Applying a BOM Markup

A markup is applied when the associated change action (CA) is Completed. BOM markups can be applied to parts that are either the In Work, Approved, and Released states.

On premises only: On Premises only: Your Business Administrator can change (add or remove) the states in which BOM markup can be applied.
  • When a CA is promoted from In Work to In Approval, the system checks for Proposed BOM/Item Markups connected to the CA. If the markups exist, the CA can be promoted only if all markups are in the Approved or Rejected states.
  • When you promote a CA from In Work to In Approval, the system merges all approved markups for that CA. If there are conflicts, the CA cannot be promoted.
  • When a CA is promoted from In Approval to Completed, the system applies all approved markups for that CA on the corresponding proposed change.

The state on the markup is changed to Applied.

Before you begin:

  • Select the Engineering BOM category of a CA and select the Markups tab (or MCO/CA with applicability if Manufacturing BOM Management is installed) that is in the Approved state.
  • From the Engineering BOM category of a part, select the Markups tab.

See Also
About BOM Markups
Creating a BOM Markup
Working with Markups
  1. Expand the part tree and select one or more markups that you want to apply.
  2. Under the Markup Actions icon in the toolbar, click Apply.
  3. If conflicts exist in any of the selected markups, an error message appears. Conflicts must be resolved before the markup can be applied. Select attributes and action:
    1. If you have merged BOMs, click the check boxes next to the attributes you want to use (in addition to the Type, Name and Revision) to uniquely identify components: Find Number, Usage, Reference Designator, Component Location, and Notes. (These attributes are not considered when replacing an EBOM.)
    2. Select an Attribute Action:

      • If you select Replace Attributes, the BOM will be updated to appear identical to the markup.
      • If you select Merge Attributes, the attributes of all components that match the Type, Name, Revision, and selected attributes (those checked on the Apply Markup form) will be updated to appear identical to the markup except for the quantity. The quantity of these components will appear as a delta value between the original BOM quantity value and the markup quantity value.

        For example, if you select Find Number and Component Location:

        • If there is a changed part in the BOM Markup that matches the Type, Name, Revision, Find Number, and Component Location of a part in the BOM, all attributes of that part will be replaced by those in the markup except the quantity, which will be updated with the change in value from when the markup was created. For example, if the BOM quantity value was originally 75 and the markup was edited to make the quantity value 100, then the delta value is 25. When the markup is merged, the Quantity column shows the following values: Old (75), Change (25), New (100).
        • If there is a changed part in the BOM Markup that matches the Type, Name, and Revision of a part in the BOM, but with a different Find Number or Component Location, the changed BOM Markup part will be added to the EBOM.

        Since BOM Markups can be applied to BOMs other than the one from which they were created:

        • If there is a deleted part in the BOM Markup that matches the Type, Name and Revision of a part in the BOM, but has a different Find Number or Component Location, the part will not be deleted from the BOM.
        • If there is an added part in the BOM Markup that matches the Type, Name, Revision, Find Number, and Component Location of a part in the EBOM, the part will not be added to the BOM.
        • If there is an added part in the BOM Markup that matches the Type, Name and Revision of a part in the BOM, but has a different Find Number or Component Location, the part will be added to the BOM.

    3. Click Done.