Managing Changes

You can replace one or more system instances (or operation instances) by other such instances to take into account modifications done upstream in the manufacturing assembly structure. For that , you can use the commands of the Replace context menu, which is available from the tree, the Gantt chart and the tiles in the System Editor.

The following scenarios illustrate the behavior when replacing systems. They make use of the configuration options available in the Authoring Context panel that appears when you select View > Authoring Context. The same procedures apply for operations.

This task shows you how to:

Before you begin: Open the system structure to modify in Process Planning.
See Also
About Change Management

Replace by Revision, No Configuration Mode Activated

You can replace an instance of a system reference by an instance of a new revision of the same system reference. You can do that using the No Configuration option in the Authoring Context panel.

  1. Right-click the system and select Replace > Replace by Revision.

    The Select a Revision dialog box appears if the reference of the current instance owns more than one revision. A warning is issued if the reference owns only one revision.

  2. Select a new revision of the system.
  3. Click OK to validate the replacement.

An instance of the new revision of the system (that is, revision - - A) replaces the instance of the previous revision.

Replace by Revision, Configuration Mode Activated

You can replace an instance of a system reference by an instance of a new revision of the same system reference. You can do that using the Define Effectivity option in the Authoring Context panel.

  1. Right-click the system and select Replace > Replace by Revision.

    The Select a Revision dialog box appears if the reference of the current instance owns more than one revision. A warning is issued if the reference owns only one revision.

  2. Select a new revision of the system.
  3. Click OK.

    Define the effectivity before performing the replace action.

    The Define Effectivity dialog box appears.

  4. Define a new effectivity to apply to the new instance, then click OK to validate.

    A message box about split effectivity appears.

  5. In the message box, decide how to continue as follows:
    • Click Yes.

      The old instance is kept and its effectivity is split. This means that the old instance now holds the previous effectivity and NOT(current effectivity).

      Then, a new instance is created that holds the previous effectivity plus the current effectivity.

      In the tree, the System node corresponding to the old instance has a specific mask to indicate that the effectivity of the instance was split. This mask is displayed only in the current session.

      In the System Editor, the tile becomes gray and the left top icon is replaced by the icon in the tree.

    • Click No.

      The old instance is removed and a new instance is created with the same effectivity as the previous one.

    • Click Cancel to go back to effectivity definition.

Replace by Existing, No Configuration Mode Activated

You can replace an instance of a system reference by an instance of another existing system reference, which is not a revision of the previous one. You can do that using the No Configuration option in the Authoring Context panel.

  1. Right-click the system and select Replace > Replace by Existing.

    The Replace Component dialog box appears if the reference of the current instance owns more than one revision.

    A warning is issued if the reference owns only one revision.

  2. Search the reference of the existing system to instantiate.
  3. Click OK to validate the replacement.

An instance of the existing system replaces the instance of the previous system.

Replace by Existing, Configuration Mode Activated

You can replace an instance of a system reference by an instance of another existing system reference, which is not a revision of the previous one. You can do that using the Define Effectivity option in the Authoring Context panel.

  1. Right-click the system and select Replace > Replace by Existing.

    The Replace Component dialog box appears if the reference of the current instance owns more than one revision.

    A warning is issued if the reference owns only one revision.

  2. Search the reference of the existing system to instantiate.
  3. Click OK.

    Define the effectivity before performing the replace action.

  4. Define a new effectivity to apply to the new instance, then click OK to validate.

    A message box about split effectivity appears.

  5. In the message box, decide how to continue as follows:
    • Click Yes.

      The old instance is kept and its effectivity is split. This means that the old instance now holds the previous effectivity and NOT(current effectivity).

      Then, a new instance is created that holds the previous effectivity plus the current effectivity.

      In the tree, the System node corresponding to the old instance has a specific mask to indicate that the effectivity of the instance was split. This mask is displayed only in the current session.

      In the System Editor, the tile becomes gray and the left top icon is replaced by the icon in the tree.

    • Click No.

      The old instance is removed and a new instance is created with the same effectivity as the previous one.

    • Click Cancel to go back to effectivity definition.

An instance of the existing system replaces the instance of the previous system.