Revise a released part

The part record's iteration must be released or canceled before you can make a new pending record iteration.

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

Best practice says that a physical part that's interchangeable with previous iterations shares the same part number and is stored at the same inventory location. If a changed part is not interchangeable with previous iterations, then the new part requires a different part number and a new inventory bin.

PDXpert always shows the released part iteration on a released 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 released assembly automatically shows the new 2 (Production) iteration. The inventory location contains the physical part made as either revision 1 or revision 2. It's good practice to not mark the revision on the part.

  • 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.


Help Guide Contents [as PDF]