Edit Items from Change Orders

You can add items and author item changes when you create or edit a change order.

You can create new or change existing item organization assignments. Click on the item links on the Lines tab to access the Edit Item page where you can manage item details.

Note: The effective date for the item needs to be specified and saved before the Edit Item page can be accessed.

On the Edit Item page, you can edit the following item details:

  • Specifications: On the Specifications tab, you can modify predefined and user-configured attributes.

  • Structures and Packs: On the Structures tab, you can add new structures, copy structures, and modify structures by adding new components, removing existing components and modifying component attributes. You can also modify packs by adding new packs and modifying pack attributes.

    Note: You can't modify referenced (common) structures through a change order.
  • Associations: Access the Edit Change Order page to modify change order settings and content:

    • You can assign an item to a child organization through a change order. Such assignments always happen only in the master organization change order context.

    • You can't add duplicate components to a structure or a parent component to a child component. This applies to both preliminary structures and affected item structures on both, engineering and commercialization change orders.

      You can add duplicate components to a structure if you opt in to the feature Add Find Number and Suggested Operation Sequence for Structure Components. This feature allows you to differentiate between multiple instances of a component within a structure using find numbers.

    • From a master organization, assign an item to a child organization, add the change to a change order, and route it for approval. You can then enable this item in the child organization, on a specified date.

    • From a master organization, you can also create a change order, add a revised item, and make the item organization assignment in a change order context.

    • By selecting the appropriate batch-level change order options, you can also make item organization assignments through batches and add them to a change order. But, if change order required rules are triggered for such assignments, they're carried through a change order even if batch options aren't specifically set.

    • You can also use change services to add item organization assignments to a change order.

When managing change orders:

  • You can enable an item in a child organization through a change order and have the item available for transaction on a specified date.

  • If approval routings are enabled for a change order, you can seek approvals on the item organization assignment before enabling the item in a child organization.

  • If Skip Request Comment is checked, request comment notifications aren't sent to the seeded assignees on submission of change order to Open status.

  • You can access item detail through the change order details page by clicking on the item links on the Lines tab to access the item detail page.