Top level assemblies with lower level parts containing restricted substances

We have created substances and linked them to parts. Usually these parts are deep down in an assembly, e.g. glue and hardware. When we ship a top level assembly, we would like to state what restricted substances are contained within the assembly, and ideally which specific lower level part contains that substance. Epicor seems to have some functionality in place for “rolling up” these lower level substances to the top level, but I’m not sure how to access that data. So far the official documentation hasn’t been of much help. Anyone familiar with the part substance restriction mechanism?

The process description in the Application User Guide… the rollup program itself is under Production Management > Engineering > General Operations > RoHS Part Compliance Process.

I’ve had to use it one or twice, and it is a little finicky… but if it is all set up properly it gives the expected results.

I’ve run that before…and then I view the Part Compliance Report. It just shows the lower level parts where I directly linked the substances. I don’t see any upper level assemblies. I noticed that substances can be specified in Engineering Workbench…do they have to be assigned there as well as the individual part level?

The only way I’ve used the rollup was by weight… the substance had to have its weight-per-use and the final product had to have its weight-per-finished-unit both entered so Epicor could say, “this (finished good) contains .002% of (RoHS substance) by weight”.

If you only have a few finished parts where this is an issue (and the RoHS status of them is known and constant), it my well be easier to write a custom report instead of using Epicor’s built-in process. I’ve done that too.

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