Affected tab

A change form's Affected tab lists those items that are impacted by the release of the change.

When an implementing change is approved and released, the listed items are released or canceled, and child items listed on their parents' Markup tabs are added on or taken off the lists. With a non-implementing change (or informational change), the status of items shown on the Affected tab is not altered as a result of the change form being approved and released.

Limit the number of items on the Affected list. It's easier to verify that your list is accurate, and reviewers are more careful checking a tightly-focused set of items.

How items are automatically added

Add an item to the change form by dragging it from the Item Explorer, and dropping it into the Affected list.

When you add an item to the Affected list of a non-implementing change, PDXpert does not add any other items automatically.

When you add an item to the Affected list of an implementing change, PDXpert looks at the item's BOM, References and Sources lists to decide what other items should be automatically added:

  1. If you add a parent item that has a BOM, source or reference child item with a pending iteration, then that child is automatically added to the Affected list. You can manually remove any released child with a pending iteration from the Affected list.

  2. PDXpert then examines all child items that it has automatically added to the Affected list. If the child item has a BOM, source or reference child item (a "grandchild") that has never been released, then that grandchild item is automatically added to the Affected list. This process is repeated for each lower level until all automatically-added items have been examined, and all never-released items have been added.

    You must explicitly agree to include lower-level pending iterations that are not visible on the parent you add. That is, you must manually add to the Affected list any previously-released grandchild with a pending iteration.

Before routing the change for approval, you should always review the Affected list to verify that PDXpert is doing what you intend.

An item already on a change form should be re-dropped onto the Affected list each time you modify the item's BOM, References or Sources lists.

Conflicts may arise when a child item (a) is already listed on another change form, (b) has no pending or released iteration available, (c) is currently being edited, or (d) has been revised after the parent item has been added to the change form. To resolve these conflicts, fix the underlying problem and then re-drop the parent item onto the Affected list to correctly add the child item's iteration.

The most efficient way to ensure your intended changes get onto a change form's Affected list is to work from the bottom of your revised product structure to the top. That is, add each higher level revised item onto the change only after you've added all lower-level iterations.

There may be times when a previously-released item has an incomplete pending iteration, and you don't want it added automatically to any change forms. In this case, create a separate implementing change and add the item to the Affected list. When its parent items are later added to other change forms, the pending iteration is already on a change form and therefore unavailable for automatic inclusion.

Affected list content

If you have a preferred sorting order for the affected items, you can sort the list using the appropriate context menu command (for example, Sort by Number), and then select the Update line numbers menu item to lock-in the order. (Line numbers cannot be edited after the change has been routed.)

If permitted by the change form definition, you can add dispositioning information to an affected item by selecting Add Disposition Cost from the item iteration's context menu.

Activity
The dispositioning action or classification.
Location
The location of the items to be dispositioned (as of the date shown in the Quantity).
Recurring activity
Mark this checkbox if the activity represents an expense for all future items, such as a per-unit licensing fee or tooling amortization cost.
Quantity
The number of items to be dispositioned, their units, and the date of the item count.
Unit cost
The unit cost for each item to be handled in accordance with the disposition instructions at the specified location.
Subtotal cost
The total cost for the current dispositioning activity is calculated by multiplying the quantity by the unit cost.
Assigned to
You can assign the activity to a particular person, who can then view the assignment in the Tasks tab of the Item Explorer.
Target completion
Specify the date when the dispositioning activity should be done.
Actual completion
The assigned person can update this (as well as the quantity and unit costs fields) after the change form has been released to indicate when the actual dispositioning activity was completed.
Notes
Instructions for performing the dispositioning activity.

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