About the Markup Process

The steps below describe the process to apply markup to a BOM. The table shows a comparison of the process for a part that is In Work to a part that has been released.

How the markup process is applied depends on whether the part is in the development release phase or production release phase. No change order is required when you apply a markup to a development phase part and you can apply the markup at any state in the part's lifecycle if Set to Production has not been applied to the part. When a part structure includes a combination of child parts that are in the development and production release phases, markups will be created for each release phase.

Note: When editing a BOM structure, you cannot edit the development and production release phase parts at the same time. Edit the parts of one release phase, save the changes, and then edit the parts of the other release phase.
Step "In Work" Part Released Part
1 The Product Engineer modifies the In Work EBOM in Markup mode and Save Markup with Change. The CA is in Draft. The Product Engineer modifies the released EBOM in Markup mode and Save Markup with Change. The CA is in In Work.
2 The Product Engineer validates and Applies "Approved" Markups on the "In Work" part. The Reviewer reviews, validates, and approves the markup in the current released revision of the part. The CA is blocked if the associated markup is not approved.
3 The Product Engineer promotes the part to "Frozen" to initiate the release process. (The part is promoted only if the approved markups are applied) The Reviewer promotes the CA to In Work and assigns the CA to the Product Engineer to complete the proposed changes.
4 The Product Engineer validates and promotes the CA to "In Approval" to initiate the release process. The Product Engineer reviews and promotes the part to "Frozen" to initiate the release process.
5 The Reviewer approves changes by promoting the CA to "Approved". The part is promoted to the Approved state. The Reviewer approves the changes and promotes the CA to "Approved". The part is promoted to "Approved".
6 The Reviewer promotes the CA to Completed. The part is released. The Reviewer promotes the CA to Completed. The part is released.