---
alias: user-guide-update-assembly-history
tags:
- assembly
description: "This documentation details updating assembly history items within a BOM instance"
---

# Update Assembly History

:lock: Material.**RemoveAssemblyHistoryItem**

:lock: Material.**AddAssemblyHistoryItem**

:lock: 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 [[user-guide-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:

    ![Screenshot showing a UI with an "Add" button selected.](images/add_01.png)

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

    ![Screenshot showing a step in the Add Part wizard where the user specifies the quantity of the BOM instance item.](images/add_02.png)

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.

    ![Screenshot showing a UI with fields for specifying assembly history item details.](images/add_03.png)

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:

    ![Screenshot showing a UI with a selected "Bom Instance Item" and a highlighted "Replace" button.](images/replace_01.png)

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

    ![Screenshot showing a Replace Part wizard with a field for specifying the Quantity of the BOM Instance Item.](images/replace_02.png)

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.

    ![Screenshot showing a UI with a "Replace Assembly History Item" heading.](images/replace_03.png)

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:

    ![Screenshot showing a UI with a selected Bom Instance Item and a highlighted "Remove" button.](images/remove_01.png)

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

    ![Screenshot showing a Remove Part wizard with a field labeled "Quantity of the BOM Instance Item" highlighted.](images/remove_02.png)

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 [[user-guide-manage-reasons#step-1-reasons]].

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

    ![Screenshot showing a UI with an assembly history item to be removed, alongside fields for Information Name and Value.](images/remove_03.png)

4. Optionally, enter a comment.
5. Select **Remove** to complete the operation.