Cancel a released part

You cancel an obsolete part record when it's no longer relevant to your product, and you want to ensure no one uses it in the future.

Cancel a released part record by adding it to an executing change form's Affected list, and then approve and release the change form.

If the part iteration is pending, then you can't cancel it; instead, remove the pending part iteration.

A canceled part cannot be used on any pending or released parent item. Before canceling the part, examine its Appears On lists (BOM, References, Sources). If it's a child part on any pending or released parent item, then remove it from the parent. If the parent item is released, then the parent must be revised to remove the part, and the parent revision must be released with (or before) the child part's canceling change form.

Canceling, instead of revising, a part ends its internal history timeline at the canceled iteration. If you later create a new iteration, a new history timeline begins. Markups show all previous rows as added (blue "add on" icon ) because they're copied from the canceled iteration onto the new history.

You don't need to change the iteration's lifecycle when you cancel it. Keeping the current lifecycle indicates its technical status when it was canceled, and simplifies re-releasing later if it's needed for servicing or a new application.

BOM, source or reference child items are not affected by canceling the parent part record. They remain released and can be used on other parents until you cancel them.

Canceling a released part record iteration is very similar to releasing it.

  1. Start a new executing change form, such as a Change Notice. Or, use an existing change form that's at Originated state.

  2. Drag the released part that you want to cancel from the Item Explorer's Search or Recent lists to the change form's Affected list. The released iteration is shown with Cancel icon (change cancels iteration).

  3. Process the change form for review, approval, and release. See the Processing a change help topic.


Help Guide Contents [as PDF]