Managing Changes

You can save design changes performed in the Product structure to the Manufacturing Assembly. Design changes can be corrections as well as minor and major modifications. For that, you can use the commands of the Replace menu, which is available in the tree and on the tiles for all item types.

This task shows you how to:

Before you begin: Open the Manufacturing Assembly to be modified in your app.
See Also
About Change Management

Replace by Revision, Without Effectivity Split

You can replace an item occurrence by another revision of the same entity and use mechanisms to handle the relations referencing the replaced entity. You can reconnect or duplicate in the case of a configured replace.

  1. On the tile (or in the tree), select the entity to replace, then right-click Replace > Replace by Revision.

    The Replace Options dialog box appears.

  2. If relations point to the entity, select one of the proposed analysis options:
    • Automatically reconnect: the system tries to reconnect the relations and you are prompted for input if no automatic reconnect is possible
    • Browse: you are prompted for input to reconnect the relations
    • No analysis: relations are not managed.
    The Select a Revision dialog box appears.
  3. Select the replacing revision and click OK.
    The current item is replaced by the selected one.
  4. In the Edit Links & Relations dialog box, if you selected Automatically reconnect or Browse, reconnect relations when required.
  5. Click OK.
    The item is replaced by the new revision.

Replace by Revision, With Effectivity Split

If you request an effectivity split, the previous item is kept with a split effectivity. A specific mask is shown in the tree and an instance of the new revision is added.

  1. On the tile or in the tree, select the entity to replace, then right-click Replace > Replace by Revision.

    The Replace Options dialog box appears.

  2. If relations point to the entity, select one of the proposed analysis options:
    • Automatically reconnect: the system tries to reconnect the relations and you are prompted for input if no automatic reconnect is possible
    • Browse: you are prompted for input to reconnect the relations
    • No analysis: relations are not managed.
    The Select a Revision dialog box appears.
  3. Select the replacing revision and click OK.
    The Define Effectivity dialog box appears.
  4. Select the new effectivity and click OK.
    A message box appears proposing a number of effectivity actions.
  5. Choose Yes to split the effectivity or No to work without effectivity.
  6. In the Edit Links & Relations dialog box, if you selected Automatically reconnect or Browse, reconnect relations when required.
  7. Click OK.
    The item is replaced by the new revision.

Replace by Existing, Without Effectivity Split

You can replace an item occurrence by an existing one and use mechanisms to handle the relations referencing the replaced entity. You can reconnect or duplicate in the case of a configured replace.

  1. On the tile or in the tree, select the entity to replace, then right-click Replace > Replace by Existing.

    The Replace Options dialog box appears.

  2. If relations point to the entity, select one of the proposed analysis options:
    • Automatically reconnect: the system tries to reconnect the relations and you are prompted for input if no automatic reconnect is possible
    • Browse: you are prompted for input to reconnect the relations
    • No analysis: relations are not managed.
    The Applicative Search is activated in the top bar and a small panel appears.
  3. Select an item as follows:
    • Type your search criteria in the Applicative Search box, click , then select the required item from the search results.
    • Select an item in the tree or work area.

    For more information, see Using the Applicative Search.

    The initial item is replaced by the selected one.
  4. In the Edit Links & Relations dialog box, if you selected Automatically reconnect or Browse, reconnect relations when required.
  5. Click OK.
    The item is replaced by the new revision.

Replace by New, Without Effectivity Split

You can replace an item occurrence by an occurrence of a new item reference.

  1. On the tile or in the tree, select the entity to replace, then right-click Replace > Replace by New > Provided Part, for example.

    The Replace Options dialog box appears.

  2. If relations point to the entity, select one of the proposed analysis options:
    • Automatically reconnect: the system tries to reconnect the relations (you are prompted for input if no automatic reconnect is possible)
    • Browse: you are prompted for input to reconnect the relations
    • No analysis: relations are not managed.
  3. In the Edit Links & Relations dialog box, if you selected Automatically reconnect or Browse, reconnect relations when required.
  4. Click OK.
    The item is replaced by a new one.