Revise a released part

The part record's most current data record iteration must be released before you can create a new pending record iteration.

Any user who has permission to view a part record, and whose role has appropriate permissions, can create a new iteration for that part record, regardless of the previous record iteration's trustee.

Best practice says that a physical part does not indicate its technical revision; only part data records have revisions. A part that's interchangeable with previous iterations shares the same part number and is stored at the same inventory location. If a revised part is not interchangeable with previous iterations, then the new part requires a different part number and a new inventory bin. While PDXpert tracks differences to a part record as a new data iteration/revision, parts assigned a specific part number are always treated as interchangeable.

This distinction is important because PDXpert displays the most current released part record iteration on an assembly's BOM, purchased part's sources list, and as a reference. A part record may be at, say, revision 1 and lifecycle Prototype when it's first assigned to a parent assembly. If that part record is later released as revision 2 and lifecycle Production, the assembly is automatically updated to show the new iteration.

  • Click on the iteration dropdown list on the part window's status bar, and select the <..New..> line.

    You don't need to unlock the existing record iteration to create a new iteration. The record is unlocked automatically.

    Creating a new revision

Fully describe your new part iteration:

Some data — such as Type, Owner, Number and Part name (description) — is locked on the first iteration, and cannot be revised.

When you've finished editing the new iteration, release your part on a change form.

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