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Function documentationReconciliation Workbench Locate this document in the navigation structure

 

The reconciliation workbench helps you to restructure the target BOM and solve conflicts that occur during structure synchronization due to differences in the source and target structures. In initial synchronization, no differences can occur because no target structure exists.

You can use predefined actions to resolve the conflicts. You define the actions in Customizing for Guided Structure Synchronization (see Conflict Handling). You can also make changes to the target structure manually in the reconciliation workbench, such as creating or deleting an item, copying an item to the clipboard and inserting an item in another target structure.

The user interface of the reconciliation workbench is structured as follows:

Area

Description

Source structure

Display all source structures that you have synchronized. You can perform a multilevel explosion of the source structure.

In the Processing column, the system displays the status of the corresponding item in the source structure, for example if synchronization has not taken place.

Target structure

Single-level display of the target structure for the currently selected source structure

In the Processing column, the system displays the status of the corresponding item in the target structure.

Conflicts

Display conflicts (see Conflict Handling)

Clipboard

You can place on the clipboard, for example, BOM items that you have deleted or copied from a BOM and insert them into another BOM.

Details

Detail area where you can display the attributes of items and headers as well as object links

Prerequisites

  • You have started a structure synchronization.

  • For source structures that you have created or changed with a change number, you have mapped a target change number to each source change number.

Features

In the reconciliation workbench, you can perform the following in the source and target structures:

  • Display change states

    You can display all the valid change states of the source and target structures. Under Validity Date you can select different change states of the structure by choosing Previous and Next. The system displays the change state of the structure that is valid for the selected validity date.

  • Change layout

    You can adjust the structure display as follows:

    • Show involved source structures

      This is the default layout. The system displays all source structures involved in the Source Structure area. You can switch between different validity time data by choosing Previous or Next.

    • Show involved target structures

      In the standard setting, the system displays the proposed target structures at one level in the Target Structure area. If you have started several synchronization units at the same time, a selection list appears under Target Structure. You can navigate between the target structures and add or remove items.

      If you choose Show Involved Target Structures, you can also show all the target structures involved in the synchronization run in the left-had screen area Target Structures. The source structure is no longer visible.

    • Hide Involved Structures

      The system hides the source structures involved and only displays the proposed target structure that is currently selected.

  • Highlighting Items

    You can select individual items and highlight the relevant item in the target or source structure by choosing Highlight Corresponding.

  • You can navigate via the context menu directly to the user interface of the synchronized object (material BOM, assembly header, product variant, product item variant) and to synchronization planning.

  • In the source structure you can hide or display the items by choosing Hide Items or Show Items.

  • You can also perform the following in the target structure:

    • Create

      You can create new BOM items which the system adds to the target structure. To do this, you can either assign an existing material to an item or create and add a new material.

    • Delete

      You can delete BOM items from the target structure. The material is not deleted.

    • Copy to clipboard

      You can copy individual BOM items to the clipboard so that you can reinsert them in a different node in the target structure.

    • Display details/Hide details

      You can display and hide detail data for each BOM item.

    • Display conflicts

      The system displays the severity of the conflict that occurred for the current item under Processing. You can select the relevant item and display the conflict for it in the Conflicts area.

    • New structure

      You can create a new BOM header for an item with a material in the target structure. You can then insert items in the new BOM using the clipboard or by choosing Create.

  • Conflicts

    The system lists all conflicts that occurred during synchronization in the Conflicts area. Different actions are available depending on the conflict type (see Conflict Handling). You define conflict types and the assignment of actions in Customizing for PLM Web User Interface under   PLM Web Applications   Guided Structure Synchronization   Define Action Types   and Define Conflict Types.

  • Clipboard

    You can put individual items that you copied to the clipboard back into the target structure or copy them to a Microsoft Excel spreadsheet.

    Note Note

    The contents only remain in the clipboard as long as you are in the reconciliation workbench. The system does not save the clipboard contents for other new synchronizations.

    End of the note.

You can save the result of the synchronization. If there are still unresolved conflicts, the system sets the status of the synchronization unit to Failed.

Once all conflicts have been resolved, the system sets the status of the synchronization unit to Aligned.