Version Management for Basic Data

Use

This function allows you to manage different versions of a master inspection characteristic or an inspection method.

In the Quality Management application component, versions of master data records can be created as follows:

You can create versions of master inspection characteristics and inspection methods manually that have different valid from dates.

If you use the history management function in your system, the system automatically creates a new version with the same validity period (same valid from date), when you change a master record.

If an inspection method is used in a master inspection characteristic or in an inspection plan, or if a master inspection characteristic is used in an inspection plan, material specification or a certificate profile (or a combination of these), a version of the relevant master record is always referenced.

Prerequisites

If you want to use a history , you must set the Inspection characs with history indicator, or the Inspection methods with history indicator (or both) in Customizing .

Features

If you create a new version of the master record, the "old" version continues to be used in the master inspection characteristic, inspection plan, material specification and/or the certificate profile, in which it was previously referenced, provided that you make the changes with history.
If you change a referenced master record without history , the changes are immediately effective in the master inspection characteristic, inspection plan, material specification or certificate profile.
If you create a new reference to the master record, the system automatically selects the new version of the master record. However, you can also enter the "old" version of the master record.
You can replace the "old" version of a referenced master record by its new version. The new version, however, must have been released for use.
When you change a referenced master record with history , a dialog box appears automatically when you save, prompting you to replace the old version, provided that the Replace master inspection characteristic and/or Replace inspection method indicators have been set in Customizing .

Note Note

You can only replace master inspection characteristics in material specifications and task lists and inspection methods in task lists.

End of the note.

You can display the valid versions of a master record, by choosing Time line in the function for creating, changing or displaying the master record. The system then displays a list of all valid versions of the required master record in chronological order of their validity.

Activities

You choose Logistics Quality management Quality planning Basic data.

Start of the navigation path Inspection characteristic Next navigation step Create version or End of the navigation path

To simplify data entry, you can use a reference. You either enter the identifier for the master record directly, or in the Reference section, enter the required selection criteria. If you do not make an entry, the system automatically chooses the previous validity period as a reference and copies the data.
You enter the required data and save the new version of the master record.

If you save a changed master record that is in use, the system displays a confirmation prompt asking you whether you want to replace the old version.

The system allocates the version number of the master inspection characteristic or inspection method internally , when you save.

Example Example

Three versions already exist for the master inspection characteristic CH-ABC :

End of the example.

Version	Valid from
1	01.06.2000
2	04.06.2000
3	07.06.2000

You want to create a new version for master inspection characteristic CH-ABC that is to be valid from 05.06.2000.

On the initial screen, you enter the identifier CH-ABC. The system copies the data for the most current version of CH-ABC on this date (in this case version 2).

On the data screen, change or supplement the data from version 2.

Once you have saved the version, the new version you have created is given the highest version number for the master record (in this case version number 4).

Version	Valid from
1	01.06.2000
2	04.06.2000
4	05.06.2000
3	07.06.2000