Development BOM Markup Lifecycle

The development BOM markup shows a desired change in the bill of materials (BOM) for a development part. This is proposed by adding or deleting objects and/ or by changing the attribute values on the BOM relationship.

BOM markups that are created using the "Development BOM Markup" policy are used exclusively within the part development policy and these markups are not carried over to the part in production. All BOM markups created using the Development BOM Markup policy must be applied or rejected before the associated part can "set to production" (the part will set to production when it reaches the Complete state).

The Development BOM Markup lifecycle includes these states:

This page discusses:

Proposed

Markups can be created on development parts only if the part has not yet reached the Complete state in its lifecycle. A Design Engineer or Senior Design Engineer who is a member of the responsible design organization associated to the development part can create a markup.

The creator of the markup becomes its owner and is the only one with authority to apply or reject the markup. The BOM markup does not change ownership unless the owner delegates the markup to another authorized Design or Senior Design Engineer in the same organization.

The owner of the markup can:

  • Delete the development BOM markup (in the Proposed state only).
  • Reject the development BOM markup.
  • Apply the development BOM markup.

Applied

When the owner or the delegate of the markup promotes the proposed development BOM markup to the Applied state, this applies the markup to the associated development part. The markup must be promoted to the Applied state before the part can be promoted to the Complete state.

Rejected

The owner or the delegate of the markup can reject the proposed markup. This serves to capture the decision to reject rather than just deleting the markup.

A development part cannot transition to a production part (via the "set to production" process) until all development BOM markups connected to the development part have been deleted, applied, or rejected.

An Item Markup does not apply to the development part policy. Any attribute changes will be made to the part directly during the development phase of the part and will not require a markup.