous component states in the BOM (Bill of Materials) structure, cross-departmental collaborative applications, and diverse effective timeframes, the product development process often involves viewing and applying component structures at different versions and lifecycle stages. If users consistently see only one type of component structure, it can lead to inconsistencies in the application of product BOM structure data, as data reflecting actual business production conditions cannot be used during product process planning and product generation.
[0003] Therefore, this invention proposes a BOM structure screening method based on product lifecycle status to solve the above-mentioned technical problems. Summary of the Invention
[0004] To address the aforementioned problems, this invention discloses a BOM structure screening method based on product lifecycle status, the specific technical solution of which is as follows:
[0005] A method for screening BOM structures based on product lifecycle status, characterized by the following steps:
[0006] Step 1: Following the product development process, create product components in the Product Lifecycle Management (PLM) system and assign basic information to the product components. The basic information includes code, name, version, view, and lifecycle status. Each version of the product component has its own lifecycle status.
[0007] Step 2: Select the product component created in Step 1. In its Structure tab, create a new sub-component or select a sub-component in the system as its sub-component. Based on the product component and its sub-components, construct a multi-level parent-child structural relationship, that is, construct the product BOM structure; and maintain the product BOM structure attributes, which include quantity, unit, tracking code, and tag number.
[0008] Step 3: Add the product components created in Step 1 to the product BOM structure built in Step 2, and display the latest version selected according to the current product BOM structure filtering rules;
[0009] Step 4: Adjust the lifecycle status of the sub-component version data in the product BOM structure and upgrade the product component.
[0010] Step 5: Based on the product BOM structure filter, combine and define the filtering conditions;
[0011] Step 6: Apply the filtering criteria to each piece of data in the BOM structure one by one, and filter the BOM structure that meets the business requirements layer by layer.
[0012] Step 7: Based on the structural filtering conditions defined by the BOM structure filter, place the product components that meet the filtering conditions at the top level, save them, and reuse them.
[0013] Furthermore, step 1 is specifically as follows: select a product component, enter the folder where the product data is stored in the product component, click "Create New Product Component", fill in the number, name and view attribute information of the new product component, after creation, assign the product component version and lifecycle template, assign the product component version number and lifecycle status values, and the product component is successfully created.
[0014] Furthermore, step 2 specifically involves: opening the structure tab in the product component, opening the structure page, adding existing components or adding new components within the structure page, thereby constructing the product component structure; and maintaining the number of corresponding child components under the parent component under the "Use" tab.
[0015] Furthermore, step 3 specifically involves adding the product components created in step 1 to the BOM structure constructed in step 2. The BOM structure is displayed according to the latest default rule, meaning that the latest versions of all child product components in the current product BOM structure will be displayed in the product BOM structure.
[0016] Furthermore, step 4 specifically involves the following steps: For sub-components, the business will review and approve the component number, name, and status data based on the approval process, and change the lifecycle status value. After the business data is approved, the status will change. At this time, click the revision button on the product sub-component to generate a new component version, and recreate the rules for obtaining the initial lifecycle value based on the component to obtain the lifecycle template value.
[0017] Furthermore, step 5 specifically involves: opening the filter management page, with the default current structure filtering rule being "latest," meaning all sub-components within the current product BOM structure are the latest sub-components. At this point, the filtering conditions are set as follows: First, "Latest EBOM Management has been published," and second, "Latest EBOM Management is in progress."
[0018] Furthermore, in step 5, the "first" and "second" filtering conditions can be moved up or down and their positions can be swapped, thereby affecting the application of the filter.
[0019] Furthermore, step 6 specifically involves: clicking the application, and each piece of data in the product BOM structure will be matched against the first filter condition of the filter, i.e., the first filter condition "Latest EBOM Management has been released". If the current component version meets the condition, the current version is retained. If the current version does not meet the first filter condition, the second filter condition is checked. If the latest version does not meet the first and second filter conditions, the previous version is checked to see if it meets the first and second filter conditions, and so on, until the initial version. If none of the versions meet all the filter conditions, only the main object information of the component is displayed, i.e., only the number and name information are displayed.
