About Set to Production

You apply Set to Production to move a part or BOM from the Development release phase to the Production release phase.

This page discusses:

About Part Set to Production

Set to Production changes the release phase of a part from Development to Production. Once set to production, the part's release phase cannot be set back to Development.

Note: You cannot apply Set To Production on a part that is in the Approved state or on a BOM that includes one or more parts in the Approved state.

The Set to Production command is available on the part Properties page only if:

  • You have the role of either Design Engineer, Senior Design Engineer, Leader, or Author.
  • The part is in the Development release phase.
  • The Development phase part is the latest revision.
  • The part is the latest revision.
  • The part is not in the Obsolete state.

Note: The Set To Production command may be unavailable if the development part was created with revision '1'. If the development part is created with revision '1', a conflict would occur since the newly created production part would have the same type, name, and revision. For more information, see About Part Revisions.
Note: Before you can move a part from the Development release phase to Production, all of its child parts must be in the Production release phase. The child parts must be in a lifecycle state equal or later than the parent before they can be moved to the production release phase.

The Set to Production command is NOT available:

  • When editing a development part.
  • When there is an item markup created for BOM Set to Production.
  • When the part is already in the production release phase.

Note: You cannot perform Set To Production on a Released part from Part property/BOM context if the control is on ENOVIA Product Finder side.

When you set to production a part that is In Work, the release phase for the part changes from Development to Production. If the part is in the "Frozen" or the "Released" state:

  • You are prompted to create or select a change order or change request. When you release the corresponding CA, the markup is applied and the release phase of the part is updated to Production. When the part is in Production, you will be prompted to revise the part.
  • For parts in the Production state, you are prompted whether to select a revision:
    • If you do not select a revision, the markup is applied and the release phase of the part is updated to Production on release of the corresponding CA.
    • If you select a revision, a new revision is created with the Production phase applied and is attached to CO with requested change as For release.
  • An item markup is created and approved. (See the Markups tab in the part Engineering BOM category.)
  • The part remains in the same lifecycle state in the Production release phase as it was in the Development phase.
  • The CO Requested Change status is "For Update" (see the Change Order tab in the Change Management category).
  • If the part, while in In Work and in the Development release phase, has an incomplete change action applied to it, the part is moved to the Production release phase with the incomplete CA attached. You then use the CA to release the part. For parts in the Frozen state, the same CA is used to apply Set To production. But parts are moved to production only when the CA is completed.

If the part is in the Released state and you apply set to production, you can choose Revise Part when you create markup.

  • If you select Revise Part, a new part revision is created and is connected to a CO. The new revision change value is set as For Release and its release phase is Production. The release phase for the current revision remains at Development.
  • If you don't select Revise Part, no new revision is created and the current revision change value is set as For update. The release phase for the current revision remains at Development.

On premises only: If the version number automatically resets to 1 when you move a part to the Production release phase, ask your administrator to configure the Reset Revision Sequence setting.

About Part Set to Production with Work Under Change

When you apply Set to Production, the phase of the part is moved to production and unified change-required is applied. If the part has associated item markup, the Item Markup Properties page will show "Enabled; Any Change" in the "Change-Required" field. A part that is change-required must have a work under change action (CA) applied to it. Whether you can apply Set to Production depends on the lifecycle state of the change-required part.

For change-required parts in the Frozen state - You cannot perform Set to Production on a change-required part that is in the Frozen state until the work under CA is Released.

For change-required parts in the In Work state - You can perform "Set To Production" operation even if the part has Work Under Change.

About BOM Set to Production

The Set to Production command on the Engineering BOM category sends the entire BOM structure from the Development release phase to the production phase. The command is available only if the latest revision of the root part is in the Development release phase.

The Set To Production command updates the release phase for all parts in the BOM from Development to Production. If any part in the BOM is in Frozen or a later lifecycle state, you will be prompted to assign (create or select) a CO or CR to each part. An item markup is also assigned to each part. After you release the associated CA that is created (or added), all BOM parts are moved to production.

Before being moved to production, all child parts must comply to the same requirements as the parent part, including:

  • All the Parts in the structure must be in the same or higher state as that of the Root Part.
  • All CAs, if any, connected to the BOM parts in the child structure must be completed.
  • Only the latest revision of each child can be used.
  • All markups, if any, connected to the BOM parts in the child structure must be either approved or rejected.
Note: If a part in the Frozen or later state has an incomplete change object assigned to it, the BOM cannot be set to production (even if it has no child parts). Use the Set to Production command on the Part Properties tab.