Update Assembly History#

Material.RemoveAssemblyHistoryItem

Material.AddAssemblyHistoryItem

Material.ReplaceAssemblyHistoryItem

Overview#

This operation is used to update the Material Assembly History for a given Material. This includes adding, removing or replacing parts from past Material BOM Instances. The Remove Assembly History Item, Add Assembly History Item, and the Replace Assembly History Item operations are only performed for a single BOM Instance Item at a time.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The assembled Material exists (or is terminated) and is not a template.
• The Material must be Queued, Dispatched, In-Process or Processed.
• The Material must not be On Hold.

• The BOM Instance Items must be part of a BOM Instance with either:

  • A System State that is Closed.
  • A System State that is Open and Edit State that is Modified.

• The BOM Instance must have a Terminated Universal State and Explicit Long Running Assembly Type.

• To perform the Add Assembly History Item operation:

  • The BOM Instance Item should have an Open System State and its Actual Quantity should be less than the Required Quantity.
  • The Material to be consumed must be in the BOM Product Step, must match the chosen Product, must have the same units as the BOM Item, must not be On Hold or In Transit, and it must not be expired.

• To perform the Replace Assembly History Item operation:

  • The Actual Quantity of the BOM Instance Item should be greater than 0.
  • The Material to be consumed must be in the BOM Product Step, must match the chosen Product, must have the same units as the BOM Item, must not be On Hold or In Transit, and it must not be expired.

• To perform the Remove Assembly History Item operation:

  • The Actual Quantity of the BOM Instance Item should be greater than 0.
  • The Material that will receive the removed item must be in the BOM Product Step, must match the chosen Product, must have the same units as the BOM Item, must not be On Hold or In Transit, and it must not be expired.

Sequence of Steps#

This operation is called from View Assembly History and the entry point is a BOM Instance Item matching the use case preconditions.

Add Assembly History Item#

1. Select the desired Bom Instance Item, and select the Add button:

   

2. In the Add Part wizard specify the Quantity of the BOM Instance Item to be added:

   

3. Specify one or more Materials, and for each provide the following information:

   • The Product (or Substitute Product if you have configured any when creating the BOM).
   • The Material to be consumed.
   • Optionally, a Loss Quantity. If a Loss Quantity is defined, you must specify a Loss Reason. Additionally, you might need to specify a Loss Classification if they have been defined for the Material source step.
   • If the Information Name has been configured for the BOM Instance Item, you must provide the Information Value for the Material (one per Material).
   • In the Advanced Options you can also specify the Designator (list separated by semi-colons; for example, Designator1;Designator2), Source Location and Target Location.

   

4. Optionally, enter a comment.

5. Select Add to complete the operation.

Replace Assembly History Item#

1. Select the desired Bom Instance Item, and select the Replace button:

   

2. In the first step of the Replace Part wizard specify the Quantity of the BOM Instance Item to be replaced and select Next:

   

3. In the second step of the Replace Part wizard specify one or more Materials, and for each provide the following information:

   • The Product (or Substitute Product if you have configured any when creating the BOM).
   • The Material to be consumed.
   • Optionally, a Loss Quantity. If a Loss Quantity is defined, you must specify a Loss Reason. Additionally, you might need to specify a Loss Classification if they have been defined for the Material source step.
   • If the Information Name has been configured for the BOM Instance Item, you must provide the Information Value for the Material (one per Material).
   • In the Advanced Details you can also specify the Designator (list separated by semi-colons, for example, Designator1;Designator2), Source Location, and Target Location.

   

4. Optionally, enter a comment.

5. Select Replace to complete the operation.

Remove Assembly History Item#

1. Select the desired Bom Instance Item, and select the Remove button:

   

2. In the Remove Part wizard specify the Quantity of the BOM Instance Item to be removed:

   

3. Specify one or more Materials, and for each provide the following information:

   • The Product (or Substitute Product if you have configured any when creating the BOM).
   • The Material that will receive the removed Item and the Quantity that will be transferred.

   • Optionally, a Loss Quantity. If a Loss Quantity is defined, you must specify a Loss Reason. Additionally, you might need to specify a Loss Classification if they have been defined for the Material source Step.

     Info

     For more information on Loss Reasons and Loss Classifications, see Manage Reasons.

   • If the Information Name has been configured for the BOM Instance Item, you must provide the Information Value.

   

4. Optionally, enter a comment.

5. Select Remove to complete the operation.