[0020] Furthermore, step 7 specifically involves: for the currently filtered BOM structure, clicking "Save Filter" and checking "Share". When other users open this top-level BOM structure, this filter condition will be quickly applied, filtering the current BOM page into a BOM structure representing the specific lifecycle state required by the business.
[0021] The beneficial effects of this invention are:
[0022] This invention, through configurable filtering conditions, allows different users to define their desired lifecycle states, thereby displaying the actual product BOM component structure and ensuring that the product BOM structure for design, process, and manufacturing can be quickly and customizablely filtered and viewed. Attached Figure Description
[0023] Figure 1 This is the overall flowchart of the present invention.
[0024] Figure 2 This is a diagram of the BOM structure of the present invention.
[0025] Figure 3 This is the initial construction rule for the BOM structure of this invention.
[0026] Figure 4 This refers to the adjustment of the BOM component version and lifecycle status of the present invention.
[0027] Figure 5 This is the filter condition definition based on lifecycle state of the present invention.
[0028] Figure 6 This is the result of applying the lifecycle state-based filter of the present invention.
[0029] Figure 7 This refers to the saving of the filter conditions in this invention. Detailed Implementation
[0030] The present invention will be further illustrated below with reference to the accompanying drawings and specific embodiments. It should be understood that the following specific embodiments are for illustrative purposes only and are not intended to limit the scope of the invention.
[0031] like Figures 1-7 As shown, the BOM structure screening method based on product lifecycle status in this invention is a maturity management model based on configurable business rules. It defines product maturity names, rules, and conversion mechanisms in a configurable manner. Under maturity rules, it incorporates product maturity name sequences and processes, as well as manual conversion logic. It establishes a mapping relationship between maturity rules and product data objects, and constructs a management mechanism for maturity name libraries, maturity rule libraries, maturity rule and object activation / disabling, and maturity scenario-based applications. Ultimately, it achieves a parallel and collaborative working mode for product design and process based on the product maturity management model. The specific process is as follows:
[0032] Step 1: In the Product Lifecycle Management (PLM) system, select a product component, enter the product component, select a folder, click "New Product Component," and fill in the relevant product component number, name, and view attribute information, such as... Figure 1 Once created, the product component is assigned a version and lifecycle template by the platform, and the business object is assigned a version number and lifecycle status value. The component is then successfully created.
[0033] Step 2: Open the component structure tab in the product components section, and open the structure page as follows: Figure 2 You can add existing components or add new ones on the page to build the product structure. Then use tabs to adjust the number of sub-components.
[0034] Step 3: Add the component object to the component structure. The component structure uses the default "latest" rule, such as... Figure 3 This means that the latest version of the current object will be displayed in the structure.
[0035] Step 4: For the substructure of the component, the business will review and approve the business data object based on the approval process, and change the lifecycle status value to "released". After the process completes the approval and approval of the business object, the component data in the structure will be changed. At this time, the business data object will be revised, a new component version will be generated, and the lifecycle template value "working" will be obtained again based on the initial rules.
[0036] Step 5: Open the filter manager. By default, you can see that the current structure filter rule is "latest". Figure 5 At this point, set the filter criteria as follows: First, "Latest EBOM management has been published," and second, "Latest EBOM management is in progress."
[0037] Step 6: Click Apply. Each piece of data in the component structure will be matched against the filter's preferred criteria, one by one, layer by layer. At this time, the system displays all "Published" product BOM structure data. For new versions of components that are under revision and "In Progress," the data of their previous "Published" version will be displayed. If these two filter criteria can be moved up or down to switch positions, the currently revised "In Progress" version of the component will be displayed. However, since the previous version of the component is the last version (i.e., the initial version) and its status is "Published," it is also considered a version that meets the filter criteria and will be displayed as well.
[0038] Step 7: For the BOM structure that has been filtered, click Save Filter, name it "Published Filter", and check Share. When you reopen the top-level BOM structure, this filter will be applied quickly, filtering the current BOM page to the BOM structure of the specific lifecycle state required by the business.
