Replace a Component

You can replace a component in your item structure, copying over key data from the original component to the replacement component.

You can replace a component from:

  • an item structure page in the Product Information Management work area
  • a change order’s Affected Objects Structure tab in the Product Development work area

How You Replace a Component

  1. Depending on your work area, here’s how you select the component you want to replace.
    In Product Development,
    • Open the change order that contains the component you want to replace.
    • Click the Affected Objects tab and select the component you want to replace.

    In Product Information Management,

    • Open the item that contains the component you want to replace.
    • Click the Structures tab and select the component you want to replace.
  2. Click Actions > Replace. You can also use the Replace icon on the toolbar.
  3. Search for and select the replacement component.

    The original component is redlined and the replacement component appears in green (which is different from the initial color). The original component also appears in the Replaces column for your reference.

    End date of the original component becomes the start date of the replacement component.
  4. Save your changes.

    In the Product Information Management work area, you can save your changes to the item or save the changes to a change order and route it for approval.

How Start and End Dates are Derived

The table lists how the start and end dates are derived upon replacement.

In Product Development In Product Information Management

Upon replacement, the end date of the original component and the start date of the replacement component will be the same as the effective date of the affected object.

If the affected object is effective on approval, this will be the date when the change order is moved to Scheduled status.

If the affected object has a future effective date, this will be the same as the effective date.

Upon replacement, the end date of the original component and the start date of the replacement component will match the date in the Date field on the toolbar of the item structure page.

If a replacement is to be effective only in the future, select a future date in the toolbar and then perform the Replace action. The replacement is visible in the structure when the date selected is after the start date of the replacement component.

What’s Copied Over to the Replacement Component

When you replace a component, item sequence, structure component attributes, substitutes, and reference designators are copied over from the original component to the replacement component.

Here are the attributes that are copied over:

Component Attributes

  • Item Sequence - Read-only
  • Quantity
  • Yield
  • Comments
  • Start Date
  • End Date
  • Planning Percent
  • Check ATP
  • Required to Ship
  • Required for Revenue
  • Include on Shipping Documents
  • Automatically Request Material
  • Basis
  • Enforce Integer Requirement
  • Supply Type
  • Component UOM

Substitute Components

  • Item
  • Description
  • Primary UOM
  • Quantity
  • Inverse Quantity
  • Priority
  • Enforce Integer Requirement
  • Descriptive flexfields

Reference Designator

  • Reference Designator
  • Description
  • Descriptive flexfields

Considerations for Replacing Components

The table shows considerations for replacing components based on the work area.

In Product Development In Product Information Management Across Product Development and Product Information Management
  • You can’t replace a component that's already a replacement for another component in the same change order.
  • You can use the Undo Redlines action to revert the replacement action when the change order is in Open or Interim Approval status, provided you have the permission to perform the action. This permission is defined in the Additional Workflow Controls table in the change type setup.
  • If you're replacing an item with a document, then the reference designators aren't copied to the replacement.
  • In the Change Order Details report, replacement attributes are displayed regardless of whether you opt in for this feature or not. These attributes can't be hidden.
  • Once a replacement is selected, neither the original nor the replacement component can be edited.
  • The Replaces column is visible by default and retains the record of replaced components even when you enter future dates in the Date field. The original component is shown in the Replaces column until it’s replaced with another component.
  • If a component has redlines, for example, the quantity is updated, the component can’t be replaced.
  • If the replacement component selected has a different UOM from the original component, a warning message appears and the quantity is reset to 1. Reference designators and substitute components aren’t copied over. The replacement component's UOM will show the item’s primary UOM.
  • If the replacement component was defined as a substitute component of the original component, then it isn't copied to the substitute component table of the replacement component.