Edit product parts list or create a copy as a variant

Depending on the setting of the client, it is possible to save the changes in the open product parts list or to create a variant from it in which the changes are saved. The product parts list that has been edited retains its original data.

When a product parts list is changed manually, there is no connection to an ERP system.

Requirements

• At least one product with at least one product parts list has been created.
  Create product parts list
• Expert or Administrator role

Procedure

1. Open the Product parts lists menu.
   Product parts lists
2. In the overview, select the product whose product parts list is to be changed. Filter by product if necessary.

   

   All product parts lists for the product are listed in the Variants/versions view.

3. Select the desired product parts list to be changed.
4. Use to open the Component/material list view.

   

   All components and materials in the product parts list are displayed.

5. Press in the header to activate editing.

   The data of the product parts list is no longer grayed out and can be changed.

6. If necessary, edit the individual components and materials of the product parts list:
   • If necessary, use in the header to add a new item number for a component or a material.
   • If necessary, use next to a component or material to add subordinate components or materials.

   The Administrator can use next to a component or material to delete individual components and materials from the product parts list.

7. If necessary, edit the following data for the respective component or material:
   • Item number
   • Material number
   • Material name
   • Material class

     Material classes can be created and edited in Master data > Material classes.
     Master data: Material Classes

   • Quantity
   • Unit
   • Storage location
     Storage location identifier
   • Storage location name
   • Coverage area
     Supply area identifier
   • Supply area name
8. If the component or material is supplied as bulk material, activate the Bulk material checkbox.

   You can use to link a product parts list to a production order.
   Link product parts list to a production order
   You can use to link a product parts list to a product assembly plan.
   Link the product parts list to a product assembly plan

9. Click in the header to save the changes in the product parts list and confirm with Yes in the dialog window.

   No other version of the product parts list is created.

   is only available if the client is connected to the ERP system and the original product parts list has been saved as not Versioned.
   Or:
   is only available if the client is not connected to the ERP system and the original product parts list has been saved as Versioned or not Versioned.

   Or:

   Use to save the changed product parts list as a new version.

   This does not change the original product parts list.

   is only available if the client is connected to the ERP system and the original product parts list has been saved as Versioned.
   Or:
   is only available if the client is not connected to the ERP system and the original product parts list has been saved as Versioned or not Versioned.

   

   The information from the original product parts list is displayed in the Add new product parts list dialog window.

10. If necessary, edit the following information in the Add new product parts list dialog window:
    • Type/item name
      Name of the product
    • Identifier (ID)
      Product parts list identifier
    • Part type
      In the drop-down list, select the part type to which the product parts list is to be assigned.

      Additional Part types can be created and edited in Master data > Part types.
      Master data: Part types

    • If the product parts list is to be versioned, check the Versioned checkbox.

      : A new version of the product parts list will be created after each change.
      : The product parts list can be edited without creating a new version of the product parts list. The input fields that are relevant for versioning are hidden.

    • Alternative
      If the product is produced in different variants (e.g. different housing colors), enter a number that identifies the variant.
    • Change number
      Enter the change number of the ERP system.
    • Revision
      In the drop-down list, select an indicator that indicates the change status of the product parts list.
    • Valid from
      Press to open the calendar and select the desired date.
    • Valid to
      Press to open the calendar and select the desired date.
    • Use Add to create the new version of the product parts list.

If the changed product parts list has been saved as an additional version, it is displayed in the Variants/versions view of the product. If the changes to the product parts list have been saved, the changed data is displayed in the Component/material list view of the product parts list.