Editing an item
Selecting any row opens its detail panel. From there you can read everything about the item and, in the Staging Area, edit it.
The four tabs
| Tab | What it holds |
|---|---|
| Info | The item's own fields: name, owner, source, unit of measure, lead time and cost. |
| Documents | Drawings and files attached to this revision. |
| Engineering | Electrical, mechanical and firmware files. |
| Where used | Every place this item appears, and total demand. |
Documents and Engineering load only when you open them, so browsing rows stays fast.
Editing
Select Edit in the panel. You can change:
- Name and description.
- Owner, meaning who is responsible for it.
- Source, whether you make it or buy it.
- Unit of measure.
- Lead time.
- Unit cost, on parts only.
- Image, on assemblies and products only.
What you cannot edit, and why
Three fields are shown with a lock: part number, version and revision.
These three make up the item's identity, and every line in every BOM that points at this item points at that exact identity. Changing them here would alter other people's released BOMs without them knowing.
Identity is assigned when you commit, and what a new release changes is decided in commit review, where you can see the effect before it happens.
Two more rules:
- An assembly's unit cost cannot be typed. It is always the sum of its lines.
- A part's image belongs to its inventory record, so it is changed there.
Saving stages the item
Saving marks the item Edited. It is now a draft holding unreleased changes, and it will appear in commit review the next time you release.
Editing a shared item affects every parent
An item used by several parents is one record. Editing it from one place changes it everywhere, and every assembly above it, in every product, will need releasing again. Check the Where used tab before editing anything marked Shared.
Attaching documents
On the Documents tab, drag files in or browse for them. They attach to this revision, so the drawing set travels with the release it belongs to.
When a revision is released and the next draft opens, its documents carry across, so you never have to attach the same drawings again each cycle.