Validation Rules for Structures and Components

Your ability to create, copy, or change structures is affected by a number of validation rules; predefined and user-configured.

How Structures and Components Are Validated

When you create, copy, or modify a structure, the following validation rules are applied:

  • You can't add a component to a structure where the component item is the same as the parent.

  • You can't add a component to a structure where the same component, with the same operation sequence and effectivity, already exists on the structure.

  • Lifecycle validation rules, when enabled, ensure that only components in the same lifecycle phase or higher lifecycle phase than the parent item can be added. The only exception is made for a deprecated lifecycle phase. Component items in this lifecycle phase can't be added to an effective structure.

  • You can't add a component to a structure that's being referenced as a common structure from another organization, where the component doesn't exist in the other organization.

  • You can't add components to common structures. Changes should be performed on the referenced structure only.

  • For Assemble to Order (ATO), Pick to Order (PTO), and phantom structures where the parent item has Available to Promise (ATP) Components set to No, you receive a warning when you add a component that has either the item attributes Check ATP set to Yes or ATP Components set to Yes. The warning says "Order details for the parent item specify NO for ATP Components", but you can add the component.

  • You can't add an optional component to a structure that's neither model nor option class.

  • You can't add a component whose planning percentage isn't equal to 100 to a standard structure.

  • You can't add a required component whose planning percentage isn't equal to 100 and that has the Forecast Control attribute set to Consume or None to a model or option class structure.

  • When adding a component to a structure, Check ATP component attribute is set to No if the component quantity is less than or equal to 0.

  • If the Use Placeholder attribute is enabled for the selected option class item, the item isn’t loaded into the configurator model during structure import. A placeholder is created for the selected option class item in the configurator model when:
    • You select the check box for this attribute on the Edit Item Structure page.
    • You select Yes for this attribute on a change order.

    You can replace the placeholder with the actual data during order import (when required).

Note: Routings-based validation aren't supported. The only check made is to ensure that an integer value is entered for the operation sequence.

Here is a guide to the various table values:

  • Yes: You can add this component type to this structure type.

  • No: You can't add this component type to this structure type.

  • *: These components must be optional.

  • **: These components are treated as standard subassemblies.

This table presents the validation rules used for adding components to different structure types.

Description

Planning

PTO Model

PTO Option Class

PTO Option (kit)

ATO Model

ATO Option Class

ATO Item

Standard Item

Planning Structure

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

PTO Model Structure

No

Yes

Yes

Yes

Yes

No

Yes*

Yes

ATO Item

No

No

No

No

No

No

Yes**

Yes

ATO Model Structure

No

No

No

No

Yes

Yes

Yes

Yes

ATO Option Class Structure

No

No

No

No

Yes

Yes

Yes

Yes

ATO Item Structure

No

No

No

No

No

No

Yes**

Yes

Standard Item Structure

No

No

No

No

No

No

Yes

Yes