Generating an Engineering Effectivity Report

The Bill of Materials Effectivity Report provides the ability to create a historical BOM report. This report, based on a user-specified historical date and time, is available only for released enterprise parts. The report output displays the configuration of the part's BOM based on the "latest released" part revisions that were "effective" at the time of the user-specified date.

This task shows you how to:

Generate Report

Before you begin:

Access the Engineering BOM >EBOM tab for the part you want to view. See Part Bill of Materials.

  1. In the toolbar, click Effectivity Report in the Reports menu.
  2. Select a date. Click Effective Now

    Or

    Click and click on a calendar date to select an Effectivity Date.

    The calendar automatically closes and the selected date is shown in the Effectivity Date text box.

    You can also specify the time in hours and minutes and select AM or PM from the list.

    If you click Effective Now, the date and time input fields are automatically populated with the current system time.

  3. Click Done.

    The Engineering Effectivity Report page opens.

    The report is divided into three sections: Effective object details, Effectivity EBOM, and Defining Documents. Each section is explained below. The Name column in each section contains highlighted links. Click any name in this column to go to the Properties page for that item.

Effective Object Details

This first section provides the details of the effective revision for the selected object with respect to the date specified.

  • The left part of the table shows the Name and Revision of the effective revision.

The report contains an Effective Date range for each object. The start date is the revision's release date; the end date is the release date of the next revision in the future release list. If there is no future release, the end effectivity date is displayed as "present."

If no revision matches these criteria, the left side of the table indicates "No effective Revision."

  • The right side of the table contains details about future releases. All revisions with effectivity dates later than the effective revision are identified as "Future release" objects.

If there are no future releases, then the right side of the table shows "No future releases."

Effectivity BOM (Top) Level

The Effectivity BOM section lists the engineering effectivity BOM of the object in effective revision (not the selected revision) with respect to the user-supplied effectivity date. The single level Engineering BOM of the effective revision is listed in this section on the left part of the table.

  • The left part of the table shows the Name and Revision of the effective revision for each of the objects included in the BOM. It also includes the effectivity date range for each of the objects.

If no revision matches these criteria, the left side of the table indicates "No effectivity EBOM available..."

  • The right side of the table provides all the future releases of the objects included in the BOM with respect to the user-supplied effectivity date.

If there are no future releases, then the right side of the table shows "No future releases."

Effectivity of the Defining Documents

This section lists all the defining documents for the selected object in effective revision (not the selected revision) with respect to the user-supplied effectivity date.

  • The left part of the table shows the Name and Revision of the effective revision for each document based on the effectivity date. It also shows the effectivity date range for each of the defining document objects based on the effectivity date.

If there is no revision that matches these criteria, the left side of the table indicates "No defining documents."

  • The right side of the table provides all the future releases of the defining document object with respect to the user-supplied effectivity date.

If there are no future releases, then the right side of the table shows "No future releases."