[0039] The technical scope of this invention is not limited to the contents of the specification. Based on the ideal embodiments of this invention, and through the above description, those skilled in the art can make various changes and modifications without departing from the technical concept of this invention.
Claims
1. A method for screening BOM structures based on product lifecycle status, characterized in that, Includes the following steps: Step 1: Following the product development process, create product components in the Product Lifecycle Management (PLM) system and assign basic information to the product components. The basic information includes code, name, version, view, and lifecycle status. Each version of the product component has its own lifecycle status. Step 2: Select the product component created in Step 1. In its Structure tab, create a new sub-component or select a sub-component in the system as its sub-component. Based on the product component and its sub-components, construct a multi-level parent-child structural relationship, that is, construct the product BOM structure; and maintain the product BOM structure attributes, which include quantity, unit, tracking code, and tag number. Step 3: Add the product components created in Step 1 to the product BOM structure built in Step 2, and display the latest version selected according to the current product BOM structure filtering rules; Step 4: Adjust the lifecycle status of the sub-component version data in the product BOM structure and upgrade the product component. Specifically, for sub-components, the business will review and approve the component number, name, and status data based on the approval process, and change the lifecycle status value. After the business data is approved, the status will change. At this time, click the revision button for the product sub-component to generate a new component version, and recreate the rules for obtaining the initial lifecycle value based on the component to obtain the lifecycle template value. Step 5: Based on the product BOM structure filter, combine and define the filter conditions. Specifically: Open the filter management page. The default current structure filter rule is "latest". All sub-components in the current product BOM structure are the latest sub-components. At this time, set the filter conditions as follows: First, "Latest EBOM management has been published", Second, "Latest EBOM management is in progress". Step 6: Each piece of data in the BOM structure is applied one by one based on the filtering conditions, and the BOM structure that meets the business requirements is filtered layer by layer. Specifically: Click Apply, and each piece of data in the product BOM structure will be matched against the first filtering condition of the filter, that is, the first "Latest EBOM Management has been released" in the filtering conditions. If the current component version meets the condition, the current version is retained. If the current version does not meet the first filtering condition, it will be checked whether the current version meets the second filtering condition, that is, the second "Latest EBOM Management in progress" in the filtering conditions. If the latest version does not meet the first and second filtering conditions, then check if the previous version meets the first and second filtering conditions, and so on, until the initial version; if none of the versions meet all the filtering conditions, then only the main object information of the component is displayed, that is, only the number and name information are displayed. Step 7: Based on the structural filtering conditions defined by the BOM structure filter, place the product components that meet the filtering conditions at the top level, save and reuse them. Specifically: for the currently filtered BOM structure, click Save Filter and check Share. When other users open this top-level BOM structure, this filtering condition will be quickly applied, filtering the current BOM page into the BOM structure of the specific lifecycle state required by the business.
2. The BOM structure screening method based on product lifecycle status according to claim 1, characterized in that, The specific steps of step 1 are as follows: Select a product component, enter the folder where the product data is stored in the product component, click "Create New Product Component", fill in the number, name and view attribute information of the new product component, after creation, assign the product component version and lifecycle template, assign the product component version number and lifecycle status values, and the product component is created successfully.
3. The BOM structure screening method based on product lifecycle status according to claim 1, characterized in that, Step 2 specifically involves: opening the Structure tab in the product component, opening the Structure page, adding existing components or adding new components within the Structure page to construct the product component structure; and maintaining the number of corresponding child components under the parent component under the "Use" tab.
4. The BOM structure screening method based on product lifecycle status according to claim 1, characterized in that, The specific process of step 3 is as follows: add the product component created in step 1 to the BOM structure constructed in step 2. The display rule of the BOM structure is the default latest rule, that is, the latest version of all child product components in the current product BOM structure will be displayed in the product BOM structure.
5. The BOM structure screening method based on product lifecycle status according to claim 1, characterized in that, In step 5, the "first" and "second" filtering conditions can be moved up or down and their positions can be swapped, thus affecting the application of the filter.
Citation Information
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