Working with BOM Redlining

Use the procedures listed in this topic to create, edit, delete, and download BOM redlining.

Prerequisites

You have the necessary roles and authorizations to perform this action.

To work with redlining, your collaboration administrator must set a processing status to In Use for the collaboration type.

For more information, refer to the User Actions and Roles table in Collaborating on Product Data.

Creating a BOM Redlining

To create a BOM redlining, perform the following steps:

  1. From the list of shared product data, choose the required BOM.

  2. In the BOM details view, in the header area, choose Create Redlining.

    The BOM redlining view is displayed.

  3. Perform one of the following actions:

    User Action

    Description

    Result

    Add

    Adds a component.

    The component is added to the redlining, and the Status attribute of the component is updated to Created. The table row is also highlighted.

    Edit

    Edits the selected component.

    The component is updated, and the Status attribute of the component is updated to Edited. The table row is also highlighted.

    Delete

    Deletes the selected component.

    The component is updated, and the Status attribute of the component is updated to Deleted. The table row is also highlighted.

    Before saving a redlining file, the redlining actions you perform determine the status of a component in the redlining. For more information, refer to the following table.

    Initial Status

    Status After User Action

    Add

    Edit

    Delete

    No Status

    Created

    Edited

    Deleted

    Created

    NA

    Created

    NA - the component is deleted from the redlining

    Edited

    NA

    Edited

    Deleted

    Deleted

    NA

    User action not allowed

    User action not allowed

  4. Save the redlining.

Viewing or Editing an Existing BOM Redlining

To edit a BOM redlining, perform the following steps:

  1. From the list of shared product data, choose the redlinings link associated with a BOM.

    A list of redlinings created for the BOM is displayed.

  2. Choose the necessary redlining file name, and then choose Download.

    The redlining file is displayed.

  3. Perform the necessary changes to the redlining, and save the redlining.

Deleting a BOM Redlining

To delete a BOM redlining, perform the following steps:

  1. From the list of shared product data, choose the redlinings link associated with a BOM.

    A list of redlinings created for the BOM is displayed.

  2. Select the required redlining, and then choose Delete.

  3. Confirm the message.

Downloading a BOM Redlining

To download a BOM redlining, perform the following steps:

  1. From the list of shared product data, choose the redlinings link associated with a BOM.

    A list of redlinings created for the BOM is displayed.

  2. Select the required redlining, and then choose Download.