Saving revisions
The Save Revision window appears when you add or amend a BOM record and click Save and Clear or Close.
Note: Different options appear on the window depending on whether you are saving a new BOM record or amending an existing BOM record.
If you are using version control, you are prompted to specify:
- If you are making a new version of the BOM.
- If you are making the BOM version active.
- If you are checking the BOM out so that no one else can change it.
- If you are checking the BOM in for others to make changes to.
To save BOM revisions
- Enter a Comment outlining the changes.
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Select one of the following actions:
Undo Check-Out
Click Undo Check-Out to cancel any changes you have made and close the BOM as it was before you began to make changes.
Note: This only applies if you are amending a BOM.
Activate
Click Activate to make the BOM revision active.
Note: You must make one of the BOM revisions active if you are creating the BOM for a stock item component in order to build the item. You must also select Built/Bought for the BOM details on the stock item record Details tab in the Stock Control module. You can only do this if one of the BOM revisions is active.
If there is already an active version of the BOM for the stock item, you will be prompted to make the existing active BOM obsolete before making this version active.
Note:You will not be able to make the existing active BOM obsolete if:
- It is a subassembly on another BOM record.
- Use specific version was selected on the BOM record subassembly component details.
When you save the BOM revision with a status of active, you can allocate items to the BOM revision.
Keep Checked Out
Select this to ensure that other users cannot make changes to the BOM A stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. revision. The BOM is saved with a status of new but is only available to you to update. To allocate items to the BOM, you must check in the record and then activate it.
Check In
Select this to make the BOM revision available to any user. It is saved with a status of new and is available to any user to update. To allocate items using the BOM revision, you must activate it.
Cancel
Select this to return to the BOM record and continue making additions or amendments to it.