0055 Basic data - Revision management

Use this tab to configure how part revisions will be used within your company.

Note: Set your choice before you start working with part revisions, and do not change it afterwards. Changing it would have major implications for your accounting records. If you want to change the field setting anyway, please contact Isah first.

If you have rights to part revisions, you can choose to manage your part revisions formally or informally. To set your choice, select the Part revision management check box or leave it empty.

Part revision management check box left empty

If you leave the Part revision management check box empty, there will be no formal management of part revisions, but the following options are available for working with part revisions:

• Registering part revisions (for informational purposes)

  Part revisions are registered only to allow you to view them. If Isah is linked to a CAD or PDM system, you can copy the part revisions from the CAD or PDM system to Isah. The link will ensure that part revisions are automatically transferred to the Part revisions form.

• Part calculations by reference date

  To be able to track different calculations of a part, register the validity period of calculation lines. You can register the validity period in the Parts module on the Calculation/production tab, using the Parts, Operations, Equipment, External operations, and Surcharges buttons. All of these calculation components have a Revision tab on which you can set the validity of the lines. A calculation line is valid when the reference date falls within the validity range of a line. By default, calculation lines have an unlimited period of validity (they are valid from January 1, 1900 to December 31, 9999).

  Part revision management by reference date is often used to phase out a calculation component by entering a validity end date, and then adding a new part line that will be valid as of that date.

• Registering part revisions and part calculations by reference date

  It is possible to register part revisions and use part calculations by reference date, which means that you can register part revisions yourself and manage the validity of your part calculation.

Consider the following when choosing to work without formal part revision management:

• Part revisions are released immediately after they have been entered.
• Part calculations are copied to production files based on the reference date. The calculation that is valid on the reference date will be copied. By default, this is the system date. If a calculation contains more than one level, this reference date will be used throughout the structure.

Part revision management check box selected

Select the Part revision management check box to use formal part revision management. For part revision management it is essential that released revisions remain intact, so they can be retrieved in their original state. This means you are not allowed to change any fields in released revisions that are relevant to the revision; dimensions are relevant to a revision, but the warehouse location, for instance, is not. The calculation of the last non-released revision can be changed, however. You can do so by:

• Deleting or adding lines
• Changing fields in the part calculation.

The fields that are relevant to the revision are configured in the Fields triggering part line copy when changed window. Click the Change button and select the Fields triggering part line copy when changed check box for all revision-linked fields. The fields you specify here can only be changed in a non-released part revision.

When you change a revision-linked field, a copy of the part line is created when you save the data. The end date of the original line will then become equal to the date of the previous revision. The copy will be assigned a new line code, will retain the same position, and will be valid from the start date of the last revision.

Example

The Part field is a revision-linked field. Part A has a released revision '000' and a non-released revision '001'. The part calculation has a line '10', position 10 with part B.

You select revision 001 and change the part into 'part C' (you are not allowed to change the calculation of revision 000). When you save the data, Isah creates a copy of the part line: line 20, position 10, part C.

• If you select revision 000, the calculation will contain part B.
• If you select revision 001, the calculation will contain part C.

Tip: You are recommended to select at least the following fields in the Fields triggering part line copy when changed window if you are using Part revision management: LineNr (line), PartCode (part), Qty (quantity), Length, Width, and Height.

If a company follows the Form, Fit, Function (FFF) principle, revisions are interchangeable and can be changed in the calculation of a released revision. In that case, RevisionNr (revision number) should not be selected as a revision-linked field.

Consider the following when choosing to work with formal part revision management:

• The validity of the part calculation lines is determined by Isah, and is based on your actions (entering, changing or deleting information). The validity of the part calculation lines always corresponds with one or more revisions, and cannot be changed manually.

  The validity behavior of the other calculation lines (operations, equipment, external operations, and surcharges) is the same as when working with part revisions if the Part revision management check box is empty.

  Releasing a revision is a separate step.

• Part calculations are copied to production files based on the part revision of the production file. If a production calculation contains multiple levels, the part revision of the line determines the part revision of the underlying calculations.