PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Release your part
All change forms provide information about part records, but only anexecuting change form(for example, a Change Notice or CN) has a permanent effect on the part record. This executing change form, when it is approved, updates all pending items according to the rules of the change form.
In other words, youreleasedorcancelpart record iterations by specifying theaffected itemson the executing change form. Then, after all groups have approved the change, PDXpert updates the items on theAffected list.
Anadvisory change form, like a Change Request (CR), does not update a part iteration'srelease state. It tells why the part record should change in a later executing change, or accepts a temporary change (such as a partdeviation or stop ship).
To release a pending part record iteration, use the following general procedure.
Start a new executing change form, such as a Change Notice. Or, use an existing change form that's atOriginated state.
Drag the part record that you want to release from the Item Explorer Search orRecent list to the change form's Affected list. The pending iteration is shown with
(change releases iteration). If the item has a released iteration, then it's usually canceled on the same change form, and is shown with
(change cancels iteration).Pending child items on the part record's BOM: Markup,Sources: Markup and References: Markup lists – if not on another change form – are automatically added to the change form'sAffected list. For details on which lower-level BOM items are included, see theAffected page: How items are added help topic.
If the part record has been edited, save or close it before adding it to theAffected list.
Submit or route the change form for review, approval, and release. See theProcessing a change help topic.
1137
